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Empower Your Workforce with Microsoft 365 Copilot Use Cases (MS-4004)

Course Outline

This hands-on course helps business users apply Microsoft 365 Copilot to real, day-to-day work scenarios. Through guided exercises, participants explore ten role-based use cases and learn how to use Copilot across Microsoft 365 apps—such as Word, Excel, PowerPoint, Outlook, Teams, and Loop—to improve productivity, decision-making, and communication.

Empower Your Workforce with Microsoft 365 Copilot Use Cases (MS-4004) Benefits

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

    • Apply Microsoft 365 Copilot to perform tasks and solve problems across various business roles, including sales, finance, IT, and HR.
    • Use Copilot within Microsoft 365 applications like Word, Excel, PowerPoint, Outlook, and Teams to enhance productivity and streamline workflows.
    • Analyze data, generate reports, create presentations, and develop strategic plans with the assistance of Copilot.
    • Build and refine custom Copilot agents to address specific business needs, such as creating self-service tools and automating information retrieval.

  • Target Audience

    • Business users
    • Business analysts
    • Functional consultants
    • Students and professionals adopting Microsoft 365 Copilot

    Prerequisites

    • Basic experience with Microsoft 365 apps
    • Basic understanding of how Microsoft 365 Copilot works

Empower Your Workforce with Microsoft 365 Copilot Use Cases (MS-4004) Training Outline

1. Executives Use Case

  • Synthesize insights from Teams conversations
  • Create executive summaries and briefings
  • Analyze budgets and forecasts in Excel
  • Build and use Copilot agents for executive insights

2. Sales Use Case

  • Conduct market and competitor research
  • Generate sales proposals and RFP responses
  • Personalize outreach with Outlook and Word
  • Build and refine RFP response agents

3. IT Use Case

  • Plan IT projects using Copilot Chat and Whiteboard
  • Identify risks and create executive presentations
  • Communicate upcoming Microsoft 365 features
  • Collect and analyze feedback with Copilot agents

4. Marketing Use Case

  • Create market research and analysis agents
  • Generate campaign strategies and creative ideas
  • Analyze marketing data in Excel
  • Draft promotional content with writing agents

5. Finance Use Case

  • Analyze costs, budgets, and What-If scenarios
  • Summarize meetings and acquisition insights
  • Review vendor contracts
  • Create executive-ready financial presentations

6. HR Use Case

  • Analyze manager and workforce metrics
  • Generate HR summary reports
  • Communicate insights to leadership
  • Build HR self-service agents for employees

7. Operations Use Case

  • Brainstorm and plan operational initiatives
  • Track facility expansion projects
  • Create operational FAQ and support agents
  • Communicate safety and process updates

8. Communications Use Case

  • Develop strategic communication plans
  • Analyze engagement and communication metrics
  • Prepare executive and employee messaging
  • Create internal FAQ and support agents

9. Customer Service Use Case

  • Map customer support journeys
  • Prepare for customer interactions
  • Analyze support data and trends
  • Create troubleshooting guides and response templates

10. Legal Use Case

  • Prepare regulatory and audit responses
  • Summarize contracts and legal documents
  • Visualize compliance and risk data
  • Create legal and regulatory support agents
Course Dates - North America
Course Dates - Europe
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