CompTIA Co-Pilot 365 Essentials

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Course Overview

CompTIA Copilot 365 Essentials is a focused, one-day course that helps professionals use Microsoft 365 Copilot responsibly and effectively across everyday enterprise workflows. Learners explore Copilot’s role and limitations, output verification, sensitive-data protection, effective prompting, context management, and practical use across Word, PowerPoint, Outlook, Excel, and Teams.

The course also introduces reusable prompts, scheduled Copilot workflows, customization, simple Copilot agents, and prebuilt agents for research and analysis.

Who Should Attend

  • Business professionals who use Microsoft 365 applications
  • Professionals beginning to use Microsoft 365 Copilot in the workplace
  • Team members seeking practical prompting and workflow skills
  • Managers and individual contributors who want to use AI responsibly with enterprise data
  • Professionals interested in reusable workflows and introductory Copilot agents

Course Objectives

    • Explain what Copilot is, what it is not, and its core capabilities and limitations.
    • Verify AI-generated outputs and recognize common types of errors.
    • Protect sensitive and enterprise data when using Copilot.
    • Write clear, structured prompts and refine results through iteration.
    • Choose appropriate modes and manage context across Copilot interactions.
    • Use Copilot in Word, PowerPoint, Outlook, Excel, and Teams.
    • Reuse prompts, create scheduled Copilot workflows, and customize Copilot responses.
    • Build a simple Copilot agent and use prebuilt agents for research and analysis.

Course Outline

Use Copilot Responsibly in the Enterprise

  • Course Overview and How to Use This Training
  • How This Course Builds Copilot Skills
  • How to Navigate and Use This Course
  • Understand Copilot’s Role and Limits
  • What Copilot Is, and Is Not
  • Core Capabilities and Limitations of Copilot
  • Explore a Copilot Workflow
  • Introduction to AI Scenario Tool
  • Verify Outputs and Maintain Accountability
  • The Importance of Verifying AI Outputs
  • Types of Errors in AI Outputs
  • Activity: Verifying AI Outputs
  • Protect Sensitive and Enterprise Data
  • Using Copilot Safely with Enterprise Data
  • Best Practices for Protecting Data
  • Safe vs. Unsafe Information Sharing
  • Module 1 Review

Prompt Effectively and Manage Context

  • Write Clear and Structured Prompts
  • It All Starts with a Prompt
  • Elements of an Effective Prompt
  • Activity: Elements of an Effective Prompt
  • Right-Sizing Your Prompts
  • Activity: Crafting an Effective Prompt
  • Refine Results Through Iteration
  • Engaging with AI Responses
  • What to Include in Your Second Prompt
  • Staying Focused in Your AI Interactions
  • Activity: Practicing Sustained Interaction
  • Choose Modes and Manage Context
  • Introduction to the Power of Context
  • How Context and Modes Affect Results
  • Web Mode, Work Mode, and Context Management
  • Copilot Chat Across the Microsoft Suite
  • Module 2 Review

Use Copilot Across Microsoft Apps

  • Copilot in Word and PowerPoint
  • Using Copilot in Word
  • Creating a Document with Copilot
  • Using Copilot in PowerPoint
  • Creating a Presentation with Copilot
  • Manage Email and Communication in Outlook
  • Copilot for Email Efficiency
  • Top Use Cases for Copilot in Outlook
  • Using Copilot to Manage Inbox Work
  • Analyze Data in Excel with Copilot
  • Copilot-Assisted Data Analysis
  • Top Use Cases for Copilot in Excel
  • Analyzing a Dataset with Copilot
  • Make Meetings Effective with Copilot in Teams
  • Copilot for Better Meetings
  • Top Use Cases for Copilot in Teams
  • Attending a Meeting with Copilot
  • Module 3 Review

Streamlining Your Work with Copilot Reusable Workflows and Agents

  • Streamlining Your Work with AI
  • Making Mundane Work Quick and Easy
  • Levels of AI Automation in Copilot
  • Reusing Prompts
  • Creating a Scheduled Copilot Workflow
  • Customizing How Copilot Responds to You
  • Build Simple Copilot Agents to Make Work Even Easier
  • Introduction to Copilot Agents
  • Elements of an Effective Personal Agent
  • Building a Simple Agent
  • Use Agents for Research and Analysis
  • Introduction to Copilot’s Prebuilt Agents
  • Researcher and Analyst Agents
  • Running Tasks with Copilot Agents
  • Module 4 Review

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Class Dates & Times

Class times are listed Mountain time

This is a 1-day class

Price: $99.00

Class dates not listed.
Please contact us for available dates and times.