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Craft effective prompts for Microsoft Copilot for Microsoft 365

Course outline

MS-40051 day
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Duration

MS-4005: Craft effective prompts for Microsoft Copilot for Microsoft 365

1 day

Overview

Discover ways to craft effective and contextual prompts for Microsoft Copilot for Microsoft 365 that create, simplify, transform, and compile content across Microsoft 365 applications. Learn the importance of providing a clear goal, context, source, and expectation in your prompt for the best results. This course covers real world scenarios and examples using Copilot in Microsoft 365 apps like Word, Excel, PowerPoint, Teams, Outlook, OneNote, and Chat.

Audience Profile

Learners should be familiar working in Microsoft 365 apps like Word, Excel, and PowerPoint. This course is intended for all types of users working with Microsoft Copilot for Microsoft 365.

Outline

Introduction to Copilot for Microsoft 365

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.

Learning objectives

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.

Prerequisites

None

This module is part of these learning paths

Introduction

  • What is Copilot for Microsoft 365?
  • Explore how Copilot for Microsoft 365 works
  • Explore the core components of Copilot for Microsoft 365
  • Examine how Microsoft is committed to responsible AI
  • Knowledge check
  • Summary

Explore the possibilities with Copilot for Microsoft 365

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

Learning objectives

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 centralized hub for all your work-related information.
  • Utilize the AI capabilities of Copilot for Microsoft 365 to transform your approach to tasks in Microsoft 365, making them more intuitive and efficient.

Prerequisites

None

This module is part of these learning paths

Introduction

  • Compose and summarize documents with Copilot in Word
  • Summarize and draft emails with Copilot in Outlook
  • Design captivating presentations with Copilot in PowerPoint
  • Analyze and transform data with Copilot in Excel
  • Elevate productivity with Copilot in Teams
  • Empower employees through Microsoft Copilot with Graph-grounded chat
  • Knowledge check
  • Summary

Optimize and extend Copilot for Microsoft 365

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.

Learning objectives

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 is part of these learning paths

Introduction

  • Examine the art and science of working with AI
  • Review best practices for using Copilot for Microsoft 365
  • Examine how to build an effective prompt
  • Review prompting best practices
  • Extend Copilot for Microsoft 365 with plugins
  • Explore Microsoft Graph connectors
  • Knowledge check
  • Summary

Summarize with Microsoft Copilot for Microsoft 365

Learn how to craft an effective prompt to save time and effort by using Microsoft Copilot to summarize, simplify, and visualize complex information in Microsoft Word, PowerPoint, Excel, and Outlook.

Learning objectives

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

  • Identify the key elements of an effective prompt and apply them to your own prompts.
  • Prompt Copilot to summarize or extract key information in Word documents, Excel tables, and PowerPoint presentations.
  • Summarize chats and meetings to look for key action items with Copilot in Teams.
  • Task Copilot in Outlook with summarizing emails to look for action items or mentions.
  • Compile information from multiple documents and generate a combined summary with Microsoft Copilot.

Prerequisites

  • Fundamentals of Generative AI
  • Get started with Microsoft Copilot for Microsoft 365

This module is part of these learning paths

Introduction

  • Exercise - Follow along using sample data with Copilot for Microsoft 365
  • Simplify and extract key information with Copilot in Word
  • Identify key information and summarize with Copilot in PowerPoint
  • Spot trends and visualize data with Copilot in Excel
  • Highlight key decisions and actions from Teams meetings
  • Catch up and prepare for the week with Copilot in Outlook
  • Summarize information on a topic with Microsoft Copilot for Microsoft 365
  • Knowledge check
  • Summary

Create and draft with Microsoft Copilot for Microsoft 365

Learn how to craft an effective prompt to save time and effort by using Microsoft Copilot to create, draft, and brainstorm new ideas and material using Microsoft Copilot in Microsoft Word, PowerPoint, Teams, and Outlook.

Learning objectives

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

  • Identify the key elements of an effective prompt and apply them to your own prompts.
  • Use Copilot to create new agendas, to-do lists, project plans, and more from Word, Excel, and OneNote.
  • Ask Copilot in Outlook to draft new emails, compose replies, and plan meetings.
  • Prompt Microsoft Copilot for Microsoft 365 to generate new ideas, new content, and FAQs from existing files.

Prerequisites

Fundamentals of Generative AI

Get started with Microsoft Copilot for Microsoft 365

This module is part of these learning paths

  • Introduction to creating draft content with Microsoft Copilot in Microsoft 365
  • Exercise - Follow along using sample data with Copilot for Microsoft 365
  • Draft cover letters, marketing plans, and outlines with Microsoft Copilot in Word
  • Build new slides, agendas, and to-do lists with Microsoft Copilot in PowerPoint
  • Draft emails, replies, and meeting agendas with Microsoft Copilot in Outlook
  • Brainstorm new ideas, lists, and reports from across Microsoft 365 with Microsoft Copilot
  • Knowledge check
  • Summary

Empower your workforce with Copilot for Microsoft 365: IT Use Case

Learn how to craft an effective prompt to save time and effort by using Microsoft Copilot to edit, transform, and rewrite information using Microsoft Copilot in Microsoft Word, PowerPoint, Excel, and Outlook.

Learning objectives

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

  • Identify the key elements of an effective prompt and apply them to your own prompts.
  • Organize outlines and content in Word documents with Copilot.
  • Convert text to tables and write more confidently with Copilot in Word.
  • Add images, slides, and organize your presentation with Copilot in PowerPoint.
  • Format, sort, filter, and highlight data with Copilot in Excel.
  • Rewrite messages with Coaching by Copilot in New Outlook.

Prerequisites

  • Fundamentals of Generative AI
  • Get started with Microsoft Copilot for Microsoft 365

This module is part of these learning paths

Introduction

  • Exercise - Follow along using sample data with Copilot for Microsoft 365
  • Write, organize, and transform content using Microsoft Copilot in Word
  • Add images, slides, and organize your presentation using Microsoft Copilot in PowerPoint
  • Format, sort, filter, and highlight data using Microsoft Copilot in Excel
  • Rewrite messages and replies for tone using Microsoft Copilot in Outlook
  • Knowledge check
  • Summary

Ask questions and analyze content with Microsoft Copilot for Microsoft 365

Discover ways to prompt Microsoft Copilot in Word, PowerPoint, Teams, and Outlook to ask, analyze, and receive recommendations for fresh ideas and content. Whether you need specific information, comparative analysis, or helpful suggestions, Copilot is your go to tool.

Learning objectives

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

  • Identify the key elements of an effective prompt and apply them to your own prompts.
  • Ask Copilot how to accomplish a task in Microsoft 365 apps.
  • Use Copilot to answer questions and provide insights about documents, presentations, tables, and notes.
  • Chat with Copilot in Microsoft 365 about projects, documents, and data throughout your organization.

Prerequisites

  • Fundamentals of Generative AI
  • Get started with Microsoft Copilot for Microsoft 365

This module is part of these learning paths

Introduction

  • Exercise - Follow along using sample data with Copilot for Microsoft 365
  • Ask Microsoft Copilot for help and recommendations in Word
  • Get design and organization tips using Microsoft Copilot in PowerPoint
  • Analyze and work with tables using Copilot in Excel
  • Ask questions about your notes using Copilot in OneNote
  • Chat with Copilot about meetings and messages in Teams
  • Knowledge check
  • Summary

Programme scope, delivery arrangements and suitability are confirmed during enquiry.