Craft effective prompts for Microsoft Copilot for Microsoft 365

Craft effective prompts for Microsoft Copilot for Microsoft 365 (MS-4005)

Course Length: 1 day
Delivery Methods: Multiple delivery options
Course 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.

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 Benefits
  • Gain a comprehensive understanding of Copilot for Microsoft 365 and its functionalities.
  • Improve document creation efficiency with intelligent summarization and drafting tools in Word and Outlook.
  • Enhance presentations with high-quality design assistance from Copilot in PowerPoint.
  • Streamline data analysis and presentation with advanced Excel capabilities.
  • Boost communication and collaboration through enhanced meeting and email functionalities in Teams and Outlook.
  • Develop proficiency in crafting effective prompts to optimize interactions with AI, leading to better outcomes and productivity gains.
  • Learn to extend the functionality of Microsoft 365 with plugins and Microsoft Graph connectors for a more tailored experience.
  • Master content transformation, including revising for tone or reformatting data, across Microsoft 365 applications.
  • Utilize AI-driven insights and advice to refine content and make data-driven decisions.
  • Create, draft, edit, and manage content across documents, presentations, and datasets with ease.
Available Delivery Methods
Public Class
Public expert-led online training from the convenience of your home, office or anywhere with an internet connection. Guaranteed to run .
Private Class
Private classes are delivered for groups at your offices or a location of your choice.
Microsoft Certified Partner

Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Course Outline

1 - Introduction to Copilot for Microsoft 365

  • 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

2 - Explore the possibilities with Copilot for Microsoft 365

  • 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

3 - Optimize and extend Copilot for Microsoft 365

  • 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

4 - Summarize with Microsoft 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

5 - Create and draft with Microsoft 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

6 - Edit and transform content with Microsoft 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

7 - Ask questions and analyze content with Microsoft 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
Class Materials

Each student will receive a comprehensive set of materials, including course notes and all the class examples.

Live Public Class
$681.10 / student
Please select a class.
Live Private Class
  • Private Class for your Team
  • Live training
  • Online or On-location
  • Customizable
  • Expert Instructors
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