(Online Delivery) MS-4005 Craft Effective Prompts for Microsoft Copilot for Microsoft 365

Description

Course Overview

Discover ways to craft effective and contextual prompts for Microsoft 365 Copilot that create, simplify, transform, and compile content across Microsoft 365 applications. Learn the importance of providing a clear goal, context, source, and expectation in your prompt for the best results. This course covers real world scenarios and examples using Copilot in Microsoft 365 apps like Word, Excel, PowerPoint, Teams, Outlook, OneNote, and Chat.

Please note: there are many licensing options when it comes to Microsoft Copilot. This course is specifically designed and intended for use with a Microsoft 365 work or school Copilot license (something your organization would enable and supply on your behalf). Logical Operations does not provide any trial or demo licensing within this course (and any free trials publicly accessible would not allow you to complete all the activities within this course). In order to participate in this course, the student needs to have a Microsoft 365 work or school Copilot license provided by their organization. Before registering for this class, please confirm with your IT group that your organization Microsoft 365 license has Copilot enabled and attached to it (and please be prepared to sign in to your organizational account, within our virtual activity environments, during your class).

It would be helpful to come prepared to class with your Microsoft 365 password, as well as your cell phone and access to your work email in order to move through the Microsoft multi-factor authentication process during class.

Who Should Attend?

Learners should be familiar working in Microsoft 365 apps like Word, Excel, and PowerPoint. This course is intended for all types of users working with Microsoft 365 Copilot.

Agenda

Lesson 1 - Introduction to Microsoft 365 Copilot

What is Microsoft 365 Copilot?
Explore how Microsoft 365 Copilot works
Explore the core components of Microsoft 365 Copilot
Examine how Microsoft is committed to responsible AI

Lesson 2 - Explore the possibilities with Microsoft 365 Copilot

Compose and summarize documents with Microsoft 365 Copilot in Word
Summarize and draft emails with Microsoft 365 Copilot in Outlook
Design captivating presentations with Microsoft 365 Copilot in PowerPoint
Analyze and transform data with Microsoft 365 Copilot in Excel
Elevate productivity with Microsoft 365 Copilot in Teams
Empower your workflow with Microsoft 365 Business Chat

Lesson 3 - Optimize and extend Microsoft 365 Copilot

Examine the art and science of working with AI
Review best practices for using Microsoft 365 Copilot
Examine how to build an effective prompt
Review prompting best practices
Extend Microsoft 365 Copilot

Lesson 4 - Summarize and simplify information with Microsoft 365 Copilot

Simplify and extract key information with Copilot in Word
Identify key information and summarize with Copilot in PowerPoint
Spot trends and visualize data with Copilot in Excel
Highlight key decisions and actions from Teams meetings
Catch up and prepare for the week with Copilot in Outlook
Summarize information on a topic with Microsoft 365 Business Chat

Lesson 5 - Create and draft with Microsoft 365 Copilot

Draft cover letters, marketing plans, and outlines with Microsoft 365 Copilot in Word
Build new slides, agendas, and to-do lists with Microsoft 365 Copilot in PowerPoint
Draft emails, replies, and meeting agendas with Microsoft 365 Copilot in Outlook
Brainstorm new ideas, lists, and reports with Microsoft 365 Business Chat

Lesson 6 - Edit and transform content with Microsoft 365 Copilot

Write, organize, and transform content using Microsoft 365 Copilot in Word
Add images, slides, and organize your presentation using Microsoft 365 Copilot in PowerPoint
Format, sort, filter, and highlight data using Microsoft 365 Copilot in Excel
Rewrite messages and replies for tone using Microsoft 365 Copilot in Outlook

Lesson 7 - Ask questions and analyze content with Microsoft 365 Copilot

Ask Microsoft 365 Copilot in Word for help and recommendations
Get design and organization tips with Microsoft 365 Copilot in PowerPoint
Analyze and work with tables using Microsoft 365 Copilot in Excel
Ask questions about your notes using Microsoft 365 Copilot in OneNote
Ask about your meetings and messages with Microsoft 365 Copilot in Teams

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This class is designed for people new to using AI tools, such as ChatGPT - Gemini - or Copilot, in the workplace. People with experience using these tools for their job functions may find some of the content covered to be beginner or overview level. PLEASE NOTE - students in this class will create ChatGPT, Gemini, and/or Copilot accounts - and should have access to an email account and cell phone in order to move through the various vendors' multi-factor authentication processes during account set-up.

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Students registering for class will need to let Logical Operations know whether they are using Windows 10 or Windows 11.

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Students registering for class will need to let Logical Operations know whether they are using Windows 10 or Windows 11.

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No previous experience of Copilot required; however, the student will require an existing Copilot for Microsoft 365 license to participate in hands on exercises, as there is currently no trial license available to Microsoft partners for this product.

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This class is a follow-up to the more basic/entry level AI classes offered at Logical Operations. Students in this class should have prior experience in an AI course offered by Logical Operations. It is recommended that students have previously taken either one of our "How to Create and Use a Prompt" classes or one of our "Getting the Most out of your Spreadsheets/Documents/Presentations with GenAI" classes.

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