Mastering Prompt Engineering for Microsoft Copilot in Microsoft 365

Enhance your productivity by crafting effective, contextual prompts for Microsoft Copilot across Microsoft 365 applications

Duration

1 Day (8 hours)

Level

Basic Level

Design and Tailor this course

As per your team needs

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This hands-on course is designed to help participants develop essential prompt engineering skills tailored for Microsoft Copilot within Microsoft 365 applications. Through guided exercises and real-world examples, participants will learn techniques to optimize prompts, leverage Copilot’s AI capabilities across Microsoft 365, and enhance productivity and creativity in applications like Word, Excel, PowerPoint, and Teams.

Outcomes:

After completing this course, participants will be equipped with the skills to craft efficient and context-rich prompts for Microsoft Copilot, ensuring better content creation, data analysis, and communication across Microsoft 365 apps. You will gain a deeper understanding of Copilot’s capabilities and learn to optimize it for various professional tasks.

Key Takeaways:

Master prompt engineering for Copilot in Microsoft 365 apps
Enhance productivity and content creation skills
Improve communication and data analysis with AI support
Optimize Microsoft Copilot for real-world business applications

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Business professionals using Microsoft 365 and interested in integrating AI to streamline workflows
IT and business analysts looking to improve data interpretation and decision-making using AI prompts
Content creators, team leads, and managers seeking to enhance productivity in document creation, data analysis, and presentations with Microsoft Copilot

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Introduction to Microsoft Copilot and Prompt Engineering Basics

Overview of Microsoft Copilot in Microsoft 365
- Key features of Microsoft Copilot
- Supported applications and functionalities
What is Prompt Engineering?
- Fundamentals of prompt engineering and its importance in AI interactions
- Best practices for crafting effective prompts
Understanding Context, Intent, and Clarity in Prompts
- How prompt structure impacts Copilot responses

Crafting Effective Prompts for Microsoft Word with Copilot

Leveraging Copilot for Document Creation and Editing
- Generating drafts, summaries, and content outlines with prompts
- Using prompts for tone adjustments and stylistic consistency
Scenario-Based Prompting for Reports, Proposals, and Emails
- Exercises: Prompting Copilot for different types of documents
Tips for Achieving Targeted Responses in Word

Advanced Prompting Techniques for Data Analysis in Excel

Analyzing and Visualizing Data with Copilot
- Using prompts for quick data summaries, insights, and trends
- Automated generation of charts and visual aids
Exploring Scenario-Based Use Cases
- Financial forecasting, sales reporting, and trend analysis
- Exercises: Crafting prompts to extract and visualize key metrics
Tips for Refining Data Analysis Prompts for Optimal Accuracy

Enhancing Presentation Creation with Copilot in PowerPoint

Using Copilot to Generate and Design Presentations
- Prompting Copilot for slide creation and layout suggestions
- Generating content summaries, titles, and bullet points
Interactive Presentation Refinement
- Exercises: Crafting prompts to edit existing presentations and add key visuals
Fine-Tuning Visual Consistency and Audience Targeting Prompts

Efficient Communication in Teams with Copilot

Leveraging Copilot in Teams for Effective Communication
- Using prompts for summarizing chat threads and generating meeting notes
- Facilitating brainstorming and task planning sessions with Copilot
Scenario Exercises: Prompting for Meeting Recaps, Action Items, and Task Prioritization
Tips for Collaborative Communication through AI

Ethical Considerations and Best Practices in AI Prompting

Understanding AI Responsibility and Transparency
- Ensuring prompt clarity and ethical AI use in workplace communication
Limitations and Challenges of Prompting with Microsoft Copilot
Best Practices for Continuous Improvement in Prompting Skills

Hands-On Practice and Workshop

Guided Practice: End-to-End Prompt Engineering Across Microsoft 365
- Real-world scenarios: Prompting across Word, Excel, PowerPoint, and Teams
- Review and peer feedback on prompting techniques
Q&A and Wrap-Up
- Review key takeaways, resources for continued learning, and next steps

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Basic understanding of Microsoft 365 applications
Experience working with Word, Excel, and PowerPoint

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Mastering Prompt Engineering for Microsoft Copilot in Microsoft 365

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