- This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Executive-related business scenarios.
By the end of this module, you should be able to:
Synthesize communication insights using Microsoft 365 Copilot across Microsoft Teams.
Use Copilot in Word to create an executive briefing report.
Use Copilot in Excel to perform budget forecast analysis.
Use the AI Project Manager agent in Planner to create a new project plan.
Create an agent that provides performance metrics, monitors key indicators, and flags emerging issues.
- This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Sales-related business scenarios.
By the end of this module, you should be able to:
Use the Researcher agent to analyze competitors and identify industry trends.
Use Microsoft 365 Copilot Chat to conduct market research.
Use Copilot in Word to create a sales proposal.
Use Copilot in Outlook to personalize your outreach.
Use Copilot in Word to generate a standard RFP response template.
Use Copilot in Excel to analyze historical RFP data.
Use Copilot Studio to build an RFP response agent.
Use Copilot in Outlook to personalize your outreach.
Use Copilot Studio to update an agent's instructions.
- This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in IT-related business scenarios.
By the end of this module, you should be able to:
Use Microsoft 365 Copilot Chat to accelerate the early stages of project planning and ensure alignment across IT, business, and leadership teams.
Use Microsoft 365 Copilot in Whiteboard to facilitate a collaborative brainstorming session to capture and categorize all risks associated with a project.
Use Microsoft 365 Copilot in PowerPoint to turn a project plan and risk analysis into a clear, executive-ready presentation.
Use Microsoft 365 Copilot Chat to prepare a summary of upcoming Microsoft 365 features that might affect users in the upcoming quarter.
Use Microsoft 365 Copilot in Viva Engage to draft a company-wide announcement.
Use Microsoft 365 Copilot Chat to create best practice tips for end users.
Use the Surveys agent in Microsoft 365 Copilot to design a survey that can be implemented in Microsoft Forms.
Use the Analyst agent in Microsoft 365 Copilot to analyze survey results.
- This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Marketing-related business scenarios.
By the end of this module, you should be able to:
Use Copilot Studio to create a market research agent.
Use Copilot's Analyst agent to generate strategic marketing recommendations.
Use Copilot in Loop to create a marketing campaign plan.
Use Copilot in Word to consolidate multiple market reports.
Use Copilot in Excel to analyze performance tracking data.
Use Copilot’s Idea Coach agent to generate creative campaign concepts
Use Copilot’s Writing Coach agent to draft promotional campaign announcements.
- This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Finance-related business scenarios.
By the end of this module, you should be able to:
Use Microsoft 365 Copilot in Excel to analyze COGS for a new product line.
Use Microsoft 365 Copilot in Teams to summarize meeting notes.
Use Microsoft 365 Copilot Chat to analyze a potential acquisition.
Use Microsoft 365 Copilot in Excel to model What-if scenarios.
Use Microsoft 365 Copilot Chat to evaluate vendor contracts.
Use Microsoft 365 Copilot in PowerPoint to create an executive presentation.
Use Microsoft 365 Copilot in Loop to turn insights into actionable content.
Use Microsoft 365 Copilot in Outlook to create an email that requests feedback.
- This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in HR-related business scenarios.
By the end of this module, you should be able to:
Use Microsoft 365 Copilot in Excel to identify key manager metrics and generate a management summary report.
Use Microsoft 365 Copilot in Outlook to communicate management performance findings to HR leadership.
Use Microsoft 365 Copilot in Loop to facilitate collaborative manager development planning.
Use Copilot Studio to create an HR self-service agent that answers employee questions
Use Microsoft 365 Copilot in Viva Engage to announce the new HR self-service agent.
Use Copilot's Researcher agent to gather employee relocation insights.
- This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Operations-related business scenarios.
By the end of this module, you should be able to:
Use Microsoft 365 Copilot in Whiteboard to brainstorm project plan ideas and then categorize the ideas.
Use Microsoft 365 Copilot in Word to create a report using public web data.
Use Microsoft 365 Copilot in PowerPoint to create an executive presentation based on a product comparison report.
Use Microsoft 365 Copilot Chat to synthesize multiple knowledge sources into a structured deliverable.
Use Microsoft 365 Copilot in Loop to track project milestones.
Use Microsoft Copilot Studio to create an FAQ agent related to a project.
Use Microsoft 365 Copilot in OneNote to review existing safety protocols, update them, and generate a summary of changes.
Use Microsoft 365 Copilot Outlook to create an email containing updated safety protocols.
- This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Communications-related business scenarios.
By the end of this module, you should be able to:
Use Microsoft 365 Copilot in Word to develop a strategic communication brief.
Use Copilot's Researcher agent to identify external trends and proof points.
Use Microsoft 365 Copilot in Excel to analyze communication metrics.
Use Microsoft 365 Copilot in PowerPoint to create an executive presentation.
Use Microsoft 365 Copilot in Viva Engage to create a company-wide announcement.
Use Microsoft 365 Copilot Chat to prepare for a town hall meeting.
Use Copilot's Ideas Coach agent to generate campaign ideas and a channel map.
Use Microsoft 365 Copilot Studio to create an FAQ Assistant agent for a new feature.
- This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Customer Service-related business scenarios.
By the end of this module, you should be able to:
Use Microsoft 365 Copilot in Whiteboard to map the ideal customer support journey.
Use Microsoft 365 Copilot in Teams to prepare for a client support meeting.
Use Microsoft 365 Copilot in OneNote to create a call summary template.
Use Copilot's Analyst agent to analyze customer support data.
Use Microsoft 365 Copilot in Loop to build a troubleshooting checklist.
Use Microsoft 365 Copilot in Word and Writing Coach to create a dealer facing response template.
Use Copilot’s Ideas Coach agent to create a troubleshooting guide.
Use Microsoft 365 Copilot Chat and Copilot in Outlook to create a Support Insights email.
- This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Legal-related business scenarios.
By the end of this module, you should be able to:
Use Microsoft 365 Copilot Chat to create regulatory legal guidance.
Use Microsoft 365 Copilot in Word to summarize a vendor contract.
Use Copilot's Researcher agent to prepare a regulator-facing issue brief.
Use Copilot Studio to create a Regulatory Inquiry Assistant agent.
Use Microsoft 365 Copilot in Loop to collaborate on updating a company policy.
Use Microsoft 365 Copilot in Excel to visualize cross-department risk areas.
Use Microsoft 365 Copilot in PowerPoint to create a legal presentation.
Use Microsoft 365 Copilot in OneNote to create a compliance notebook.
Overview
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Syllabus
- Empower your workforce with Microsoft 365 Copilot: Executives Use Case
- Introduction
- Exercise 1: Synthesize communication insights across Microsoft Teams
- Exercise 1, Task 1: Use Copilot Chat in Teams to synthesize communications for a project
- Exercise 1, Task 2: Use Copilot in a Teams chat session to summarize a project discussion
- Exercise 1, Task 3: Use Copilot Chat in Teams to collect cross-project insights
- Exercise 1, Task 4: Use Copilot in Teams to prepare an executive summary
- Exercise 2: Drive business outcomes using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Word to create an executive briefing report
- Exercise 2, Task 2: Use Copilot in Excel to perform budget forecast analysis
- Exercise 2, Task 3: Use the AI Project Manager agent in Planner to create a new project plan
- Exercise 2, Task 4: Create a Northwind Business Insights agent
- Exercise 2, Task 5: Use the Northwind Business Insights Agent to answer executive questions
- Module assessment
- Summary
- Empower your workforce with Microsoft 365 Copilot: Sales use case
- Introduction
- Exercise 1: Accelerate market growth using Microsoft 365 Copilot
- Exercise 1, Task 1: Use the Researcher agent to analyze your competitors and identify industry trends
- Exercise 1, Task 2: Use Microsoft 365 Copilot Chat to conduct market research
- Exercise 1, Task 3: Use Copilot in Word to create a sales proposal
- Exercise 1, Task 4: Use Copilot in Outlook to personalize your outreach
- Exercise 2: Automate sales proposal responses using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Word to generate a standard RFP response template
- Exercise 2, Task 2: Use Copilot in Excel to analyze historical RFP data
- Exercise 2, Task 3: Use Copilot Studio to build an RFP response agent
- Exercise 2, Task 4: Use Copilot in Teams to collaborate on refining the RFP response agent
- Exercise 2, Task 5: Use Copilot Studio to update the instructions for the RFP response agent
- Module assessment
- Summary
- Empower your workforce with Microsoft 365 Copilot: IT Use Case
- Introduction
- Exercise 1: Streamline IT project planning with Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot Chat to define the project framework
- Exercise 1, Task 2: Use Copilot in Whiteboard to identify potential risks
- Exercise 1, Task 3: Use Copilot in PowerPoint to create an executive presentation
- Exercise 2: Transform feature launches and adoption using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Microsoft 365 Copilot Chat to identify upcoming Microsoft 365 features
- Exercise 2, Task 2: Use Copilot in Viva Engage to draft a post about upcoming features
- Exercise 2, Task 3: Use Microsoft 365 Copilot Chat to create best practice tips
- Exercise 2, Task 4: Use the Surveys agent to create a feedback survey
- Exercise 2, Task 5: Use the Analyst agent to analyze survey results
- Module assessment
- Summary
- Empower your workforce with Microsoft 365 Copilot: Marketing Use Case
- Introduction
- Exercise 1: Transform market research into an actionable campaign using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot Studio to create a Market Research Agent
- Exercise 1, Task 2: Use the Market Research Agent to synthesize market intelligence
- Exercise 1, Task 3: Use Copilot’s Analyst agent to generate strategic recommendations
- Exercise 1, Task 4: Use Copilot in Loop to create a launch campaign plan
- Exercise 2: Develop a new marketing campaign using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Word to consolidate multiple market reports
- Exercise 2, Task 2: Use Copilot in Excel to analyze a marketing spreadsheet
- Exercise 2, Task 3: Use Copilot’s Idea Coach agent to generate creative campaign concepts
- Exercise 2, Task 4: Use Copilot’s Writing Coach agent to draft promotional campaign announcements
- Module assessment
- Summary
- Empower your workforce with Microsoft 365 Copilot: Finance Use Case
- Introduction
- Exercise 1: Optimize financial reporting and acquisition modeling using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot in Excel to analyze new product line COGS
- Exercise 1, Task 2: Use Copilot in Teams to summarize meeting notes
- Exercise 1, Task 3: Use Copilot Chat to analyze a potential acquisition
- Exercise 1, Task 4: Use Copilot in Excel to model What-If scenarios
- Exercise 2: Streamline contract analysis and negotiation using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Microsoft 365 Copilot Chat to evaluate vendor contracts
- Exercise 2, Task 2: Use Copilot in PowerPoint to create an executive presentation
- Exercise 2, Task 3: Use Copilot in Loop to turn insights into actionable content
- Exercise 2, Task 4: Use Copilot in Outlook to create an email that requests feedback
- Module assessment
- Summary
- Empower your workforce with Microsoft 365 Copilot: HR Use Case
- Introduction
- Exercise 1: Deliver manager insights with Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot in Excel to identify key manager metrics
- Exercise 1, Task 2: Use Copilot in Excel to generate a Manager Summary report
- Exercise 1, Task 3: Use Copilot in Outlook to communicate findings to HR leadership
- Exercise 1, Task 4: Use Copilot in Loop to facilitate collaborative manager development planning
- Exercise 2: Empower employees with an HR self-service agent
- Exercise 2, Task 1: Create an HR self-service agent for company employees
- Exercise 2, Task 2: Use Viva Engage to announce the new HR self-service agent
- Exercise 2, Task 3: Ask the HR self-service agent questions about HR policies
- Exercise 2, Task 4: Use the Researcher agent to gather employee relocation insights
- Module assessment
- Summary
- Empower your workforce with Microsoft 365 Copilot: Operations use case
- Introduction
- Exercise 1: Streamline operational initiatives using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot in Whiteboard to brainstorm project plan ideas
- Exercise 1, Task 2: Use Copilot in Word to compare operational reports
- Exercise 1, Task 3: Use Copilot in PowerPoint to create an executive presentation
- Exercise 1, Task 4: Use Microsoft 365 Copilot Chat to prepare for vendor engagement
- Exercise 2: Manage a facility expansion project with Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Loop to track construction milestones
- Exercise 2, Task 2: Use Copilot Studio to build a Facility Expansion FAQ agent
- Exercise 2, Task 3: Ask the Facility Expansion FAQ agent questions about the expansion project
- Exercise 2, Task 4: Use Copilot in OneNote to update safety protocols
- Exercise 2, Task 5: Use Copilot in Outlook to email the safety procedure changes to Operations staff
- Module assessment
- Summary
- Empower your workforce with Microsoft 365 Copilot: Communications Use Case
- Introduction
- Exercise 1: Drive engagement with a unified communication strategy using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot in Word to develop a strategic communication brief
- Exercise 1, Task 2: Use Copilot’s Researcher agent to identify external trends and proof points
- Exercise 1, Task 3: Use Copilot in Excel to analyze communication metrics
- Exercise 1, Task 4: Use Copilot in PowerPoint to create an executive presentation
- Exercise 2: Develop an employee centered communication experience using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Viva Engage to create a company-wide announcement
- Exercise 2, Task 2: Use Copilot Chat to prepare for a town hall meeting
- Exercise 2, Task 3: Use the Ideas Coach agent to generate campaign ideas and a channel map
- Exercise 2, Task 4: Use Copilot Studio to create an FAQ Assistant agent
- Module assessment
- Summary
- Empower your workforce with Microsoft 365 Copilot: Customer Service Use Case
- Introduction
- Exercise 1: Improve customer service efficiency using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot in Whiteboard to map the ideal customer support journey
- Exercise 1, Task 2: Use Copilot in Teams to prepare for a client support meeting
- Exercise 1, Task 3: Use Copilot in OneNote to create a call summary template
- Exercise 1, Task 4: Use the Copilot Analyst agent to analyze customer support data
- Exercise 2: Enhance the resolution quality of customer service cases using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Loop to build a troubleshooting checklist
- Exercise 2, Task 2: Use Copilot in Word and Writing Coach to create a dealer facing response template
- Exercise 2, Task 3: Use Copilot’s Ideas Coach agent to create a troubleshooting guide
- Exercise 2, Task 4: Use Copilot Chat and Copilot in Outlook to create a Support Insights email
- Module assessment
- Summary
- Empower your workforce with Microsoft 365 Copilot: Legal Use Case
- Introduction
- Exercise 1: Prepare for regulatory response and litigation readiness using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot Chat to create regulatory legal guidance
- Exercise 1, Task 2: Use Copilot in Word to summarize a vendor contract
- Exercise 1, Task 3: Use Copilot Researcher to prepare a regulator facing issue brief
- Exercise 1, Task 4: Use Copilot Studio to create a Regulatory Inquiry Assistant
- Exercise 1, Task 5: Ask the Regulatory Inquiry Assistant questions related to an audit
- Exercise 2: Reform corporate governance and compliance using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Loop to collaborate on updating a company policy
- Exercise 2, Task 2: Use Copilot in Excel to visualize cross department risk areas
- Exercise 2, Task 3: Use Copilot in PowerPoint to create a legal presentation
- Exercise 2, Task 4: Use Copilot in OneNote to create a compliance notebook
- Module assessment
- Summary