This course provides a comprehensive foundation in Microsoft 365 Copilot and generative AI, designed to prepare learners for the AB-730: Microsoft AI Business Professional exam. Students will explore the core concepts of generative AI and how Microsoft 365 Copilot leverages Microsoft Graph for context-aware assistance, while building a strong understanding of responsible AI, privacy, security, and organizational data protection. The course then advances into practical skills including crafting effective prompts, managing Copilot conversations, and building and configuring custom Copilot agents with tailored knowledge bases. Learners will also gain hands-on experience using AI to create, transform, summarize, and analyze business content across Microsoft 365 apps, and will discover how to maximize Copilot in Teams meetings for collaboration, recaps, and follow-ups. By the end of the course, learners will have the knowledge and practical skills needed to confidently use, deploy, and govern Microsoft 365 Copilot as an AI Business Professional.
Overview
Skills Learned
After completing this online training course, students will be able to:
Understand generative AI fundamentals and how Microsoft 365 Copilot uses Microsoft Graph for context awareness
Compare Copilot experiences across Microsoft 365 apps and identify the right tool for the right task
Apply responsible AI principles and recognize AI risks, limitations, and how to verify Copilot responses
Implement data loss prevention strategies and security controls to protect organizational data
Craft effective prompts and manage multi-turn Copilot conversations for optimal results
Utilize Copilot Pages, Notebooks, and Memory to enhance personal and team productivity
Build, configure, and manage custom Copilot agents with tailored knowledge and behaviors
Generate, transform, summarize, and analyze business content using AI assistance across Microsoft 365
Leverage Copilot in Teams meetings to produce recaps, action items, and collaborative follow-ups
Design cross-app AI workflows that connect Copilot capabilities across multiple Microsoft 365 services
Apply governance, compliance controls, and memory instructions to manage Copilot responsibly within an organization
- Business Professional
- Business Managers
- Operations Associate
- HR Managers
- Sales Professionals
None, but we recommend that students be adept at using generative AI productivity tools and core Microsoft 365 apps
01. Generative AI and M365 Copilot Fundamentals
- Introduction to Generative AI and Microsoft 365 Copilot
- Context Awareness and Microsoft Graph
- Privacy and Security in Microsoft 365 Copilot
- Copilot Experiences Comparison
- Copilot Across Microsoft 365
02. Responsible AI and Data Protection
- Responsible AI Foundations
- AI Risks and Limitations
- Verifying Copilot Responses
- Protecting Organizational Data
- Data Loss Prevention and Security Controls
03. Crafting Effective Prompts and Conversation Management
- Prompting Fundamentals
- Referencing Context in Prompts
- Prompt Management in Copilot
- Managing Copilot Conversations
- Copilot Pages, Notebooks, and Memory
04. Creating and Managing Custom Copilot Agents
- Introduction to Copilot Agents
- Building a Custom Copilot Agent
- Adding Knowledge to Agents
- Configuring Agent Behavior
- Managing Copilot Agents
05. AI-Assisted Business Content Creation
- AI-Assisted Business Content Creation
- Creating Business Content from Prompts
- Transforming Existing Business Content
- Summarizing and Analyzing Business Content
- Cross-App AI Workflows
06. Copilot for Meetings and Collaboration
- Copilot in Teams Meetings
- Meeting Recaps and Follow-Ups
- Copilot Pages for Collaboration
- Collaboration to Deliverables
- Memory, Instructions, and Governance
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand generative AI fundamentals and how Microsoft 365 Copilot uses Microsoft Graph for context awareness
Compare Copilot experiences across Microsoft 365 apps and identify the right tool for the right task
Apply responsible AI principles and recognize AI risks, limitations, and how to verify Copilot responses
Implement data loss prevention strategies and security controls to protect organizational data
Craft effective prompts and manage multi-turn Copilot conversations for optimal results
Utilize Copilot Pages, Notebooks, and Memory to enhance personal and team productivity
Build, configure, and manage custom Copilot agents with tailored knowledge and behaviors
Generate, transform, summarize, and analyze business content using AI assistance across Microsoft 365
Leverage Copilot in Teams meetings to produce recaps, action items, and collaborative follow-ups
Design cross-app AI workflows that connect Copilot capabilities across multiple Microsoft 365 services
Apply governance, compliance controls, and memory instructions to manage Copilot responsibly within an organization
WHO SHOULD ATTEND
- Business Professional
- Business Managers
- Operations Associate
- HR Managers
- Sales Professionals
PREREQUISITES
None, but we recommend that students be adept at using generative AI productivity tools and core Microsoft 365 apps
COURSE OUTLINE
01. Generative AI and M365 Copilot Fundamentals
- Introduction to Generative AI and Microsoft 365 Copilot
- Context Awareness and Microsoft Graph
- Privacy and Security in Microsoft 365 Copilot
- Copilot Experiences Comparison
- Copilot Across Microsoft 365
02. Responsible AI and Data Protection
- Responsible AI Foundations
- AI Risks and Limitations
- Verifying Copilot Responses
- Protecting Organizational Data
- Data Loss Prevention and Security Controls
03. Crafting Effective Prompts and Conversation Management
- Prompting Fundamentals
- Referencing Context in Prompts
- Prompt Management in Copilot
- Managing Copilot Conversations
- Copilot Pages, Notebooks, and Memory
04. Creating and Managing Custom Copilot Agents
- Introduction to Copilot Agents
- Building a Custom Copilot Agent
- Adding Knowledge to Agents
- Configuring Agent Behavior
- Managing Copilot Agents
05. AI-Assisted Business Content Creation
- AI-Assisted Business Content Creation
- Creating Business Content from Prompts
- Transforming Existing Business Content
- Summarizing and Analyzing Business Content
- Cross-App AI Workflows
06. Copilot for Meetings and Collaboration
- Copilot in Teams Meetings
- Meeting Recaps and Follow-Ups
- Copilot Pages for Collaboration
- Collaboration to Deliverables
- Memory, Instructions, and Governance
