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Your AI Partners at Work: Microsoft 365 Copilot Chat & Agents Training

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Overview

AI Copilot Chat and Copilot Agents


This training aims to empower participants with the knowledge and hands-on skills to leverage AI Copilot Chat and Copilot Agents effectively. By the end of the session, participants will be able to harness AI-driven tools to boost productivity, enhance team collaboration, and streamline day-to-day workflows through practical prompt engineering and role-based applications.


    

Module   1: Introduction to Copilot Chat

  • Overview of Microsoft 365 Copilot   Chat
  • Navigating the interface and   accessing Copilot Chat
  • Understanding AI’s role in business   workflows
  • Key Privacy & Security   Consideration

 

Module   2: Prompt Engineering Fundamentals

  • Prompt structure and best practices

  1. Structured Prompting for Discovery: The Six Thinking Hats
  2. Natural Language Q&A
  3. Content Drafting
  4. Text Summarization
  5. Document Comparison
  6. Brainstorming & Ideas
  7. Image Assistance
  8. Voice Input


  • Using the Prompt Gallery to   discover prompt ideas
  • Control how Copilot tailors’ responses   using your preferences such as Saved Memories and Custom instructions.

 

Module   3: Role-Based Use Cases

  • Brainstorming session: Uncover key   use cases/scenarios.
  • Explore key processes for each business unit.
  • Determine the challenges or obstacles that user faces in their   day-to-day role or specific scenario.
  • Identify the aspects of Copilot that align with the user’s goals.
  • Explore examples of role-based using   Copilot e.g. Executive, Sales, Marketing, HR, Operation, Legal, Strategic   Planner, Customer Success, or Project Manager

 

Module   4: Workflow Assistant with Copilot Agents

  • Understanding of Copilot AI Agents
  • Brainstorming session: Explore   strategic approaches to Discovery, Ideation, and Personalization.
  • Hands-on lab: Creating and   configuring agents for your everyday work tasks.


Framework for Creating a Goal-Oriented Custom Agent

o Case Study:

  1. Reactive agents
  2. Model-based agents
  3. Goal-based agents
  4. Utility-based agents
  5. Learning agents


Objectives

  • Understand what Copilot Chat is and how it enhances productivity.  


  • Learn to craft effective prompts for business tasks and use Copilot Chat to enhance team collaboration


  • Apply Copilot Chat to specific departmental workflows.


  • Learn how to build and use Copilot Agents

 

  • Gain practical experience through hands-on training



Find out more

Trainer's Profile

Amir Rayyan

Amir Rayyan is a Microsoft Certified Professional & Microsoft Certified Educator.

He has been the driving contributor to the leading cloud consultancy services, FEDELIS Sdn Bhd for over 3 years and deploying Office 365 and Dropbox Business in Malaysia from various industries including construction, engineering, medical, finance, government agencies and education. Now, Amir has been actively conducting Office 365 training for local companies and education sectors who are on boarding Office 365 and Dropbox Business to help ease deployment and user adoption.

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