Vault™ > MS-4018v2: Draft, Analyze, and Present with Microsoft 365 Copilot

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MS-4018v2: Draft, Analyze, and Present with Microsoft 365 Copilot

By Tyler Farmer
1 Day
Live Class Recording
May 12, 2026
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. 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. Bring your M365 Copilot tenant and questions to class; Tyler is ready to answer them.

What you will learn

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
  • Improving email workflows in Outlook
  • Create effective prompts in Copilot Chat to discover document insights

What products and services will you use and learn about in this course

  • M365 Copilot
  • M365 Copilot Chat
  • M365 Copilot in PowerPoint
  • M365 Copilot in Microsoft Word
  • M365 Copilot in Teams
  • M365 Copilot in Excel
  • M365 Copilot in Outlook
Course Outline

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

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

Demo

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

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

Demo

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

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

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

Demo

  • Boost your productivity with data-driven decisions

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

Demo

  • Supercharge your collaboration with Copilot in Outlook

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

Demo

  • Ace your interview using Copilot Chat
Course Content
Course Introduction
Course Introduction
Overview of Machine Learning
Overview of Machine Learning
Brief History of AI and Copilot
Brief History of AI and Copilot
Introduction to Microsoft 365 Copilot
Introduction to Microsoft 365 Copilot
The Art of Prompts
The Art of Prompts
Redeem Course Achievement
Redeem Course Achievement
Overview of the Class Scenarios
Overview of the Class Scenarios
Using Copilot with Microsoft PowerPoint
Using Copilot with Microsoft PowerPoint
Hallucinations with AI
Hallucinations with AI
Using Copilot with Microsoft Word
Using Copilot with Microsoft Word
Other Copilot Demos with PDF and CSV Files
Other Copilot Demos with PDF and CSV Files
Using Copilot with Microsoft Excel
Using Copilot with Microsoft Excel
Additional Demos in Excel
Additional Demos in Excel
Demo of Claude Cowork
Demo of Claude Cowork
Using Copilot with Microsoft Teams
Using Copilot with Microsoft Teams
Using Copilot with Microsoft Outlook
Using Copilot with Microsoft Outlook
You get what you ask for with AI
You get what you ask for with AI
Using Microsoft 365 Copilot Chat
Using Microsoft 365 Copilot Chat