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Transform Business Workflows with Generative AI (AB-730)
Course 8766
1 DAY COURSE

Price:
Course Outline

In this course, learners will discover how to apply generative AI to streamline daily tasks, enhance decision-making, and drive meaningful business outcomes. Learners will understand how to use Microsoft 365 Copilot and its functionalities to improve their productivity. The course focuses on real-world use cases—no coding required—making it ideal for those who want to confidently integrate AI into their work.

Transform Business Workflows with Generative AI (AB-730) Benefits

  • Course Benefits

    • Reduce time spent on manual drafting with AI-generated first drafts, summaries, reports, and proposals.
    • Improve clarity and consistency by learning how to prompt Copilot effectively in everyday workflows.
    • Cut down meeting overload through automated prep, follow-up, and collaboration tools.
    • Unlock insights from data without needing deep Excel or analytics expertise.
    • Strengthen responsible AI practices with a clear understanding of safe, compliant AI usage.

    Prerequisites

    • None

    Exam Information

Generative AI for Workflows Course Outline

Learning Objectives

What Is Generative AI?

A beginner-friendly introduction to generative AI technologies, how they work, and why they matter. Learners explore responsible AI principles and see how Microsoft 365 Copilot applies generative AI to everyday workflows.

Topics:

  • What generative AI is and how it creates new content
  • Key principles of responsible AI
  • How Microsoft 365 Copilot acts as a workflow companion

 

Employ Copilot Chat as Your AI Assistant

A practical look at Microsoft 365 Copilot Chat — what it does, how to prompt it effectively, and how to manage conversations. Learners also get an introduction to agents and how they support task automation.

Topics:

  • Overview of Copilot Chat
  • Writing effective prompts
  • Managing prompts and conversations
  • Introduction to Copilot agents

 

Draft and Refine Business Content Using Microsoft 365 Copilot

A hands-on walkthrough for using Copilot to draft, revise, and elevate business content. Learners explore how Copilot assists with first drafts, content refinement, and research using built-in agents.

Topics:

  • Drafting business content with Copilot
  • Research and information gathering with the Researcher Agent
  • Editing and enhancing content collaboratively

 

Analyze and Visualize Data Using Microsoft 365 Copilot

This module shows learners how to analyze datasets, generate insights, and create visualizations using Copilot capabilities in Excel and related tools.

Topics:

  • Using Copilot to streamline Excel workflows
  • Generating insights with the Analyst Agent

 

Manage Meetings and Collaboration Using Microsoft 365 Copilot

Learners discover how to use Copilot across Microsoft 365 to prepare meetings, summarize discussions, follow up on action items, and collaborate more effectively.

Topics:

  • Meeting preparation and follow-up with Copilot
  • Enhancing collaboration with Copilot Chat, Pages, and Notebooks

 

Define the Role You Want Microsoft 365 Copilot to Play in Your Business Workflow

A scenario-driven module where learners apply Copilot to real business tasks and decide how AI can support their own workflows.

Topics:

  • Preparing weekly status reports
  • Building client proposal decks
  • Creating executive summaries
Course Dates
Attendance Method

How will you be attending the class?

Selecting 'Live Virtual' allows you to attend remotely from work or home. You will receive email communication well before the class starts with detailed instructions on how to validate your equipment and connect to the classroom for a quality learning experience.

Additional Details (optional)

Private Team Training

Interested in this course for your team? Please complete and submit the form below and we will contact you to discuss your needs and budget.