Bytes
Artificial Intelligence (AI)

Microsoft 365 Copilot: Prompting Practices

Beginner
1h

By: Nathan Rose

Overview

This course provides a comprehensive introduction to Microsoft 365 Copilot prompting, teaching participants how to effectively communicate with AI to maximize productivity across the Microsoft suite. Learners begin by understanding what Copilot is and setting realistic expectations, then master the four pillars of effective prompts—goal, context, source, and expectations. The course covers application-specific capabilities in Word, Excel, PowerPoint, Outlook, and Teams, before advancing to sophisticated techniques like iterative and chain prompting. Through extensive hands-on demonstrations ranging from responding to upset customers to generating formulas and summarizing meetings, participants gain practical experience troubleshooting common issues and applying best practices in real-world scenarios. 

Modules

1. What is M365 Copilot

1.1 Introduction to Copilot Prompting7 min

2. The Four Pillars of Effective Prompts

2.1 Understanding Goal, Context, Source, and Expectations4 min
2.2 Strong vs. Weak Prompts2 min

3. Prompting by Application

3.1 Capabilities of Word2 min
3.2 Capabilities of Excel5 min
3.3 Capabilities of PowerPoint3 min
3.4 Capabilities of Outlook3 min
3.5 Capabilities of Teams3 min

4. Advanced Prompting Techniques

4.1 Iterative Prompting3 min
4.2 Chain Prompting4 min
4.3 Formatting Requests and Adding Examples2 min
4.4 Using Multiple Sources2 min

5. Common Pitfalls and Troubleshooting

5.1 Common Prompting Issues4 min
5.2 Information Access3 min
5.3 Rebuilding Prompts2 min

6. Hands on and Best Practice

6.1 Demo: Responding to an Upset Customer in Outlook2 min
6.2 Demo: Rewriting for an Executive Audience in Word3 min
6.3 Demo: Extracting Insights from Sales Data in Excel2 min
6.4 Demo: Generating slides from a Document in PowerPoint4 min
6.5 Demo: Summarizing Meetings in Teams2 min
6.6 Demo: Turning Long Emails into Tasks in Outlook2 min
6.7 Demo: Creating a Project Charter Draft in Word3 min
6.8 Demo: Generating an Overtime Formula in Excel3 min
6.9 Demo: Improving Slide Quality in PowerPoint2 min
6.10 Demo: Preparing a Kickoff Meeting Agenda in Teams2 min
6.11 Best Practices and Tips5 min

7. Wrap Up

7.1 Takeaways3 min

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