Vault™ > MS-4018: Draft, Analyze, and Present Using Microsoft 365 Copilot

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MS-4018: Draft, Analyze, and Present Using Microsoft 365 Copilot

By Tyler Farmer
1 Day
Live Class Recording
May 8, 2025
Course Description

This course is designed for business users and role-agnostic learners who want to enhance their productivity and creativity using Microsoft 365 Copilot. With a focus on practical applications, the course covers drafting documents in Word, building presentations in PowerPoint, enhancing meetings in Teams, uncovering data insights in Excel, and improving email workflows in Outlook. By leveraging AI-powered chat, students will learn to interact with their content across various platforms, ultimately boosting efficiency and collaboration in their daily tasks. Suitable for those with a basic understanding of Microsoft 365 applications, this course aims to deepen their skills in drafting, analyzing, and presenting data.

Course Outline

Module 1: Introduction to Microsoft 365 Copilot

This module explores the intricacies of Microsoft 365 Copilot, offering insights into its functionality and Microsoft's dedication to implementing AI responsibly and ethically.

Lessons

  • Introduction
  • 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

Lab:

  • None.

 

Module 2: Build Effective Presentations with AI (PowerPoint)

This module provides an overview of Microsoft 365 Copilot in PowerPoint, providing guidance on prompts you can use to improve your workflow and create engaging, cohesive presentations.

Lessons

  • Introduction to Copilot in Microsoft PowerPoint
  • Craft engaging slides using Microsoft 365 Copilot in PowerPoint
  • Refine and enhance your presentation

Lab:

  • Piece it together - Build a presentation from start to finish

 

Module 3: Draft Impactful Documents Using AI (Word)

This module discusses Copilot in Microsoft Word. It highlights how to create a first draft of your Word document, then edit and enhance your content creation process to improve efficiency and collaboration.

Lessons

  • Introduction
  • Craft content with Copilot in Microsoft Word
  • Elevate your content using Copilot in Word

Lab:

  • Piece it together - Draft, improve, and share your document

 

Module 4: Make Your Meetings More Productive with AI (Teams)

This module discusses how Copilot in Microsoft Teams can enhance collaboration among your team members. It shows you specific prompts that let you draw key information from Teams Chats and Meetings.

Lessons

  • Introduction
  • Grow your collaboration with Copilot in Teams chats
  • Amplify your collaboration with Copilot in Teams meetings

Lab:

  • Manage collaboration from start to finish with Copilot in Teams

 

Module 5: Uncover New Data Insights with AI (Excel)

This module covers the practical application and advanced features of Copilot in Excel, a tool designed to enhance efficiency and data analysis capabilities for business users.

Lessons

  • Introduction
  • Simplify data summary, analysis, and visual insights
  • Customize data integration, analysis, and visualization with Copilot in Excel

Lab:

  • Boost your productivity with data-driven decisions

 

Module 6: From Inbox to Impact: Improve Your Email Workflows with AI (Outlook)

This module discusses how to effectively prompt Copilot in Microsoft Outlook to assist you in drafting emails, organizing meetings, and fostering a sense of collaboration among your team members.

Lessons

  • Introduction
  • Draft engaging emails using Copilot in Microsoft Outlook
  • Simplify meeting administration using Copilot in Outlook

Lab:

  • Supercharge your collaboration with Copilot in Outlook

 

Module 7: Unlock Productivity and Unleash Creativity with AI-Powered Chat

This module discusses how Microsoft 365 Copilot Chat helps you interact with your content across files, meetings, chats, emails, people, and the web.

Lessons

  • Introduction
  • Understand Microsoft 365 Copilot Chat
  • Optimize your workflow with Copilot Chat's work grounded data
  • Maximize your productivity with web-grounded Copilot Chat

Lab:

  • Ace your interview using Copilot Chat
Course Content
Course Introduction
Introduction to Machine Learning
Quick History of Copilot
Introduction to Microsoft 365 Copilot
Using Copilot on your Phone
Scenario: Raising Coturnix Quail
Using Copilot with Microsoft PowerPoint
Additional PowerPoint Demos
Using Copilot with Microsoft Word
Using Copilot with Microsoft Excel
Additional Excel Demos, working with CSV and TXT files
Using Copilot with Microsoft Teams
Using Copilot with Microsoft Outlook
Course Handouts
Using Microsoft 365 Copilot Chat