Empower your workforce with Copilot Use Cases

This one-day course is composed of two parts - Getting started with Microsoft 365 Copilot and Empower your workforce with Microsoft 365 Copilot Use Cases. The first part of the course introduces you to Copilot for Microsoft 365, examines how you can use Copilot throughout the various Microsoft 365 apps, explores best practices for using Copilot and building effective prompts, and examines how you can extend Copilot.

The second part of this training content is really the heart of this course. Students perform a series of hands-on exercises involving seven Use Cases - Executives, Sales, Marketing, Finance, IT, HR, and Operations. These exercises focus on using Copilot in various Microsoft 365 apps (such as Word, PowerPoint, Outlook, and so on) to complete a series of common business-related tasks pertaining to each Use Case.

To complete the Use Case exercises in this course, each student must have access to a Microsoft 365 subscription (BYOS) in which they are licensed to use Microsoft 365 Copilot. Each student must also have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file sharing tasks used throughout the Use Case exercises.

Audience Profile

This course is targeted towards business users who want to enhance their Microsoft 365 Copilot skills to solve business-related use case scenarios.

Prerequisites

• Students should have basic functional experience with Microsoft 365 services.

• Students must have a proficient understanding of general IT practices.

• Students must have access to a Microsoft 365 subscription (BYOS) in which they are licensed to use Copilot for Microsoft 365.

• Students must also have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file sharing tasks used throughout the Use Case exercises.

Course Outline

Module 1: Empower your workforce with Microsoft 365 Copilot: Executives Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Executive-related business scenarios.

Learning objectives

By the end of this module, you should be able to:

• Use Business Chat in Teams to synthesize your emails and chats from the past week involving a specific topic.

• Use Microsoft 365 Copilot in Teams to generate a list of key points made by participants involved in chats and emails involving a specific topic over the past 30 days.

• Use Microsoft 365 Copilot in Word to create a speech you plan to deliver to company shareholders based on your company's annual income statement.

• Use Microsoft 365 Copilot in PowerPoint to create a PowerPoint presentation for your speech to company shareholders regarding your annual income statement.

This module is part of these learning paths:

• Exercise: Synthesize your communication insights using Business Chat.

• Exercise: Summarize chat and channel threads using Microsoft 365 Copilot in Teams.

• Exercise: Create a speech using Microsoft 365 Copilot in Word.

• Exercise: Create a slide presentation using Microsoft 365 Copilot in PowerPoint.

Module 2: Empower your workforce with Microsoft 365 Copilot: Sales use case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Sales-related business scenarios.

Learning objectives

By the end of this module, you should be able to:

• Use Microsoft 365 Copilot in Loop to create and update a market research report for a potential new sales market.

• Use Microsoft 365 Copilot in PowerPoint to create and customize a sales presentation based on a market trend report for a new beverage product.

• Use Business Chat in Teams to summarize your emails, meetings, and chats for a specific project over the past 30 days, and then generate a list of actions items, and action items involving a specific - person or topic.

• Use Microsoft 365 Copilot in Word to compare three supplier agreements, identify the differences, and provide recommended actions.

  
  

This module is part of these learning paths:

• Exercise: Create a market research report using Microsoft 365 Copilot in Loop.

• Exercise: Create a sales presentation using Microsoft 365 Copilot in PowerPoint.

• Exercise: Prepare your meeting notes from emails using Business Chat.

• Exercise: Compare supplier agreements using Microsoft 365 Copilot in Word.

Module 3: Empower your workforce with Microsoft 365 Copilot: IT Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in IT-related business scenarios.

Learning objectives

By the end of this module, you should be able to:

• Use Business Chat to summarize the information in a product spec document for a network security product and create a project plan to implement the product.

• Use Microsoft 365 Copilot in PowerPoint to create and customize a business presentation based on the product plan that you created for the new network security product.

• Use Microsoft 365 Copilot in Word to modify a technical implementation report for a customer who is planning to install your new network security product.

• Use Microsoft 365 Copilot in Outlook to draft an email that provides highlights from the technical implementation report that you created for the customer who is installing your new network security product.

This module is part of these learning paths:

• Exercise: Create a project plan using Business Chat.

• Exercise: Create a project plan presentation using Microsoft 365 Copilot in PowerPoint.

• Exercise: Update a technical report using Microsoft 365 Copilot in Word.

• Exercise: Draft an email based on a technical report using Microsoft 365 Copilot in Outlook.

Module 4: Empower your workforce with Microsoft 365 Copilot: Marketing Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Marketing-related business scenarios.

Learning objectives

By the end of this module, you should be able to:

• Use Business Chat to analyse market trends in the U.S. toy market, provide sales forecasts, and identify new sales opportunities.

• Use Microsoft 365 Copilot in Loop to generate marketing campaign ideas for your new product line of outdoor toys.

• Use Microsoft 365 Copilot in Word to consolidate three product marketing reports into a single Market Analysis report and then make further customizations.

• Use Microsoft 365 Copilot in Excel to analyse the market trends that are captured in a spreadsheet for a new beverage product.

This module is part of these learning paths:

• Exercise: Conduct market analysis using Business Chat.

• Exercise: Brainstorm marketing campaign ideas using Microsoft 365 Copilot in Loop.

• Exercise: Consolidate multiple marketing reports using Microsoft 365 Copilot in Word.

• Exercise: Analyse a market trend spreadsheet using Microsoft 365 Copilot in Excel.

Module 5: Empower your workforce with Microsoft 365 Copilot: Finance Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Finance-related business scenarios.

Learning objectives

By the end of this module, you should be able to:

• Use Microsoft 365 Copilot in Outlook to draft an email to your insurance company that requests a meeting to discuss the increases in your company's medical insurance premiums.

• Use Microsoft 365 Copilot in Excel to analyse a spreadsheet containing projected revenue and user engagements for your company's Q1 marketing campaigns, then add new calculations and charts to visualize the data.

• Use Microsoft 365 Copilot in Word to create a marketing campaign report based on the financial results from your company's Q1 marketing campaigns.

• Use Microsoft 365 Copilot in Word to summarize your company's financial statement results for the past five years, including trends, growth patterns, profitability analysis, and areas of concern.

This module is part of these learning paths:

• Exercise: Draft an email to your insurance company using Microsoft 365 Copilot in Outlook.

• Exercise: Analyse a financial spreadsheet using Microsoft 365 Copilot in Excel.

• Exercise: Create a financial analysis report using Microsoft 365 Copilot in Word.

• Exercise: Summarize financial results using Microsoft 365 Copilot in Word.

Module 6: Empower your workforce with Microsoft 365 Copilot: HR Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in HR-related business scenarios.

Learning objectives

By the end of this module, you should be able to:

• Use Microsoft 365 Copilot in Word to create a job description based on an HR job responsibility document.

• Use Microsoft 365 Copilot in Word to analyse multiple resumes for a job role, create a report comparing the strengths and weaknesses of each candidate, and make a final recommendation.

• Use Microsoft 365 Copilot in Loop to create a set of interview questions for a new job role.

• Use Microsoft 365 Copilot in Outlook to compose an email offer letter to a candidate for a new job role.

This module is part of these learning paths:

• Exercise: Create a job description using Microsoft 365 Copilot in Word.

• Exercise: Analyse resumes and make a recommendation using Microsoft 365 Copilot in Word.

• Exercise: Create interview questions using Microsoft 365 Copilot in Loop.

• Exercise: Compose an email offer letter using Microsoft 365 Copilot in Outlook.

Module 7: Empower your workforce with Microsoft 365 Copilot: Operations use case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Operations-related business scenarios.

Learning objectives

By the end of this module, you should be able to:

• Use Microsoft 365 Copilot in Whiteboard to brainstorm project plan ideas for installing a new network security product, and then categorize the ideas.

• Use Microsoft 365 Copilot in Outlook to locate an actual email thread, summarize the thread, and then generate a reply.

• Use Microsoft 365 Copilot in Word to locate information on troubleshooting current production equipment and identify how to reset the processor.

• Use Microsoft 365 Copilot in Loop to create a set of questions for a customer discovery session with the consulting firm who will be installing a VPN in your corporate network.

This module is part of these learning paths:

• Exercise: Brainstorm project plan ideas using Microsoft 365 Copilot in Whiteboard.

• Exercise: Draft a meeting reply using Microsoft 365 Copilot in Outlook.

• Exercise: Compare reporting results using Microsoft 365 Copilot in Word.

• Exercise: Create a presentation comparing heating systems using Microsoft 365 Copilot in PowerPoint.

Module 8: Empower your workforce with Microsoft 365 Copilot: Challenge Use Case

This module challenges learners by having them use Microsoft 365 Copilot to address various business scenarios without the aid of step-by-step instructions.

Learning objectives

By the end of this module, you should be able to:

• Use Microsoft 365 Copilot in Loop, Word, and Business Chat to create HR interview questions for a new role, and then compare the results generated by each Copilot.

• Use Microsoft 365 Copilot in Word and Excel to enhance a company's social media marketing presence.

• Use Microsoft 365 Copilot in Whiteboard and Word to create project planning documentation and visualize project timelines, milestones, and dependencies.

• Use Microsoft 365 Copilot in Word to create a marketing report and brainstorm marketing campaign ideas, and Copilot in PowerPoint to create a marketing presentation.

This module is part of these learning paths:

• Exercise: Create interview questions using different Copilots.

• Exercise: Enhance your social media marketing efforts.

• Exercise: Enhance your project management collaboration skills.

• Exercise: Enhance content creation and collaboration skills.