MS-4018: Draft, analyze, and present with Microsoft 365 Copilot

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Microsoft 365 Copilot MS-4018 Course

The official Microsoft MS-4018 course: Draft, analyze, and present with Microsoft 365 Copilot teaches you how to use Copilot and AI agents to carry out practical workflows in Microsoft 365 applications.

This training is aimed at professional users who create documents, analyze information, prepare presentations, participate in meetings, and manage communications using tools such as Word, Excel, PowerPoint, Outlook, and Teams.

During the MS-4018 course, participants will learn how to combine Microsoft Copilot Chat, in-app integrated experiences, and agents to improve work quality and complete routine tasks with greater efficiency.

This official Microsoft course is eligible for FUNDAE funding for companies that meet the corresponding requirements.

 

Course Overview

MS-4018: Draft, analyze, and present with Microsoft 365 Copilot provides practical training on the use of artificial intelligence within the Microsoft 365 environment. The course covers prompt flows used in PowerPoint, Word, Excel, Teams, and Outlook, while also introducing Microsoft Copilot Chat and the difference between information based on work data and information from the web.

Participants will learn to prepare effective prompts, use organizational context, draft and improve documents, analyze data, develop presentations, prepare for meetings, and manage communications using Copilot.

The training allows for an understanding of how Copilot, Microsoft 365 applications, and agents can work together to support real business tasks, always taking data security and responsible review of generated results into account.

 

What is Microsoft 365 Copilot for in a professional environment?

Microsoft 365 Copilot allows you to incorporate AI-powered assistance into routine activities such as drafting documents, analyzing information, preparing presentations, managing emails, and organizing meetings. Its integration with Microsoft 365 applications makes it easy for professionals to work on the tools and content they use daily.

In a business environment, Copilot can be used to summarize information, prepare drafts, identify relevant data, transform ideas into presentations, and improve communication management. Copilot Chat and agents also allow for the development of broader workflows by combining user intent with information from the organization and the web.

The MS-4018 course helps you apply these capabilities in a structured way, with special attention to the quality of prompts, data protection, and result verification.

 

Professional applications of Microsoft 365 Copilot

Microsoft 365 Copilot can be applied in areas such as administration, marketing, sales, human resources, finance, operations, and project management. Professionals can use it to create and review documents, prepare communications, analyze data, and convert complex information into understandable content.

In Word, Copilot helps prepare and improve documents. In PowerPoint, it facilitates the creation and refinement of presentations. In Excel, it allows for data analysis and visualization, while in Teams and Outlook, it helps prepare for meetings, summarize information, draft emails, and manage communications.

The MS-4018 course develops these applications with a practical approach, aimed at improving work processes and the responsible use of generative artificial intelligence in Microsoft 365.

 

What official Microsoft courses at Nanfor include

The training includes official Microsoft Learn material, complementary resources, presentations by expert tutors, learning activities, access to the virtual campus, and specialized tutoring.

Nanfor combines official Microsoft content with expert guidance and academic support, providing training focused on the practical application of Microsoft 365 Copilot in professional environments.

Learn about all the components of Microsoft courses

 

Advantages of Microsoft 365 Copilot training

  • AI-assisted writing: learn to create, transform, and improve documents using Copilot in Microsoft Word.
  • Data analysis with Copilot: use artificial intelligence to explore information, identify relevant data, and create visualizations in Excel.
  • More effective presentations: turn ideas and content into structured presentations and enhance slides in PowerPoint.
  • Optimized meetings and email: prepare for meetings, manage information, and improve communication flows in Teams and Outlook.
  • Practical use of Copilot Chat: learn to work with organizational and web-based information from a conversational experience.
  • Direct application in Microsoft 365: develop skills applicable to routine tasks and real work scenarios.

 

Prerequisites

To take the MS-4018 course, it is recommended to have basic functional experience with Microsoft 365 services and applications.

No programming knowledge is necessary. It is helpful to be familiar with the daily use of tools such as Word, Excel, PowerPoint, Outlook, and Teams to make better use of the training activities and examples.

 

General course information

Who is the Microsoft MS-4018 course aimed at?

The MS-4018 course is aimed at professional users with basic knowledge of Microsoft 365 who want to use Copilot to work more effectively in applications such as Word, Excel, PowerPoint, Outlook, and Teams.

It is especially suitable for professionals who create content, analyze information, prepare presentations, prepare for meetings, or manage communications as part of their job. It can also be useful for teams that need to establish a common foundation for the practical and responsible adoption of Microsoft 365 Copilot.

MS-4018 course objectives and what you will learn

Upon completing the training, the participant will be able to:

  • Understand how Microsoft Copilot works in Microsoft 365 applications.
  • Differentiate between the use of work information and information from the web.
  • Write clear prompts using a structured framework.
  • Use Microsoft Copilot Chat to consult and work with information.
  • Create and improve presentations with Copilot in PowerPoint.
  • Draft and refine documents with Copilot in Word.
  • Prepare and manage meetings using Copilot in Teams and Outlook.
  • Analyze data and obtain information using Copilot in Excel.
  • Improve the drafting and management of emails in Outlook.
  • Apply criteria for data protection and responsible review of results.

MS-4018 course content – Official program

Unit 1. Get ready to work with Microsoft Copilot

  • What is Microsoft 365 Copilot?
  • How Copilot works and where it gets its context from
  • Work IQ
  • Web data and agents
  • Data protection and responsible AI
  • Writing effective prompts

Unit 2. Unlock productivity and unleash creativity with AI-powered chat

  • Understanding Microsoft 365 Copilot Chat
  • Work data and web sources
  • Copilot Search
  • Agents in Copilot Chat
  • Model selector
  • Prompt coach and Copilot personalization
  • Planning with Idea Coach
  • Creating presentations with Copilot in PowerPoint
  • Refining text, narrative, and visual elements
  • Speaker notes and presentation preparation
  • Speech coach
  • Creating documents with Copilot in Word
  • Drafts based on files, emails, and meetings
  • Content improvement and rewriting
  • Writing suggestions
  • Writing Coach agent
  • Preparing for meetings with Copilot
  • Copilot in Outlook and Teams
  • Copilot and the Facilitator agent during meetings
  • Intelligent summary
  • Decisions, tasks, and follow-up
  • Copilot in Excel
  • Data preparation and exploration
  • Incorporating organizational context and web data
  • Formulas, pivot tables, and visualizations
  • Copilot with Python
  • Analyst agent
  • Inbox triage
  • Summarizing threads and attachments
  • Drafting and improving emails
  • Custom instructions
  • Coaching by Copilot and Writing Coach
  • Meeting scheduling and follow-up

Our differentiating factor: Hands-on labs

The MS-4018 course includes access to official labs associated with Microsoft 365 Copilot. These labs allow you to practice the scenarios worked on during the training using Microsoft 365, Copilot Chat, and the main applications in the Microsoft 365 ecosystem in an environment prepared for learning.

The practical exercises help reinforce the creation of documents in Word, data analysis in Excel, presentation development in PowerPoint, collaboration in Teams, and communication management in Outlook, facilitating an application closer to real-life work situations.

Course language

  • Course: Spanish / English.
  • Labs: Spanish / English.

Do you want to take this course? Request information now

If you want to take this training virtually, you can purchase it at the top of the product. If you have any questions, please contact us.

If you want to take the course in in-person or telepresence modality, contact Nanfor:

Nanfor, official Microsoft ICT training center

Nanfor is a customized ICT training center specialized in technological training for professionals and companies, and is officially accredited by Microsoft as:

  • Microsoft Solutions Partner – Training Services
  • Microsoft Cloud Partner

These accreditations certify that Nanfor meets Microsoft's standards for providing technical training using Microsoft content and Microsoft Certified Trainers, ensuring quality, continuous updates, and alignment with official training.

Frequently asked questions about the MS-4018 course

What is the Microsoft 365 Copilot MS-4018 course?

The MS-4018 course on Microsoft 365 Copilot is official Microsoft training aimed at professional users who want to use Copilot in Word, Excel, PowerPoint, Outlook, Teams, and Copilot Chat to improve daily productivity.

What is the Microsoft 365 Copilot MS-4018 course for in a professional environment?

The MS-4018 course on Microsoft 365 Copilot allows you to learn how to draft content, analyze information, create presentations, prepare for meetings, and manage communications using artificial intelligence integrated into Microsoft 365.

Is the Microsoft 365 Copilot MS-4018 course official from Microsoft?

Yes. The MS-4018 course on Microsoft 365 Copilot is part of Microsoft's official training offering and follows the official training path published on Microsoft Learn.

How does the Microsoft 365 Copilot MS-4018 course differ from other Microsoft certifications?

Unlike other training courses aimed at obtaining an official certification, the MS-4018 course on Microsoft 365 Copilot is focused on the practical use of Copilot to improve productivity and daily work processes.

Is the Microsoft 365 Copilot MS-4018 course eligible for FUNDAE funding?

Yes. The MS-4018 course on Microsoft 365 Copilot can be managed using FUNDAE training credits for companies that meet the established requirements.

What is the duration of the Microsoft 365 Copilot MS-4018 course?

The MS-4018 course on Microsoft 365 Copilot has a duration of 70 hours and includes access to the virtual classroom for 2 months.

Is the Microsoft 365 Copilot MS-4018 course included in Nanfor's LaaS?

Yes. The MS-4018 course on Microsoft 365 Copilot is part of the training catalog available within Nanfor's Learning as a Service (LaaS) model.

What technical level does the Microsoft 365 Copilot MS-4018 course require?

The MS-4018 course on Microsoft 365 Copilot is aimed at business users and professionals who use Microsoft 365 regularly. It is recommended to have basic functional experience in Word, Excel, PowerPoint, Outlook, and Teams.

What career opportunities does the Microsoft 365 Copilot MS-4018 course offer?

The skills acquired in the MS-4018 Microsoft 365 Copilot course are applicable to administrative, technical, sales, consulting, and management profiles that need to improve productivity, communication, and decision-making through artificial intelligence.

Does the MS-4018 Microsoft 365 Copilot course include hands-on labs?

Yes. The MS-4018 Microsoft 365 Copilot course includes hands-on labs that allow you to apply the knowledge covered during the training using Microsoft 365 and Microsoft Copilot in an environment prepared for learning.

In what language are the labs for the MS-4018 Microsoft 365 Copilot course available?

The labs associated with the MS-4018 Microsoft 365 Copilot course are available in English, while the training can be conducted in Spanish and English.

Which Microsoft 365 applications are used in the MS-4018 Microsoft 365 Copilot course?

The MS-4018 Microsoft 365 Copilot course works with Word, Excel, PowerPoint, Outlook, Teams, and Microsoft Copilot Chat, using practical scenarios related to business productivity and collaboration.

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