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Copilot for Microsoft 365

Published by O'Reilly Media, Inc.

Beginner to intermediate content levelBeginner to intermediate

Work smarter with generative AI in Word, Excel, PowerPoint, Outlook, and Teams

Course outcomes

  • Optimize communication and scheduling in Outlook
  • Enhance document creation in Word
  • Enhance presentation development in PowerPoint
  • Simplify data management in Excel
  • Boost team collaboration in Teams

Course description

Join expert Sujatha Das to explore Microsoft 365’s AI-powered assistant, Copilot, and discover how to work with it in Word, Excel, PowerPoint, Outlook, and Teams. You’ll get an overview of Copilot’s capabilities and learn how it can automate tasks, enhance content creation, analyze data, and streamline communication and collaboration. Through demonstrations and actionable guidance, you’ll gain the skills needed to harness Copilot for improved efficiency and personalized workflows.

What you’ll learn and how you can apply it

  • Utilize Copilot to create, edit, and format Word documents with advanced AI features
  • Analyze and manage data in Excel efficiently with Copilot's capabilities
  • Use Copilot to create engaging and professional PowerPoint presentations
  • Manage emails and meetings effectively in Outlook with Copilot
  • Generate meeting notes, track action items, summarize discussions, and facilitate efficient team communication in Teams

This live event is for you because...

  • You manage projects and want to automate routine tasks, generate reports, and facilitate team communication.
  • You create proposals, analyze market data, and generate presentations and reports.
  • You’re a leader who requires efficient ways to manage communication, meetings, and data insights.
  • You’re a manager whose teams work in remote or hybrid environments and you’re interested in tools to enhance virtual collaboration and productivity.

Prerequisites

  • Familiarity with MS 365
  • Optional: To practice along with demonstrations, you’ll need access to Copilot in MS 365

Recommended follow-up:

Schedule

The time frames are only estimates and may vary according to how the class is progressing.

Copilot and Outlook (60 minutes)

  • Presentation: Understanding Copilot's core functionality; navigating and using Copilot in key Microsoft 365 apps; optimizing communication and scheduling with Copilot in Outlook
  • Demonstration: Composing professional emails; finding available times and scheduling meetings automatically; generating summaries of long email threads

Copilot and Word (35 minutes)

  • Presentation: Leveraging Copilot for enhanced document creation in Word
  • Demonstration: Drafting, editing, and proofreading documents; creating concise summaries of long documents
  • Break

Copilot and PowerPoint (25 minutes)

  • Presentation: Enhancing presentation development in PowerPoint
  • Demonstration: Generating visually appealing slides automatically; generating detailed speaker notes for presentation slides; getting recommendations for slide layouts and design elements

Copilot and Excel (25 minutes)

  • Presentation: Applying Copilot to simplify data management in Excel
  • Demonstration: Performing complex data analysis and generating insights from your datasets; generating charts and graphs automatically; using macros and scripts to automate repetitive tasks

Copilot and Teams (25 minutes)

  • Presentation: Boosting collaboration in Teams
  • Demonstration: Generating summaries of meeting discussions and action items; scheduling and organizing meetings with team members; collaborating on documents in real time, with suggestions and edits from Copilot

Wrap-up and Q&A (10 minutes)

Your Instructor

Sujatha Das

Sujatha Das is a transformative leader with over three decades of experience and a reputation for developing innovative strategies to improve leadership, encourage innovation, and deliver business results in diverse global settings. She’s adept at navigating organizational change, instilling a growth mindset, and cultivating high-performance cultures. A lifelong learner, Sujatha is passionate about empowering organizations and individuals to thrive in disruption and uncertainty through visionary leadership and strategic foresight. She holds certifications as a Lead Auditor and Implementor in ISO 42001:2023 and ISO 27001:2022, and as an ICF Coach for Leadership and Transformation. She’s also skilled in the use of psychometric tools such as EQ-i 2.0, EQ-360, Belbin, MBTi, and others.

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Skill covered

Microsoft 365