Transform Business Workflows with Generative AI (AB-730)

Course 8766 Advantage Plan Course

  • Duration: 1 day
  • Exam Voucher: Yes
  • Language: English
  • Level: Foundation

Learn how to use generative AI and Microsoft Copilot to enhance productivity, streamline business workflows, and improve collaboration. In this one-day course, you'll build foundational AI skills, develop effective prompts, and explore practical applications of Copilot for content creation, data analysis, meetings, and everyday business tasks. You'll also learn how to use Copilot Chat, Pages, Notebooks, AI agents, and Copilot Cowork to support more complex workflows while applying responsible AI practices.

Generative AI for Workflows Delivery Methods

  • Online

  • Upskill your whole team by bringing Private Team Training to your facility.

Generative AI for Workflows Course Information

  • 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

Prepare to Use Generative AI at Work

Explore the fundamentals of generative AI, how it creates content, and how Microsoft Copilot supports everyday business activities. Learn the importance of responsible AI and human oversight when using AI-generated information.

 

Learning Objectives:

  • Explain generative AI and its common business applications.
  • Describe how generative AI generates content and supports productivity.
  • Identify responsible AI principles, including accuracy, privacy, and human oversight.
  • Recognize different Microsoft Copilot capabilities and their roles in business workflows.

 

Explore How Microsoft Copilot Chat Works

Discover how Microsoft Copilot Chat serves as an AI-powered assistant for workplace productivity. Learn to access and navigate Copilot Chat, use its features, and protect organizational information.

 

Learning Objectives:

  • Describe Microsoft Copilot Chat and its business applications.
  • Access and navigate the Copilot Chat interface.
  • Use Copilot Chat to research information, generate ideas, and support everyday tasks.
  • Identify data protection and security considerations when using Copilot Chat.

 

Write Effective Prompts to Achieve Optimal Results

Learn how to communicate effectively with Microsoft Copilot through well-structured prompts. Explore prompting techniques, personalization options, and tools for improving and reusing prompts.

 

Learning Objectives:

  • Identify the essential elements of an effective prompt.
  • Apply prompting best practices to improve the relevance and quality of AI-generated responses.
  • Personalize Copilot interactions using available memory and custom instruction features.
  • Discover, save, and share effective prompts using Prompt Lab.

 

Work Smarter with Microsoft Copilot Chat

Explore how Copilot Chat helps improve productivity, creativity, and collaboration. Learn to organize information using Copilot Pages and discover how agents can support repetitive tasks and business processes.

 

Learning Objectives:

  • Use Copilot Chat to streamline routine tasks and generate business ideas.
  • Create and collaborate on content using Copilot Pages.
  • Explain how agents extend Copilot capabilities and support workflow automation.
  • Apply Copilot Chat to a practical business scenario.

 

Draft and Refine Business Content Using Microsoft Copilot

Discover how Microsoft Copilot supports business writing, research, and content development. Explore ways to create initial drafts, refine existing content, and gather relevant information using AI-powered tools.

 

Learning Objectives:

  • Generate initial drafts of business documents using Microsoft Copilot.
  • Refine and improve AI-generated content for clarity, tone, and accuracy.
  • Use the Researcher agent to gather and organize information.
  • Apply Copilot to common business writing and content development tasks.

 

Analyze and Visualize Data Using Microsoft Copilot

Explore how Microsoft Copilot supports data analysis and visualization to improve business decision-making. Learn to identify trends, summarize information, and generate insights using Excel and AI-powered analysis tools.

 

Learning Objectives:

  • Use Copilot in Excel to explore and analyze business data.
  • Identify patterns, trends, and insights from datasets.
  • Generate data summaries and visualizations to communicate findings.
  • Explore how the Analyst agent supports more advanced data analysis.

 

Manage Meetings and Collaboration Using Microsoft Copilot

Learn how Microsoft Copilot can improve meeting preparation, communication, and team collaboration. Explore ways to summarize discussions, organize follow-up activities, and collaborate using Copilot Chat, Pages, and Notebooks.

 

Learning Objectives:

  • Use Microsoft Copilot to prepare for meetings and organize relevant information.
  • Summarize meeting discussions and identify action items and follow-up tasks.
  • Collaborate on shared content using Copilot Chat and Pages.
  • Use Copilot Notebooks to organize information and support team productivity.

 

Get More Done with Copilot Cowork

Explore how Copilot Cowork extends AI assistance beyond individual prompts by supporting multi-step tasks across Microsoft 365. Learn when to use Cowork, how to delegate work effectively, and how to maintain appropriate oversight of AI-assisted workflows.

 

Learning Objectives:

  • Explain the capabilities of Copilot Cowork and how it differs from other Copilot experiences.
  • Identify business tasks and workflows suitable for delegation to Copilot Cowork.
  • Write effective requests for multi-step tasks using natural language.
  • Describe Copilot Cowork usage considerations, limitations, and safeguards.
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Generative AI for Workflows FAQs

You'll learn how to use Microsoft Copilot to improve productivity, create and refine business content, analyse data, manage meetings, and collaborate more effectively. You'll also explore effective prompting, responsible AI, AI agents, and Copilot Cowork for delegating multi-step tasks.

No. This beginner-level course requires no prior AI or programming experience. Familiarity with Microsoft 365 applications is recommended.

The course covers Microsoft Copilot Chat, Copilot Pages, Copilot Notebooks, effective prompting, AI agents, and Copilot Cowork. It also explores how Copilot supports content creation, data analysis, and collaboration within Microsoft 365.

Microsoft Copilot can help you draft documents, summarize information, analyse data, prepare for meetings, and organize tasks. It can also support research, collaboration, and workflow efficiency, allowing you to focus on higher-value activities.

Copilot Chat helps you generate content, find information, and complete individual tasks through conversational prompts. Copilot Cowork supports delegating more complex, multi-step tasks across Microsoft 365 applications, with user oversight and appropriate safeguards.

Yes. You'll explore responsible AI principles, including verifying AI-generated information, protecting sensitive data, and maintaining human oversight when using Microsoft Copilot and AI agents.

This course is associated with the Microsoft Certified: AI Business Professional certification and helps develop relevant foundational AI and Microsoft Copilot skills. Earning the certification requires meeting Microsoft's separate certification requirements.