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Duration 14 hours
Course Outline
- Day 1: Copilot in the Microsoft 365 apps
- Understanding Copilot
- Copilot Chat and the embedded Copilots in the apps
- Work context, Microsoft Graph and permissions
- What is new and what works well today
- Data protection and limits
- Exercise: Decide for three own tasks which Copilot interface fits and where the source is located.
- Outlook and Teams
- Summarizing long threads and drafting replies
- Preparing and summarizing meetings and extracting tasks with owners
- Generating follow-up emails directly from the meeting
- No sending and no commitment without review
- Exercise: Summarize a Teams meeting, extract open tasks and draft a follow-up email.
- Word and PowerPoint
- Creating drafts from own files
- Revising, shortening and comparing documents
- Deriving a slide draft from a Word document
- Exercise: Create and revise a five-slide draft from a report.
- Excel
- Analyzing data and having anomalies commented
- Formulas, pivot analyses and charts
- Spot-checking results by recalculating
- Exercise: Analyze a data set and generate a pivot overview and a short management comment.
- Prompts that hold up
- Goal, context, source and expectation
- Improving weak answers in a targeted way
- Prompt gallery and saved prompts
- Recognizing invented details and checking sources
- Exercise: Hands-on by level: each group solves a matching use case through to the finished result.
- Outcome: Each participant has implemented at least one use case in the apps and has two saved prompts for their own work.
- Understanding Copilot
- Day 2: Copilot with company knowledge and agents
- Copilot Chat with work data
- Referring to files, emails and meetings in a targeted way
- Copilot Pages for shared results
- Copilot Notebooks for topics and projects
- Exercise: Create a notebook for an ongoing topic with files and instructions.
- Researcher and Analyst
- Researcher for research across the web and work data
- Analyst for data analyses
- Limits and review steps
- Exercise: Give a research assignment to the Researcher and verify the result against the sources.
- The first agent
- What declarative agents can do
- Agent Builder with instructions and SharePoint knowledge
- Testing, sharing and permissions
- Copilot Studio as an outlook
- Exercise: Build a small FAQ agent on a SharePoint library and test it with five questions.
- Discovery on the own process
- Selecting a process problem from the team
- Developing a solution idea with Microsoft 365 and Copilot
- Building a mock-up and presenting it briefly
- Exercise: Sketch a solution in small groups, build a mock-up and present it in five minutes.
- Outcome: Each participant has a notebook, a verified Researcher result and a tested FAQ agent. Each group has presented a solution idea with a mock-up.
- Copilot Chat with work data
Requirements
- Microsoft 365 Copilot license, laptop with access to the own tenant, released sample files.
- A short pre-assessment of the current skill level.
- No programming skills required.
Audience
- Employees and departments with Microsoft 365 Copilot, from beginners to advanced users.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customised Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from £3200 + VAT*
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Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
