AB-730: Transform business workflows with generative AI

AB-730 Course: Transform business workflows with generative AI

In this course, students will discover how to apply generative artificial intelligence to simplify daily tasks, improve decision-making, and drive meaningful business results. Students will understand how to use Microsoft 365 Copilot and its features to enhance their productivity. The course focuses on real-world use cases, with no coding required, making it ideal for those who want to confidently integrate artificial intelligence into their work.

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

Transforming workflows - Generative AI - Business automation - AI productivity - Microsoft Power Platform - Process optimization - Applied artificial intelligence

Course aimed at

This course is designed for professionals across a wide range of business functions, including marketing, sales, operations, product management, customer success, human resources, and finance. It is suitable for those looking to enhance their productivity, streamline workflows, and confidently demonstrate their artificial intelligence skills in a modern workplace.

AB-730 Training Objectives

• Understand the fundamentals of generative AI and its practical application in business environments, with a focus on productivity and decision-making.
• Use Microsoft 365 Copilot (including Copilot Chat) as a work assistant, applying prompting techniques to obtain useful and actionable answers.
• Write and refine business content (emails, documents, presentations) with Microsoft 365 Copilot, accelerating creation and raising the quality of output.
• Analyze and visualize data with Copilot (e.g., in Excel) to extract insights that support business decisions.
• Manage meetings and collaboration (summaries, follow-ups, agreements) using Copilot in Teams and M365.
• Define the Copilot “role” within a specific workflow, identifying opportunities for automation and improvement in areas such as marketing, sales, operations, HR, and finance.

The course is beginner level, requires no programming, and is focused on real-world use cases to confidently integrate generative AI into daily work.

Elements of the AB-730 formation

• What is generative artificial intelligence? (6 modules)
• Use Copilot Chat as your artificial intelligence assistant (7 modules)
• Drafting and refining enterprise content with Microsoft 365 Copilot (5 modules)
• Data analysis and visualization with Microsoft 365 Copilot (5 modules)
• Meeting management and collaboration with Microsoft 365 Copilot (5 units)
• Define the role you want Microsoft 365 Copilot to play in your business workflow (5 units)

AB-730 Course Content: Transforming Business Workflows with Generative AI

Module 1: What is generative AI?

In this module you will learn to:

• Explain how generative AI enhances creativity and productivity by automating tasks and generating human-like results.
  
• Identify the key principles of responsible AI, such as fairness, transparency, and accountability, and their importance in the ethical deployment of AI.
  
• Describe how Microsoft 365 Copilot ensures safe and responsible use of AI through informed responses and privacy safeguards.
  
• Understand that Microsoft 365 Copilot can help you write content, summarize information, and automate tasks tailored to your organizational context.

Module 2: Use Copilot Chat as your workflow assistant

In this module you will learn to:

• Create productivity-oriented prompts for Microsoft 365 Copilot.
  
• Optimize task management with Microsoft 365 Copilot Chat.
  
• Describe the key features and benefits of Microsoft 365 Copilot Chat for enterprise users.
  
• Identify scenarios where Copilot Chat can improve productivity and organization.
  
• Create effective prompts to guide Copilot actions across various Microsoft 365 applications.
  
• Understanding what an agent is and when it is appropriate to use predefined agents or create your own.

Module 3: Write business content with Microsoft 365 Copilot

In this module you will learn to:

• Use Microsoft 365 Copilot to efficiently create content in Word, Outlook, and PowerPoint.
  
• Use the Researcher agent to gather information and gain deeper insights.

Module 4: Analyze and visualize data for decision making

In this module you will learn to:

• Use Copilot in Excel to summarize your data.
  
• Use Copilot in Excel to generate visual representations of your datasets.
  
• Explain how the Analyst agent processes data and generates actionable insights.

Module 5: Manage meetings, collaboration, and follow-up

In this module you will learn to:

• Use Copilot Chat to track meetings, summarize email threads, and keep your team aligned and focused on projects.
  
• Use Copilot during meetings to capture real-time insights, automate note-taking, and identify key discussion points.
  
• Use Copilot's tools after meetings to generate summaries, organize tasks, and draft follow-up emails that keep everyone aligned.
  
• Use Copilot Pages for shared planning and Notebooks for deeper analysis.

Module 6: Integrate Copilot into your workflows

In this module you will learn to:

• Explore how Copilot Chat and AI agents can be integrated into real-world business scenarios to solve problems and optimize processes.
  
• Strengthen your skills in writing clear documents, analyzing data, collaborating with your team, automating tasks, and managing complex workflows using Copilot.
  
• Gain confidence to use Copilot to solve everyday challenges, innovate in your workflows, and discover new possibilities for business success.

Prerequisites

• Basic functional experience with Microsoft 365 (e.g., everyday use of Outlook, Word, Excel, PowerPoint, and Teams).
• General familiarity with business processes/workflow of your role (recommended to take advantage of the case studies).
• Although not mandatory, having a Microsoft 365 Copilot license during training facilitates the completion of guided practical exercises.

Language

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

Microsoft Associate Certification: AI Business Professional

Microsoft Certified: AI Business Professional

Enable and manage artificial intelligence capabilities in Microsoft 365 by configuring, protecting, and governing Copilot and agents while applying identity, security, and compliance principles.

Level: Beginner
Role: Administrator, Professional User
Product: Azure AI Services
Subject: AI Business Solutions