MS-4005: Craft effective prompts for Microsoft Copilot for Microsoft 365

Learn to Craft effective prompts with Microsoft Copilot for Microsoft 365 to simplify and transform content across apps like Word, Excel, and PowerPoint in this one day course.

 
microsoft applied skills
Instructor-led Training

Course Description

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

 

About this Course

Module 1: Introduction to Copilot for Microsoft 365

  • What Copilot for Microsoft 365 is.
  • How Copilot for Microsoft 365 works.
  • The core components of Copilot for Microsoft 365.
  • Microsoft’s commitment to responsible AI practices.

Module 2: Explore the possibilities with Copilot for Microsoft 365

  • Compose and summarize documents with Copilot in Word
  • Summarize and draft emails with Copilot in Outlook
  • Design captivating presentations with Copilot in PowerPoint
  • Analyze and transform data with Copilot in Excel
  • Elevate productivity with Copilot in Teams
  • Empower employees through Microsoft Copilot with Graph-grounded chat

Module 3: Optimize and extend Copilot for Microsoft 365

  • Examine the art and science of working with AI
  • Review the best practices for using Copilot for Microsoft 365
  • Examine how to build an effective prompt
  • Review prompting best practices
  • Extend Copilot for Microsoft 365 with plugins
  • Explore Microsoft Graph connectors

Module 4: Summarize with Microsoft Copilot for Microsoft 365

  • 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 Copilot.

Module 5: Create and draft with Microsoft Copilot for Microsoft 365

  • 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 Copilot for Microsoft 365 to generate new ideas, new content, and FAQs from existing files.

Module 6: Edit and transform content with Microsoft Copilot for Microsoft 365

  • 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: Ask questions and analyze content with Microsoft Copilot for Microsoft 365

  • 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.
  • Chat with Copilot in Microsoft 365 about projects, documents, and data throughout your organization.

1 Day

Beginner

Microsoft 365 

End User

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