MS-4005

MS-4005 - Craft effective prompts for Microsoft Copilot for Microsoft 365

Course Duration: 7 Hours

Delivery Methods: Classroom Training - Instructor Led or Online


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.


WHO SHOULD ATTEND?

The course is designed for IT professionals, business managers, corporate trainers, educators, and end-users of Microsoft 365. It is also suitable for all those familiar with Microsoft 365 apps like Word, Excel, PowerPoint, Teams, and Outlook, and who have a basic understanding of AI concepts and Microsoft 365 services. No prior experience with Copilot is required, but familiarity with Microsoft 365 and workplace productivity tools is beneficial.


COURSE OBJECTIVES

  • Describe the core functionalities of Microsoft 365 Copilot. 
  • Describe core components of Copilot for Microsoft 365. 
  • Describe how effective prompts enhance Copilot's performance. 
  • Describe key elements of a well-crafted prompt: goal, context, source, and expectation. 
  • Craft prompts to generate content in Word. 
  • Develop prompts to simplify data analysis in Excel. 
  • Create prompts to transform presentations in PowerPoint. 
  • Utilize prompts to compile information in Teams, Outlook, OneNote, and Chat 
  • Analyze and build effective prompts tailored to specific tasks. 

Course Outline

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
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
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
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
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
6 - Edit and transform content with Microsoft 365 Copilot
  • Brainstorm new ideas, lists, and reports with Microsoft 365 Business Chat
  • 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
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 
Dates & Times

* Actual dates may vary.