In MS-4004: Empower your workforce with Microsoft 365 Copilot Use Cases, students perform a series of hands-on exercises involving ten Use Cases - Executives, Sales, Marketing, Finance, IT, HR, Operations, Communications, Customer Service, and Legal. These exercises focus on using Copilot in various Microsoft 365 apps (such as Word, PowerPoint, Outlook, and so on) to complete a series of common business-related tasks pertaining to each Use Case. To complete the Use Case exercises in this course, each student must have access to a Microsoft 365 subscription (BYOS) in which they're licensed to use Microsoft 365 Copilot. Each student must also have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file sharing tasks used throughout the Use Case exercises.

Audience Profile

MS-4004: Empower your workforce with Microsoft 365 Copilot Use Cases is targeted towards business users who want to enhance their Microsoft 365 Copilot skills to solve business-related use case scenarios. **IMPORTANT:**Before attending this course, you should be familiar with how Microsoft 365 Copilot works across M365 applications, including Copilot Chat and Copilot Agents.

Prerequisites

• Students should have basic functional experience with Microsoft 365 services.
• Students must have a proficient understanding of general IT practices.
• Students must have access to a Microsoft 365 subscription (BYOS) in which they're licensed to use Microsoft 365 Copilot.
• Students must also have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file sharing tasks used throughout the Use Case exercises.
• Students should have a basic understanding of Copilot.

Course Syllabus

Empower your workforce with Microsoft 365 Copilot Use Cases

Empower your workforce with Microsoft 365 Copilot: Executives Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Executive-related business scenarios.

• Introduction
• Exercise 1: Synthesize communication insights across Microsoft Teams
• Exercise 1, Task 1: Use Copilot Chat in Teams to synthesize communications for a project
• Exercise 1, Task 2: Use Copilot in a Teams chat session to summarize a project discussion
• Exercise 1, Task 3: Use Copilot Chat in Teams to collect cross-project insights
• Exercise 1, Task 4: Use Copilot in Teams to prepare an executive summary
• Exercise 2: Drive business outcomes using Microsoft 365 Copilot
• Exercise 2, Task 1: Use Copilot in Word to create an executive briefing report
• Exercise 2, Task 2: Use Copilot in Excel to perform budget forecast analysis
• Exercise 2, Task 3: Use the AI Project Manager agent in Planner to create a new project plan
• Exercise 2, Task 4: Create a Northwind Business Insights agent
• Exercise 2, Task 5: Use the Northwind Business Insights Agent to answer executive questions
• Module assessment
• Summary

Empower your workforce with Microsoft 365 Copilot: Sales use case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Sales-related business scenarios.

• Introduction
• Exercise 1: Accelerate market growth using Microsoft 365 Copilot
• Exercise 1, Task 1: Use the Researcher agent to analyze your competitors and identify industry trends
• Exercise 1, Task 2: Use Microsoft 365 Copilot Chat to conduct market research
• Exercise 1, Task 3: Use Copilot in Word to create a sales proposal
• Exercise 1, Task 4: Use Copilot in Outlook to personalize your outreach
• Exercise 2: Automate sales proposal responses using Microsoft 365 Copilot
• Exercise 2, Task 1: Use Copilot in Word to generate a standard RFP response template
• Exercise 2, Task 2: Use Copilot in Excel to analyze historical RFP data
• Exercise 2, Task 3: Use Copilot Studio to build an RFP response agent
• Exercise 2, Task 4: Use Copilot in Teams to collaborate on refining the RFP response agent
• Exercise 2, Task 5: Use Copilot Studio to update the instructions for the RFP response agent
• Module assessment
• Summary

Empower your workforce with Microsoft 365 Copilot: IT Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in IT-related business scenarios.

• Introduction
• Exercise 1: Streamline IT project planning with Microsoft 365 Copilot
• Exercise 1, Task 1: Use Copilot Chat to define the project framework
• Exercise 1, Task 2: Use Copilot in Whiteboard to identify potential risks
• Exercise 1, Task 3: Use Copilot in PowerPoint to create an executive presentation
• Exercise 2: Transform feature launches and adoption using Microsoft 365 Copilot
• Exercise 2, Task 1: Use Microsoft 365 Copilot Chat to identify upcoming Microsoft 365 features
• Exercise 2, Task 2: Use Copilot in Viva Engage to draft a post about upcoming features
• Exercise 2, Task 3: Use Microsoft 365 Copilot Chat to create best practice tips
• Exercise 2, Task 4: Use the Surveys agent to create a feedback survey
• Exercise 2, Task 5: Use the Analyst agent to analyze survey results
• Module assessment
• Summary

Empower your workforce with Microsoft 365 Copilot: Marketing Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Marketing-related business scenarios.

• Introduction
• Exercise 1: Transform market research into an actionable campaign using Microsoft 365 Copilot
• Exercise 1, Task 1: Use Copilot Studio to create a Market Research Agent
• Exercise 1, Task 2: Use the Market Research Agent to synthesize market intelligence
• Exercise 1, Task 3: Use Copilot’s Analyst agent to generate strategic recommendations
• Exercise 1, Task 4: Use Copilot in Loop to create a launch campaign plan
• Exercise 2: Develop a new marketing campaign using Microsoft 365 Copilot
• Exercise 2, Task 1: Use Copilot in Word to consolidate multiple market reports
• Exercise 2, Task 2: Use Copilot in Excel to analyze a marketing spreadsheet
• Exercise 2, Task 3: Use Copilot’s Idea Coach agent to generate creative campaign concepts
• Exercise 2, Task 4: Use Copilot’s Writing Coach agent to draft promotional campaign announcements
• Module assessment
• Summary

Empower your workforce with Microsoft 365 Copilot: Finance Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Finance-related business scenarios.

• Introduction
• Exercise 1: Optimize financial reporting and acquisition modeling using Microsoft 365 Copilot
• Exercise 1, Task 1: Use Copilot in Excel to analyze new product line COGS
• Exercise 1, Task 2: Use Copilot in Teams to summarize meeting notes
• Exercise 1, Task 3: Use Copilot Chat to analyze a potential acquisition
• Exercise 1, Task 4: Use Copilot in Excel to model What-If scenarios
• Exercise 2: Streamline contract analysis and negotiation using Microsoft 365 Copilot
• Exercise 2, Task 1: Use Microsoft 365 Copilot Chat to evaluate vendor contracts
• Exercise 2, Task 2: Use Copilot in PowerPoint to create an executive presentation
• Exercise 2, Task 3: Use Copilot in Loop to turn insights into actionable content
• Exercise 2, Task 4: Use Copilot in Outlook to create an email that requests feedback
• Module assessment
• Summary

Empower your workforce with Microsoft 365 Copilot: HR Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in HR-related business scenarios.

• Introduction
• Exercise 1: Deliver manager insights with Microsoft 365 Copilot
• Exercise 1, Task 1: Use Copilot in Excel to identify key manager metrics
• Exercise 1, Task 2: Use Copilot in Excel to generate a Manager Summary report
• Exercise 1, Task 3: Use Copilot in Outlook to communicate findings to HR leadership
• Exercise 1, Task 4: Use Copilot in Loop to facilitate collaborative manager development planning
• Exercise 2: Empower employees with an HR self-service agent
• Exercise 2, Task 1: Create an HR self-service agent for company employees
• Exercise 2, Task 2: Use Viva Engage to announce the new HR self-service agent
• Exercise 2, Task 3: Ask the HR self-service agent questions about HR policies
• Exercise 2, Task 4: Use the Researcher agent to gather employee relocation insights
• Module assessment
• Summary

Empower your workforce with Microsoft 365 Copilot: Operations use case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Operations-related business scenarios.

• Introduction
• Exercise 1: Streamline operational initiatives using Microsoft 365 Copilot
• Exercise 1, Task 1: Use Copilot in Whiteboard to brainstorm project plan ideas
• Exercise 1, Task 2: Use Copilot in Word to compare operational reports
• Exercise 1, Task 3: Use Copilot in PowerPoint to create an executive presentation
• Exercise 1, Task 4: Use Microsoft 365 Copilot Chat to prepare for vendor engagement
• Exercise 2: Manage a facility expansion project with Microsoft 365 Copilot
• Exercise 2, Task 1: Use Copilot in Loop to track construction milestones
• Exercise 2, Task 2: Use Copilot Studio to build a Facility Expansion FAQ agent
• Exercise 2, Task 3: Ask the Facility Expansion FAQ agent questions about the expansion project
• Exercise 2, Task 4: Use Copilot in OneNote to update safety protocols
• Exercise 2, Task 5: Use Copilot in Outlook to email the safety procedure changes to Operations staff
• Module assessment
• Summary

Empower your workforce with Microsoft 365 Copilot: Communications Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Communications-related business scenarios.

• Introduction
• Exercise 1: Drive engagement with a unified communication strategy using Microsoft 365 Copilot
• Exercise 1, Task 1: Use Copilot in Word to develop a strategic communication brief
• Exercise 1, Task 2: Use Copilot’s Researcher agent to identify external trends and proof points
• Exercise 1, Task 3: Use Copilot in Excel to analyze communication metrics
• Exercise 1, Task 4: Use Copilot in PowerPoint to create an executive presentation
• Exercise 2: Develop an employee centered communication experience using Microsoft 365 Copilot
• Exercise 2, Task 1: Use Viva Engage to create a company-wide announcement
• Exercise 2, Task 2: Use Copilot Chat to prepare for a town hall meeting
• Exercise 2, Task 3: Use the Ideas Coach agent to generate campaign ideas and a channel map
• Exercise 2, Task 4: Use Copilot Studio to create an FAQ Assistant agent
• Module assessment
• Summary

Empower your workforce with Microsoft 365 Copilot: Customer Service Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Customer Service-related business scenarios.

• Introduction
• Exercise 1: Improve customer service efficiency using Microsoft 365 Copilot
• Exercise 1, Task 1: Use Copilot in Whiteboard to map the ideal customer support journey
• Exercise 1, Task 2: Use Copilot in Teams to prepare for a client support meeting
• Exercise 1, Task 3: Use Copilot in OneNote to create a call summary template
• Exercise 1, Task 4: Use the Copilot Analyst agent to analyze customer support data
• Exercise 2: Enhance the resolution quality of customer service cases using Microsoft 365 Copilot
• Exercise 2, Task 1: Use Copilot in Loop to build a troubleshooting checklist
• Exercise 2, Task 2: Use Copilot in Word and Writing Coach to create a dealer facing response template
• Exercise 2, Task 3: Use Copilot’s Ideas Coach agent to create a troubleshooting guide
• Exercise 2, Task 4: Use Copilot Chat and Copilot in Outlook to create a Support Insights email
• Module assessment
• Summary

Empower your workforce with Microsoft 365 Copilot: Legal Use Case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Legal-related business scenarios.

• Introduction
• Exercise 1: Prepare for regulatory response and litigation readiness using Microsoft 365 Copilot
• Exercise 1, Task 1: Use Copilot Chat to create regulatory legal guidance
• Exercise 1, Task 2: Use Copilot in Word to summarize a vendor contract
• Exercise 1, Task 3: Use Copilot Researcher to prepare a regulator facing issue brief
• Exercise 1, Task 4: Use Copilot Studio to create a Regulatory Inquiry Assistant
• Exercise 1, Task 5: Ask the Regulatory Inquiry Assistant questions related to an audit
• Exercise 2: Reform corporate governance and compliance using Microsoft 365 Copilot
• Exercise 2, Task 1: Use Copilot in Loop to collaborate on updating a company policy
• Exercise 2, Task 2: Use Copilot in Excel to visualize cross department risk areas
• Exercise 2, Task 3: Use Copilot in PowerPoint to create a legal presentation
• Exercise 2, Task 4: Use Copilot in OneNote to create a compliance notebook
• Module assessment
• Summary