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Microsoft

Draft, analyze, and present with Microsoft 365 Copilot

Microsoft via Microsoft Learn

Overview

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  • Explore how Microsoft 365 Copilot grounds responses in your organizational data and the web, discover how agents extend Copilot's capabilities, understand how your data stays protected, and learn a four-element prompting framework to get accurate, useful results.

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

    • Describe how Microsoft 365 Copilot uses Work IQ to ground responses in your organizational data and the web across Microsoft 365 apps.

    • Explain how agents extend Copilot's capabilities to handle complex, multi-step tasks.

    • Explain how Microsoft protects your organizational data when you use Microsoft 365 Copilot, including enterprise data protection and sensitivity label enforcement.

    • Write effective prompts using the context, goal, source, and expectations framework.

  • Learn how Microsoft Copilot Chat works with both work and web grounded data.

    By the end of this module, you'll understand the difference between work and web-grounded Microsoft 365 Copilot Chat.  You'll also learn how Microsoft 365 Copilot Chat can be accessed through Microsoft Teams and can amplify both your productivity and creativity.

  • Learn how to create and improve your presentations using Copilot in Microsoft PowerPoint.

    By the end of this module, you'll be able to apply Microsoft 365 Copilot in PowerPoint across the full presentation lifecycle — from planning with the Idea Coach agent, through multi-source creation and visual refinement, to delivery preparation with speaker notes at scale.

    Topics include:

    • Use the Idea Coach agent to plan and structure your presentation narrative.

    • Control prompt parameters — tone, length, slide count, and image style — to direct Copilot's output.

    • Synthesize content from multiple source files into a single cohesive presentation using Copilot in PowerPoint.

    • Apply visual intelligence features and organization branding to produce polished, on-brand slides.

    • Generate speaker notes at scale to prepare for confident, audience-ready delivery.

    • Exercise: Build a presentation from start to finish.

  • Learn how to use Copilot in Microsoft Word to draft, edit, and enhance your content.

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

    • Draft documents using Copilot in Microsoft Word, including from multiple referenced sources such as files, emails, and meetings.

    • Elevate your document using advanced prompts for Copilot in Word.

    • Use the Writing Coach agent to improve document quality as part of your Copilot workflow.

    • Gain hands-on practice implementing Copilot in Word into your everyday workflow.

  • Apply Copilot and the Facilitator agent in Microsoft Teams to run structured, outcome-driven meetings, from agenda setup and real-time AI notes to Intelligent Recap and audio recap.

    By the end of this module, you'll be able to configure Copilot and the Facilitator agent to run structured meetings in Teams, use Intelligent Recap to capture and distribute decisions, and leverage audio recap to stay current across multiple meetings.

  • Learn how to use Copilot in Excel to analyze data, run Python-powered forecasts, enrich workbooks with organizational and web data, and explore cross-file insights with the Analyst agent.

    By the end of this module, you'll be able to use Copilot in Excel to generate insights, build formulas, and create PivotTables from structured data. You'll also build and restructure workbooks with Edit with Copilot, enrich workbooks with organizational and web data, run Python-powered statistical forecasts, and explore cross-file patterns with the Analyst agent.

  • Learn how to use Copilot in Microsoft Outlook to triage email, draft personalized responses, schedule meetings from threads, and get writing feedback within your existing workflow.

    By the end of this module, you'll be able to use Copilot Chat in Outlook to triage your inbox, summarize email threads and attachments, draft personalized messages using Draft Instructions, refine responses with Coaching by Copilot, schedule meetings from email threads, and identify when to extend your workflow with Writing Coach.

Syllabus

  • Get ready to work with Microsoft 365 Copilot
    • Introduction
    • Explore how Copilot works across your Microsoft 365 apps
    • Learn about data security in Copilot
    • Write prompts that get results
    • Module assessment
    • Summary
  • Unlock productivity and unleash creativity with AI powered chat
    • Introduction
    • Understand Microsoft 365 Copilot Chat
    • Use your work data to get better results with Copilot Chat
    • Use Copilot Chat to gather external information
    • Exercise (optional) - Ace your interview using Copilot Chat
    • Module assessment
    • Summary
  • Build effective presentations with AI
    • Introduction to Copilot in Microsoft PowerPoint
    • Turn ideas into presentations with Copilot in PowerPoint
    • Refine and enhance your presentation
    • Create speaker notes
    • Exercise (optional) - Build a presentation from start to finish
    • Knowledge check
    • Summary
  • Draft impactful documents using AI
    • Introduction
    • Craft content with Copilot in Microsoft Word
    • Elevate your content using Copilot in Word
    • Exercise (optional) - Draft, improve, and share your document
    • Module assessment
    • Summary
  • Make your meetings more productive with AI
    • Introduction
    • Prepare and collaborate with Copilot in Teams
    • Run structured meetings and drive outcomes with Copilot
    • Exercise (optional) - Prepare for a meeting using Copilot in Teams and Outlook
    • Module assessment
    • Summary
  • Uncover new data insights with AI
    • Introduction
    • Analyze data with context and precision
    • Advanced analysis, visualization, and the Analyst agent
    • Exercise (optional) - Boost your productivity with data-driven decisions
    • Module assessment
    • Summary
  • From inbox to impact: Improve your email workflows with AI
    • Introduction
    • Draft engaging emails using Copilot in Microsoft Outlook
    • Simplify meeting administration using Copilot in Outlook
    • Exercise (optional) - Supercharge your collaboration with Copilot in Outlook
    • Module assessment
    • Summary

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