Microsoft 365 Copilot – A Practical Introduction to the AI Assistant
From the first prompts to productive use with Outlook, Teams, Word, Excel, and PowerPoint
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Machine Learning Engineer
1. Understanding Microsoft 365 Copilot
- Why Copilot is relevant now.
- Architecture, data connection, and roles of M365 Chat and Copilot.
- Security: Data flows, tenant boundaries, and permissions.
- First prompts in M365 Chat.
- Comparison: Microsoft Copilot vs. other LLMs.
2. Prompt & Context Engineering
- Basics for effective prompts.
- Structure and iteration strategies.
- Advanced prompting for business contexts.
- Hands-on: Creating prompts from real-life business examples.
3. Copilot in Outlook & Teams – Speed up communication
- Summarize e-mail.
- Derive draft responses, tone, and to-dos.
- Extract content from chats and channels.
- Exercises: Automate communication and meeting follow-up.
4. Copilot in Word & PowerPoint – Develop content
- Create, structure, and optimize documents.
- Executive summaries, style optimization, and rewriting.
- Automatically generate presentations.
- Transfer documents to transparencies.
- Hands-on: Creating agendas, summaries, and slide decks.
5. M365 Chat – Research, knowledge work, and role use cases
- "Ask your company": Extract content from files/emails.
- Accelerate knowledge work.
- Exercise: Define role-based use cases + formulate prompts.
6. Copilot in Excel & OneNote – Analysis and knowledge management
- Trends, outliers, dashboards in Excel.
- Formulas, diagrams, and management summaries.
- Structure notes and consolidate content.
- Exercise: Complete the analysis task with Copilot.
7. Copilot in projects & processes
- Copilot in bidding processes, campaigns, recruiting, and much more.
- Integrate workflows and reduce repetitive work.
- Exercise: Process mapping – Where does Copilot deliver real added value?
8. Governance, limits, and responsible use
- Risks, limitations, and common misjudgments.
- Where is human responsibility?
- Company-wide guidelines and policies.
- Digression: EU AI Act.
9.Automated Workflows & AI Agents
- What is an agent? How does it differ from a chat?
- Microsoft Copilot Studio: The Platform for Configuring Agents
- PowerAutomate: The Platform for Configuring Workflows
- Live demo of an agent.
- Exercise: Develop Your Own Workflows
- Outlook: Microsoft Cowork & Skills
- You will learn how to use Copilot safely and productively in all key M365 apps.
- You noticeably speed up communication, documents, presentations, and analyses.
- You develop your own role-based Copilot workflows for your workspace.
- You understand security and governance aspects and use Copilot responsibly.
- You create your personal 30-day plan for sustainable implementation in everyday life.
The " training " is held online via Zoom with a maximum of 12 participants and combines concise expert insights with numerous hands-on sessions. You’ll work with live demos, individual prompting exercises, structured frameworks, and concrete use-case templates. In a productive work environment, you’ll develop your own Copilot scenarios and implement them right away.
The basic version of Copilot is sufficient for most content. The Pro version is recommended for a comprehensive learning experience.
The course is aimed at all specialists and managers who actively use Microsoft 365 and want to integrate Copilot into their workflows in a targeted manner. It is particularly beneficial for people who want to make communication, knowledge work, document creation, or project processes more efficient.
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