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.
- Summarize meetings live and retrospectively.
- 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. Personal Transfer & 30-Day Co-Pilot Plan
- Success factors for sustainable adoption.
- Based on Microsoft's "30-Day Productivity Journey."
- Define your own goals, tasks, and metrics.
- Exercise: personalized 30-day plan.
- Outlook: automated workflows & AI agents.
- 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 conducted online via Zoom with a maximum of 12 participants and combines compact specialist input with numerous hands-on phases. You will work with live demos, individual prompting exercises, structured frameworks, and concrete use case templates. In a productive working environment, you will develop your own Copilot scenarios and implement them directly.
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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