AB-730T00: Transform business workflows with generative AI (AB-730T00)

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About this Course

In this course, learners discover how to apply generative AI to streamline daily tasks, enhance decision-making, and drive meaningful business outcomes. Learners will understand how to use Microsoft 365 Copilot and its functionalities to improve their productivity. The course focuses on real-world use cases—no coding required—making it ideal for those who want to confidently integrate AI into their work.

Audience Profile

  • Business Professional
  • Business Managers
  • Operations Associate
  • HR Managers
  • Sales Professionals

At Course Completion

  • Understand how generative AI enhances productivity and decision-making in business workflows.
  • Explore real-world use cases of Microsoft 365 Copilot to streamline daily tasks.
  • Apply AI tools to automate document creation, communication, and data analysis without coding.
  • Integrate AI-driven insights to improve collaboration and business outcomes.
  • Confidently use Microsoft 365 Copilot functionalities to optimize performance in a modern workplace.

Outline

What is generative AI?

  • Describe generative AI and its capabilities.
  • Understand the principles of responsible AI and their importance in generative AI applications.
  • Explain how Microsoft 365 Copilot leverages generative AI to enhance productivity and streamline workflows.

Employ Copilot Chat as your AI assistant

  • Delete prompts you no longer need, keeping your workspace efficient and up-to-date.
  • Identify and manage scheduled prompts in the Copilot window.
  • Understand how organizational settings impact the availability of scheduled prompts.
  • Apply scheduled prompts to automate daily, midweek, and end-of-day business activities for improved productivity.
  • Understand how to create and configure an agent

Draft and refine business content using Microsoft 365 Copilot

  • Able to leverage Microsoft 365 Copilot for efficient content creation in Word, Outlook, and PowerPoint
  • Employ the Researcher agent to gather information and gain deeper insights to enhance your documents

Analyze and visualize data using Microsoft 365 Copilot

  • Leverage Microsoft 365 Copilot for data analysis and visualization in Excel
  • Employ the Analyst Agent to gather insights and enhance your data presentations.

Manage meetings and collaboration using Microsoft 365 Copilot

  • Use Microsoft 365 Copilot to follow up on meetings by summarizing email threads
  • Capture real-time insights and automate note-taking during meetings, generate post-meeting summaries and action items, draft effective follow-up emails, and leverage Copilot Pages and Notebooks for shared planning and deeper analysis.

Define the role you want Microsoft 365 Copilot to play in your business workflow

  • Understand that there is no one way to employ Microsoft 365 Copilot in your business workflows.
  • Able to evaluate different scenarios and determine how Copilot can best assist you based on your specific needs and context.
  • Work through three distinct scenarios, each illustrating a different use case for Copilot in a business setting.

Prerequisites

  • Students should have basic functional experience with Microsoft 365 services.