MS-4005: Craft Effective Prompts for Microsoft Copilot for Microsoft 365 Course Outline

Special Note to New Hampshire Residents
This course has not yet been approved by the New Hampshire Department of Education. Please contact us for an update on when the class will be available in New Hampshire.

Overview
Discover ways to craft effective and contextual prompts for Microsoft Copilot for Microsoft 365 that create, simplify, transform, and compile content across Microsoft 365 applications. Learn the importance of providing a clear goal, context, source, and expectation in your prompt for the best results.

Craft effective prompts for Microsoft Copilot for Microsoft 365 course covers real-world scenarios and examples using Copilot in Microsoft 365 apps like Word, Excel, PowerPoint, Teams, Outlook, OneNote, and Chat.

Objectives
• Understand the Basics of Prompt Engineering
• Identify Key Components of an Effective Prompt
• Develop Skills in Refining Prompts
• Apply Best Practices for Different Use Cases
• Evaluate and Improve Prompt Effectiveness

Target Audience
• IT Professional
• Business Managers

Course Outline

Introduction to Copilot for Microsoft 365
• Describe the purpose and functionalities of Copilot for Microsoft 365
• Outline the working principles behind Copilot for Microsoft 365
• Identify the core components integral to Copilot for Microsoft 365
• Articulate Microsoft's dedication to responsible AI practices

Explore the possibilities with Copilot for Microsoft 365
• Identify and apply the key features of Copilot for Microsoft 365 in each Microsoft 365 application to enhance your productivity and workflow
• Understand how Copilot for Microsoft 365 integrates with Business Chat in Teams to provide a centralized hub for all your work-related information
• Utilize the AI capabilities of Copilot for Microsoft 365 to transform your approach to tasks in Microsoft 365 making them more intuitive and efficient

Optimize and extend Copilot for Microsoft 365
• Describe the best practices for using Copilot for Microsoft 365
• Understand how to effectively prompt Copilot for Microsoft 365
• Describe the capabilities of plugins within Copilot for Microsoft 365
• Understand Microsoft Graph connectors and how they can be used to integrate data from external sources into Copilot for Microsoft 365

Summarize with Microsoft Copilot for Microsoft 365
• Identify the key elements of an effective prompt and apply them to your own prompts
• Prompt Copilot to summarize or extract key information in Word documents Excel tables and PowerPoint presentations
• Summarize chats and meetings to look for key action items with Copilot in Teams
• Task Copilot in Outlook with summarizing emails to look for action items or mentions
• Compile information from multiple documents and generate a combined summary with Microsoft Copilot
• Lab Follow along using sample data with Copilot for Microsoft 365

Create and draft with Microsoft Copilot for Microsoft 365
• Identify the key elements of an effective prompt and apply them to your own prompts
• Use Copilot to create new agendas todo lists project plans and more from Word Excel and OneNote
• Ask Copilot in Outlook to draft new emails compose replies and plan meetings
• Prompt Microsoft Copilot for Microsoft 365 to generate new ideas new content and FAQs from existing files
• Lab Follow along using sample data with Copilot for Microsoft 365

Edit and transform content with Microsoft Copilot for Microsoft 365
• Identify the key elements of an effective prompt and apply them to your own prompts
• Organize outlines and content in Word documents with Copilot
• Convert text to tables and write more confidently with Copilot in Word
• Add images slides and organize your presentation with Copilot in PowerPoint
• Format sort filter and highlight data with Copilot in Excel
• Rewrite messages with Coaching by Copilot in New Outlook
• Lab Follow along using sample data with Copilot for Microsoft 365

Ask questions and analyze content with Microsoft Copilot for Microsoft 365
• Identify the key elements of an effective prompt and apply them to your own prompts
• Ask Copilot how to accomplish a task in Microsoft 365 apps
• Use Copilot to answer questions and provide insights about documents presentations tables and notes
• Chat with Copilot in Microsoft 365 about projects documents and data throughout your organization
• Lab Follow along using sample data with Copilot for Microsoft 365
View outline in Word

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Attend hands-on, instructor-led MS-4005: Craft Effective Prompts for Microsoft Copilot for Microsoft 365 training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

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