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Do you want to take this course remotely or in person?
Contact us by email: info@nanforiberica.com , phone: +34 91 031 66 78, WhatsApp: +34 685 60 05 91 , or contact Our Offices
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Microsoft 365 Copilot course for Marketing and Sales Managers
A training program for Marketing and Sales professionals. Our Microsoft 365 Copilot course for managers provides all the necessary knowledge to improve the use of the platform within your company. This course, taught by experts, will help you manage and improve decision-making.
Achieve a 1065% ROI and get the most out of this work tool by taking this course!
The course is delivered online and consists of 10 units. The course duration is 70 hours , divided between the content and the collaborative tools. Upon completion, students will receive a certificate of completion.
The training is delivered through our Virtual Campus. With this format, you will have access to all the course materials on the platform, available 24/7 from the start date. Students will also have access to discussion forums and ongoing tutoring.
The course fee applies to the online training modality (100% subsidized option). Face-to-face and telepresence training actions can be carried out on demand.
Introduction
Microsoft Copilot is a powerful AI assistant that helps you create, analyze, and communicate documents with ease. Copilot can help you with a variety of tasks, such as writing job descriptions, comparing resumes, creating interview questions, and drafting offer letters. In this training program, you'll learn how to use Copilot in Word, Loop, and Outlook to streamline the hiring process and find the best candidates for your organization.
Goals
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Use Copilot in Word to create a job description based on a Marketing and Sales responsibilities document.
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Use Copilot in Word to analyze multiple resumes for a job, create a report comparing each candidate's strengths and weaknesses, and make a final recommendation.
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Use Copilot in Loop to create a set of interview questions for a new job.
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Use Copilot in Outlook to draft an offer letter to email to a candidate for a new job.
Addressed to
CEOs, directors, managers, department heads and professionals with management skills in the area of Marketing and Sales.
This training program is designed for marketing and sales professionals who want to leverage the power of artificial intelligence to improve their efficiency and the quality of their recruitment processes. No prior experience with Copilot is required, but a basic familiarity with Microsoft 365 applications is necessary.
Course Content
This training program consists of 10 units, each with a practical exercise and a knowledge check.
Unit 1: What is Microsoft 365 Copilot?
- Microsoft 365 Copilot Overview: The Copilot System
- Employee aptitude and the paradigm of working with AI
- The advantages of AI for every job
- Notices and natural language.
- Where is Copilot available?
Unit 2: Copilot in Outlook
- Prioritizing the most important emails with Copilot
- How to resume communication threads in long emails
- Create email replies using data from Excel or other sources.
- Changing styles and creating summaries for email writing.
- Optimizing message content with Copilot
Unit 3: Copilot in Word
- Creating documents based on other information.
- Generating drafts with the main data relating to the document to be created or edited
- Customization of documents according to models or styles using natural language.
- Create summaries about the documents and use suggestions.
- Automatic creation of questions and answers about documents.
Unit 4: Copilot in Excel
- Data analysis and trend identification with AI
- Delving deeper into the trends
- How to use natural language in Excel to generate data
- Using the copilot to create highlighted graphics based on natural language queries
- Creation of new models
- Drawing quick conclusions from data
Unit 5: Copilot in PowerPoint
- Transferring an email or Word document to PowerPoint
- Creating documents from a PowerPoint
- Creating presentations from a base file
- Slide animation
- Speaker Note Generation
- Using AI with Dall-e to optimize images and graphics with slides
Unit 6: Copilot in Microsoft Teams
- How to increase productivity in Teams with AI
- Meeting resume management.
- How to analyze the unresolved questions and main conclusions of the meeting
- Creation of new proposals and integrated management with other applications.
- How to track meetings and summaries of actions
- The management of tasks that are established in the meetings.
- How to improve understanding of the topics covered by clarifying issues
- How to save time managing meetings with Teams Copilot
Unit 7: The Copilot in OneNote
- Managing grade transcripts.
- How to identify unanswered questions in notes and group them in a centralized location
- Creation of work plans.
- Creating lists
- Creating tasks based on completed notes
- Generating creative ideas based on AI with OneNote and My Notes
- How to remember the information the employee needs
- Visual management of notes with relevant images.
Unit 8: Microsoft 365 Management for Managers
- Case studies of organizations that have successfully used Microsoft 365 Copilot
- Practical examples of how to get the most out of Microsoft 365 Copilot features
- The cost-effectiveness of using Microsoft 365 Copilot in organizations
- ROI of using Microsoft 365 Copilot by role: Management, Sales, Marketing, HR, Operations, and IT
Unit 9: How to use Microsoft 365 Copilot by an executive
- Find relevant information about the company.
- Review of business results.
- Summarize the main business trends.
- Improve the presentations and their content.
- Design more compelling speeches
- To follow the topics more quickly
- Summarizing meetings with generative AI
- Analyze the main issues and make more productive decisions
- Summarize email threads and design impactful message bodies
- Automate daily routines
- Generate reports quickly and analyze data.
- Staying constantly updated by managing important messages
- How to delegate tasks with Microsoft 365 Copilot and manage their tracking
- Manage workloads more effectively with Microsoft 365 Copilot
- How to eliminate repetitive work with Microsoft Copilot and focus on strategic work
- Practical examples of how to get the most out of Microsoft 365 Copilot features
Unit 10: Microsoft 365 Copilot for Marketing and Sales
- Create a market research report using Copilot in Loop
- Create a sales presentation with Copilot in PowerPoint
- Prepare meeting notes from emails using Copilot
- Compare supplier agreements using Copilot with Word
- Perform market analysis using Microsoft Copilot
- Idea management with the WhiteBoard Copilot
- Managing new campaigns with Loop's Copilot
- Consolidating multiple marketing reports using Copilot in Word
- Analyze marketing trends using Copilot with Excel
- Conclusions
Requirements
To complete this training program, you will need:
- A Microsoft 365 account with access to Copilot, Word, Loop, and Outlook.
- A device with an internet connection and a web browser.
- Some sample marketing and sales documents, such as responsibilities documents, resumes, and offer letters. You can use the ones provided in the exercises or create your own.
Other training modalities
If you are interested in taking this course in either a telepresence or face-to-face format, please contact us: email: info@nanforiberica.com Telephone: +34 91 031 66 78, WhatsApp: +34 685 60 05 91
Important *
* The fee for the subsidized course plus an annual Microsoft 365 copilot license is for users who already have an active Microsoft 365 E3 or E5 license.
