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 Duration 14 hours

Course Outline

1. Introduction and Fundamental Concepts

  • Understanding Generative AI.
  • An overview of Microsoft 365 Copilot Chat: its purpose and its role in facilitating daily tasks.
  • Basic principles of prompts (commands) and personas.

2. Configuration and Access

  • Steps to enable Copilot Chat in Microsoft 365, including licensing and permission settings.
  • Navigating the Copilot Chat interface within Word, Excel, Outlook, and PowerPoint.

Practice Session:

  • Access your Microsoft 365 account and explore the Copilot Chat sidebar.
  • Experiment with basic inquiries and commands.

3. Practical Application in Microsoft Word

  • Create, edit, and review documents with the assistance of Copilot Chat.
  • Utilize text generation, summarization, and rephrasing features.
  • Draft scripts for presentations.

4. Practical Application in Microsoft Excel

  • Automatically generate formulas.
  • Analyze data and charts using natural language instructions.
  • Automate complex calculations.

5. Practical Application in Microsoft PowerPoint

  • Build slides from specific topics or plain text.
  • Generate presentation scripts and visual design suggestions.
  • Automatically adjust design elements.

6. Practical Application in Microsoft Outlook

  • Compose emails quickly and effectively.
  • Utilize auto-replies and receive improvement suggestions.
  • Organize your inbox using specific commands.

7. Crafting Effective Prompts

  • Prompt structures that yield superior responses.
  • Employing personas to modify tone and style.
  • Practical prompt examples for everyday tasks.

8. Automation and Integration

  • Integrate Copilot Chat with Teams and other Microsoft tools.
  • Simple automation examples designed to save time.
  • Utilizing scripts and macros generated by Copilot Chat at a basic level.

9. Best Practices and Ethics

  • Considerations for privacy and security when using generative AI.
  • Strategies to avoid common errors and bias in outcomes.
  • Methods for reviewing AI-generated responses.

Summary and Future Steps

Requirements

  • Proficiency in using Microsoft Word, Excel, PowerPoint, and Outlook.
  • Familiarity with common workplace activities involving writing, data analysis, or communication.
  • No previous experience in AI or prompt engineering is necessary.

Target Audience

  • Business professionals aiming to boost productivity through Microsoft Copilot.
  • Staff members in administrative, communications, or data analysis roles.
  • Corporate teams in the process of adopting AI-enhanced workflows.

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