MS-4004: Empower your workforce with Microsoft 365 Copilot Use Cases Training Course

Course Outline

Module 1: Get started with Microsoft 365 Copilot

Introduction to Microsoft 365 Copilot

This module explores the intricacies of Microsoft 365 Copilot, offering insights into its functionality and Microsoft's dedication to implementing AI responsibly and ethically.

• Describe the purpose and functionalities of Microsoft 365 Copilot.
• Outline the working principles behind Microsoft 365 Copilot.
• Identify the core components integral to Microsoft 365 Copilot.
• Articulate Microsoft's dedication to responsible AI practices.

Explore the possibilities with Microsoft 365 Copilot

This module explores the practical usage of Microsoft 365 Copilot across Microsoft 365 Apps, demonstrating how to streamline workflow and increase productivity.

• Identify and apply the key features of Microsoft 365 Copilot in each Microsoft 365 App to enhance your productivity and workflow.
• Understand how Microsoft 365 Copilot integrates with Teams to provide a centralized hub for all your work-related information.
• Utilize the AI capabilities of Microsoft 365 Copilot to transform your approach to tasks in Microsoft 365, making them more intuitive and efficient.

Optimize and extend Microsoft 365 Copilot

This module explores comprehensive best practices for Microsoft 365 Copilot and key extension methods, ensuring you harness the full potential and versatility of Copilot's functionality.

• Describe the best practices for using Microsoft 365 Copilot.
• Understand how to effectively prompt Microsoft 365 Copilot.
• Understand Microsoft 365 Copilot extensibility options.

Module 2: Empower your workforce with Microsoft 365 Copilot Use Cases

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.

• Use Microsoft 365 Copilot 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.

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.

• 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 Microsoft 365 Copilot 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.

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.

• 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.

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.

• Use Microsoft 365 Copilot 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.

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.

• 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.

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.

• 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.

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.

• 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.

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.

• Use Microsoft 365 Copilot in Loop, Word, and Microsoft 365 Copilot 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.