Introduction to Microsoft Copilot

Learning Objectives:

Participants will have the opportunity to: 
- Understand the capabilities and limitations of Microsoft Copilot.
- Utilize Copilot in Microsoft Word to generate, summarize, and refine content.
- Leverage Copilot in Excel for data analysis, formula generation, and insights.
- Enhance email and scheduling efficiency with Copilot in Outlook.
- Improve collaboration and meeting productivity using Copilot in Teams.
- Use Copilot in PowerPoint to create AI-generated presentations.
- Implement best practices for AI-assisted work automation.
 

Topic Outline:

Introduction to Microsoft Copilot
- Overview of Microsoft Copilot and its AI capabilities
- Understanding Copilot¿s integration across Microsoft 365 apps
- Ethical and security considerations when using AI-powered tools

Copilot in Microsoft Word: AI-Powered Writing and Editing
- Content generation and refinement
- Summarizing and reformatting documents
- Hands-on: Creating and enhancing reports with Copilot

Copilot in Microsoft Excel: AI for Data Analysis
- Automated data insights and visualization
- Generating and explaining complex formulas
- Hands-on: Analyzing datasets and creating reports with Copilot

Copilot in Microsoft Outlook: Smarter Emails and Scheduling
- AI-assisted email drafting and summarization
- Scheduling and managing meetings efficiently
- Hands-on: Automating email and calendar tasks with Copilot

Copilot in Microsoft Teams: Enhancing Collaboration
- AI-powered meeting notes and action items
- Summarizing chat discussions and key takeaways
- Hands-on: Using Copilot to improve team collaboration

Copilot in Microsoft PowerPoint: AI-Generated Presentations
- Creating presentations with AI-generated content and design
- Automating slide formatting and improvements
- Hands-on: Building a professional presentation with Copilot

Best Practices for Using Copilot in Workflows
- Optimizing Copilot for everyday tasks
- Understanding AI limitations and when to verify outputs
- Hands-on: Applying Microsoft Copilot in a real-world work scenario

Training material provided: Yes (Digital format)

You must have a Microsoft Copilot license to participate in any hands-on exercises.

• If you do not have an MS Copilot license, for Stanford affiliates, visit the Microsoft 365 Copilot Ordering Instructions page for step-by-step instructions. For non-Stanford affiliates, you can get started here https://copilot.microsoft.com/. You can also get a free trial at https://www.microsoft.com/en-us/microsoft-365-copilot/pricing/individuals.
• If you have A Microsoft 365 account that includes Copilot or a Microsoft 365 account along with a Copilot Pro subscription. When you open one of the Microsoft 365 apps, you should see the Copilot icon on the far-right side of the ribbon.
• Pre-requisite: Basic familiarity with Microsoft 365 applications (Word, Excel, PowerPoint)