Working Smarter with AI: Microsoft 365 Copilot

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UM365CT
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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

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 SharePoint: Create, Summarize and Manage Content
  • Copilot in OneDrive: Store, Organize and Share Files
  • 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. It also covers the full lifecycle from creation and configuration to publishing, sharing, and usage.

  • What Makes an AI Agent?
  • Creating Agents with Agent Builder
  • Configuring Agents with Knowledge and Tools
  • Publishing and Sharing Agents
  • Using a Agent
  • Building Agents in SharePoint and Teams
  • Building Agents with Copilot Studio
  • Best Practices for Building Agents

Context, Collaboration, and the Future of 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.

  • 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

In this course, participants learn how to effectively apply generative AI in a professional context using Microsoft 365 Copilot. They gain a clear understanding of key concepts like prompting, large language models and retrieval-augmented generation, and how these translate into real business use cases.

After this course, participants are able to design effective prompts, build specialized agents and integrate AI into their daily workflows within the Microsoft 365 ecosystem.

No Microsoft 365 Copilot license?
The Working Smarter with AI: ChatGPT course offers a ChatGPT-version of this course, where you learn the same core concepts, using ChatGPT as the tool at hand.

This course is designed for anyone who wants to get started with Microsoft 365 Copilot and understand how to use it effectively in a professional context. No prior knowledge of AI or Microsoft 365 Copilot is required.

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  • Monday - Friday: 9:00 - 17:00
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