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

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