MS-4005: Craft effective prompts for Microsoft Copilot for Microsoft 365

Microsoft will retire MS-4005: Craft Effective Prompts for Microsoft Copilot for Microsoft 365 on June 30, 2025. It will be replaced by MS-4018: Draft, Analyze, and Present with Microsoft 365 Copilot.

Course MS-4005: Craft effective prompts for Microsoft Copilot for Microsoft 365

Discover ways to create effective, contextual messages for Microsoft Copilot for Microsoft 365 that create, simplify, transform, and compile content in Microsoft 365 apps. Learn the importance of providing a clear purpose, context, origin, and expectation in your request for the best results. This course covers real-world scenarios and examples using Copilot in Microsoft 365 apps such as Word, Excel, PowerPoint, Teams, Outlook, OneNote, and Chat.

Beginner - Microsoft 365 - Professional User

Course aimed at

Students should be familiar with working in Microsoft 365 applications such as Word, Excel, and PowerPoint. This course is designed for all types of users who work with Microsoft Copilot for Microsoft 365.

MS-4005 Training Objectives

• Create effective and contextual messages: You'll learn how to create clear and effective requests for Microsoft Copilot, providing a clear goal, context, origin, and expectation.
  
• Simplify and transform content: You’ll use Copilot to simplify, transform, and compile content in Microsoft 365 apps like Word, Excel, PowerPoint, Teams, Outlook, OneNote, and Chat.
  
• Apply Copilot in real-life scenarios: You'll practice with real-life examples and scenarios to improve productivity and efficiency when using Microsoft 365 tools.

MS-4005 Course Content

Module 1: Introduction to Copilot for Microsoft 365

• Introduction
• What is Microsoft 365 Copilot?
• Learn how Microsoft 365 Copilot works
• Explore the core components of Microsoft 365 Copilot
• Learn how Microsoft is committed to responsible AI

Module 2: Explore the possibilities with Copilot for Microsoft 365

• Introduction
• Compose 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
• Analyze and transform data with Microsoft 365 Copilot in Excel
• Boost productivity with Microsoft 365 Copilot in Teams
• Boost your workflow with Microsoft 365 Business Chat

Module 3: Optimizing and Extending Copilot for Microsoft 365

• Introduction
• Examine the art and science of working with AI
• Review best practices for using Microsoft 365 Copilot
• Examine how to create an effective message
• Review motivation best practices
• Expand Microsoft 365 Copilot

Module 4: Summarizing with Microsoft Copilot for Microsoft 365

• Introduction
• Exercise: Follow the procedure using sample data with Microsoft 365 Copilot
• Simplify and extract key information with Copilot in Word
• Identify key information and summarize it with Copilot in PowerPoint
• Detect trends and visualize data with Copilot in Excel
• Highlight key decisions and actions from Teams meetings
• Get up to date and prepare for the week with Copilot in Outlook
• Summarize information about a topic with Microsoft 365 Business Chat

Module 5: Creating content and drafting content with Microsoft Copilot for Microsoft 365

• Introduction
• Exercise: Follow the procedure using sample data with Microsoft 365 Copilot
• Write cover letters, marketing plans, and outlines with Microsoft 365 Copilot in Word.
• Create new slides, agendas, and to-do lists with Microsoft 365 Copilot in PowerPoint
• Draft emails, replies, and meeting agendas with Microsoft 365 Copilot in Outlook
• Brainstorm new ideas, lists, and reports with Microsoft 365 Business Chat

Module 6: Edit and transform content with Microsoft Copilot for Microsoft 365

• Introduction
• Exercise: Follow the procedure using sample data with Microsoft 365 Copilot
• Write, organize, and transform content with Microsoft 365 Copilot in Word
• Add images, slides, and organize your presentation with Microsoft 365 Copilot in PowerPoint
• Format, sort, filter, and highlight data with Microsoft 365 Copilot in Excel
• Rewrite messages and replies for tone using Microsoft 365 Copilot in Outlook

Module 7: Formulate questions and analyze content with Microsoft Copilot for Microsoft 365

• Introduction
• Exercise: Follow the procedure using sample data with Microsoft 365 Copilot
• Ask Microsoft 365 Copilot for help and recommendations in Word
• Get design and organization tips with Microsoft 365 Copilot in PowerPoint
• Analyze and work with tables using Microsoft 365 Copilot in Excel
• Ask questions about your notes using Microsoft 365 Copilot in OneNote
• Ask about your meetings and messages with Microsoft 365 Copilot in Teams

Prerequisites

It is recommended to have:

• Basic knowledge of generative AI.
• Basic knowledge of Copilot for Microsoft 365.

Language

• Course: English / Spanish