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 Duration 14 hours

Course Outline

1. Foundations and Core Concepts

  • Understanding Generative AI.
  • Introduction to Microsoft 365 Copilot Chat: its purpose and role in daily workflows.
  • Fundamental concepts of prompts (commands) and user personas.

2. Configuration and Access

  • Enabling Copilot Chat in Microsoft 365 (covering licensing and permission settings).
  • Navigating the Copilot Chat interface within Word, Excel, Outlook, and PowerPoint.

Practical Session:

  • Access your Microsoft 365 environment and explore the Copilot Chat sidebar.
  • Experiment with basic queries and commands.

3. Application in Microsoft Word

  • Assisting with document creation, editing, and review via Copilot Chat.
  • Generating, summarizing, and rephrasing text.
  • Drafting scripts for presentations.

4. Application in Microsoft Excel

  • Automatically generating formulas.
  • Analyzing data and charts through natural language instructions.
  • Automating intricate calculations.

5. Application in Microsoft PowerPoint

  • Creating slides from topics or plain text inputs.
  • Generating presentation scripts and visual design suggestions.
  • Automatically refining slide design.

6. Application in Microsoft Outlook

  • Composing emails with speed and impact.
  • Utilizing auto-replies and enhancement suggestions.
  • Managing inbox organization through specific commands.

7. Developing Effective Prompts

  • Structuring prompts to elicit higher quality responses.
  • Utilizing personas to tailor tone and style.
  • Practical prompt examples for common daily tasks.

8. Automation and Integration

  • Integrating Copilot Chat with Teams and other Microsoft utilities.
  • Simple automation examples for time efficiency.
  • Employing basic scripts and macros generated by Copilot Chat.

9. Best Practices and Ethics

  • Maintaining privacy and security when using generative AI.
  • Preventing common errors and bias in generated results.
  • Reviewing and validating AI-generated outputs.

Conclusion and Future Directions

Requirements

  • Familiarity with using Microsoft Word, Excel, PowerPoint, and Outlook.
  • General understanding of workplace responsibilities such as writing, data analysis, or communication.
  • No previous experience with AI or prompt engineering is necessary.

Target Audience

  • Business professionals aiming to enhance productivity through Microsoft Copilot.
  • Staff involved in administration, communication, or data analysis.
  • Corporate teams adapting to AI-integrated workflows.

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