Empower Your Workforce with Microsoft 365 Copilot Use Cases (MS-4004)

Course 8689 Advantage Plan Course

  • Duration: 1 day
  • Labs: Yes
  • Language: English
  • Level: Foundation

This hands-on course helps business users apply Microsoft 365 Copilot to real, day-to-day work scenarios. Through guided exercises, participants explore ten role-based use cases and learn how to use Copilot across Microsoft 365 apps—such as Word, Excel, PowerPoint, Outlook, Teams, and Loop—to improve productivity, decision-making, and communication.

Empower Your Workforce with Microsoft 365 Copilot Use Cases (MS-4004) Delivery Methods

  • In-Person

  • Online

  • Upskill your whole team by bringing Private Team Training to your facility.

Empower Your Workforce with Microsoft 365 Copilot Use Cases (MS-4004) Training Information

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

  • Apply Microsoft 365 Copilot to perform tasks and solve problems across various business roles, including sales, finance, IT, and HR.
  • Use Copilot within Microsoft 365 applications like Word, Excel, PowerPoint, Outlook, and Teams to enhance productivity and streamline workflows.
  • Analyze data, generate reports, create presentations, and develop strategic plans with the assistance of Copilot.
  • Build and refine custom Copilot agents to address specific business needs, such as creating self-service tools and automating information retrieval.

Prerequisites

  • Basic experience with Microsoft 365 apps
  • Basic understanding of how Microsoft 365 Copilot works

Empower Your Workforce with Microsoft 365 Copilot Use Cases (MS-4004) Training Outline

  • Synthesize insights from Teams conversations
  • Create executive summaries and briefings
  • Analyze budgets and forecasts in Excel
  • Build and use Copilot agents for executive insights
  • Conduct market and competitor research
  • Generate sales proposals and RFP responses
  • Personalize outreach with Outlook and Word
  • Build and refine RFP response agents
  • Plan IT projects using Copilot Chat and Whiteboard
  • Identify risks and create executive presentations
  • Communicate upcoming Microsoft 365 features
  • Collect and analyze feedback with Copilot agents
  • Create market research and analysis agents
  • Generate campaign strategies and creative ideas
  • Analyze marketing data in Excel
  • Draft promotional content with writing agents
  • Analyze costs, budgets, and What-If scenarios
  • Summarize meetings and acquisition insights
  • Review vendor contracts
  • Create executive-ready financial presentations
  • Analyze manager and workforce metrics
  • Generate HR summary reports
  • Communicate insights to leadership
  • Build HR self-service agents for employees
  • Brainstorm and plan operational initiatives
  • Track facility expansion projects
  • Create operational FAQ and support agents
  • Communicate safety and process updates
  • Develop strategic communication plans
  • Analyze engagement and communication metrics
  • Prepare executive and employee messaging
  • Create internal FAQ and support agents
  • Map customer support journeys
  • Prepare for customer interactions
  • Analyze support data and trends
  • Create troubleshooting guides and response templates
  • Prepare regulatory and audit responses
  • Summarize contracts and legal documents
  • Visualize compliance and risk data
  • Create legal and regulatory support agents

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Empower Your Workforce with Microsoft 365 Copilot Use Cases (MS-4004) FAQs

The course is designed to empower your organization by driving widespread adoption of Copilot. It enhances team productivity, addresses specific business use cases, promotes best practices, and enables customization through plugin integration. With practical insights and hands-on exercises, the course ensures that your workforce can seamlessly leverage Copilot across Microsoft 365 apps, leading to optimal efficiency and collaboration.

Attending the course provides your team with comprehensive Copilot mastery, covering an initial learning curve, practical use cases for Executives, Sales, Marketing, Finance, IT, HR, and Operations, and insights into best practices for prompt creation. Participants will also learn how to extend Copilot with plugins and Graph connectors, addressing complexities and empowering your workforce with the skills to boost overall competency and productivity in daily tasks.

This course is designed for all learners who are interested in learning about Copilot for Microsoft 365 and who want to gain experience in using various Copilot for Microsoft 365 apps.

To complete the Use Case exercises in this course, you must have access to a Microsoft 365 subscription (BYOS) and be licensed to use Copilot for Microsoft 365. You also must have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file-sharing tasks used throughout the Use Case exercises.