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Empower your workforce with Microsoft 365 Copilot Use Cases

In MS-4004: Empower your workforce with Microsoft 365 Copilot Use Cases, students perform a series of hands-on exercises involving ten Use Cases - Executives, Sales, Marketing, Finance, IT, HR,...

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$675 USD
Duration 1 day
Course Code MS-4004
Available Formats Classroom, Virtual

Upcoming Course Dates

  • May 21, 2026 - May 21, 2026 (1 day)
    Live Virtual | 9:00AM – 5:00PM EDT
    Language English
    Select from 1 option(s) below
    Live Virtual | 9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
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    Promo Code: REFRESH
  • Jun 23, 2026 - Jun 23, 2026 (1 day)
    Live Virtual | 9:00AM – 5:00PM EDT
    Language English
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    Live Virtual | 9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
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Overview

Course Description

In MS-4004: Empower your workforce with Microsoft 365 Copilot Use Cases, students perform a series of hands-on exercises involving ten Use Cases - Executives, Sales, Marketing, Finance, IT, HR, Operations, Communications, Customer Service, and Legal. 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 Microsoft 365 Copilot. 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.

Audience Profile

MS-4004: Empower your workforce with Microsoft 365 Copilot Use Cases is targeted towards business users who want to enhance their Microsoft 365 Copilot skills to solve business-related use case scenarios. **IMPORTANT:**Before attending this course, you should be familiar with how Microsoft 365 Copilot works across M365 applications, including Copilot Chat and Copilot Agents. For a basic understanding of Copilot, see the following online training: Get started with Microsoft 365 Copilot.

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Course Details

Course Details

Outline

  • Empower your workforce with Microsoft 365 Copilot: Executives Use Case
    • 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
  • Empower your workforce with Microsoft 365 Copilot: Sales use case
    • 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
  • Empower your workforce with Microsoft 365 Copilot: IT Use Case
    • 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
  • Empower your workforce with Microsoft 365 Copilot: Marketing Use Case
    • 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
  • Empower your workforce with Microsoft 365 Copilot: Finance Use Case
    • 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
  • Empower your workforce with Microsoft 365 Copilot: HR Use Case
    • 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
  • Empower your workforce with Microsoft 365 Copilot: Operations use case
    • 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
  • Empower your workforce with Microsoft 365 Copilot: Communications Use Case
    • 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
  • Empower your workforce with Microsoft 365 Copilot: Customer Service Use Case
    • 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
  • Empower your workforce with Microsoft 365 Copilot: Legal Use Case
    • 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

Schedule

2 options available

  • May 21, 2026 - May 21, 2026 (1 day)
    Live Virtual | 9:00AM – 5:00PM EDT
    Language English
    Select from 1 option(s) below
    Live Virtual | 9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
    Enroll
    Enroll Add to quote
    Promo Code: REFRESH
  • Jun 23, 2026 - Jun 23, 2026 (1 day)
    Live Virtual | 9:00AM – 5:00PM EDT
    Language English
    Select from 1 option(s) below
    Live Virtual | 9:00AM – 5:00PM EDT
    Live Virtual | 9:00AM – 5:00PM EDT
    Enroll
    Enroll Add to quote

FAQ

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase or can be ordered separately by clicking here.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

Do Microsoft courses come with post lab access?

Most Microsoft official courses will include post-lab access ranging from 30 to 180 calendar days after instructor led course delivery. A lab training key in class will be provided that can be leveraged to continue connecting to a remote lab environment for the individual course attendee.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour-long after 3-3.5 hours of the class day.

What languages are used to deliver training?

Microsoft courses are conducted in English unless otherwise specified.

Reviews

The training was great . But i expected some of the Networking concepts would be covered in this certification .

The instructor was thorough and they also provided hands-on demonstrations with labs.

Good training. A lot to take in for the short amount of time we have though

this class was informative, made me think about certifying for the suse manager cert.

Overall experiance is very nice. the online training plateform is very advance.