AI Copilot for Business Users

Overview

Overview:

This comprehensive course provides learners with an end‑to‑end understanding of Microsoft Copilot across Microsoft 365 and Microsoft Copilot Studio. Participants will learn how to use Copilot to enhance productivity in everyday work, build and manage no‑code agents, and design, deploy, and enhance custom copilots using Copilot Studio. The course balances foundational knowledge, hands‑on labs, and strategic use cases to support both individual contributors and organizational leaders.

Outline

Foundations of Microsoft Copilot

Purpose and functionality of Microsoft 365 Copilot

Core components and how Copilot works across Microsoft 365

Responsible AI principles and Microsoft’s commitment to ethical AI

Differences between work‑grounded and web‑grounded Copilot Chat

Productivity with Copilot in Microsoft 365

Copilot in Word

Drafting documents with Copilot

Refining and enhancing content using prompts

Integrating Copilot into daily document workflows

Lab: Draft, improve, and share a document

Copilot in PowerPoint

Creating presentations using Copilot

Refining slide content and structure

End‑to‑end presentation development

Lab: Build a presentation from start to finish

Copilot in Excel

Analyzing and visualizing data with Copilot

Enhancing reporting and decision making

Lab: Boost productivity with data‑driven decisions

Copilot in Outlook

Improving email workflows and communication

Streamlining coordination and follow‑up

Lab: Supercharge collaboration with Copilot

Copilot in Teams

Enhancing meetings and collaboration

Managing tasks and accessing contextual information

Lab: Manage collaboration from start to finish

AI‑Powered Copilot Chat

Using Copilot Chat in Microsoft Teams

Productivity and creativity scenarios

Interview and scenario‑based prompting

Lab: Ace your interview using Copilot Chat

No‑Code Agents with Microsoft Copilot

Components and benefits of no‑code agents

Who can create and use no‑code agents

Governance and IT controls for no‑code agents

Building and Managing No‑Code Agents

Creating agents in Copilot Chat and SharePoint

Testing, editing, and managing agents

Sharing agents in Teams and SharePoint

Engaging with agents on SharePoint sites and libraries

Referenced file types and chat history management

Integrating no‑code Power Automate flows

Labs:

Create instructions for agent scenarios

Create starter prompts for agent scenarios

Building Custom Copilots with Copilot Studio

Create an Initial Copilot

Creating copilots with Copilot Studio

Natural Language Understanding (NLU)

Configuring generative AI instructions

Deploying copilots

Exercise: Build an initial copilot

Topics and Conversation Design

Topics, trigger phrases, and conversation paths

Managing topics and nodes

Importing and managing solutions

Exercises: Create and manage topics

Entities and Variables

Working with entities

Creating custom entities

Using variables to guide conversations

Exercise: Manage entities and variables

Enhancing Copilots

Using Power Automate to add actions

Creating Copilot actions

Generative answers and conversational AI enhancements

Exercise: Manage actions and automation

Copilot Studio with Dataverse for Teams

Building copilots with Dataverse for Teams

Employee information and productivity scenarios

Deploying copilots to Microsoft Teams

Exercise: Deploy Copilot to Teams

Strategic and Functional Use Cases

Executive productivity use cases

Sales, IT, Marketing, Finance, HR, and Operations scenarios

Challenge‑based organizational use cases

Optimizing and extending Copilot adoption

Outcome

Upon completion, learners will be equipped to confidently use Microsoft Copilot, build no‑code agents, and design custom copilots that enhance productivity, collaboration, and decision‑making across the enterprise.