MS-4018: Draft, Analyze, Present Microsoft 365 Copilot
Course Overview
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MS-4018: Draft, Analyze, Present with Microsoft 365 Copilot
Course Description
Learn how to harness the full capabilities of Microsoft 365 Copilot to draft content, analyze data, and deliver compelling presentations with confidence. This instructor-led course empowers knowledge workers, analysts, and communication professionals to accelerate productivity and improve output quality using the integrated AI tools in Word, Excel, PowerPoint, Outlook, and Teams.
Throughout this course, you'll discover how to use natural language prompts to generate first drafts, explore advanced data insights, and turn complex findings into visually engaging presentations. Whether you're preparing reports, building business cases, or communicating project outcomes, you'll gain the AI-powered skills needed to deliver work faster and smarter.
This course is 40% to 50% hands-on and includes real-world scenarios to reinforce your learning.
Audience Profile
This course is designed for:
Business professionals who create and manage content using Microsoft 365
Analysts, project managers, marketers, and operations staff looking to streamline workflows
Anyone responsible for drafting documents, analyzing data, or presenting information using Word, Excel, PowerPoint, Outlook, or Teams
No programming experience is required. Familiarity with Microsoft 365 apps is recommended.
Course Outline
Module 1: Getting Started with Microsoft 365 Copilot
Understand the AI capabilities across Word, Excel, PowerPoint, Outlook, and Teams
Learn how to access and interact with Copilot using natural language
Explore responsible AI principles and data privacy in Microsoft 365
Module 2: Draft Professional Content with Word and Outlook
Use Copilot in Word to generate, rewrite, and refine documents
Transform bullet points into polished paragraphs and create executive summaries
Leverage Copilot in Outlook to draft emails, summarize threads, and suggest responses
Module 3: Analyze and Visualize Data with Excel and Copilot
Automate data analysis and uncover insights using natural language queries
Create summaries, identify trends, and build formulas without writing code
Use Copilot to generate charts, pivot tables, and actionable recommendations
Module 4: Create and Deliver Impactful Presentations with PowerPoint
Turn Word documents or outlines into complete presentations
Use Copilot to design slides, suggest talking points, and align content visually
Refine tone, storytelling flow, and visual consistency
Module 5: Collaborate and Summarize with Copilot in Teams
Summarize meeting transcripts and chats with AI-generated insights
Create action items and meeting recaps directly from Teams conversations
Integrate Microsoft Loop components for shared content collaboration
Module 6: Best Practices and Prompting Techniques
Learn effective Copilot prompt engineering for productivity
Explore real-world scenarios and role-based use cases
Understand limitations and how to refine output for best results
Course Format
This is an instructor-led course with 40% to 50% hands-on activities that reinforce learning through guided use of Microsoft 365 Copilot across various applications. Students will leave with practical skills and confidence to use Copilot in their daily workflows.
Hands-On Labs
This course includes practical, hands-on laboratory exercises to reinforce your learning:
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