Microsoft 365 Copilot Fundamentals

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UM365CT
1 days

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Welcome to the World of AI

This module introduces the fundamental concepts of Generative AI. We'll explore what it is, how it works, different types, its growing importance in today's world, and crucial ethical guidelines, setting the stage for practical applications.

  • What is Generative AI?
  • Types of Generative AI (Text, Image, Audio, Video)
  • Exploring Key Generative AI Platforms (e.g., ChatGPT, Google Gemini)
  • Understanding "Hallucinations" and Inaccuracies
  • Ethical Concerns: Bias, Copyright, Data Privacy
  • LAB: Using a GenAI Tool to Analyze an article

Getting Started with Microsoft 365 Copilot

This module introduces the core functionality of Microsoft 365 Copilot. We’ll explore how to access and navigate it, understand license options, and apply its key features to integrate Copilot into daily work.

  • Understanding the Microsoft 365 Copilot User Interface
  • License Overview: Microsoft 365 Copilot Chat vs Microsoft 365 Copilot
  • Get started with Search in Microsoft 365
  • Work vs Web-grounded chat
  • Enterprise Data Protection
  • Working with Agents
  • Using Conversations
  • Working with Pages
  • Designing Notebooks
  • Creating Images, Videos, Posters and more
  • Configuring Microsoft 365 Copilot
  • LAB: First Steps with Microsoft 365 Copilot

Prompt Engineering in Microsoft 365 Copilot

Learn the crucial skill of prompt engineering to effectively communicate with AI. This module covers how to write clear, specific prompts to guide Microsoft 365 Copilot and achieve desired outputs for various tasks.

  • What is Prompt Engineering?
  • Key Principles of Effective Prompting
  • Iterative Prompting and Refining Techniques
  • Writing, Saving and Sharing Custom Prompts
  • Using and Configuring the Copilot Prompt Gallery
  • Automatically Run Prompts with Prompt Scheduling
  • LAB: Prompt Engineering a Marketing Campaign

Copilot Practical Use Cases in Microsoft 365 Apps

Discover how Microsoft 365 Copilot can be applied to real-world scenarios and integrated into daily workflows. We will brainstorm and discuss practical use cases to enhance productivity and spark creativity in the Microsoft 365 ecosystem.

  • Copilot in Word: Draft and Refine Documents
  • Copilot in Excel: Build Formulas, Charts and Graphs
  • Copilot in Outlook: Draft Emails and Manage Calendars
  • Copilot in PowerPoint: Generate Slides and Layouts
  • Copilot in Teams: Prepare Meeting Agendas and Summarize Transcripts
  • Copilot in Planner: Generate and Prioritize Tasks
  • LAB: Using Microsoft 365 Copilot in Microsoft 365 Applications

Creating Your Own AI Agents

This module explores how everyday users can design and personalize simple AI agents without advanced coding skills. You’ll learn the foundations of agent design and how to extend their capabilities across Microsoft 365.

  • What Makes an AI Agent?
  • Configuring Instructions, Knowledge and Capabilities
  • Create Agents Based on Prompts
  • Create an Agent from a Template
  • Create an Agent from Scratch
  • Publishing, Sharing and Communicating with Agents across Microsoft 365
  • Advanced Agent Capabilities with Copilot Studio
  • LAB: Build a Custom Agent

Peeking into Advanced Generative AI

This module provides a high-level overview of some advanced concepts shaping the future of Generative AI. We'll touch upon how AI is becoming more autonomous and how it can access and use external knowledge.

  • Agentic AI: AI that Can Act
  • Understanding Retrieval Augmented Generation (RAG): Giving AI Access to Your Data
  • Universal AI Integrations with the Model Context Protocol (MCP)
  • The Future Outlook for End-User AI Applications

This course offers a foundational introduction to Microsoft 365 Copilot and its practical applications. Participants will learn how to effectively use Microsoft 365 Copilot in everyday tasks and understand its ethical implications.

No prior knowledge of AI or Microsoft 365 Copilot is required.

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