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M365 Copilot Quick Start

Published by Pearson

Intermediate content levelIntermediate

Save 4+ hours every week with AI and Microsoft 365 Copilot

  • Catch up on the Generative AI technology wave.
  • Use M365 Copilot for daily tasks straight after the class.
  • Optimize your daily work to get close to 10% of your time back.

Generative AI and Microsoft Copilot are the buzz words of this decade (at least for now!). What is all the fuss about? Is this technology truly a game changer and more importantly can this work for you in ways that can save you precious time?

Join Kartik Kashinath to catch up on this generative AI wave and learn how to make Copilot work for you so you can get precious time back every single week. This training session is designed to equip business users and tech professionals with the knowledge and skills to get started using M365 Copilot across various Office applications, including Word, Teams, Outlook, Excel, and PowerPoint. Over the course of three hours, attendees will be introduced to generative AI technologies and learn how to leverage M365 Copilot to automate repetitive tasks, enhance productivity, and streamline their workflows. Through practical examples and hands-on demos, you will gain a comprehensive understanding of how to integrate AI tools into your daily routines, ultimately saving close to 10% (and more) of your work hours each week.

The importance of this training lies in its potential to transform the way M365 users manage their tasks and responsibilities. By mastering the use of M365 Copilot, you can reclaim valuable time that can be used for much-needed breaks or to focus on higher-order tasks that require deep thinking and creativity. This session not only aims to boost efficiency but also to foster a more balanced and innovative work environment, empowering professionals to achieve more with less effort. Last but not least, you will walk out of the room with a clear understanding of the Generative AI technology wave.

What you’ll learn and how you can apply it

  • Gain confidence using M365 Copilot and AI in your day-to-day work
  • Learn how to prompt Copilot to get useful results
  • Identify and automate repetitive tasks using M365 Copilot
  • Create engaging content rapidly, and summarize long texts into concise abstracts with Copilot in Word
  • Effectively collaborate, get up to speed faster, and wrap up meetings with clear next steps with Copilot in Teams
  • Draft emails, summarize threads, catch up on important conversations with Copilot in Outlook
  • Analyze and compare data to generate insights without knowing a single formula with Copilot in Excel
  • Create impactful presentations with simple prompts with Copilot in PowerPoint

This live event is for you because...

  • Whether you are a beginner or advanced user of Office applications, this session will provide you with the tools and techniques to make the most of M365 Copilot in your daily tasks.
  • You want to enhance your productivity: Learn how to use M365 Copilot to automate repetitive tasks and streamline your workflows, saving you valuable time each week.
  • You are looking to improve collaboration: Discover how to leverage AI tools in Teams to manage communication and meetings more efficiently, boosting team productivity.
  • You aim to optimize your data management and presentation skills: Gain practical skills in using M365 Copilot in Excel and PowerPoint to analyze data, generate insights, and create impactful presentations with ease.

Prerequisites

  • Basic understanding of Office Applications such as Word, Excel, PowerPoint, Outlook, Teams etc.
  • A laptop/device that has eligible Microsoft 365 Copilot license to follow along is suggested for real-time practice but not required.

Course Set-up

  • To follow along with the demos, you will need access to Microsoft 365 Apps with an active Copilot license.
  • If you have a Personal or Family Microsoft 365 subscription, you will need a Microsoft Copilot Pro license.
  • If you have a Business or Enterprise Microsoft 365 subscription, you will need a Microsoft 365 Copilot license.

Recommended Preparation

Recommended Follow-up

Schedule

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

Segment 1: The Generative AI Wave (10 minutes)

  • How did we get here?
  • What changed?
  • Where are we headed next?

Segment 2: Prompting Best Practices (5 minutes)

  • What is a prompt?
  • Ideal setup of a prompt
  • Prompt library

Segment 3: Copilot in Word (5 minutes)

  • Create a document rapidly from scratch, template, or from another file
  • Edit a document to rewrite, improve, and make it relevant for your target audience
  • Understand complex documents by summarizing and asking questions

Exercise: Demo of using Copilot in Word to rapidly create, edit, or improve and summarize large documents (15 minutes)

Q&A (5 minutes)

Recap (3 minutes)

Segment 3: Copilot in Teams (5 minutes)

  • Develop meeting notes, establish clear next steps, and create actions to meet project deadlines effectively
  • Understand topics being discussed without disrupting the flow of the discussions
  • Catch up to a meeting you joined late or you left early

Exercise: Demo of using Copilot in Teams to see meetings notes, next steps, and actions being suggested as well as use of Copilot to catch up on meetings (15 mins)

Q&A (5 minutes)

Recap (3 minutes)

Break (10 minutes)

Segment 4: Copilot in Outlook (5 minutes)

  • Summarize long emails to get caught up
  • Draft an email from scratch, referring to other files
  • Adjust your email based on tone, recipients, and clarity

Exercise: Demo of using Copilot in Outlook to summarize long emails with clear actions, drafting emails from scratch or using files, and adjusting an email to elicit the desired response or action (15 minutes)

Q&A (5 minutes)

Recap (3 minutes)

Segment 5: Copilot in PowerPoint (5 minutes)

  • Create presentations referencing your files
  • Organize presentations based on desired sequencing or audience
  • Edit presentations to add images, adjust font to make the presentation compelling

Exercise: Demo of using Copilot in PowerPoint to create and edit presentations. Create a presentation for a new project proposal (15 minutes)

Q&A (5 minutes)

Recap (3 minutes)

Break (10 minutes)

Segment 6: Copilot in Excel (5 minutes)

  • Analyze data quickly to prepare data, add icons, and identify outliers
  • Gain insights by generating formulas for your data

Exercise: Demo of using Copilot in Excel to analyze and visualize data, gain insights by simply asking (10 minutes)

Q&A (5 minutes)

Recap (3 minutes)

Course wrap-up and next steps (10 minutes)

Your Instructor

Kartik Kashinath

Kartik Kashinath is a trainer and industry expert with over 14 years of experience at Microsoft including the Learning & Development division. His goal is to help people understand evolving technology & industry trends by translating them into simple, meaningful, relevant actions. Kartik has trained hundreds of IT professionals on Microsoft productivity tools across regions and customer segments ranging from Consumer, Small business to large Enterprises. At Microsoft, he is currently the Lead Program Manager for Business Operations Architecture, where he guides a team of program managers to solve complex business architecture problems.

Skill covered

AI for Every Day