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Workflow Mastery and Collaboration

Introduction to Microsoft Copilot

Course Overview

Microassist’s Introduction to Microsoft Copilot course equips end-users with the skills to create impactful and contextual prompts that simplify, generate, and transform content across Microsoft 365 applications. Participants will also learn how to utilize Copilot to design and execute effective use of the tool.

Course Length

2 days (13 hours)

Register for Class


Registration Form

Course Prerequisites

Students must be:
· Comfortable working with Microsoft 365 applications such as Word, Excel, and PowerPoint, and
· Familiar with Azure and the Azure portal.

Learning Outcomes / Objectives

At the end of the course, students will be able to:

· Gain a comprehensive understanding of Copilot for Microsoft 365 and Microsoft’s commitment to ethical AI.
· Acquire hands-on experience with Copilot across various Microsoft 365 apps to enhance productivity and streamline workflows.
· Implement best practices and extensions for Copilot for Microsoft 365.
· Build proficiency in Copilot for Microsoft 365 through real-world use cases
· Utilize Copilot to address diverse business needs.
· Understand and apply key principles of user enablement and the Copilot adoption framework.
· Develop a strategic adoption plan for Copilot within your organization.
· Empower employees to leverage Copilot for maximum efficiency and effectiveness.
· Expand the potential of Copilot for Microsoft 365 within your organization.

Register for Class


Registration Form

Topic List

Lesson 1: Introduction to Copilot for Microsoft 365
Topic A: Understanding Copilot for Microsoft 365
Topic B: How Copilot operates
Topic C: Core components of Copilot
Topic D: Microsoft’s responsible AI approach

Lesson 2: Exploring Copilot’s Capabilities
Topic A: Creating and summarizing documents with Copilot in Word
Topic B: Drafting and summarizing emails with Copilot in Outlook
Topic C: Designing presentations with Copilot in PowerPoint
Topic D: Analyzing data with Copilot in Excel
Topic E: Enhancing productivity with Copilot in Teams
Topic F: Utilizing Graph-grounded chat in Microsoft Copilot

Lesson 3: Optimizing and Extending Copilot
Topic A: The art and science of AI-driven workflows
Topic B: Best practices for using Copilot
Topic C: Crafting effective prompts
Topic D: Extending Copilot with plugins
Topic E: Leveraging Microsoft Graph connectors

Lesson 4: Summarizing with Copilot
Topic A: Simplifying content and extracting key details in Word
Topic B: Identifying and summarizing critical information in PowerPoint
Topic C: Visualizing trends and data in Excel
Topic D: Highlighting key decisions from Teams meetings
Topic E: Organizing your week with Copilot in Outlook
Topic F: Summarizing topics with Copilot across Microsoft 365

Lesson 5: Content Creation with Copilot
Topic A: Drafting cover letters, marketing plans, and outlines in Word
Topic B: Building slides, agendas, and to-do lists in PowerPoint
Topic C: Crafting emails and meeting agendas in Outlook
Topic D: Generating ideas, lists, and reports with Copilot across Microsoft 365

Lesson 6: Editing and Transforming Content with Copilot
Topic A: Writing, organizing, and refining content in Word
Topic B: Enhancing presentations with images and slides in PowerPoint
Topic C: Formatting and manipulating data in Excel
Topic D: Adjusting tone in emails and replies in Outlook

Lesson 7: Asking Questions and Analyzing Content with Copilot
Topic A: Seeking help and recommendations in Word
Topic B: Getting design and organization tips in PowerPoint
Topic C: Analyzing tables in Excel
Topic D: Querying notes in OneNote
Topic E: Discussing meetings and messages with Copilot in Teams

Lesson 8: User Enablement Strategies for Copilot Adoption
Topic A: The importance of user enablement
Topic B: Journeying to an AI-powered organization
Topic C: Implementing a people-first strategy
Topic D: Utilizing the Copilot user enablement framework
Topic E: Case study: How a global organization empowered its employees with Copilot

Lesson 9: User Enablement Strategies for Copilot Adoption
Topic A: The importance of user enablement
Topic B: Journeying to an AI-powered organization
Topic C: Implementing a people-first strategy
Topic D: Utilizing the Copilot user enablement framework

Lesson 10: Planning a Successful Copilot Adoption
Topic A: Building your adoption team
Topic B: Securing sponsorship and stakeholder support
Topic C: Establishing an AI council
Topic D: Defining strategy and prioritizing scenarios
Topic E: Setting success criteria and KPIs
Topic F: Assessing organizational readiness

Lesson 11: Onboarding and Empowering Employees with Copilot
Topic A: Creating a Copilot Center of Excellence
Topic B: Developing Champions and Early Adopters programs
Topic C: Crafting an engagement strategy
Topic D: Implementing a comprehensive training strategy

Lesson 12: Maximizing Copilot’s Impact within Your Organization
Topic A: Collecting and analyzing user feedback
Topic B: Reviewing success measures and survey results
Topic C: Measuring and reporting on Copilot usage
Topic D: Conducting health service reviews

Lesson 13: Extending and Optimizing Copilot for Your Organization
Topic A: Enhancing Copilot’s capabilities
Topic B: Applying the Modern Collaboration Architecture framework
Topic C: Driving business process transformation with Copilot Studio

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Microassist

Founded in 1988, Microassist is a leader in accessibility, training development and delivery, and software development. We serve clients nationwide across corporate, government, and higher education sectors. As a Minority-Owned Business Enterprise (MBE) and Historically Underutilized Business (HUB), we bring decades of expertise to every partnership, with contracts including GSA and multiple State of Texas DIR contracts.

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  • Accessibility Services
    • Accessibility Audits
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    • Compliance for Digital Learning
    • Accessibility Training
    • Accessibility in the News
    • VPAT Buyers Guide
  • Custom E-Learning
    • Accessible E-Learning
    • Managed Learning Services: Training Support for Business
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    • Learning Translation and Localization
    • Examples of Our Work
    • The Learning Dispatch (Blog)
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