Course Overview
This course provides a comprehensive understanding of Microsoft CoPilot for Microsoft 365, a tool designed to enhance productivity by integrating advanced AI capabilities into familiar Microsoft apps. Participants will learn how to effectively use CoPilot to automate tasks, generate content, and derive insights across Microsoft 365 applications including Word, Excel, PowerPoint, and Outlook.
Course Objective
The objective of this course is to empower participants with the knowledge and skills needed to effectively utilize Microsoft CoPilot across various Microsoft 365 applications. By the end of the course, participants will be able to understand the fundamental technology behind CoPilot, leverage its capabilities to enhance productivity and efficiency in Word, Excel, PowerPoint, and Outlook, and integrate CoPilot’s features across different applications to streamline workflows. Additionally, participants will gain insights into best practices, customization options, and future developments, ensuring they can maximize the potential of AI-driven tools within their professional environments.
Pre-requisite
- Basic familiarity with Microsoft 365 suite including Word, Excel, PowerPoint, and Outlook.
- General understanding of office workflows and document management.
- Access to Microsoft 365 with CoPilot capabilities.
Course Duration
This course runs for two day(s)
Course Outline
- What is Microsoft CoPilot
- Basic Principles of Natural Language Processing
- The architecture behind Microsoft CoPilot
- The technology behind CoPilot: Understanding AI integration
- Overview of CoPilot’s capabilities across different Microsoft 365 apps.
- Practical applications across different industries.
- Ethical considerations and limitations.
- CoPilot vs ChatGPT features and capabilities.
- Crafting Effective Prompts
- Context and Context Length
- Understanding Setting up CoPilot in Word.
- Basic features: Writing assistance, summarization, and content generation.
- Advanced features: Style adjustments, tone setting, and legal compliance checks.
- Introduction to data analysis features with CoPilot.
- Automating data entry and complex calculations.
- Generating insights with natural language queries.
- Creating dynamic and intelligent spreadsheets.
- Streamlining slide creation.
- Utilizing design recommendations for professional presentation layouts.
- Integrating rich content such as images and data charts automatically.
- Managing emails more efficiently.
- Using AI to summarize long email threads.
- Scheduling and calendar management through natural language.
- Collaborating across different applications using CoPilot.
- Managing projects with AI suggestions spanning emails, documents, and presentations.
- Leveraging CoPilot to maximize productivity.
- Customizing AI features to suit specific business needs.
- Troubleshooting common issues and how to solve them.
- Discussing upcoming features and updates.
- How to stay updated with the latest AI developments in Microsoft 365.
- Feedback loop: Contributing to the evolution of CoPilot through user experience.
- Understanding the importance of data privacy and security awareness.
- Ethical considerations in using AI tools, such as respecting personal data and avoiding misuse.
- Best practices for ensuring transparency and fairness when utilizing AI-driven insights.
Itinerary
Time | Activity |
8:45 AM – 9:00 AM | Registration & Welcome – Registration and course briefing. |
9:00 AM – 10:15 AM | Module 1: Introduction to Microsoft CoPilot – Overview of CoPilot, principles of NLP, and AI architecture. |
10:15 AM – 10:30 AM | Morning Break – Refreshments. |
10:30 AM – 12:30 PM | Module 2: Understanding CoPilot Features and Applications – CoPilot features, industry applications, and ethical considerations. |
12:30 PM – 1:30 PM | Lunch Break |
1:30 PM – 2:30 PM | Module 3: Principles of Prompt Engineering – Crafting effective prompts and understanding context in AI. |
2:30 PM – 3:15 PM | Module 4: Getting Started with CoPilot in Word – Setup and features for writing, summarization, and tone adjustment. |
3:15 PM – 3:30 PM | Afternoon Break – Refreshments. |
3:30 PM – 4:15 PM | Module 4 (cont.): CoPilot in Word – Advanced features like legal compliance and style adjustments. |
4:15 PM – 5:00 PM | Module 5: Utilizing CoPilot in Excel – Intro to Excel features, automating data analysis, and generating insights. |
Time | Activity |
8:45 AM – 9:00 AM | Recap of Day 1 – Summary of Day 1 highlights. |
9:15 AM – 10:15 AM | Module 5 (cont.): CoPilot in Excel – Creating dynamic spreadsheets and natural language calculations. |
10:15 AM – 10:30 AM | Morning Break – Refreshments. |
10:30 AM – 12:30 PM | Module 6: Enhancing Presentations with CoPilot in PowerPoint – Slide creation, design recommendations, and integrating data charts. |
12:30 PM – 1:30 PM | Lunch Break |
1:30 PM – 2:30 PM | Module 7: CoPilot in Outlook and Module 8: Cross-application Capabilities – Managing emails, summarizing threads, and AI-driven collaboration. |
2:30 PM – 3:15 PM | Module 9: Best Practices and Tips – Maximizing productivity and customizing AI features. |
3:15 PM – 3:30 PM | Afternoon Break – Refreshments. |
3:30 PM – 4:45 PM | Module 10: Security and Future of AI in Microsoft 365 – Security awareness, ethical AI use, and contributing to CoPilot’s evolution. |
4:45 PM – 5:00 PM | Closing & Feedback – Course conclusion and feedback collection. |
