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Microsoft

Transform business workflows with generative AI

Microsoft via Microsoft Learn

Overview

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  • Learn about Generative AI - a technology that uses machine learning models to generate new content, ideas, or solutions based on existing data.

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

    • Describe generative AI and its capabilities.
    • Understand the principles of responsible AI and their importance in generative AI applications.
    • Explain how Microsoft 365 Copilot leverages generative AI to enhance productivity and streamline workflows.
  • Learn about Microsoft 365 Copilot Chat - a tool that leverages generative AI to enhance productivity and streamline workflows.

    By the end of this module, you'll be able to: Craft effective prompts based on techniques that improve Copilot's responses.

    • Delete prompts you no longer need, keeping your workspace efficient and up-to-date.
    • Identify and manage scheduled prompts in the Copilot window.
    • Understand how organizational settings impact the availability of scheduled prompts.
    • Apply scheduled prompts to automate daily, midweek, and end-of-day business activities for improved productivity.
    • Understand how to create and configure an agent
  • Learn how to use Microsoft 365 Copilot to draft, edit, and enhance your content.

    By the end of this module, you'll be able to leverage Microsoft 365 Copilot for efficient content creation in Word, Outlook, and PowerPointand employ the Researcher agent to gather information and gain deeper insights to enhance your documents.

  • Learn how to use Microsoft 365 Copilot to analyze and visualize your data.

    By the end of this module, you'll be able to leverage Microsoft 365 Copilot for data analysis and visualization in Excel and employ the Analyst Agent to gather insights and enhance your data presentations.

  • Learn how to use Microsoft 365 Copilot to manage meetings and enhance collaboration.

    By the end of this module, you’ll be able to use Microsoft 365 Copilot to follow up on meetings by summarizing email threads, capture real-time insights and automate note taking during meetings, generate post-meeting summaries and action items, draft effective follow-up emails, and leverage Copilot Pages and Notebooks for shared planning and deeper analysis.

  • Learn practical applications of Microsoft 365 Copilot in business workflows.

    By the end of this module, you'll understand that there is no one way to employ Microsoft 365 Copilot in your business workflows. Instead, you'll be able to evaluate different scenarios and determine how Copilot can best assist you based on your specific needs and context. You'll work through three distinct scenarios, each illustrating a different use case for Copilot in a business setting.

Syllabus

  • What is generative AI?
    • Introduction
    • What is generative AI?
    • Understand responsible AI
    • Microsoft 365 Copilot as your workflow companion
    • Knowledge check
    • Summary
  • Employ Copilot Chat as your AI assistant
    • Introduction
    • What is Copilot Chat?
    • Write effective prompts to optimize Copilot responses
    • Manage prompts and conversations in Copilot Chat
    • What are Copilot agents?
    • Knowledge check
    • Summary
  • Draft and refine business content using Microsoft 365 Copilot
    • Introduction
    • Draft your content using Microsoft 365 Copilot
    • Research and gather information using the Researcher Agent
    • Knowledge check
    • Summary
  • Analyze and visualize data using Microsoft 365 Copilot
    • Introduction
    • Analyze data workflows in Excel with Copilot
    • Generate insights using the Analyst Agent
    • Knowledge check
    • Summary
  • Manage meetings and collaboration using Microsoft 365 Copilot
    • Introduction
    • Streamline meeting preparation and follow ups with Copilot
    • Enhance collaboration with Copilot Chat, Pages, and Notebooks
    • Knowledge check
    • Summary
  • Define the role you want Microsoft 365 Copilot to play in your business workflow
    • Introduction
    • Scenario 1: Prepare weekly status report
    • Scenario 2: Build a client proposal deck
    • Scenario 3: Create an executive summary
    • Summary

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