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 Duration 14 hours

Course Outline

1. Introduction and Core Concepts

  • Understanding Generative AI
  • Overview of Microsoft 365 Copilot Chat: its purpose and impact on daily operations
  • Foundational concepts of prompts (commands) and personas

2. Configuration and Access

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

Practice Session:

  • Accessing Microsoft 365 and exploring the Copilot Chat sidebar
  • Testing basic inquiries and commands

3. Applied Use in Microsoft Word

  • Assisted creation, editing, and review of documents via Copilot Chat
  • Text generation, summarization, and rephrasing techniques
  • Drafting presentation scripts

4. Applied Use in Microsoft Excel

  • Automatic formula generation
  • Data and chart analysis using natural language instructions
  • Automation of complex calculations

5. Applied Use in Microsoft PowerPoint

  • Generating slides from topics or plain text input
  • Creating presentation scripts and visual layout suggestions
  • Automatic design adjustments

6. Applied Use in Microsoft Outlook

  • Rapid and effective email composition
  • Automated replies and improvement recommendations
  • Inbox organization through command-based actions

7. Crafting Effective Prompts

  • Prompt structures that yield higher-quality responses
  • Utilizing personas to modulate tone and style
  • Practical prompt examples for everyday tasks

8. Automation and Integration

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

9. Best Practices and Ethics

  • Privacy and security considerations for generative AI usage
  • Mitigating common errors and bias in outputs
  • Critical review of AI-generated content

Summary and Recommended Next Steps

Requirements

  • Familiarity with Microsoft Word, Excel, PowerPoint, and Outlook
  • Knowledge of general workplace activities involving writing, data analysis, or communication
  • No prior experience in AI or prompt engineering is necessary

Audience

  • Business professionals seeking to boost productivity with Microsoft Copilot
  • Staff in administration, communications, or data analysis roles
  • Corporate teams adopting AI-enhanced workflows

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