MS-4004: Empower your workforce with Microsoft 365 Copilot Use Cases

Course structure

Module 1: Empower your workforce with Microsoft 365 Copilot: Executives Use Case

• 1.1.1 Introduction
• 1.1.2 Synthesize communication insights across Microsoft Teams
• 1.1.3 Use Copilot Chat in Teams to synthesize communications for a project
• 1.1.4 Use Copilot in a Teams chat session to summarize a project discussion
• 1.1.5 Use Copilot Chat in Teams to collect cross-project insights
• 1.1.6 Use Copilot in Teams to prepare an executive summary
• 1.1.7 Drive business outcomes using Microsoft 365 Copilot
• 1.1.8 Use Copilot in Word to create an executive briefing report
• 1.1.9 Use Copilot in Excel to perform budget forecast analysis
• 1.1.10 Use the AI Project Manager agent in Planner to create a new project plan
• 1.1.11 Create a Northwind Business Insights agent
• 1.1.12 Use the Northwind Business Insights Agent to answer executive questions
• 1.1.13 Summary

Module 2: Empower your workforce with Microsoft 365 Copilot: Sales use case

• 1.2.1 Introduction
• 1.2.2 Accelerate market growth using Microsoft 365 Copilot
• 1.2.3 Use the Researcher agent to analyze your competitors and identify industry trends
• 1.2.4 Use Microsoft 365 Copilot Chat to conduct market research
• 1.2.5 Use Copilot in Word to create a sales proposal
• 1.2.6 Use Copilot in Outlook to personalize your outreach
• 1.2.7 Automate sales proposal response using Microsoft 365 Copilot
• 1.2.8 Use Copilot in Word to generate a standard RFP response template
• 1.2.9 Use Copilot in Excel to analyze historical RFP data
• 1.2.10 Part 1 Use Copilot Studio to build an RFP response agent
• 1.2.10 Part 2 Use Copilot Studio to build an RFP response agent
• 1.2.11 Use Copilot in Teams to collaborate on refining the RFP response agent
• 1.2.12 Use Copilot Studio to update the instructions for the RFP response agent
• 1.2.13 Summary

Module 3: Empower your workforce with Microsoft 365 Copilot: IT Use Case

• 1.3.1 Introduction
• 1.3.2 Streamline IT project planning with Microsoft 365 Copilot
• 1.3.3 Use Copilot Chat to define the project framework
• 1.3.4 Part 1 Use Copilot in Whiteboard to identify potential risks
• 1.3.4 Part 2 Use Copilot in Whiteboard to identify potential risks
• 1.3.5 Use Copilot in PowerPoint to create an executive presentation
• 1.3.6 Transform feature launches and adoption using Microsoft 365 Copilot
• 1.3.7 Use Microsoft 365 Copilot Chat to identify upcoming Microsoft 365 features
• 1.3.8 Use Copilot in Viva Engage to draft a post about upcoming features
• 1.3.9 Use Microsoft 365 Copilot Chat to create best practice tips
• 1.3.10 Use the Surveys agent to create a feedback survey
• 1.3.11 Use the Analyst agent to analyze survey results
• 1.3.12 Summary

Module 4: Empower your workforce with Microsoft 365 Copilot: Marketing Use Case

• 1.4.1 Introduction
• 1.4.2 Transform market research into an actionable campaign using Microsoft 365 Copilot
• 1.4.3 Use Copilot Studio to create a Market Research Agent
• 1.4.4 Use the Market Research Agent to synthesize market intelligence
• 1.4.5 Use Copilot’s Analyst agent to generate strategic recommendations
• 1.4.6 Use Copilot in Loop to create a launch campaign plan
• 1.4.7 Develop a new marketing campaign using Microsoft 365 Copilot
• 1.4.8 Use Copilot in Word to consolidate multiple market reports
• 1.4.9 Part 1 Use Copilot in Excel to analyze a marketing spreadsheet
• 1.4.9 Part 2 Use Copilot in Excel to analyze a marketing spreadsheet
• 1.4.10 Use Copilot’s Idea Coach agent to generate creative campaign concepts
• 1.4.11 Use Copilot’s Writing Coach agent to draft promotional campaign announcements
• 1.4.12 Summary

Module 5: Empower your workforce with Microsoft 365 Copilot: Finance Use Case

• 1.5.1 Introduction
• 1.5.2 Optimize financial reporting and acquisition modeling using Microsoft 365 Copilot
• 1.5.3 Use Copilot in Excel to analyze new product line COGS
• 1.5.4 Use Copilot in Teams to summarize meeting notes
• 1.5.5 Use Copilot Chat to analyze a potential acquisition
• 1.5.6 Use Copilot in Excel to model What-If scenarios
• 1.5.7 Streamline contract analysis and negotiation using Microsoft 365 Copilot
• 1.5.8 Use Microsoft 365 Copilot Chat to evaluate vendor contracts
• 1.5.9 Part 1 Use Copilot in PowerPoint to create an executive presentation
• 1.5.9 Part 2 Use Copilot in PowerPoint to create an executive presentation
• 1.5.10 Use Copilot in Loop to turn insights into actionable content
• 1.5.11 Use Copilot in Outlook to create an email that requests feedback
• 1.5.12 Summary

Module 6: Empower your workforce with Microsoft 365 Copilot: HR Use Case

• 1.6.1 Introduction
• 1.6.2 Deliver manager insights with Microsoft 365 Copilot
• 1.6.3 Use Copilot in Excel to identify key manager metrics
• 1.6.4 Use Copilot in Excel to generate a Manager Summary report
• 1.6.5 Use Copilot in Outlook to communicate findings to HR leadership
• 1.6.6 Use Copilot in Loop to facilitate collaborative manager development planning
• 1.6.7 Empower employees with an HR self-service agent
• 1.6.8 Create an HR self-service agent for company employees
• 1.6.9 Use Viva Engage to announce the new HR self-service agent
• 1.6.10 Ask the HR self-service agent questions about HR policies
• 1.6.11 Use the Researcher agent to gather employee relocation insights
• 1.6.12 Summary

Module 7: Empower your workforce with Microsoft 365 Copilot: Operations use case

• 1.7.1 Introduction
• 1.7.2 Streamline operational initiatives using Microsoft 365 Copilot
• 1.7.3 Part 1 Use Copilot in Whiteboard to brainstorm project plan ideas
• 1.7.3 Part 2 Use Copilot in Whiteboard to brainstorm project plan ideas
• 1.7.3 Part 3 Use Copilot in Whiteboard to brainstorm project plan ideas
• 1.7.4 Use Copilot in Word to compare operational reports
• 1.7.5 Part 1 Use Copilot in PowerPoint to create an executive presentation
• 1.7.5 Part 2 Use Copilot in PowerPoint to create an executive presentation
• 1.7.6 Use Microsoft 365 Copilot Chat to prepare for vendor engagement
• 1.7.7 Manage a facility expansion project with Microsoft 365 Copilot
• 1.7.8 Use Copilot in Loop to track construction milestones
• 1.7.9 Part 1 Use Copilot Studio to build a Facility Expansion FAQ agent
• 1.7.9 Part 2 Use Copilot Studio to build a Facility Expansion FAQ agent
• 1.7.9 Part 3 Use Copilot Studio to build a Facility Expansion FAQ agent
• 1.7.10 Ask the Facility Expansion FAQ agent questions about the expansion project
• 1.7.11 Use Copilot in OneNote to update safety protocols
• 1.7.12 Use Copilot in Outlook to email the safety procedure changes to Operations staff
• 1.7.13 Summary

Module 8: Empower your workforce with Microsoft 365 Copilot: Communications Use Case

• 1.8.1 Introduction
• 1.8.2 Drive engagement with a unified communication strategy using Microsoft 365 Copilot
• 1.8.3 Use Copilot in Word to develop a strategic communication brief
• 1.8.4 Use Copilot’s Researcher agent to identify external trends and proof points
• 1.8.5 Part 1 Use Copilot in Excel to analyze communication metrics
• 1.8.5 Part 2 Use Copilot in Excel to analyze communication metrics
• 1.8.6 Part 1 Use Copilot in PowerPoint to create an executive presentation
• 1.8.6 Part 2 Use Copilot in PowerPoint to create an executive presentation
• 1.8.7 Develop an employee centered communication experience using Microsoft 365 Copilot
• 1.8.8 Use Viva Engage to create a company-wide announcement
• 1.8.9 Use Copilot Chat to prepare for a town hall meeting
• 1.8.10 Use the Ideas Coach agent to generate campaign ideas and a channel map
• 1.8.11 Part 1 Use Copilot Studio to create an FAQ Assistant agent
• 1.8.11 Part 2 Use Copilot Studio to create an FAQ Assistant agent
• 1.8.12 Summary

Module 9: Empower your workforce with Microsoft 365 Copilot: Customer Service Use Case

• 1.9.1 Introduction
• 1.9.2 Improve customer service efficiency using Microsoft 365 Copilot
• 1.9.3 Part 1 Use Copilot in Whiteboard to map the ideal customer support journey
• 1.9.3 Part 2 Use Copilot in Whiteboard to map the ideal customer support journey
• 1.9.4 Use Copilot in Teams to prepare for a client support meeting
• 1.9.5 Use Copilot in OneNote to create a call summary template
• 1.9.6 Use the Copilot Analyst agent to analyze customer support data
• 1.9.7 Enhance the resolution quality of customer service cases using Microsoft 365 Copilot
• 1.9.8 Use Copilot in Loop to build a troubleshooting checklist
• 1.9.9 Part 1 Use Copilot in Word and Writing Coach to create a dealer facing response template
• 1.9.9 Part 2 Use Copilot in Word and Writing Coach to create a dealer facing response template
• 1.9.10 Part 1 Use Copilot’s Ideas Coach agent to create a troubleshooting guide
• 1.9.10 Part 2 Use Copilot’s Ideas Coach agent to create a troubleshooting guide
• 1.9.11 Part 1 Use Copilot Chat and Copilot in Outlook to create a Support Insights email
• 1.9.11 Part 2 Use Copilot Chat and Copilot in Outlook to create a Support Insights email
• 1.9.12 Summary

Module 10: Empower your workforce with Microsoft 365 Copilot: Legal Use Case

• 1.10.1 Introduction
• 1.10.2 Prepare for regulatory and litigation readiness using Microsoft 365 Copilot
• 1.10.3 Use Copilot Chat to create regulatory legal guidance
• 1.10.4 Use Copilot in Word to summarize a vendor contract
• 1.10.5 Use Copilot Researcher to prepare a regulator facing issue brief
• 1.10.6 Use Copilot Studio to create a Regulatory Inquiry Assistant
• 1.10.7 Ask the Regulatory Inquiry Assistant questions related to an audit
• 1.10.8 Reform corporate governance and compliance using Microsoft 365 Copilot
• 1.10.9 Part 1 Use Copilot in Loop to collaborate on updating a company policy
• 1.10.9 Part 2 Use Copilot in Loop to collaborate on updating a company policy
• 1.10.10 Use Copilot in Excel to visualize cross department risk areas
• 1.10.11 Use Copilot in PowerPoint to create a legal presentation
• 1.10.12 Use Copilot in OneNote to create a compliance notebook
• 1.10.13 Summary