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 your employees with Microsoft 365 Copilot, Use Cases

Get Copilot in Microsoft 365

Module 1: Introduction to the Microsoft 365 Copilot portal

• What is Microsoft 365 Copilot?
  
• Explore how Copilot works for Microsoft 365
  
• Explore the main components of Copilot for Microsoft 365
  
• Examine Microsoft's commitment to responsible artificial intelligence

Module 2: Explore the possibilities with Microsoft 365 Copilot

• Draft and summarize documents with Microsoft 365 Copilot in Word
  
• Summarize and compose emails with Microsoft 365 Copilot in Outlook
  
• Design engaging presentations with Microsoft 365 Copilot in PowerPoint
  
• Data analysis and transformation with Microsoft 365 Copilot in Excel
  
• Boost productivity with Microsoft 365 Copilot in Teams
  
• Train employees with Microsoft 365 Copilot Chat

Module 3: Optimizing and Extending Microsoft 365 Copilot

• Examining the art and science of working with AI
  
• Review the recommended procedures for using Microsoft 365 Copilot.
  
• Learn how to create effective instructions
  
• Review best practices for petitioning
  
• Expand Microsoft 365 Copilot
  

Train your employees with Microsoft 365 Copilot use cases

Module 4: Train your employees with Microsoft 365 Copilot: Executive role use case

• Exercise: Synthesis of communication information using Microsoft 365 Copilot Chat
  
• Exercise: Summary of chat and channel conversations with Microsoft 365 Copilot in Teams
  
• Exercise: Creating a speech using Microsoft 365 Copilot in Word
  
• Exercise: Create a slideshow presentation using Microsoft 365 Copilot in PowerPoint

Module 5: Train your employees with Microsoft 365 Copilot: sales use case

• Exercise: Creating a market research report with Copilot for Microsoft 365 in Loop
  
• Exercise: Create a sales presentation with Microsoft 365 Copilot in PowerPoint
  
• Exercise: Preparing meeting notes from emails using Microsoft 365 Copilot Chat
• Exercise: Comparing vendor contracts with Microsoft 365 Copilot in Word

Module 6: Train your employees with Microsoft 365 Copilot: IT use case

• Exercise: Creating a project plan using Microsoft 365 Copilot Chat
  
• Exercise: IT Resource Management using Microsoft 365 Copilot in Excel
  
• Exercise: Update a technical report using Copilot for Microsoft 365 in Word
  
• Exercise: Draft an email based on a technical report with
• Microsoft 365 Copilot in Outlook

Module 7: Train your employees with Microsoft 365 Copilot: marketing use case

• Exercise: Conduct market analysis using Microsoft 365 Copilot Chat
  
• Exercise: Brainstorm marketing campaigns using Microsoft 365 Copilot in Loop
  
• Exercise: Consolidate several marketing reports using Microsoft 365 Copilot in Word
  
• Exercise: Analyzing a market trend spreadsheet with Microsoft 365 Copilot in Excel

Module 8: Train your employees with Microsoft 365 Copilot: Finance use case

• Exercise: Send an email to the insurance company using Microsoft 365 Copilot in Outlook
  
• Exercise: Analyzing a financial spreadsheet with Microsoft 365 Copilot in Excel
  
• Exercise: Creating a financial analysis report with Microsoft 365 Copilot in Word
  
• Exercise: Summary of financial results using Microsoft 365 Copilot in Word

Module 9: Train your employees with Microsoft 365 Copilot: HR use case

• Exercise: Create a job description using Microsoft 365 Copilot in Word
  
• Exercise: Analyze resumes and make a recommendation using Microsoft 365 Copilot in Word
• Exercise: Create interview questions with Microsoft 365 Copilot in Loop
  
• Exercise: Draft an email offer letter using Microsoft 365 Copilot in Outlook

Module 10: Train your employees with Microsoft 365 Copilot: operations use case

• Exercise: Project planning brainstorming with Copilot for Microsoft 365 on Whiteboard
  
• Exercise: Draft a response for a meeting using Microsoft 365 Copilot in Outlook
  
• Exercise: Compare the results of the reports using Microsoft 365 Copilot in Word
  
• Exercise: Create a PowerPoint presentation comparing heating systems with Copilot for Microsoft 365

Module 11: Training your staff with Microsoft 365 Copilot: Communications use case

• Exercise: Write a brief summary of strategic communications using Copilot in Word
  
• Exercise: Drafting an internal email announcement using Copilot in Outlook
• Exercise: Analysis of communication metrics using Copilot in Excel
  
• Exercise: Preparing discussion topics for a city council meeting using Microsoft Copilot

Module 12: Training your staff with Microsoft 365 Copilot: Customer service use case

• Exercise: Designing the ideal technical support journey with Copilot on Whiteboard
  
• Exercise: Preparing for a client meeting using Copilot in Teams
  
• Exercise: Collaborate on a live troubleshooting guide using Copilot in Loop
  
• Exercise: Creating a customer call summary template using Copilot in OneNote

Module 13: Training your staff with Microsoft 365 Copilot: Legal use case

• Exercise: Review and summarize a contract using Microsoft 365 Copilot in Word
  
• Exercise: Draft legal guidance on a new regulation using Microsoft 365 Copilot Chat
  
• Exercise: Collaborating on a policy update using Microsoft 365 Copilot in Loop
  
• Exercise: Visualizing a risk assessment framework using Microsoft 365 Copilot in Excel

Module 14: Empowering Employees with Copilot for Microsoft 365: A Challenge Use Case

• Exercise: Creating interview questions with different copilots
  20 min.
  
• Exercise: Improve social media marketing efforts
  15 min.
  
• Exercise: Improving collaboration skills in project management
  15 min.
  
• Exercise: Improving content creation and collaboration skills

Prerequisites

It is recommended to have:

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

Language

• Course: English / Spanish