Craft effective prompts for Microsoft 365 Copilot Course

MS-4005-A

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About This Course

Discover ways to craft effective and contextual prompts for Microsoft 365 Copilot 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

Audience Profile

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 365 Copilot.

Course Outline

Module 1: Get started with Microsoft 365 Copilot

In this course, delve into how Microsoft 365 Copilot can streamline communication and power up your content creation. This learning path, crafted to be both practical and enlightening, spans three key modules. These modules will walk you through the basics of Microsoft 365 Copilot, showcase its versatility across various Microsoft 365 Apps, and offer advice on maximizing its potential. Designed with all professionals in mind, this beginner-friendly course requires no previous AI expertise.

 Lesson

  • Describe the purpose and functionalities of Microsoft 365 Copilot.
  • Outline the working principles behind Microsoft 365 Copilot.
  • Identify the core components integral to Microsoft 365 Copilot.
  • Articulate Microsoft’s dedication to responsible AI practices.

Module 2: Articulate Microsoft’s dedication to responsible AI practices.

This module explores the practical usage of Microsoft 365 Copilot across Microsoft 365 apps, demonstrating how to streamline workflow and increase productivity.

Lesson

  • Identify and apply the key features of Microsoft 365 Copilot in each Microsoft 365 app to enhance your productivity and workflow.
  • Understand how Microsoft 365 Copilot integrates with Teams to provide a centralized hub for all your work-related information.
  • Utilize the AI capabilities of Microsoft 365 Copilot to transform your approach to tasks in Microsoft 365, making them more intuitive and efficient.

Module 3: Optimize and extend Microsoft 365 Copilot.

This module explores comprehensive best practices for Microsoft 365 Copilot and key extension methods, ensuring you harness the full potential and versatility of Copilot’s functionality.

Lesson

  • Describe the best practices for using Microsoft 365 Copilot.
  • Understand how to effectively prompt Microsoft 365 Copilot.
  • Understand Microsoft 365 Copilot extensibility options.

Module 4: Summarize and simplify information with Microsoft 365 Copilot

Learn how to craft an effective prompt to save time and effort by using Microsoft 365 Copilot to summarize, simplify, and visualize complex information in Microsoft Word, PowerPoint, Excel, and Outlook

Lesson

  • Identify the key elements of an effective prompt and apply them to your own prompts
  • Prompt Copilot to summarize or extract key information in Word documents, Excel tables, and PowerPoint presentations.
  • Summarize chats and meetings to look for key action items with Copilot in Teams.
  • Task Copilot in Outlook with summarizing emails to look for action items or mentions.
  • Compile information from multiple documents and generate a combined summary with Microsoft 365 Copilot.

Module 5: Create and draft with Microsoft 365 Copilot

Learn how to craft an effective prompt to save time and effort by using Microsoft 365 Copilot to create, draft, and brainstorm new ideas and material using Microsoft 365 Copilot in Microsoft Word, PowerPoint, Teams, and Outlook.

Lesson

  • Identify the key elements of an effective prompt and apply them to your own prompts.
  • Use Copilot to create new agendas, to-do lists, project plans, and more from Word, Excel, and OneNote.
  • Ask Copilot in Outlook to draft new emails, compose replies, and plan meetings.
  • Prompt Microsoft 365 Copilot to generate new ideas, new content, and FAQs from existing files.

Module 6: Edit and transform content with Microsoft 365 Copilot

Learn how to craft an effective prompt to save time and effort using Copilot to edit, transform, and rewrite information using Copilot in Microsoft Word, PowerPoint, Excel, and Outlook.

Lesson

  • Identify the key elements of an effective prompt and apply them to your own prompts..
  • Organize outlines and content in Word documents with Copilot.
  • Convert text to tables and write more confidently with Copilot in Word
  • Add images, slides, and organize your presentation with Copilot in PowerPoint
  • Format, sort, filter, and highlight data with Copilot in Excel
  • Rewrite messages with Coaching by Copilot in New Outlook

Module 7: Edit Ask questions and analyze content with Microsoft 365 Copilot

Discover ways to prompt Microsoft 365 Copilot in Word, PowerPoint, Teams, and Outlook to ask, analyze, and receive recommendations for fresh ideas and content. Whether you need specific information, comparative analysis, or helpful suggestions, Copilot is your goto tool.

Lesson

  • Identify the key elements of an effective prompt and apply them to your own prompts.
  • Ask Copilot how to accomplish a task in Microsoft 365 apps
  • Use Copilot to answer questions and provide insights about documents, presentations, tables, and notes.
  • Add images, slides, and organize your presentation with Copilot in PowerPoint
  • Chat with Microsoft 365 Copilot about projects, documents, and data throughout your organization

Prerequisites

Before attending this course, students should have:

  • Fundamentals of Generative AI
  • Get started with Microsoft 365 Copilot

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Why choose Carmel Training?

We offer quality solutions for professional training that save you time and resources, and provide you with the tools to take your skills one step further!

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leading lecturers

Have training experience
and practical rich

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coming to you

You determine the location of the course and the date

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theory and practice

Study materials and laboratories
Microsoft official available in the cloud

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customized program

Full and personal adjustment to the requirements and needs of the organization

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Craft effective prompts for Microsoft 365 Copilot Course

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