Draft, Analyze, and Present with Microsoft Copilot (MS-4018)

Course 8750 Advantage Plan Course

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

Learn how to use Microsoft Copilot and AI-powered agents to improve productivity, streamline everyday tasks, and complete real-world business workflows across Microsoft 365 applications.

In this hands-on course, you'll explore how Microsoft Copilot, Copilot Chat, and agents work together to help you draft and refine documents, analyse data, build presentations, manage email, and improve meeting effectiveness. You'll learn how Copilot uses organisational and web-based information, apply effective prompting techniques, and explore data protection considerations when working with AI.

Through practical exercises and real-world scenarios across Word, Excel, PowerPoint, Outlook, and Teams, you'll develop the skills and confidence to use Copilot effectively throughout your workday.

Draft, Analyze, and Present with Microsoft Copilot (MS-4018) Delivery Methods

  • In-Person

  • Online

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

Microsoft 365 Copilot User Workshop Course Information

  • After completing this course, you will be able to:

    • Explain how Microsoft Copilot, Copilot Chat, and agents support everyday business workflows.
    • Apply effective prompting techniques to generate relevant and useful AI responses.
    • Distinguish between work-grounded and web-grounded information in Copilot Chat.
    • Describe how enterprise data protection and sensitivity labels help protect organisational information.
    • Draft, refine, and summarise documents using Copilot in Word.
    • Create and improve presentations using Copilot in PowerPoint.
    • Analyse, visualise, and interpret data using Copilot in Excel.
    • Prepare for meetings, capture key information, and manage follow-up activities using Copilot in Teams.
    • Draft, summarise, and manage email communications using Copilot in Outlook.
  • Prerequisites

    Students should have basic functional experience with Microsoft 365 services. 

Draft, Analyze, and Present with Microsoft Copilot (MS-4018) Course Outline

Get Ready to Work with Microsoft Copilot

Explore how Microsoft Copilot works across Microsoft 365 applications, uses organizational and web information, and helps users complete everyday tasks securely.

  • Understand Microsoft Copilot and its integration with Microsoft 365 applications.
  • Differentiate between organizational and web-grounded information.
  • Explore agents and their role in completing multi-step tasks.
  • Understand enterprise data protection and sensitivity labels.
  • Apply effective prompting techniques to improve results.

 

Unlock Productivity and Unleash Creativity with AI-Powered Chat

Learn how Microsoft Copilot Chat supports productivity by helping users interact with information, generate content, and find answers across workplace and web resources.

  • Explore the capabilities of Microsoft Copilot Chat.
  • Use organizational information to generate contextual responses.
  • Gather and summarize information from the web.
  • Apply effective prompts to common business scenarios.

 

Build Effective Presentations with AI

Learn how Microsoft Copilot in PowerPoint helps streamline presentation planning, creation, refinement, and delivery preparation.

  • Generate presentation ideas and outlines with Copilot.
  • Create presentations from prompts and existing content.
  • Refine presentation content and organization.
  • Generate speaker notes and prepare presentations for delivery.
  • Explore the Idea Coach agent.

 

Draft Impactful Documents Using AI

Explore how Copilot in Word supports document creation, editing, and refinement using existing information and AI-assisted writing tools.

  • Draft documents using prompts and multiple information sources.
  • Revise and improve document content.
  • Refine tone, structure, and clarity.
  • Explore the Writing Coach agent.
  • Prepare polished documents for business communication.

Make Your Meetings More Productive with AI

Learn how Copilot and AI-powered capabilities in Microsoft Teams help prepare for meetings, support collaboration, and document meeting outcomes.

  • Prepare for meetings using Copilot in Teams.
  • Explore meeting settings and AI-supported collaboration.
  • Use the Facilitator agent to support structured meetings.
  • Capture decisions and action items with Intelligent Recap.
  • Review and share meeting summaries and follow-up information.

 

Uncover New Data Insights with AI

Explore how Copilot in Excel helps users analyze information, identify trends, visualize results, and support data-driven decisions.

  • Analyze and interpret data using Copilot in Excel.
  • Build and modify workbooks using Copilot capabilities.
  • Generate visualizations and identify trends.
  • Explore advanced analysis and forecasting capabilities.
  • Understand how the Analyst agent supports data exploration.

 

From Inbox to Impact: Improve Your Email Workflows with AI

Learn how Copilot in Outlook helps manage email communications, prioritize information, draft responses, and improve meeting coordination.

  • Summarize email threads and attachments.
  • Draft and personalize email communications.
  • Refine messaging using Copilot's writing assistance.
  • Organize email information and prioritize responses.
  • Convert email conversations into meeting activities.

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Draft, Analyze, and Present with Microsoft Copilot (MS-4018) FAQs

This course is designed for business professionals and Microsoft 365 users who want to improve productivity using Microsoft Copilot. It is ideal for individuals who regularly create documents, analyze data, develop presentations, manage email, or collaborate through Microsoft Teams.

The course covers Microsoft Copilot experiences across Word, Excel, PowerPoint, Outlook, and Teams, as well as Microsoft Copilot Chat and relevant AI-powered agents.

Yes. Students learn effective prompting techniques, including how to provide context, define goals, and refine instructions to produce more relevant and useful Copilot responses.

Work-grounded responses use organizational information that the user has permission to access, such as documents, emails, and meetings. Web-grounded responses use information from the web. The course explains how these sources support different business scenarios.

Yes. The course introduces agents and demonstrates how they support business workflows. Examples include agents and AI-powered experiences that assist with document refinement, presentation development, meeting facilitation, and data analysis.

Yes. Students explore enterprise data protection, sensitivity labels, and considerations for using organizational information securely and responsibly with Copilot.

No. This course is designed for business users and knowledge workers rather than developers or IT administrators. Basic familiarity with Microsoft 365 applications is recommended.