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 Duration 14 hours

Course Outline

1. Introduction and Foundational Concepts

  • Understanding Generative AI
  • Overview of Microsoft 365 Copilot Chat: its purpose and benefits for daily workflows
  • Core concepts of prompts (commands) and personas

2. Configuration and Access

  • Enabling Copilot Chat in Microsoft 365 (including licensing and permission requirements)
  • Navigating the Copilot Chat interface within Word, Excel, Outlook, and PowerPoint

Practice Session:

  • Accessing your Microsoft 365 environment to explore the Copilot Chat sidebar
  • Testing fundamental questions and basic commands

3. Application in Microsoft Word

  • Creating, editing, and reviewing documents with Copilot Chat support
  • Generating, summarizing, and rephrasing text
  • Drafting scripts for presentations

4. Application in Microsoft Excel

  • Automatically generating formulas
  • Analyzing data and visualizations using natural language instructions
  • Automating intricate calculations

5. Application in Microsoft PowerPoint

  • Building slides from specific topics or plain text inputs
  • Developing presentation scripts and visual layout suggestions
  • Implementing automatic design adjustments

6. Application in Microsoft Outlook

  • Composing emails quickly and efficiently
  • Generating auto-replies and receiving improvement suggestions
  • Managing inbox organization via specific commands

7. Crafting Effective Prompts

  • Structuring prompts to elicit superior responses
  • Utilizing personas to tailor tone and style
  • Applying practical prompt examples for routine tasks

8. Automation and Integration

  • Connecting Copilot Chat with Teams and other Microsoft ecosystem tools
  • Implementing simple automation examples for time savings
  • Leveraging scripts and macros generated by Copilot Chat (basic level)

9. Best Practices and Ethical Considerations

  • Maintaining privacy and security when utilizing generative AI
  • Mitigating common errors and bias in generated results
  • Validating and reviewing AI-generated responses

Recap and Future Pathways

Requirements

  • Proficiency in using Microsoft Word, Excel, PowerPoint, and Outlook
  • Familiarity with common workplace activities such as writing, data analysis, and communication
  • No previous experience in AI or prompt engineering is necessary

Target Audience

  • Business professionals aiming to enhance productivity through Microsoft Copilot
  • Personnel in administration, communications, or data analysis roles
  • Corporate teams undergoing a transition to AI-driven workflows

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