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 Duration 15 hours

Course Outline

Core AI Concepts for Enhanced Productivity

  • Understanding Generative AI
    • An overview of the history and development of language models
    • Gaining insight into Large Language Models (LLMs)
    • Exploring the strengths and boundaries of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up your account and navigating the user interface
    • Key concepts: temperature settings, context windows, and defining a "persona"
  • Practical Exercise: Creating an initial draft using ChatGPT

Mastery in Prompt Engineering

  • Deconstructing an Effective Prompt
    • Essential elements: task definition, context, role assignment, format, and tone
    • Techniques for iterative "ask and refine" prompting
  • Advanced Prompting Strategies
    • Chain-of-Thought: Directing the AI to reason through problems step by step
    • Few-Shot Prompting: Providing examples to calibrate and improve results
    • Iteration and Refinement: The critical process for achieving precise and accurate outputs
  • Practical Exercise: Iteratively refine a prompt to generate a high-quality management report

Streamlining Writing and Summarization

  • Automating Email Drafting and Responses
    • Crafting professional email drafts efficiently
    • Automating both standard and personalized replies
  • Document Summarization and Insight Extraction
    • Condensing meeting notes, articles, and extensive documents
    • Identifying critical points and actionable items from dense text
  • Practical Exercise: Use ChatGPT to summarize a document and draft a corresponding email response

Leveraging Microsoft 365 Copilot in Excel

  • Getting Started with Copilot in Excel
    • Familiarizing yourself with the interface and its core capabilities
    • Crafting effective prompts for data interpretation
  • Automating Data Analysis and Visualization
    • Commanding Copilot to process large datasets
    • Generating charts, pivot tables, and visual insights automatically
  • Forecasting and Report Generation
    • Utilizing Copilot to create forecasts based on historical trends
    • Drafting reports directly from spreadsheet data
  • Practical Exercise: Analyze a sales dataset, generate a forecast, and create a visual chart using Copilot

Enhancing PowerPoint and Outlook with Microsoft 365 Copilot

  • Copilot in PowerPoint
    • Generating presentation structures from Word documents or text outlines
    • Optimizing slides with design recommendations, relevant imagery, and content reorganization
    • Practical Exercise: Create a complete project presentation using Copilot
  • Copilot in Outlook
    • Composing and refining professional emails
    • Inbox management: Summarizing long threads and prioritizing critical messages
    • Practical Exercise: Use Copilot to summarize an email chain and draft a concise reply

Integration and Sophisticated Workflows

  • Implementing AI Agent Workflows in Enterprise Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating recurring tasks and complex business processes
  • Information Governance and Security
    • Ethical considerations and privacy best practices when deploying AI tools
    • Protocols for handling sensitive data securely
  • Practical Exercise: Design a basic team workflow automation using Copilot within SharePoint
  • Conclusion and Q&A: Discussing the future of AI in the workplace and resources for ongoing professional development

Requirements

  • Familiarity with core Microsoft 365 applications
  • Hands-on experience with standard productivity and office management functions
  • No previous background in AI tools is necessary

Target Audience

  • Corporate professionals and productivity-focused specialists
  • Project managers and operational coordinators
  • Teams looking to embed AI capabilities into their daily operations

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