MS-4018: Draft, Analyze, Present Microsoft 365 Copilot

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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.