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

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

This course consists of two parts: Introduction to Copilot for Microsoft 365 and Train your employees with Copilot for Microsoft 365 use cases.

This course consists of two parts: Introduction to 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 across the various Microsoft 365 applications, explores best practices for using Copilot and creating effective requests, and examines how you can extend Copilot.

The second part of this learning content is the core of this course. Students complete a series of hands-on exercises involving seven use cases: executive, sales, marketing, finance, IT, HR, and operations. These exercises focus on using Copilot in various Microsoft 365 applications (such as Word, PowerPoint, Outlook, etc.) to complete a series of common business tasks related to each use case. To complete the use case exercises in this course, each student must have access to a Microsoft 365 (BYOS) subscription that includes a license to use Microsoft 365 Copilot. Each student must also have a Microsoft OneDrive account, as Copilot requires OneDrive to complete the file-sharing tasks used in the use case exercises.

Level: Beginner - Product: Microsoft 365 - Role: Professional User

Copilot for Microsoft 365 - Copilot Use Cases - Productivity with AI - Official Microsoft Training - Automation with AI - Copilot at Work - Applied Artificial Intelligence

Course aimed at

This course is aimed at business users who want to improve their Copilot for Microsoft 365 skills to solve business-related use case scenarios.

Objectives of the MS-4004 training

• Introduction to Copilot for Microsoft 365: You will learn how to use Copilot across the various Microsoft 365 applications, exploring best practices for creating effective requests and how to extend Copilot.
  
• Practical exercises: You will complete a series of practical exercises focused on seven use cases: Executives, Sales, Marketing, Finance, IT, HR, and Operations. These exercises will help you use Copilot in applications such as Word, PowerPoint, Outlook, and others to complete common tasks related to each use case.
  
• Microsoft 365 Integration: You will learn how to integrate Copilot with the main Microsoft 365 applications (Word, Excel, PowerPoint, Outlook, and Teams) to improve productivity and efficiency in daily work.

Course Content MS-4004: Train employees with Microsoft 365 Copilot use cases

Unit 1: Empower your employees with Microsoft 365 Copilot: Executive role use case

• Exercise 1: Summary of communication information in Microsoft Teams
  
• Exercise 1, Task 1: Using Copilot Chat in Teams to synthesize project communications
  
• Exercise 1, Task 2: Using Copilot in a Teams chat session to summarize a project discussion
  
• Exercise 1, Task 3: Using Copilot Chat in Teams to gather information between projects
  
• Exercise 1, Task 4: Using Copilot in Teams to prepare an executive summary
  
• Exercise 2: Boosting business results through Microsoft 365 Copilot
  
• Exercise 2, Task 1: Using Copilot in Word to create an executive information report
  
• Exercise 2, Task 2: Using Copilot in Excel to perform budget forecasting analysis
  
• Exercise 2, Task 3: Using the AI ​​Project Manager agent in Planner to create a new project plan
  
• Exercise 2, Task 4: Creating a Northwind Business Insights Agent
  
• Exercise 2, Task 5: Using the Northwind Business Insights agent to answer executive questions

Unit 2: Empower your employees with Microsoft 365 Copilot: Sales use case

• Exercise 1: Accelerating market growth through Microsoft 365 Copilot
  
• Exercise 1, Task 1: Use of the investigative agent to analyze your competitors and identify industry trends
  
• Exercise 1, Task 2: Using Microsoft 365 Copilot Chat to conduct market research
  
• Exercise 1, Task 3: Using Copilot in Word to create a sales proposal
  
• Exercise 1, Task 4: Using Copilot in Outlook to customize its scope
  
• Exercise 2: Automating sales proposal responses using Microsoft 365 Copilot
  
• Exercise 2, Task 1: Using Copilot in Word to generate a standard RFP response template
  
• Exercise 2, Task 2: Using Copilot in Excel to analyze historical RFP data
  
• Exercise 2, Task 3: Using Copilot Studio to create an RFP response agent
  
• Exercise 2, Task 4: Using Copilot in Teams to collaborate on refining the RFP response agent
  
• Exercise 2, Task 5: Use Copilot Studio to update the RFP response agent instructions

Unit 3: Empower your employees with Microsoft 365 Copilot: IT use case

• Exercise 1: Simplifying IT project planning with Microsoft 365 Copilot
  
• Exercise 1, Task 1: Using Copilot Chat to define the project framework
  
• Exercise 1, Task 2: Using Copilot on a whiteboard to identify potential risks
  
• Exercise 1, Task 3: Using Copilot in PowerPoint to create an executive presentation
  
• Exercise 2: Transforming startups and adopting features using Microsoft 365 Copilot
  
• Exercise 2, Task 1: Use Microsoft 365 Copilot Chat to identify upcoming Microsoft 365 features
  
• Exercise 2, Task 2: Use Copilot in Viva Engage to write a post about upcoming features
  
• Exercise 2, Task 3: Use Microsoft 365 Copilot Chat to create best practice suggestions
  
• Exercise 2, Task 4: Using the surveys agent to create a feedback survey
  
• Exercise 2, Task 5: Using the analyst agent to analyze the survey results

Unit 4: Empower your employees with Microsoft 365 Copilot: marketing use case

• Exercise 1: Transforming market research into an actionable campaign using Microsoft 365 Copilot
  
• Exercise 1, Task 1: Using Copilot Studio to create a market research agent
  
• Exercise 1, Task 2: Using the market research agent to synthesize market intelligence
  
• Exercise 1, Task 3: Using the Copilot analyst agent to generate strategic recommendations
  
• Exercise 1, Task 4: Using Copilot in Loop to create a launch campaign plan
  
• Exercise 2: Developing a new marketing campaign with Microsoft 365 Copilot
  
• Exercise 2, Task 1: Using Copilot in Word to consolidate several market reports
  
• Exercise 2, Task 2: Using Copilot in Excel to analyze a marketing spreadsheet
  
• Exercise 2, Task 3: Using Copilot's Idea Coach agent to generate creative campaign concepts
  
• Exercise 2, Task 4: Using Copilot's Writing Advisor agent to write promotional campaign ads

Unit 5: Empower your employees with Microsoft 365 Copilot: Finance use case

• Exercise 1: Optimizing financial reports and procurement modeling using Microsoft 365 Copilot
  
• Exercise 1, Task 1: Using Copilot in Excel to analyze the new COGS product line
  
• Exercise 1, Task 2: Using Copilot in Teams to summarize meeting notes
  
• Exercise 1, Task 3: Using Copilot Chat to analyze a potential acquisition
  
• Exercise 1, Task 4: Using Copilot in Excel to model What-If scenarios
  
• Exercise 2: Simplifying contract analysis and negotiation using Microsoft 365 Copilot
  
• Exercise 2, Task 1: Use Microsoft 365 Copilot Chat to evaluate supplier contracts
  
• Exercise 2, Task 2: Using Copilot in PowerPoint to create an executive presentation
  
• Exercise 2, Task 3: Using Copilot in Loop to turn information into actionable content
  
• Exercise 2, Task 4: Using Copilot in Outlook to create an email requesting feedback

Unit 6: Empower your employees with Microsoft 365 Copilot: HR use case

• Exercise 1: Administrator information delivery with Microsoft 365 Copilot
  
• Exercise 1, Task 1: Using Copilot in Excel to identify key manager metrics
  
• Exercise 1, Task 2: Using Copilot in Excel to generate an administrator summary report
  
• Exercise 1, Task 3: Using Copilot in Outlook to communicate the results to the HR management.
  
• Exercise 1, Task 4: Using Copilot in Loop to facilitate collaboration manager development planning
  
• Exercise 2: Train employees with an HR self-service agent.
  
• Exercise 2, Task 1: Creation of an HR self-service agent for company employees
  
• Exercise 2, Task 2: Using Viva Engage to advertise the new HR self-service agent.
  
• Exercise 2, Task 3: Formulate questions to the HR self-service agent about HR directives.
  
• Exercise 2, Task 4: Using the investigating agent to gather employee relocation information

Unit 7: Empower your employees with Microsoft 365 Copilot: Operations use case

• Exercise 1: Simplifying operational initiatives using Microsoft 365 Copilot
  
• Exercise 1, Task 1: Using Copilot on a whiteboard to brainstorm on the project plan
  
• Exercise 1, Task 2: Using Copilot in Word to compare operational reports
  
• Exercise 1, Task 3: Using Copilot in PowerPoint to create an executive presentation
  
• Exercise 1, Task 4: Use Microsoft 365 Copilot Chat to prepare for interaction with the provider
  
• Exercise 2: Managing a facilities expansion project with Microsoft 365 Copilot
  
• Exercise 2, Task 1: Using Copilot in Loop to track construction milestones
  
• Exercise 2, Task 2: Using Copilot Studio to create a frequently asked questions agent about facility expansion
  
• Exercise 2, Task 3: Frequently Asked Questions about the Facility Expansion Agent Regarding the Expansion Project
  
• Exercise 2, Task 4: Using Copilot in OneNote to update security protocols
  
• Exercise 2, Task 5: Using Copilot in Outlook to email safety procedure changes to operations personnel

Unit 8: Empowering Employees with Microsoft 365 Copilot: Communications Use Case

• Exercise 1: Boost interaction with a unified communication strategy using Microsoft 365 Copilot
  
• Exercise 1, Task 1: Using Copilot in Word to develop a brief strategic communication
  
• Exercise 1, Task 2: Using Copilot's investigative agent to identify external trends and test points
  
• Exercise 1, Task 3: Using Copilot in Excel to analyze communication metrics
  
• Exercise 1, Task 4: Using Copilot in PowerPoint to create an executive presentation
  
• Exercise 2: Developing an employee-centric communication experience using Microsoft 365 Copilot
  
• Exercise 2, Task 1: Using Viva Engage to create a company-wide ad
  
• Exercise 2, Task 2: Use Copilot Chat to prepare for a city council meeting
  
• Exercise 2, Task 3: Use the Ideas Coach agent to generate campaign ideas and a channel map
  
• Exercise 2, Task 4: Using Copilot Studio to create a FAQ Assistant agent

Unit 9: Training employees with Microsoft 365 Copilot: Customer service use case

• Exercise 1: Improving customer service efficiency using Microsoft 365 Copilot
  
• Exercise 1, Task 1: Using Copilot in Whiteboard to assign the ideal customer support journey
  
• Exercise 1, Task 2: Using Copilot in Teams to prepare for a customer technical support meeting
  
• Exercise 1, Task 3: Using Copilot in OneNote to create a call summary template
  
• Exercise 1, Task 4: Using the Copilot Analyst agent to analyze customer technical support data
  
• Exercise 2: Improve the quality of customer service case resolution using Microsoft 365 Copilot
  
• Exercise 2, Task 1: Using Copilot in Loop to create a troubleshooting checklist
  
• Exercise 2, Task 2: Using Copilot in Word and Writing Advisor to create a dealer-oriented response template
  
• Exercise 2, Task 3: Using the Copilot Ideas Coach agent to create a troubleshooting guide
  
• Exercise 2, Task 4: Use Copilot Chat and Copilot in Outlook to create a Support Insights email

Unit 10: Training your staff with Microsoft 365 Copilot: Legal use case

• Exercise 1: Preparing for regulatory response and litigation using Microsoft 365 Copilot
  
• Exercise 1, Task 1: Using Copilot Chat to create regulatory legal instructions
  
• Exercise 1, Task 2: Using Copilot in Word to summarize a supplier contract
  
• Exercise 1, Task 3: Using Copilot Researcher to prepare a short problem for the regulator
  
• Exercise 1, Task 4: Using Copilot Studio to create a regulatory query assistant
  
• Exercise 1, Task 5: Formulate questions for the Regulatory Research Assistant related to an audit
  
• Exercise 2: Reforming corporate governance and compliance through Microsoft 365 Copilot
  
• Exercise 2, Task 1: Using Copilot in Loop to collaborate on updating a company policy
  
• Exercise 2, Task 2: Using Copilot in Excel to visualize risk areas between departments
  
• Exercise 2, Task 3: Using Copilot in PowerPoint to create a legal presentation
  
• Exercise 2, Task 4: Using Copilot in OneNote to create a compliance notebook

Prerequisites

It is recommended to have:

• Basic functional experience with Microsoft 365 services
• Expert knowledge of general IT practices
  

Language

• Course: English / Spanish