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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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  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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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