Course Description
Course MS-4018-A: Draft, analyze, and present with Microsoft 365
In this 1-day MS-4018: Draft, analyze, and present with Microsoft 365 Copilot training, users learn about common prompt flows in Microsoft 365 apps including PowerPoint, Word, Excel, Teams, and Outlook. It also introduces Microsoft 365 Copilot Chat and discusses the difference between work and web grounded data.
Audience Profile
This Microsoft 365 Copilot training class is designed for business users with a foundational understanding of Microsoft 365 who want to leverage Microsoft 365 Copilot to deepen their skills in drafting, analyzing, and presenting data. The course is suitable for individuals seeking to streamline their workflows, improve collaboration, and make data-driven decisions using advanced features and AI-powered assistance provided by Microsoft 365 Copilot.
By the end of this course, learners will be able to:
- Understand the core functionalities and ethical considerations of Microsoft 365 Copilot
- Craft effective prompts to leverage Copilot across Microsoft 365 applications
- Use Copilot to create, edit, and enhance documents and presentations
- Apply Copilot in Teams and Outlook to support meeting efficiency and communication
- Leverage Copilot in Excel to uncover data-driven insights
- Integrate Copilot Chat into everyday workflows for AI-supported decision making
Course Summary
Next Public Course Dates | |
| Prerequisites | None. Basic MS365 a plus. |
| Duration |
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| Available Formats |
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| Post Training Support | Yes, our certified Microsoft Power Platform and CoPilot trainers will be available for additional questions once you start working on your own data and dashboards. |
Course Modules
Microsoft 365 Copilot Outline
Learning Objectives
Introduction to Microsoft 365 Copilot
- What is Microsoft 365 Copilot?
- How Microsoft 365 Copilot works
- Core components of Microsoft 365 Copilot
- Microsoft’s commitment to responsible AI
Build Effective Presentations with AI (PowerPoint)
- Introduction to Copilot in Microsoft PowerPoint
- Use prompts to craft engaging slides
- Refine and enhance your presentation
- Build a presentation from start to finish
Draft Impactful Documents Using AI (Word)
- Introduction to Copilot in Microsoft Word
- Craft and elevate content using Copilot
- Draft, improve, and share documents in a single flow
Make Your Meetings More Productive with AI (Teams)
- Collaborate with Copilot in Teams chats
- Enhance meetings with Copilot
- Manage collaboration from start to finish
Uncover New Data Insights with AI (Excel)
- Use Copilot in Excel for data summaries and visual insights
- Customize and analyze data with Copilot
- Boost productivity through data-driven decisions
From Inbox to Impact: Improve Email Workflows with AI (Outlook)
- Use Copilot to draft effective emails
- Simplify meeting setup and scheduling
- Enhance team collaboration via Outlook
Unlock Productivity and Unleash Creativity with AI-Powered Chat
- Introduction to Microsoft 365 Copilot Chat
- Use work-grounded and web-grounded Copilot Chat
- Apply Copilot Chat to real-world tasks (e.g., preparing for interviews)
Testimonials
The trainers clear and obvious enthusiasm for number crunching, analytics, and teaching others is infectious. He doesn’t waste time, shows exactly what you need to know and is genuinely hilarious.
Every one of my employees had tons of positive stuff to say.
- Benjamin G, MXSG Analysis and Integration Chief, US Air Force
“Steve was a great instructor and was able to articulate the course material in a way that promoted learning.”
- Ben Ruddock, Analyst, GSP International Airport
“ExistBI, Thank you again for the great Microsoft Power BI, PowerApps and Power Automate courses, our team was very happy”
- Kerry Urofsky, Systems Manager, Service, Avantik
“Mahesh was an EXCELLENT trainer. Very gifted instructor. Able to clearly communicate and teach objectives. Very engaging made you want to keep learning, and was so patient and kind to all students. Would love to be taught by him anytime.
- Jackie Calvo, Quality Improvement Manager, Horizon Health Center
