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CopilotMicrosoft Copilot:

Microsoft Copilot is an AI-powered digital companion designed to help with various tasks, offering a range of functionalities for both personal and professional use. It's essentially an AI assistant that can answer questions, help with writing, generate images, and even automate certain tasks. Copilot comes in different forms, including Microsoft 365 Copilot for work, Copilot Pro for enhanced capabilities, and Copilot in Windows 11.

Course Outline – Introduction

Who is it for?

This session you will learn how to use Copilot chat and in-app copilots to boost productivity by simplifying tasks using effective questions. To join, you need a basic understanding of Microsoft Office applications like Teams, Outlook, Excel and Word. Please ensure you have copilot installed on each application. No prior knowledge of Copilot is needed.

Course Content

Getting started with Copilot chat

What is copilot chat?
Includes:
  • When to use copilot chat
  • What copilot has access to
  • Asking effective questions
  • Access copilot chat in a browser
  • Find and pin for use in Teams & Outlook
  • Starting from scratch – begin a new chat
Using copilot chat
Includes:
  • Use chat to locate content across M365
  • Summarise & question information
  • Create / draft content
  • Explore pre-built prompts/li>
  • Save personal prompts for re-use/li>
  • Accessing chat history/li>
Getting started with the in-app copilots
What are in-app copilots?
  • Locate in-app copilot in Outlook, Teams
  • Word, PowerPoint, Excel, OneNote
Working with Copilot in Outlook
Includes:
  • Draft email
  • Regenerate a draft adjusting for tone
  • Assess the tone, sentiment and clarity of a drafted message using coach
  • Summarise an email thread
Working with Copilot in Teams
Includes:
  • Meetings: Summarise meetings, catch-up and ask questions during a meeting
  • Chat: Summarise Teams Chat, draft a message, extract information / summarise
Working with Copilot in Word
Includes:
  • Use a prompt to create a document first draft
  • Create a draft using another file as thesource
  • Change the tone / audience
  • Rewrite paragraphs with copilot
  • Visualise a paragraph as a table
  • Use copilot to answer questions about a document
  • Use copilot to create a summary
Working with Copilot in Excel
Includes:
  • Workbook and data requirements
  • Format as table
  • Everyday tasks - use copilot to conditionally format, sort and filter data
  • Data Analysis and insights
  • Gain data insights with chart and Pivots
  • Formulas: use copilot to suggest and create formulas, and to troubleshoot
Working with Copilot in PowerPoint
Includes:
  • Use prompts to create a presentation
  • Create a presentation based on a word document
  • Use copilot to add slides and images
  • Use copilot to organise and summarise a presentation
Working with Copilot in OneNote
Includes:
  • Create content: brainstorm, draft,
  • Enhance content: edit and re-write
  • Find information: ask questions of content
  • Create a summary of your content, summarise lengthy text
  • Create a task list from text