When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Transform Work with Microsoft 365 Copilot: From Content Creation to Agent Building
This Copilot course introduces Microsoft 365 Copilot and demonstrates how to enhance productivity across core Microsoft 365 applications—including Word, PowerPoint, Excel, Teams, and...
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Duration
1 day
Course Code
WA3943
Available Formats
Classroom
Overview
Course Description
This Copilot course introduces Microsoft 365 Copilot and demonstrates how to enhance productivity across core Microsoft 365 applications—including Word, PowerPoint, Excel, Teams, and Outlook—using AI-driven assistance and effective prompting techniques. Learners will explore Copilot Chat, including work- and web-grounded experiences, and use Copilot Pages and Notebooks to organize and interact with content.
The course emphasizes practical application, guiding participants through creating presentations, drafting documents, analyzing data, and improving collaboration workflows. Beyond individual productivity, learners are introduced to AI agents, including how to use prebuilt agents and design custom agents using Agent Builder in Copilot Chat.
Training concludes with real-world scenarios and hands-on exercises, including building custom agents for business insights, research, and HR self-service.
Skills Gained
- Explain how Microsoft 365 Copilot works, including its core components, grounded data, and responsible AI principles
- Use Copilot Chat effectively with work- and web-grounded content, along with Pages and Notebooks
- Apply structured prompting techniques to generate high-quality outputs across Microsoft 365 apps
- Create and enhance presentations, documents, and data insights using Copilot in PowerPoint, Word, and Excel
- Improve communication and collaboration workflows using Copilot in Teams and Outlook
- Build, customize, and manage AI agents using Agent Builder, and identify when to extend capabilities with Copilot Studio
Prerequisites
Students should have basic functional experience with Microsoft 365 services. No prior AI experience is required.
Course Details
Course Details
Introduction to Microsoft 365 Copilot
- What is Microsoft 365 Copilot?
- Explore how Microsoft 365 Copilot works
- Explore the core components of Microsoft 365 Copilot
- Examine how Microsoft is committed to responsible AI
Unlock productivity and unleash creativity with AI powered chat
- Understand Microsoft 365 Copilot Chat
- Optimize your workflow with Copilot Chat's work grounded data
- Maximize your productivity with web-grounded Copilot Chat
- Using Copilot pages and Copilot Notebooks
- Using M365 Copilot Chat
Prompt Engineering for Business Users
- Explain what prompt engineering means in everyday business work.
- Identify the key ingredients of a useful prompt.
- Use meta-prompting to turn a rough idea into a stronger prompt.
- Practice improving prompts with Microsoft 365 Copilot Chat and free online tools.
- Recognize how a Prompt Coach agent can support prompt writing in a later session.
- Using Prompt Gallery in Microsoft 365 Copilot Chat.
Build effective presentations with AI
- Introduction to Copilot in Microsoft PowerPoint
- Craft engaging slides using Microsoft 365 Copilot in PowerPoint
- Refine and enhance your presentation
- Piece it together - Build a presentation from start to finish
- Working with Microsoft 365 Copilot in PowerPoint
Draft impactful documents using AI
- Craft content with Copilot in Microsoft Word
- Elevate your content using Copilot in Word
- Draft, improve, and share your document
- Working with Microsoft 365 Copilot in Word
Uncover new data insights with AI
- Simplify data summary, analysis, and visual insights
- Customize data integration, analysis, and visualization with Copilot in Excel
- Boost your productivity with data-driven decisions
- Working with Microsoft 365 Copilot in Excel
Make your meetings more productive with AI
- Grow your collaboration with Copilot in Teams chats
- Amplify your collaboration with Copilot in Teams meetings
- Manage collaboration from start to finish with Copilot in Teams
From inbox to impact: Improve your email workflows with AI
- Draft engaging emails using Copilot in Microsoft Outlook
- Simplify meeting administration using Copilot in Outlook
- Supercharge your collaboration with Copilot in Outlook
Understanding AI agents
- Introduction to AI agents
- What are AI agents?
- Real-world use cases for agents
Using existing agents
- Prompt Coach agent
- Writing Coach agent
- Analyst agent
- Researcher agent
- Project Manager/Planner agent
- Surveys agent
- Designer agent
- Idea Coach agent
Build agents in Copilot Chat
- Understanding agent templates in Agent Builder
- Exploring the existing templates
- Use agent templates in Agent Builder
- Create and use an agent to perform training needs analysis and drafting a role-based training curriculum
Building Custom Agents
- Create and use a business insights agent
- Create and use an RFP response agent
- Create and use a Market research agent
- Create and use an HR self-service agent
- Build a simple Return Policy custom agent in Agent Builder
- Create and use an FAQ agent
Share and export/import an agent
- Share an agent
- Export an agent as .ZIP
- Import an agent in Teams
Schedule
FAQ
Does the course schedule include a Lunchbreak?
Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.
What languages are used to deliver training?
Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.
What does GTR stand for?
GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
Does Ascendient Learning deliver group training?
Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
What does vendor-authorized training mean?
As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.
Is the training too basic, or will you go deep into technology?
It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.
How up-to-date are your courses and support materials?
We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.
Are your instructors seasoned trainers who have deep knowledge of the training topic?
Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.
Do you provide hands-on training and exercises in an actual lab environment?
Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.
Will you customize the training for our company’s specific needs and goals?
We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.
How do I get started with certification?
Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.
Will I get access to content after I complete a course?
You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.
How do I request a W9 for Ascendient Learning?
View our filing status and how to request a W9.
Reviews
The labs and course material gave me valuable insights into cloud security architecture
The exit certified aws course provided a good introduction to the tools available on aws.
this class was informative, made me think about certifying for the suse manager cert.
Course was thorough and gave a very solid grounding in the tools advertised.
The class covered the concepts needed for the AWS Cloud Practitioner Certification.
