Empower Your Workforce with Copilot for Microsoft 365 Use Cases (MS-4004)

Course 8689

  • Duration: 1 day
  • Language: English
  • Level: Foundation

Explore the power of Copilot for Microsoft 365 in this dynamic 1-day Microsoft course. The first part covers essential Copilot functionalities across various Microsoft 365 apps, offering insights into best practices, effective prompt creation, and extending capabilities with plugins and Graph connectors.

The heart of the course lies in the second part, where participants engage in hands-on exercises across seven key Use Cases - Executives, Sales, Marketing, Finance, IT, HR, and Operations. Through practical scenarios in Microsoft 365 apps like Word, PowerPoint, and Outlook, students tackle common business tasks related to each Use Case. To fully benefit from this course, students need a Microsoft 365 subscription with Copilot access (BYOS) and a Microsoft OneDrive account for seamless file sharing during exercises. Join us to unleash the potential of Copilot and empower your workforce.

Empower Your Workforce with Copilot for Microsoft 365 (MS-4004) Delivery Methods

  • In-Person

  • Online

  • Upskill your whole team by bringing Private Team Training to your facility.

Empower Your Workforce with Copilot for Microsoft 365 (MS-4004) Training Information

In this course, you will learn how to:

  • Overcome the learning curve and gain in-depth knowledge of Copilot for Microsoft 365.
  • Hands-on exercises in real-world scenarios, covering Executives, Sales, Marketing, Finance, IT, HR, and Operations.
  • Learn effective prompt creation and discover best practices for maximising Copilot's potential.
  • Understand how to extend Copilot with plugins and Graph connectors for enhanced productivity.
  • Equip your team with the skills to leverage Copilot across Microsoft 365 apps, boosting efficiency in daily tasks.

Training Prerequisites

Access to a Microsoft 365 subscription (BYOS) in which they're licensed to use Copilot for Microsoft 365.

A Microsoft OneDrive account, since Copilot requires OneDrive to complete the file sharing tasks used throughout the Use Case exercises.

Empower Your Workforce with Copilot for Microsoft 365 (MS-4004) Training Outline

This module explores the intricacies of Copilot for Microsoft 365, offering insights into its functionality and Microsoft's dedication to implementing AI responsibly and ethically.

By the end of this module, you should be able to:

  • Describe the purpose and functionalities of Copilot for Microsoft 365.
  • Outline the working principles behind Copilot for Microsoft 365.
  • Identify the core components integral to Copilot for Microsoft 365.
  • Articulate Microsoft's dedication to responsible AI practices

This module explores the practical usage of Copilot for Microsoft 365 across Microsoft 365 applications, demonstrating how to streamline workflow and increase productivity.

By the end of this module, you should be able to:

  • Identify and apply the key features of Copilot for Microsoft 365 in each Microsoft 365 application to enhance your productivity and workflow.
  • Understand how Copilot for Microsoft 365 integrates with Business Chat in Teams to provide a centralised hub for all your work-related information.
  • Utilise the AI capabilities of Copilot for Microsoft 365 to transform your approach to tasks in Microsoft 365, making them more intuitive and efficient.

This module explores comprehensive best practices for Copilot for Microsoft 365 and key extension methods, ensuring you harness the full potential and versatility of Copilot's functionality.

By the end of this module, you should be able to:

  • Describe the best practices for using Copilot for Microsoft 365.
  • Understand how to effectively prompt Copilot for Microsoft 365.
  • Describe the capabilities of plugins within Copilot for Microsoft 365.
  • Understand Microsoft Graph connectors and how they can be used to integrate data from external sources into Copilot for Microsoft 365.

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in Executive-related business scenarios.

By the end of this module, you should be able to:

  • Use Microsoft Copilot to synthesise your emails and chats from the past week involving a specific topic.
  • Use Copilot in Teams to generate a list of key points made by participants involved in chats and emails involving a specific topic over the past 30 days.
  • Use Copilot in Word to create a speech you plan to deliver to company shareholders based on your company's annual income statement.
  • Use Copilot in PowerPoint to create a PowerPoint presentation for your speech to company shareholders regarding your annual income statement.

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in Sales-related business scenarios.

By the end of this module, you should be able to:

  • Use Copilot in Loop to create and update a market research report for a potential new sales market.
  • Use Copilot in PowerPoint to create and customise a sales presentation based on a market trend report for a new beverage product.
  • Use Microsoft Copilot to summarise your emails, meetings, and chats for a specific project over the past 30 days, and then generate a list of actions items, and action items involving a specific - person or topic.
  • Use Copilot in Word to compare three supplier agreements, identify the differences, and provide recommended actions.

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in IT-related business scenarios.

By the end of this module, you should be able to:

  • Use Microsoft Copilot to summarise the information in a product spec document for a network security product and create a project plan to implement the product.
  • Use Copilot in PowerPoint to create and customise a business presentation based on the product plan that you created for the new network security product.
  • Use Copilot in Word to modify a technical implementation report for a customer who is planning to install your new network security product.
  • Use Copilot in Outlook to draft an email that provides highlights from the technical implementation report that you created for the customer who is installing your new network security product.

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in Marketing-related business scenarios.

By the end of this module, you should be able to:

  • Use Microsoft Copilot to analyse market trends in the U.S. toy market, provide sales forecasts, and identify new sales opportunities.
  • Use Copilot in Loop to generate marketing campaign ideas for your new product line of outdoor toys.
  • Use Copilot in Word to consolidate three product marketing reports into a single Market Analysis report and then make further customisations.
  • Use Copilot in Excel to analyse the market trends that are captured in a spreadsheet for a new beverage product.

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in Finance-related business scenarios.

By the end of this module, you should be able to:

  • Use Copilot in Outlook to draft an email to your insurance company that requests a meeting to discuss the increases in your company's medical insurance premiums.
  • Use Copilot in Excel to analyse a spreadsheet containing projected revenue and user engagements for your company's Q1 marketing campaigns, then add new calculations and charts to visualise the data.
  • Use Copilot in Word to create a marketing campaign report based on the financial results from your company's Q1 marketing campaigns.
  • Use Copilot in Word to summarise your company's financial statement results for the past five years, including trends, growth patterns, profitability analysis, and areas of concern.

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in HR-related business scenarios.

By the end of this module, you should be able to:

  • Use Copilot in Word to create a job description based on an HR job responsibility document.
  • Use Microsoft Copilot to analyse multiple resumes for a job role, create a report comparing the strengths and weaknesses of each candidate, and make a final recommendation.
  • Use Copilot in Loop to create a set of interview questions for a new job role.
  • Use Copilot in Word to compose an email offer letter to a candidate for a new job role.

This module enables students to perform a series of Use Case exercises that build their Copilot for Microsoft 365 skills in Operations-related business scenarios.

By the end of this module, you should be able to:

  • Use Copilot in Whiteboard to brainstorm project plan ideas for installing a new network security product, and then categorise the ideas.
  • Use Copilot in Outlook to locate an actual email thread, summarise the thread, and then generate a reply.
  • Use Copilot in Word to locate information on troubleshooting current production equipment and identify how to reset the processor.
  • Use Copilot in Loop to create a set of questions for a customer discovery session with the consulting firm who will be installing a VPN in your corporate network.

This module challenges learners by having them use Copilot for Microsoft 365 to address various business scenarios without the aid of step-by-step instructions.

By the end of this module, you should be able to:

  • Use Copilot in Loop, Word, and Bing to create HR interview questions for a new role, and then compare the results generated by each Copilot.
  • Use Copilot in Word and Excel to enhance a company's social media marketing presence.
  • Use Copilot in Whiteboard and Word to create project planning documentation and visualise project timelines, milestones, and dependencies.

Use Copilot in Word to create a marketing report and brainstorm marketing campaign ideas, and Copilot in PowerPoint to create a marketing presentation.

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Empower Your Workforce with Copilot for Microsoft 365 (MS-4004) FAQs

The course is designed to empower your organisation by driving widespread adoption of Copilot. It enhances team productivity, addresses specific business use cases, promotes best practices, and enables customisation through plugin integration. With practical insights and hands-on exercises, the course ensures that your workforce can seamlessly leverage Copilot across Microsoft 365 apps, leading to optimal efficiency and collaboration.

Attending the course provides your team with comprehensive Copilot mastery, covering an initial learning curve, practical use cases for Executives, Sales, Marketing, Finance, IT, HR, and Operations, and insights into best practices for prompt creation. Participants will also learn how to extend Copilot with plugins and Graph connectors, addressing complexities and empowering your workforce with the skills to boost overall competency and productivity in daily tasks.

This course is designed for all learners who are interested in learning about Copilot for Microsoft 365 and who want to gain experience in using various Copilot for Microsoft 365 apps.

To complete the Use Case exercises in this course, you must have access to a Microsoft 365 subscription (BYOS) and be licensed to use Copilot for Microsoft 365. You also must have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file-sharing tasks used throughout the Use Case exercises.