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

Ref. MS-4005

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Duration:

1

day

Exam:

Not certifying

Level:

Fundamental

Funding:

Eligible

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

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

Understand how Microsoft 365 Copilot works
Structure and write effective prompts
Leverage Copilot to write, analyze, and summarize content
Optimize your workflow with Microsoft 365 Apps
Master best practices for using Copilot
Extend and customize Copilot according to your needs

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

Make the Most of Microsoft 365 Copilot with Effective Prompts

Artificial intelligence is transforming the way we work. Microsoft 365 Copilot is a powerful assistant capable of automating writing tasks, analyzing data, and simplifying document management. However, for it to deliver precise and relevant results, how you formulate your requests is essential.

In this course, you will learn how to structure your prompts optimally to get responses tailored to your needs. A well-crafted prompt allows you to fully leverage Copilot’s potential, while a vague or poorly formulated request can generate unusable results. The goal is to make you autonomous and efficient in using this tool.

A Practical Approach to Boost Your Productivity

The most common mistakes when using Copilot involve a lack of context and clear expectations. A simple “Write me a report” may result in generic content, whereas specifying the type of document, the desired tone, and the key information to include leads to a more structured and relevant outcome.

This training offers a pragmatic approach based on real-world use cases. In Word, you will learn to generate detailed and well-organized reports. In Excel, you will see how to ask relevant questions to extract and analyze data. In Outlook, you will discover how Copilot can help you rephrase emails for greater impact. Each Microsoft 365 application will be explored to help you optimize its use.

Writing Precise Prompts: An Essential Skill

Writing an effective prompt is like giving instructions to an assistant: the clearer and more detailed they are, the better the output will align with your expectations. This course helps you structure your requests by integrating four fundamental elements:

Objective: It is essential to define what outcome you expect. A poorly targeted prompt may generate off-topic responses.
Context: Providing details about the purpose of the document or content helps Copilot adopt the right tone and structure.
Source: Specifying the information to include, references to use, or expected formats improves the relevance of the output.
Expectation: Indicating whether you need a summary, a list, a detailed report, or a rewording ensures that the content is immediately usable.

Advanced Optimization for More Effective Interactions

Beyond simple text generation, Copilot can be used to organize and structure your workflows. This training will show you how to automate certain tasks, avoid common mistakes, and refine your prompts progressively to increase efficiency. Through practical exercises and case studies, you will learn how to fine-tune your approach to achieve increasingly precise results.

FAQ

Who is this training for?

It is designed for professionals using Microsoft 365 who want to optimize their productivity. Whether you are an IT administrator, a manager, or a regular Microsoft tools user, this course will help you fully leverage Copilot.

Do I need advanced technical knowledge?

No, this course is accessible to anyone with a basic understanding of Microsoft 365 applications. An introduction to generative AI will help you grasp the fundamental concepts.

What benefits will I gain?

You will learn to write more precise prompts, allowing you to save time and improve the quality of your documents, emails, and data analysis.

Are there practical exercises?

Yes, each module includes real-world scenarios to help you immediately apply the concepts covered.

After this training, will I be able to customize Copilot according to my needs?

Yes, you will discover how to tailor your prompts to meet specific needs and progressively refine your requests for better results.

Join this training and learn how to use Microsoft 365 Copilot as a true efficiency booster in your professional daily life.