AI Copilot for Business Users

AI / Copilot for Business Users

This comprehensive course provides learners with an end‑to‑end understanding of Microsoft Copilot across Microsoft 365 and Microsoft Copilot Studio. Participants will learn how to use Copilot to enhance productivity in everyday work, build and manage no‑code agents, and design, deploy, and enhance custom copilots using Copilot Studio. The course balances foundational knowledge, hands‑on labs, and strategic use cases to support both individual contributors and organizational leaders.

Audience

• Business professionals using Microsoft 365
• Operations, IT, HR, Finance, Sales, and Marketing leaders
• Power users and citizen developers
• Solution designers and technical professionals building copilots
• Executives seeking to understand Copilot use cases and value

Prerequisites

Learners should have:

• A licensed version of Microsoft 365 Copilot
• Basic functional experience with Microsoft 365 services
• Foundational understanding of business processes and operational needs
• Comfort using technology to solve business problems
• A growth mindset and willingness to adopt iterative approaches to problem solving

Course Learning Objectives

By the end of this course, learners will be able to:

• Explain the purpose, components, and responsible AI principles behind Microsoft Copilot
• Use Copilot across Microsoft 365 apps to improve productivity and collaboration
• Apply Copilot Chat effectively for work‑grounded and creative scenarios
• Create, manage, and share no‑code agents using Microsoft Copilot
• Design and deploy custom copilots using Microsoft Copilot Studio
• Enhance copilots with topics, entities, variables, automation, and generative AI
• Evaluate executive and functional use cases for Copilot adoption across the organization

AI / Copilot for Business Users Outline

Foundations of Microsoft Copilot

• Purpose and functionality of Microsoft 365 Copilot
• Core components and how Copilot works across Microsoft 365
• Responsible AI principles and Microsoft’s commitment to ethical AI
• Differences between work‑grounded and web‑grounded Copilot Chat

Productivity with Copilot in Microsoft 365

Copilot in Word

• Drafting documents with Copilot
• Refining and enhancing content using prompts
• Integrating Copilot into daily document workflows
• Lab: Draft, improve, and share a document

Copilot in PowerPoint

• Creating presentations using Copilot
• Refining slide content and structure
• End‑to‑end presentation development
• Lab: Build a presentation from start to finish

Copilot in Excel

• Analyzing and visualizing data with Copilot
• Enhancing reporting and decision making
• Lab: Boost productivity with data‑driven decisions

Copilot in Outlook

• Improving email workflows and communication
• Streamlining coordination and follow‑up
• Lab: Supercharge collaboration with Copilot

Copilot in Teams

• Enhancing meetings and collaboration
• Managing tasks and accessing contextual information
• Lab: Manage collaboration from start to finish

AI‑Powered Copilot Chat

• Using Copilot Chat in Microsoft Teams
• Productivity and creativity scenarios
• Interview and scenario‑based prompting
• Lab: Ace your interview using Copilot Chat

No‑Code Agents with Microsoft Copilot

• Components and benefits of no‑code agents
• Who can create and use no‑code agents
• Governance and IT controls for no‑code agents

Building and Managing No‑Code Agents

• Creating agents in Copilot Chat and SharePoint
• Testing, editing, and managing agents
• Sharing agents in Teams and SharePoint
• Engaging with agents on SharePoint sites and libraries
• Referenced file types and chat history management
• Integrating no‑code Power Automate flows
• Labs:
  • Create instructions for agent scenarios
  • Create starter prompts for agent scenarios

Building Custom Copilots with Copilot Studio

Create an Initial Copilot

• Creating copilots with Copilot Studio
• Natural Language Understanding (NLU)
• Configuring generative AI instructions
• Deploying copilots
• Exercise: Build an initial copilot

Topics and Conversation Design

• Topics, trigger phrases, and conversation paths
• Managing topics and nodes
• Importing and managing solutions
• Exercises: Create and manage topics

Entities and Variables

• Working with entities
• Creating custom entities
• Using variables to guide conversations
• Exercise: Manage entities and variables

Enhancing Copilots

• Using Power Automate to add actions
• Creating Copilot actions
• Generative answers and conversational AI enhancements
• Exercise: Manage actions and automation

Copilot Studio with Dataverse for Teams

• Building copilots with Dataverse for Teams
• Employee information and productivity scenarios
• Deploying copilots to Microsoft Teams
• Exercise: Deploy Copilot to Teams

Strategic and Functional Use Cases

• Executive productivity use cases
• Sales, IT, Marketing, Finance, HR, and Operations scenarios
• Challenge‑based organizational use cases
• Optimizing and extending Copilot adoption

Outcome

Upon completion, learners will be equipped to confidently use Microsoft Copilot, build no‑code agents, and design custom copilots that enhance productivity, collaboration, and decision‑making across the enterprise.