Craft Effective Prompts for Microsoft Copilot for Microsoft 365 (MS-4005)

Prerequisites:

Target Audience:

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.

Course Objectives:

• Introduction to Copilot for Microsoft 365
• Explore the possibilities with Copilot for Microsoft 365
• Optimize and extend Copilot for Microsoft 365
• Summarize with Microsoft Copilot for Microsoft 365
• Create and draft with Microsoft Copilot for Microsoft 365
• Edit and transform content with Microsoft Copilot for Microsoft 365
• Ask questions and analyze content with Microsoft Copilot for Microsoft 365

Course Outline:

Module 1: Introduction to Copilot for Microsoft 365

• 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.

Module 2: Explore the possibilities with Copilot for Microsoft 365

• 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.

Module 3: Optimize and extend Copilot for Microsoft 365

• 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.

Module 4: Summarize with Microsoft Copilot for Microsoft 365

• 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.

Module 5: Create and draft with Microsoft Copilot for Microsoft 365

• 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.

Module 6: Edit and transform content with Microsoft Copilot for Microsoft 365

• 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.

Module 7: Ask questions and analyze content with Microsoft Copilot for Microsoft 365

• 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.