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Training: Craft effective prompts for Microsoft 365 Copilot (MS-4005)

Ref. MS-4005
Duration:
1
 jour
Exam:
Non certifiant
Level:
Fondamental

Craft effective prompts for Microsoft 365 Copilot (MS-4005) Training

Learn to Write Effective Prompts with Microsoft 365 Copilot

Artificial intelligence tools are revolutionizing productivity. Microsoft 365 Copilot is at the heart of this transformation, enabling content automation, analysis, and synthesis within Microsoft 365 applications. However, to fully leverage its capabilities, it is essential to master the art of crafting effective prompts.

The MS-4005 course teaches you how to create precise and relevant prompts to interact optimally with Copilot. You will learn how to structure your requests to maximize result quality by incorporating clear objectives, context, and expectations.

Master the Art of Prompting to Enhance Your Productivity

Through real-world scenarios and practical use cases within Microsoft 365 Apps (Word, Excel, PowerPoint, Outlook, Teams, OneNote, and Chat), you will learn how to simplify tasks, generate impactful content, and automate complex processes. Whether you are an administrator, a business user, or an executive, this training will equip you with the essential skills to work more efficiently with AI.

Participant Profiles

  • IT administrators looking to optimize the use of Copilot
  • Managers and directors seeking to improve productivity
  • Professional users working with Microsoft 365 Apps

Objectives

  • Use Copilot effectively in Word to draft, rewrite, and summarize documents
  • Leverage Copilot in Excel to analyze data, create formulas, and generate insights
  • Create compelling presentations with Copilot in PowerPoint
  • Optimize email management and communication with Copilot in Outlook
  • Enhance meeting productivity with Copilot in Microsoft Teams
  • Write effective prompts to maximize Copilot output quality
  • Apply best practices for responsible and efficient Copilot usage

Prerequisites

  • Understand the basics of generative artificial intelligence
  • Gain initial experience with Microsoft 365 Copilot

Course Content

Module 1: Introduction to Microsoft 365 Copilot

  • What is Microsoft 365 Copilot?
  • Explore how Microsoft 365 Copilot works
  • Explore the core components of Microsoft 365 Copilot
  • Examine how Microsoft is committed to responsible AI

Module 2: Explore the possibilities with Microsoft 365 Copilot

  • Compose and summarize documents with Microsoft 365 Copilot in Word
  • Summarize and draft emails with Microsoft 365 Copilot in Outlook
  • Design captivating presentations with Microsoft 365 Copilot in PowerPoint
  • Analyze and transform data with Microsoft 365 Copilot in Excel
  • Elevate productivity with Microsoft 365 Copilot in Teams
  • Empower your workflow with Microsoft 365 Copilot Chat

Module 3: Optimize and extend Microsoft 365 Copilot

  • Examine the art and science of working with AI
  • Review best practices for using Microsoft 365 Copilot
  • Examine how to build an effective prompt
  • Review prompting best practices
  • Extend Microsoft 365 Copilot

Module 4: Summarize and simplify information with Microsoft 365 Copilot

  • Simplify and extract key information with Copilot in Word
  • Identify key information and summarize with Copilot in PowerPoint
  • Spot trends and visualize data with Copilot in Excel
  • Highlight key decisions and actions from Teams meetings
  • Catch up and prepare for the week with Copilot in Outlook
  • Summarize information on a topic with Microsoft 365 Copilot Chat

Module 5: Create and draft with Microsoft 365 Copilot

  • Draft cover letters, marketing plans, and outlines with Microsoft 365 Copilot in Word
  • Build new slides, agendas, and to-do lists with Microsoft 365 Copilot in PowerPoint
  • Draft emails, replies, and meeting agendas with Microsoft 365 Copilot in Outlook
  • Brainstorm new ideas, lists, and reports with Microsoft 365 Copilot Chat

Module 6: Edit and transform content with Microsoft 365 Copilot

  • Write, organize, and transform content using Microsoft 365 Copilot in Word
  • Add images, slides, and organize your presentation using Microsoft 365 Copilot in PowerPoint
  • Format, sort, filter, and highlight data using Microsoft 365 Copilot in Excel
  • Rewrite messages and replies for tone using Microsoft 365 Copilot in Outlook

Module 7: Ask questions and analyze content with Microsoft 365 Copilot

  • Ask Microsoft 365 Copilot in Word for help and recommendations
  • Get design and organization tips with Microsoft 365 Copilot in PowerPoint
  • Analyze and work with tables using Microsoft 365 Copilot in Excel
  • Ask questions about your notes using Microsoft 365 Copilot in OneNote
  • Ask about your meetings and messages with Microsoft 365 Copilot in Teams

Documentation

  • Access to Microsoft Learn, Microsoft’s online learning platform, offering interactive resources and educational content to deepen your knowledge and develop your technical skills.

Lab / Exercises

  • This course provides you with exclusive access to the official Microsoft lab, enabling you to practice your skills in a professional environment.

Complementary Courses

Eligible Funding

ITTA is a partner of a continuing education fund dedicated to temporary workers. This fund can subsidize your training, provided that you are subject to the “Service Provision” collective labor agreement (CCT) and meet certain conditions, including having worked at least 88 hours in the past 12 months.

Additional Information

Empowering End Users with Copilot Across Microsoft 365

Microsoft 365 Copilot transforms the way professionals work in Word, Excel, PowerPoint, Outlook, and Teams. The MS-4004 training at ITTA focuses entirely on empowering end users to leverage Copilot effectively in their daily workflow. Delivered by MCT-certified trainers at our Geneva or Lausanne centers or via virtual classroom, this one-day course provides hands-on experience with Copilot across all major Microsoft 365 applications, ensuring you return to work ready to boost your productivity immediately.

This course is designed for business professionals, not IT administrators. Whether you are a manager, analyst, marketing professional, or executive assistant, you will discover how Copilot can save you hours each week by automating routine tasks, generating first drafts, analyzing data, and summarizing information. Our trainers demonstrate real-world use cases relevant to the Swiss professional context and guide you through practical exercises that build your confidence with Copilot.

Copilot in Word, Excel, and PowerPoint

In the Word module, you will learn to use Copilot to draft documents from scratch, rewrite sections for tone and clarity, summarize lengthy reports, and transform existing content into different formats. The training covers advanced prompt techniques that help you get precisely the output you need, whether you are writing a business proposal, a policy document, or a client communication.

The Excel module shows you how Copilot can analyze datasets, suggest formulas, create pivot tables, identify trends, and generate charts. You will practice with realistic business data, learning how to ask Copilot the right questions to extract meaningful insights. In PowerPoint, you will create professional presentations from outlines, transform Word documents into slide decks, add speaker notes, and redesign slides for maximum visual impact.

Copilot in Outlook and Teams

Email overload is a universal challenge, and Copilot in Outlook addresses it directly. You will learn to use Copilot to draft email replies, summarize long email threads, prioritize your inbox, and schedule meetings efficiently. The training covers coaching features that help you adjust the tone and length of your emails before sending, ensuring professional communication every time.

In Microsoft Teams, Copilot becomes your meeting assistant. You will discover how to get real-time meeting summaries, catch up on meetings you missed, identify action items and decisions, and search meeting transcripts for specific information. The training also covers Copilot in Teams chat, where it can summarize conversations, answer questions about shared content, and help you stay on top of multiple project threads.

Mastering Prompt Engineering for Business Professionals

The quality of Copilot’s output depends heavily on the quality of your prompts. This training dedicates significant time to prompt engineering techniques specifically designed for business professionals. You will learn the anatomy of an effective prompt, including how to specify role, context, task, and format. Through guided exercises, you will practice writing prompts that produce accurate, relevant, and immediately usable results.

Our MCT-certified trainers share a library of proven prompt templates for common business scenarios: writing executive summaries, analyzing sales data, creating project status reports, drafting meeting agendas, and more. You will also learn to chain prompts together for complex tasks, iterate on Copilot outputs to refine results, and recognize situations where Copilot excels versus where human judgment should take precedence.

Responsible Use and Productivity Best Practices

Using Copilot responsibly is essential, particularly in professional environments where accuracy and confidentiality matter. This training covers best practices for verifying Copilot-generated content, understanding the data sources Copilot draws from, and maintaining quality standards in your work. You will learn to recognize potential inaccuracies, understand Copilot’s limitations, and develop habits that ensure AI-assisted work meets professional standards.

The course concludes with a productivity framework that helps you identify where Copilot delivers the greatest time savings in your specific role. You will create a personal action plan for integrating Copilot into your daily workflow, complete with specific use cases, prompt templates, and efficiency goals. This structured approach ensures the training translates into lasting productivity improvements. ITTA’s commitment to practical outcomes means every exercise is designed to build skills you will use daily, not just theoretical knowledge that fades after the training day.

Frequently Asked Questions

Do I need technical skills to attend this training?

No, this course is designed for business professionals with no technical background. You only need basic familiarity with Microsoft 365 applications like Word, Excel, and Outlook.

Will I have access to Copilot during the training?

Yes, you will work with Copilot in Microsoft cloud lab environments throughout the day, practicing every feature discussed in the course.

How is MS-4004 different from MS-4002?

MS-4004 is an end-user productivity course focused on using Copilot in daily work applications. MS-4002 is an IT administrator course focused on preparing the organization’s infrastructure for Copilot deployment. They complement each other but serve different audiences.

Can I attend virtually?

Yes, ITTA offers this training in both in-person (Geneva and Lausanne) and virtual classroom formats with identical content and lab access.

What version of Microsoft 365 do I need?

Copilot for Microsoft 365 requires a Microsoft 365 E3 or E5 subscription plus the Copilot add-on license. During training, all required licenses are provided in the lab environment.

Will this training help my entire team?

Absolutely. ITTA also offers private group sessions where the training content can be customized to your team’s specific applications and use cases. Contact us for group training options.

Prix de l'inscription
CHF 850.-
Inclus dans ce cours
  • Training provided by a certified trainer
  • 180 days of access to Official Microsoft Labs
  • Official documentation in digital format
  • Official Microsoft achievement badge
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