Instructor-led 4-days
Course Description
This program teaches professionals how to design AI powered workflows using Microsoft 365 Copilot. Participants learn prompt engineering, custom Copilot agents, cross application research, data analysis in Excel, and automation with Copilot Studio and Power Automate.
Key Course Takeaways
- Understand Microsoft Graph data integration
- Design structured prompts using PAUSE
- Build reusable Copilot agents
- Generate documents and presentations with AI
- Analyze enterprise datasets with Copilot
- Automate workflows using Power Automate
Module 1: Copilot Ecosystem & Architecture
Focus: Understanding Copilot platform and Microsoft Graph.
1.1 Copilot architecture
1.2 Microsoft Graph data
1.3 Security model
1.4 Interface tools
Hands-On Lab: Configure Copilot workspace and run first workflow
Module 2: Advanced Prompt Engineering (PAUSE)
Focus: Designing structured prompts for consistent output.
2.1 Persona definition
2.2 Action framing
2.3 Use case control
2.4 Expectation control
Hands-On Lab: Build executive communication prompt
Module 3: Custom Copilot Agents
Focus: Creating specialized Copilot assistants.
3.1 Agent roles
3.2 Knowledge sources
3.3 Agent deployment
3.4 Workflow triggers
Hands-On Lab: Build departmental support agent
Module 4: Business Chat & Cross App Research
Focus: Synthesizing information across Microsoft 365.
4.1 BizChat queries
4.2 Email summarization
4.3 File synthesis
4.4 Research reports
Hands-On Lab: Generate stakeholder briefing
Module 5: Teams Meeting Intelligence
Focus: Using Copilot during and after meetings.
5.1 Meeting transcription
5.2 Action extraction
5.3 Decision summaries
5.4 Meeting insights
Hands-On Lab: Generate automated meeting report
Module 6: AI Writing in Word and Outlook
Focus: Using Copilot for document creation.
6.1 Email drafting
6.2 Document generation
6.3 Editing tools
6.4 Communication workflows
Hands-On Lab: Create executive report from notes
Module 7: Excel Data Analysis
Focus: Analyzing datasets using Copilot in Excel.
7.1 Formula generation
7.2 Trend analysis
7.3 Chart creation
7.4 Data insights
Hands-On Lab: Analyze sales dataset and produce insights
Module 8: PowerPoint Generation
Focus: Creating presentations using Copilot.
8.1 Slide generation
8.2 Narrative design
8.3 Visual layout
8.4 Presentation structure
Hands-On Lab: Convert report into presentation
Module 9: Designer Media Creation
Focus: Creating visual assets using AI.
9.1 Image generation
9.2 Brand assets
9.3 Graphic design
9.4 Media workflows
Hands-On Lab: Generate marketing visuals
Module 10: Copilot Studio Automation
Focus: Building automated Copilot agents.
10.1 Agent workflows
10.2 Knowledge connectors
10.3 Automation triggers
10.4 Agent deployment
Hands-On Lab: Build automated help desk agent
Module 11: Power Automate Workflows
Focus: Automating business processes.
11.1 Automation triggers
11.2 Email parsing
11.3 Task creation
11.4 Process automation
Hands-On Lab: Create email task extraction workflow
Module 12: AI Workspace Strategy
Focus: Designing an enterprise AI productivity system.
12.1 Workflow design
12.2 Agent library planning
12.3 Automation architecture
12.4 Governance
Hands-On Lab: Create full AI productivity blueprint