Join us for a FREE hands-on Meetup webinar on Building Natural Language Solutions with Azure OpenAI Service (AI102) | Friday, November 8th · 5:00 PM IST/ 7:30 AM EST Join us for a FREE hands-on Meetup webinar on Building Natural Language Solutions with Azure OpenAI Service (AI102) | Friday, November 8th · 5:00 PM IST/ 7:30 AM EST
Search
Close this search box.
Search
Close this search box.

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

Design and Tailor this course

As per your team needs

Edit Content

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

 

Edit Content
  • Business Users and Professionals using Microsoft 365
  • Microsoft 365 Power Users
  • Project Managers and Team Leads
  • IT Staff supporting Microsoft 365 adoption
  • Departmental Leads aiming to streamline processes
Edit Content
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
Edit Content
  • 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

Connect

we'd love to have your feedback on your experience so far