Overview
This Empower your workforce with Copilot for Microsoft 365 Use Cases course is composed of two parts – Getting started with Copilot for Microsoft 365 and Empower your workforce with Copilot for Microsoft 365 Use Cases. The first part of the course introduces you to Copilot for Microsoft 365, examines how you can use Copilot throughout the various Microsoft 365 apps, explores best practices for using Copilot and building effective prompts, and examines how you can extend Copilot with plugins and Graph connectors.
The second part of this training content is really the heart of this course. Students perform a series of hands-on exercises involving seven Use Cases – Executives, Sales, Marketing, Finance, IT, HR, and Operations. These exercises focus on using Copilot in various Microsoft 365 apps (such as Word, PowerPoint, Outlook, and so on) to complete a series of common business-related tasks pertaining to each Use Case.
To complete the Use Case exercises in this course, each student must have access to a Microsoft 365 subscription (BYOS) in which they’re licensed to use Copilot for Microsoft 365. Each student must also have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file sharing tasks used throughout the Use Case exercises.
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- Accredited, practitioner-led, expert certificate trainers to provide high quality training
- Official training material included
- Practical, scenario-based learning – focus on application, not just theory
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Skills Covered
- Introduction to Copilot for Microsoft 365
- Explore the possibilities with Copilot for Microsoft 365
- Optimize and extend Copilot for Microsoft 365
- Empower your workforce with Copilot for Microsoft 365: Executives Use Case
- Empower your workforce with Copilot for Microsoft 365: Sales use case
- Empower your workforce with Copilot for Microsoft 365: IT Use Case
- Empower your workforce with Copilot for Microsoft 365: Marketing Use Case
- Empower your workforce with Copilot for Microsoft 365: Finance Use Case
- Empower your workforce with Copilot for Microsoft 365: HR Use Case
- Empower your workforce with Copilot for Microsoft 365: Operations use case
- Empower your workforce with Copilot for Microsoft 365: Challenge Use Case
Prerequisites
- Students should have basic functional experience with Microsoft 365 services.
- Students must have a proficient understanding of general IT practices.
- Students must have access to a Microsoft 365 subscription (BYOS) in which they’re licensed to use Microsoft 365 Copilot.
- Students must also have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file sharing tasks used throughout the Use Case exercises.
- Students should have a basic understanding of Copilot.
Target Audience
This course is targeted towards business users who want to enhance their Copilot for Microsoft 365 skills to solve business-related use case scenarios.
Course Curriculum
Module 1: Empower your workforce with Microsoft 365 Copilot: Executives Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Executive-related business scenarios.
- Introduction
- Exercise 1: Synthesize communication insights across Microsoft Teams
- Exercise 1, Task 1: Use Copilot Chat in Teams to synthesize communications for a project
- Exercise 1, Task 2: Use Copilot in a Teams chat session to summarize a project discussion
- Exercise 1, Task 3: Use Copilot Chat in Teams to collect cross-project insights
- Exercise 1, Task 4: Use Copilot in Teams to prepare an executive summary
- Exercise 2: Drive business outcomes using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Word to create an executive briefing report
- Exercise 2, Task 2: Use Copilot in Excel to perform budget forecast analysis
- Exercise 2, Task 3: Use the AI Project Manager agent in Planner to create a new project plan
- Exercise 2, Task 4: Create a Northwind Business Insights agent
- Exercise 2, Task 5: Use the Northwind Business Insights Agent to answer executive questions
- Module assessment
- Summary
Module 2: Empower your workforce with Microsoft 365 Copilot: Sales use case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Sales-related business scenarios.
- Introduction
- Exercise 1: Accelerate market growth using Microsoft 365 Copilot
- Exercise 1, Task 1: Use the Researcher agent to analyze your competitors and identify industry trends
- Exercise 1, Task 2: Use Microsoft 365 Copilot Chat to conduct market research
- Exercise 1, Task 3: Use Copilot in Word to create a sales proposal
- Exercise 1, Task 4: Use Copilot in Outlook to personalize your outreach
- Exercise 2: Automate sales proposal responses using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Word to generate a standard RFP response template
- Exercise 2, Task 2: Use Copilot in Excel to analyze historical RFP data
- Exercise 2, Task 3: Use Copilot Studio to build an RFP response agent
- Exercise 2, Task 4: Use Copilot in Teams to collaborate on refining the RFP response agent
- Exercise 2, Task 5: Use Copilot Studio to update the instructions for the RFP response agent
- Module assessment
- Summary
Module 3: Empower your workforce with Microsoft 365 Copilot: IT Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in IT-related business scenarios.
- Introduction
- Exercise 1: Streamline IT project planning with Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot Chat to define the project framework
- Exercise 1, Task 2: Use Copilot in Whiteboard to identify potential risks
- Exercise 1, Task 3: Use Copilot in PowerPoint to create an executive presentation
- Exercise 2: Transform feature launches and adoption using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Microsoft 365 Copilot Chat to identify upcoming Microsoft 365 features
- Exercise 2, Task 2: Use Copilot in Viva Engage to draft a post about upcoming features
- Exercise 2, Task 3: Use Microsoft 365 Copilot Chat to create best practice tips
- Exercise 2, Task 4: Use the Surveys agent to create a feedback survey
- Exercise 2, Task 5: Use the Analyst agent to analyze survey results
- Module assessment
- Summary
Module 4: Empower your workforce with Microsoft 365 Copilot: Marketing Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Marketing-related business scenarios.
- Introduction
- Exercise 1: Transform market research into an actionable campaign using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot Studio to create a Market Research Agent
- Exercise 1, Task 2: Use the Market Research Agent to synthesize market intelligence
- Exercise 1, Task 3: Use Copilot’s Analyst agent to generate strategic recommendations
- Exercise 1, Task 4: Use Copilot in Loop to create a launch campaign plan
- Exercise 2: Develop a new marketing campaign using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Word to consolidate multiple market reports
- Exercise 2, Task 2: Use Copilot in Excel to analyze a marketing spreadsheet
- Exercise 2, Task 3: Use Copilot’s Idea Coach agent to generate creative campaign concepts
- Exercise 2, Task 4: Use Copilot’s Writing Coach agent to draft promotional campaign announcements
- Module assessment
- Summary
Module 5: Empower your workforce with Microsoft 365 Copilot: Finance Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Finance-related business scenarios.
- Introduction
- Exercise 1: Optimize financial reporting and acquisition modeling using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot in Excel to analyze new product line COGS
- Exercise 1, Task 2: Use Copilot in Teams to summarize meeting notes
- Exercise 1, Task 3: Use Copilot Chat to analyze a potential acquisition
- Exercise 1, Task 4: Use Copilot in Excel to model What-If scenarios
- Exercise 2: Streamline contract analysis and negotiation using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Microsoft 365 Copilot Chat to evaluate vendor contracts
- Exercise 2, Task 2: Use Copilot in PowerPoint to create an executive presentation
- Exercise 2, Task 3: Use Copilot in Loop to turn insights into actionable content
- Exercise 2, Task 4: Use Copilot in Outlook to create an email that requests feedback
- Module assessment
- Summary
Module 6: Empower your workforce with Microsoft 365 Copilot: HR Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in HR-related business scenarios.
- Introduction
- Exercise 1: Deliver manager insights with Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot in Excel to identify key manager metrics
- Exercise 1, Task 2: Use Copilot in Excel to generate a Manager Summary report
- Exercise 1, Task 3: Use Copilot in Outlook to communicate findings to HR leadership
- Exercise 1, Task 4: Use Copilot in Loop to facilitate collaborative manager development planning
- Exercise 2: Empower employees with an HR self-service agent
- Exercise 2, Task 1: Create an HR self-service agent for company employees
- Exercise 2, Task 2: Use Viva Engage to announce the new HR self-service agent
- Exercise 2, Task 3: Ask the HR self-service agent questions about HR policies
- Exercise 2, Task 4: Use the Researcher agent to gather employee relocation insights
- Module assessment
- Summary
Module 7: Empower your workforce with Microsoft 365 Copilot: Operations use case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Operations-related business scenarios.
- Introduction
- Exercise 1: Streamline operational initiatives using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot in Whiteboard to brainstorm project plan ideas
- Exercise 1, Task 2: Use Copilot in Word to compare operational reports
- Exercise 1, Task 3: Use Copilot in PowerPoint to create an executive presentation
- Exercise 1, Task 4: Use Microsoft 365 Copilot Chat to prepare for vendor engagement
- Exercise 2: Manage a facility expansion project with Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Loop to track construction milestones
- Exercise 2, Task 2: Use Copilot Studio to build a Facility Expansion FAQ agent
- Exercise 2, Task 3: Ask the Facility Expansion FAQ agent questions about the expansion project
- Exercise 2, Task 4: Use Copilot in OneNote to update safety protocols
- Exercise 2, Task 5: Use Copilot in Outlook to email the safety procedure changes to Operations staff
- Module assessment
- Summary
Module 8: Empower your workforce with Microsoft 365 Copilot: Communications Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Communications-related business scenarios.
- Introduction
- Exercise 1: Drive engagement with a unified communication strategy using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot in Word to develop a strategic communication brief
- Exercise 1, Task 2: Use Copilot’s Researcher agent to identify external trends and proof points
- Exercise 1, Task 3: Use Copilot in Excel to analyze communication metrics
- Exercise 1, Task 4: Use Copilot in PowerPoint to create an executive presentation
- Exercise 2: Develop an employee centered communication experience using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Viva Engage to create a company-wide announcement
- Exercise 2, Task 2: Use Copilot Chat to prepare for a town hall meeting
- Exercise 2, Task 3: Use the Ideas Coach agent to generate campaign ideas and a channel map
- Exercise 2, Task 4: Use Copilot Studio to create an FAQ Assistant agent
- Module assessment
- Summary
Module 9: Empower your workforce with Microsoft 365 Copilot: Customer Service Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Customer Service-related business scenarios.
- Introduction
- Exercise 1: Improve customer service efficiency using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot in Whiteboard to map the ideal customer support journey
- Exercise 1, Task 2: Use Copilot in Teams to prepare for a client support meeting
- Exercise 1, Task 3: Use Copilot in OneNote to create a call summary template
- Exercise 1, Task 4: Use the Copilot Analyst agent to analyze customer support data
- Exercise 2: Enhance the resolution quality of customer service cases using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Loop to build a troubleshooting checklist
- Exercise 2, Task 2: Use Copilot in Word and Writing Coach to create a dealer facing response template
- Exercise 2, Task 3: Use Copilot’s Ideas Coach agent to create a troubleshooting guide
- Exercise 2, Task 4: Use Copilot Chat and Copilot in Outlook to create a Support Insights email
- Module assessment
- Summary
Module 10: Empower your workforce with Microsoft 365 Copilot: Legal Use Case
This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Legal-related business scenarios.
- Introduction
- Exercise 1: Prepare for regulatory response and litigation readiness using Microsoft 365 Copilot
- Exercise 1, Task 1: Use Copilot Chat to create regulatory legal guidance
- Exercise 1, Task 2: Use Copilot in Word to summarize a vendor contract
- Exercise 1, Task 3: Use Copilot Researcher to prepare a regulator facing issue brief
- Exercise 1, Task 4: Use Copilot Studio to create a Regulatory Inquiry Assistant
- Exercise 1, Task 5: Ask the Regulatory Inquiry Assistant questions related to an audit
- Exercise 2: Reform corporate governance and compliance using Microsoft 365 Copilot
- Exercise 2, Task 1: Use Copilot in Loop to collaborate on updating a company policy
- Exercise 2, Task 2: Use Copilot in Excel to visualize cross department risk areas
- Exercise 2, Task 3: Use Copilot in PowerPoint to create a legal presentation
- Exercise 2, Task 4: Use Copilot in OneNote to create a compliance notebook
- Module assessment
- Summary
Dates & Locations
October 6, 2026
Exam & Certification
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