Advanced Productivity with Microsoft 365 Copilot: AI Agents and Microsoft Apps

• Basic understanding of AI-driven tools and automation
• Basic knowledge of AI agents and their role in business process automation (optional but recommended)
• Familiarity with Microsoft SharePoint and Microsoft Fabric (helpful but not required)
• Intermediate to advanced proficiency in Excel, PowerPoint, and Outlook

Audience

• Business professionals optimizing productivity with AI
• Data analysts leveraging Copilot for predictive insights
• HR specialists enhancing workforce efficiency with AI
• Enterprise architects and digital transformation leaders implementing AI in business workflows
• Operations specialists looking to leverage AI for task automation and collaboration

Microsoft 365 Copilot is an AI-powered assistant integrated into Microsoft 365 applications, designed to enhance productivity, streamline workflows, and generate insights.

This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level professionals who wish to fully leverage Microsoft 365 Copilot in Excel, PowerPoint, Outlook, and beyond, including SharePoint, Microsoft Fabric, and AI agent integrations in enterprise environments.

By the end of this training, participants will be able to:

• Understand Microsoft 365 Copilot's role in automating tasks and improving workflows.
• Formulate effective prompts for AI-driven assistance in Microsoft 365 applications.
• Utilize Copilot in Excel for data analysis, forecasting, and reporting.
• Enhance presentations with AI-generated content and design in PowerPoint.
• Streamline communication and email management with Copilot in Outlook.
• Optimize collaboration and task management in SharePoint and Microsoft Fabric with Copilot integration.
• Leverage AI agents for enhancing enterprise workflows and business processes.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Microsoft 365 Copilot

• What is Microsoft 365 Copilot?
• How AI enhances Microsoft 365 applications
• Understanding AI-driven automation and its business impact

Mastering AI Prompt Formulation

• Common mistakes and best practices in AI-assisted workflows

Copilot AI Agents and Enterprise Applications

• Understanding Copilot AI agents and their role in automation
• Using AI agents to streamline business workflows
• Integrating AI-driven insights into decision-making processes

Copilot in SharePoint and Microsoft Fabric

• Enhancing document management with AI-driven SharePoint features
• Using Microsoft Fabric for AI-driven data integration
• Automating workflows and approvals with AI assistance

Copilot in Excel: Data Analysis and Prediction

• AI-powered data cleaning and organization
• Generating insights and visualizations with Copilot
• Forecasting and predictive analytics with AI
• Advanced financial modeling with Copilot
• Automating repetitive tasks using Copilot scripting

Copilot in PowerPoint: AI-Enhanced Presentations

• Generating slide content with AI prompts
• Improving slide design and layout automatically
• AI-driven storytelling and data visualization
• Creating dynamic, data-driven presentations
• Enhancing audience engagement with interactive AI-powered content

Copilot in Outlook: Streamlining Communication

• AI-assisted email composition and summarization
• Inbox organization and scheduling automation
• Enhancing collaboration with Copilot in Teams
• AI-driven meeting preparation and follow-ups
• Managing email tone and sentiment with Copilot

Developing AI-Driven Initiatives

• Improving business productivity with AI
• Leveraging AI for data-driven decision-making
• Enhancing HR processes with AI-powered insights

Future of AI in Microsoft 365

• Upcoming AI advancements in Microsoft 365
• Expanding AI capabilities in enterprise workflows
• Integrating Copilot with emerging AI tools and platforms

Summary and Next Steps