AI Copilot for Business Users

Audience Profile

• Business professionals using Microsoft 365
• Operations, IT, HR, Finance, Sales, and Marketing leaders
• Power users and citizen developers
• Solution designers and technical professionals building copilots
• Executives seeking to understand Copilot use cases and value

At Course Completion

By the end of this course, learners will be able to:

• Explain the purpose, components, and responsible AI principles behind Microsoft Copilot
• Use Copilot across Microsoft 365 apps to improve productivity and collaboration
• Apply Copilot Chat effectively for work-grounded and creative scenarios
• Create, manage, and share no-code agents using Microsoft Copilot
• Design and deploy custom copilots using Microsoft Copilot Studio
• Enhance copilots with topics, entities, variables, automation, and generative AI
• Evaluate executive and functional use cases for Copilot adoption across the organization

Outcome

Upon completion, learners will be equipped to confidently use Microsoft Copilot, build no-code agents, and design custom copilots that enhance productivity, collaboration, and decision-making across the enterprise.

Prerequisites

Learners should have:

• A licensed version of Microsoft 365 Copilot
• Basic functional experience with Microsoft 365 services
• Foundational understanding of business processes and operational needs
• Comfort using technology to solve business problems
• A growth mindset and willingness to adopt iterative approaches to problem solving

Outline

Foundations of Microsoft Copilot

• Purpose and functionality of Microsoft 365 Copilot
• Core components and how Copilot works across Microsoft 365
• Responsible AI principles and Microsoft’s commitment to ethical AI
• Differences between work-grounded and web-grounded Copilot Chat

Productivity with Copilot in Microsoft 365

Copilot in Word

• Drafting documents with Copilot
• Refining and enhancing content using prompts
• Integrating Copilot into daily document workflows
• Lab: Draft, improve, and share a document

Copilot in PowerPoint

• Creating presentations using Copilot
• Refining slide content and structure
• End-to-end presentation development
• Lab: Build a presentation from start to finish

Copilot in Excel

• Analyzing and visualizing data with Copilot
• Enhancing reporting and decision making
• Lab: Boost productivity with data-driven decisions

Copilot in Outlook

• Improving email workflows and communication
• Streamlining coordination and follow-up
• Lab: Supercharge collaboration with Copilot

Copilot in Teams

• Enhancing meetings and collaboration
• Managing tasks and accessing contextual information
• Lab: Manage collaboration from start to finish

AI-Powered Copilot Chat

• Using Copilot Chat in Microsoft Teams
• Productivity and creativity scenarios
• Interview and scenario-based prompting
• Lab: Ace your interview using Copilot Chat

No-Code Agents with Microsoft Copilot

• Components and benefits of no-code agents
• Who can create and use no-code agents
• Governance and IT controls for no-code agents

Building and Managing No-Code Agents

• Creating agents in Copilot Chat and SharePoint
• Testing, editing, and managing agents
• Sharing agents in Teams and SharePoint
• Engaging with agents on SharePoint sites and libraries
• Referenced file types and chat history management
• Integrating no-code Power Automate flows
• Labs:
  • Create instructions for agent scenarios
  • Create starter prompts for agent scenarios

Building Custom Copilots with Copilot Studio

Create an Initial Copilot

• Creating copilots with Copilot Studio
• Natural Language Understanding (NLU)
• Configuring generative AI instructions
• Deploying copilots
• Exercise: Build an initial copilot

Topics and Conversation Design

• Topics, trigger phrases, and conversation paths
• Managing topics and nodes
• Importing and managing solutions
• Exercises: Create and manage topics

Entities and Variables

• Working with entities
• Creating custom entities
• Using variables to guide conversations
• Exercise: Manage entities and variables

Enhancing Copilots

• Using Power Automate to add actions
• Creating Copilot actions
• Generative answers and conversational AI enhancements
• Exercise: Manage actions and automation

Copilot Studio with Dataverse for Teams

• Building copilots with Dataverse for Teams
• Employee information and productivity scenarios
• Deploying copilots to Microsoft Teams
• Exercise: Deploy Copilot to Teams

Strategic and Functional Use Cases

• Executive productivity use cases
• Sales, IT, Marketing, Finance, HR, and Operations scenarios
• Challenge-based organizational use cases
• Optimizing and extending Copilot adoption