Enhancing Business Efficiency with Microsoft 365 Copilot

Leveraging Microsoft Copilot for Real-World Productivity and Workflow Optimization

Duration

1 Day (8 hours)

Level

Intermediate Level

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This course is designed to equip participants with actionable skills to enhance business efficiency through Microsoft 365 Copilot. Participants will explore the powerful capabilities of Microsoft 365 Copilot across applications like Word, Excel, PowerPoint, Teams, and Outlook, with a focus on how AI-driven assistance can streamline daily operations, boost productivity, and enable smoother workflows. By engaging with practical use cases, hands-on labs, and scenario-based learning, participants will gain insights into crafting effective prompts, optimizing Copilot features, and integrating plugins for personalized productivity.

Additionally, this course will:

Demonstrate strategies for maximizing Copilot’s potential in various business functions
Equip participants with troubleshooting techniques for common Copilot challenges
Offer best practices for encouraging team adoption and ensuring seamless integration across departments

By the end of the course, participants will be fully prepared to leverage Microsoft 365 Copilot to solve real-world business challenges efficiently and with ease.

Outcomes:
By the end of this course, participants will confidently leverage Microsoft 365 Copilot to boost productivity across specific applications such as Word, Excel, PowerPoint, Outlook, and Teams. They’ll gain skills to create impactful documents, automate data analysis, draft polished emails, organize effective team communications, and manage projects with ease. Additionally, they’ll learn to build workflows across Microsoft 365 applications and customize prompts for precise results, ensuring they can troubleshoot, support, and drive Copilot adoption across business functions.

Key Takeaways

In-Depth Copilot Knowledge: A thorough understanding of Copilot features across Word, Excel, PowerPoint, Outlook, and Teams
Hands-On Experience: Practical, hands-on training in real-world applications and business scenarios
Effective Prompting Techniques: Strategies for developing prompts that yield accurate, tailored responses
Extended Capabilities: Insights on integrating plugins and Graph connectors for enhanced functionality
Ready-to-Use Scenarios: A collection of business use cases to implement directly within their teams
Workflow Optimization Skills: Proven techniques for creating time-saving workflows across applications
Team Adoption Strategies: Best practices to encourage and support team-wide Copilot use for maximum impact

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Introduction to Microsoft 365 Copilot

Overview of Microsoft 365 Copilot’s capabilities
Understanding AI-driven assistance and automation within Microsoft 365
Key benefits of Copilot for individual productivity and team collaboration
Demo: Live or video demo of Copilot in action
Addressing Security & Privacy concerns in Microsoft Copilot

Practical Use Cases in Document Creation

Word Copilot: Automating document generation, summarizing lengthy documents, and enhancing formatting
PowerPoint Copilot: Converting Word documents or Excel data into engaging presentations
Excel Copilot: Automating data analysis, trend identification, and report generation
Hands-on lab: Using Copilot to generate and refine a business report in Word and create a presentation in PowerPoint
Prompt Crafting Best Practices: Writing effective prompts for Word and Excel

Streamlining Communication and Collaboration

Outlook Copilot: Drafting emails, summarizing threads, and generating responses
Teams Copilot: Creating meeting summaries, identifying action items, and generating follow-ups
Practical scenarios: Tailored role-based scenarios (e.g., for project managers, customer support leads) to show Copilot’s versatility in communication contexts
Hands-on lab: Practice using Copilot to draft responses and organize meeting follow-ups

Optimizing Data Analysis and Reporting

Excel Copilot for Advanced Data Workflows: Automating complex calculations, creating visualizations, and summarizing datasets
Real-world scenarios: Budget tracking, performance analysis, and sales reporting
Hands-on lab: Analyzing a sample dataset with Copilot, using formulas, charts, and visualizations
Troubleshooting Tips: Common issues in data analysis and solutions to optimize efficiency

Enhancing Project Management and Task Automation

Teams and Planner Copilot: Creating task lists, tracking project progress, and setting reminders
Practical use cases: Using Copilot to manage project timelines, assign tasks, and automate status reports
Hands-on lab: Managing a project scenario with Teams and Planner Copilot features
Integration Tips: Using Copilot to connect Planner and Teams with Excel for task-related data visualization
Best Practices for Task Automation: Task assignment and status reporting for transparency and accountability

Use Cases for Workflow Automation in Microsoft 365

Automating repetitive tasks and data entry with Copilot
Integrating Copilot insights with Microsoft 365 tools for seamless workflows
Demonstration: Using Copilot to create and manage automated workflows in a department setting
Power Automate Basics: Leveraging Power Automate with Copilot to expand workflow possibilities

Best Practices and Tips for Using Copilot in Day-to-Day Operations

Tips for maximizing Copilot’s capabilities across applications
Creating user-friendly workflows and encouraging adoption within teams
Managing and troubleshooting common Copilot-related queries
Case studies: Successful use of Copilot to streamline workflows in different business functions
Common Mistakes and Tips
Interactive Q&A/Discussion Session

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Basic to Intermediate Knowledge of Microsoft 365 Applications (e.g., Word, Excel, PowerPoint, Outlook, Teams) to ensure participants are familiar with core functionality
No Prior Experience with Microsoft 365 Copilot Required, though a general understanding of AI-driven tools is beneficial
Access to a Microsoft 365 Subscription with Copilot Licensing to participate in hands-on exercises
Active Microsoft OneDrive Account for file sharing and collaborative tasks during the course

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