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AI005 Copilot for Microsoft 365 (M365) – Introduction (1 Day)

Description

AI005 Copilot for Microsoft 365 (M365) – Introduction (1 Day)

Overview

This one-day intensive course is designed to introduce learners to Copilot for Microsoft 365 (M365), an AI-powered assistant that enhances productivity across Microsoft applications. Participants will explore the capabilities of Copilot for M365, learning to generate content, and gain insights to improve efficiency in Word, Excel, PowerPoint, Teams, Outlook and Web (GPT4).

Participants will be provided with a Copilot for M365 license for the duration of this course. We use hands-on, real-world examples to help you understand what is possible with this new and highly productive way to work

  • 97% positive reviews (221)
  • 652 students

This program can be tailored to your specific business needs.

A little bit of personalization goes a long way. Ask us for a no-obligation Training Needs Analysis (TNA) so we can tailor this, or any other CSG program to meet your learning outcomes.

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Objectives

At the end of the training, participants would be able to:

  • Enable users with best practices for leveraging Copilot in daily workflows
  • Apply AI-driven features to increase productivity and collaboration
  • Optimize Copilot usage across different Microsoft 365 applications
  • Balance innovation with cost control and responsible technology integration

1 Day

  • Executives
  • Managers
  • Supervisors
  • Team Leaders
  • Professionals interested in AI literacy and smart workplace adaptation

Modules:

Module 1: Introduction to Copilot for M365
  • What is Copilot for M365?
  • How does Copilot M365 work?
  • Overview of integration across Word, Excel, Outlook, etc.
  • Preparing for Copilot implementation
  • Importance of data organization
  • Overview of organizational AI usage policies
  • Techniques for crafting effective prompts
  • Types of prompts and use-case examples
  • Best practices for improving AI interaction and outputs
  • Using Copilot in:
  • Bing Web Chat
  • Microsoft Word
  • Microsoft Excel
  • Microsoft PowerPoint
  • Problem solving, content creation, data analysis, image generation
  • Demonstrations + participant practice
  • Responsible AI usage and disclosure
  • Aligning with organizational policies
  • Copilot for Outlook and Teams
  • Improving email writing, meeting notes, chat communication
  • Real-time demos and guided practice
  • Microsoft Copilot learning resources (documents, videos)
  • Tips for continuous learning and skill development

Program Methodology

  • Hands-on Activities: Practical exercises to reinforce theoretical concepts.
  • Group Discussions: Opportunities for peer-to-peer learning and exchange of ideas.
  • Role Plays: Simulations of realistic situations to build practical skills.
  • Feedback Sessions: Reviews and reflections to encourage improvement.
  • Problem-solving Exercises: Develop critical thinking and decision-making skills.
  • Experiential Learning: Learning by doing, promoting active involvement.
  • Interactive Lectures: Engaging presentations by experts in the field.
  • Case Studies: Real-world scenarios for learners to apply their knowledge.
  • Quizzes & Tests: Regular assessments to track learning progress.

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