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Microsoft

Craft effective prompts for Microsoft 365 Copilot

Microsoft via Microsoft Learn

Overview

  • Module 1: Learn how to craft an effective prompt to save time and effort by using Microsoft Copilot to summarize, simplify, and visualize complex information using Microsoft Copilot in Microsoft Word, PowerPoint, Excel, and Outlook.

    By the end of this module, you'll be able to:

    • Identify the key elements of an effective prompt and apply them to your own prompts.
    • Prompt Copilot to summarize or extract key information in Word documents, Excel tables, and PowerPoint presentations.
    • Summarize chats and meetings to look for key action items with Copilot in Teams.
    • Task Copilot in Outlook with summarizing emails to look for action items or mentions.
    • Compile information from multiple documents and generate a combined summary with Microsoft Copilot.
  • Module 2: Learn how to craft an effective prompt to save time and effort by using Microsoft Copilot to create, draft, and brainstorm new ideas and material using Microsoft Copilot in Microsoft Word, PowerPoint, Teams, and Outlook.

    By the end of this module, you'll be able to:

    • Identify the key elements of an effective prompt and apply them to your own prompts.
    • Use Copilot to create new agendas, to-do lists, project plans, and more from Word, Excel, and OneNote.
    • Ask Copilot in Outlook to draft new emails, compose replies, and plan meetings.
    • Prompt Microsoft Copilot for Microsoft 365 to generate new ideas, new content, and FAQs from existing files.
  • Module 3: Learn how to craft an effective prompt to save time and effort by using Microsoft Copilot to edit, transform, and rewrite information using Microsoft Copilot in Microsoft Word, PowerPoint, Excel, and Outlook.

    By the end of this module, you'll be able to:

    • Identify the key elements of an effective prompt and apply them to your own prompts.
    • Organize outlines and content in Word documents with Copilot.
    • Convert text to tables and write more confidently with Copilot in Word.
    • Add images, slides, and organize your presentation with Copilot in PowerPoint.
    • Format, sort, filter, and highlight data with Copilot in Excel.
    • Rewrite messages with Coaching by Copilot in New Outlook.
  • Module 4: Discover ways to prompt Microsoft Copilot in Word, PowerPoint, Teams, and Outlook to ask, analyze, and receive recommendations for fresh ideas and content. Whether you need specific information, comparative analysis, or helpful suggestions, Copilot is your goto tool.

    By the end of this module, you'll be able to:

    • Identify the key elements of an effective prompt and apply them to your own prompts.
    • Ask Copilot how to accomplish a task in Microsoft 365 apps.
    • Use Copilot to answer questions and provide insights about documents, presentations, tables, and notes.
    • Chat with Copilot in Microsoft 365 about projects, documents, and data throughout your organization.

Syllabus

  • Module 1: Module 1: Summarize with Microsoft Copilot for Microsoft 365
    • Introduction
    • Exercise - Follow along using sample data with Copilot for Microsoft 365
    • Simplify and extract key information with Copilot in Word
    • Identify key information and summarize with Copilot in PowerPoint
    • Spot trends and visualize data with Copilot in Excel
    • Highlight key decisions and actions from Teams meetings
    • Catch up and prepare for the week with Copilot in Outlook
    • Summarize information on a topic with Microsoft Copilot for Microsoft 365
    • Knowledge check
    • Summary
  • Module 2: Module 2: Create and draft with Microsoft Copilot for Microsoft 365
    • Introduction to creating draft content with Microsoft Copilot in Microsoft 365
    • Exercise - Follow along using sample data with Copilot for Microsoft 365
    • Draft cover letters, marketing plans, and outlines with Microsoft Copilot in Word
    • Build new slides, agendas, and to-do lists with Microsoft Copilot in PowerPoint
    • Draft emails, replies, and meeting agendas with Microsoft Copilot in Outlook
    • Brainstorm new ideas, lists, and reports from across Microsoft 365 with Microsoft Copilot
    • Knowledge check
    • Summary to creating draft content with Microsoft Copilot in Microsoft 365
  • Module 3: Module 3: Edit and transform content with Microsoft Copilot for Microsoft 365
    • Introduction
    • Exercise - Follow along using sample data with Copilot for Microsoft 365
    • Write, organize, and transform content using Microsoft Copilot in Word
    • Add images, slides, and organize your presentation using Microsoft Copilot in PowerPoint
    • Format, sort, filter, and highlight data using Microsoft Copilot in Excel
    • Rewrite messages and replies for tone using Microsoft Copilot in Excel
    • Knowledge check
    • Summary
  • Module 4: Module 4: Ask questions and analyze content with Microsoft Copilot for Microsoft 365
    • Introduction
    • Exercise - Follow along using sample data with Copilot for Microsoft 365
    • Ask Microsoft Copilot for help and recommendations in Word
    • Get design and organization tips using Microsoft Copilot in PowerPoint
    • Analyze and work with tables using Copilot in Excel
    • Ask questions about your notes using Copilot in OneNote
    • Chat with Copilot about meetings and messages in Teams
    • Knowledge check
    • Summary

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