Work Smarter with Microsoft 365 Copilot
SU-605(2 days)
Work Smarter with Microsoft 365 Copilot
10.000 DKK
(excl. VAT)
Course calendar
Description
Microsoft 365 Copilot has grown from a chat partner in the side pane into an active coworker that can plan and carry out tasks on its own. This course is based on the full, licensed version of Copilot, not the free Copilot Chat that comes with Microsoft 365 without an extra license. You notice the difference in practice: the full license gives Copilot direct access to your Microsoft 365 apps and to your organization's data through Microsoft Graph, including the built-in specialized agents we work with in the course. In the course, you get a firm grasp of both the everyday Copilot features in Word, Excel, PowerPoint, Outlook and Teams, and agents that you either use or build yourself to solve specific tasks.
In Word, you learn to generate, rewrite and structure text from a short description. You also learn to use Copilot's built-in Edit feature, where Copilot independently plans and edits an entire document in multiple steps instead of just responding to one prompt at a time. In PowerPoint, you build presentations directly from your own documents or a short brief, and you learn to fine-tune layout, images and speaker notes so the result is ready to use.
In the Excel part, you ask questions about your data in plain language and have Copilot build formulas, PivotTables and charts for you. You also learn to ask Copilot more open-ended questions about your data, where Copilot works out the right approach on its own and carries out the analysis in multiple steps, and you learn to evaluate the results critically.
In Outlook and Teams, you get the tools to save time in your day-to-day communication: summarizing and prioritizing emails, suggested replies, and natural language for managing your calendar. In Teams, we look at how Copilot summarizes meetings, collects action items and can act as a facilitator during the meeting itself.
Agents are a central and rapidly growing part of Microsoft 365 Copilot, so they take up a large part of the course. You learn the difference between a regular Copilot conversation and an agent that is limited to a specific task, a specific set of data or a specific role. You get an overview of the built-in agents you already have access to, including Researcher for research and citations, Analyst for deeper data analysis in the chat, and the Planner agent for creating and prioritizing tasks. You also build your own agent with Agent Builder: a built-in, no-code feature where you describe the agent's purpose in plain language, add knowledge sources such as SharePoint or your own documents, and test and share the agent with your colleagues. We also look at how governance works in practice, including the fact that an agent can never access more data than you have access to yourself, and when it makes sense to move on to the full version of Copilot Studio.
After the course, you can:
- Write effective prompts and choose the right AI model in Copilot Chat
- Generate and edit content in Word and PowerPoint, including having Copilot edit an entire document in multiple steps
- Analyze and visualize data in Excel with Copilot
- Streamline email and meeting management in Outlook and Teams
- Distinguish between a regular Copilot conversation, a built-in agent and an agent you build yourself
- Use built-in agents such as Researcher, Analyst and the Planner agent in your daily work
- Build, test and share your own agent with Agent Builder
- Assess data access and responsible use of Copilot and agents in your organization
This course is ideal if you work in Microsoft 365 every day and want to go from using Copilot occasionally to using it systematically, both in your daily work and through agents that can handle well-defined tasks for you or your team.
Module overview
- What generative AI is, and how Copilot differs from a traditional chatbot
- Copilot Chat vs. Microsoft 365 Copilot: the difference between web grounding and data from your own organization
- How to write effective prompts: context, role, format and follow-up
- Choosing the underlying AI model in Copilot Chat, and what it means for your answers
- Copilot as part of a broader AI architecture, from chatbot to agent
- Generating and rewriting text with Copilot in Word: tone, length and structure
- Edit in Word: Copilot independently plans and edits across an entire document
- Building PowerPoint presentations from prompts or existing documents
- Editing layout, images and speaker notes in PowerPoint with Copilot
- Reviewing and correcting Copilot-generated content, including tracked changes
- Analyzing datasets in natural language with Copilot in Excel
- Generating formulas, PivotTables and charts from a description of what you need
- Multi-step analyses where Copilot chooses its own approach to an open-ended question about your data
- Identifying patterns and anomalies in data
- Validating and critically evaluating Copilot-generated calculations
- Drafting, summarizing and prioritizing emails in Outlook
- Natural language for calendar management and automatic replies
- Meeting notes, action items and follow-up in Teams with Copilot
- Copilot as a facilitator in Teams meetings
- How Copilot works across Word, Excel, Outlook and Teams
- The difference between a conversation with Copilot and an agent that acts on your behalf
- Declarative agents vs. custom engine agents
- The building blocks of an agent: name, instructions, knowledge sources and actions
- Governance: an agent can never see more data than you have access to yourself
- Overview of Agent Builder and Copilot Studio, and when to use which
- Researcher for in-depth research and citations
- Analyst for advanced data analysis directly in the chat
- The Planner agent for creating and prioritizing tasks
- Agents in SharePoint and Copilot Notebooks as knowledge sources
- How to find and activate agents in the Agent Store
- Creating an agent from a description in plain language
- Configuring instructions, knowledge sources and starter prompts manually
- Adding capabilities such as code interpreter and image generation
- Testing and continuously refining the agent
- Sharing the agent with colleagues and managing permissions
- Data security: which data Copilot and an agent can access, and how it is controlled
- Responsible AI: critical evaluation of sources, bias and when output should be double-checked
- Copilot Lab and built-in learning resources in Microsoft 365
- Next steps: Copilot Studio and use case-focused courses
Free course advice
We care a lot about helping you find the course path that creates the most value for you and your workplace. Get in touch with our course advisors — they're ready to help you, free of charge and with no obligation.
I can't give anything less than 5 stars across the board. Either you're truly in a class of your own, or I've just been to the wrong course venues before. Fantastic place and atmosphere.... once you've learned to find your way around :-)
Your instructors are exceptional; skilled, competent and good at teaching - so you have everything you need to get off to a good start.
You have fantastic facilities, good food and lovely people throughout the building.
A really good, in-depth course. Your course facilities at Karlebogaard are nothing short of fantastic. A beautiful historic house with lots of fun stories and great course rooms. The course itself was very useful. I learned everything I had hoped to and then some. My instructor was damn good and really funny. He made it a pleasure, and the hours flew by.
Probably the best course I've ever taken and the best instructor I've ever had!! Really good depth and thorough explanations, and on top of that, fantastic food!!!
Delicious food, cozy facilities, good structure and atmosphere. I'll be back when I can.
Absolutely the best course I've ever taken!
The course venue is so inviting and welcoming that it has been a pleasure to be here. Clean, tidy and full of charm. I attended a course where all the individual parts came together into a greater whole that can hardly be described.
I got a lot out of the course. It opened my eyes to possibilities I didn't know existed. I'm sure this won't be the last time we're in touch with SuperUsers.
I never in my wildest dreams imagined that a course venue could be so beautiful. I don't know if it's true, but I have a feeling that the surroundings rub off on the people who work here, so everyone seems incredibly happy.
There's a really great atmosphere. All the way from the woman at the reception desk to the people who work in the kitchen.
The instructor tailored the course to my level to a very large extent and was flexible. I had very high expectations, and they were exceeded.
Great precision, good exercises, good pace, a great atmosphere and maximum learning.
The instructor was very pleasant and the exercises were extremely good. I really learned a lot about the topics the course covered.
On top of that, really nice, calm and green surroundings with good catering - especially good food. I would like to take my courses here again next time.
It was a real pleasure to take a course at SuperUsers. The week we spent on the course was worth the money and means that we can now save many consultant hours. It's always nice to have the knowledge in-house.
There is a relaxed atmosphere in the classroom, lovely surroundings in the building itself, and skilled instructors who do a really good job.
I started using all the knowledge I soaked up on the course almost right away, and now we are well underway with developing our future cloud solution.
There is no doubt about who we will turn to if we need other courses.
This is my first time at SuperUsers. It has been a really good experience. The instructor seems very experienced and competent.
The instructor's strong technical background made the course and the in-depth answers to questions a good experience.
A really nice course venue in pleasant surroundings that make for a good setting for focused learning. The instructor came across as well prepared, with extensive knowledge of the relevant topics.
The instructor also showed a strong ability to answer any questions that came up during the course.
I'll be back the next time I need to take a course. It's a lovely place, the food is fantastic, and the instructor is very knowledgeable and happy to share that knowledge!
The technical depth of the course was really good. The instructor's knowledge went much deeper than the curriculum necessarily requires.
You could throw all kinds of curveballs at the instructor, and he had it all under control - he also made the content exciting.
We have now completed Microsoft 365 courses for a total of 5 people here in our department. Everyone agrees that it was an excellent course with a skilled instructor and communicator who could discuss and explain things at the right level, while also being efficient and bringing humor.
It has been a really good experience.
It's calm and quiet at SuperUsers' country venue. Good atmosphere and catering. Some thought has gone into healthy eating when it comes to food and cake, so it doesn't get completely out of hand.
The instructor is knowledgeable about the topics and readily puts them in a broader perspective by relating them to other relevant areas. It's rewarding that this is possible too, and it gives you ideas for further study.
In addition, the instructor was engaged and entertaining to have presenting the content.
As always, it was a great experience, and you learn a lot in a short time from some very skilled instructors.
I work in Azure almost every day, and both courses have been really good at helping me understand Azure better.
The instructor is very presentation-oriented and gets you involved in the teaching and the material. He is good at varying the teaching so it never gets monotonous.
It is clear that the instructor has hands-on experience and not just the theory, with many good examples that related to real-world challenges we might encounter.
Good facilities and good food, without drowning in unhealthy habits.
Very good course, the instructor was the best. I've been here at SuperUsers before, now I'm here again, and hopefully coming back another time.
The instructor seemed very competent and has extensive knowledge of his field. He was good at explaining things in a clear and humorous way. There were also simple exercises that gave a good understanding.
The instructor was really good at going in depth while still making sure everyone was keeping up. A really nice venue and room, and great food.
There was no doubt that the instructor knew exactly what he was talking about, and even the simplest questions were answered gladly, without anyone being made to feel stupid.
A lovely, cozy place where the receptionist, the kitchen and the instructors make you feel at home. A good setting makes for good learning. Really good food that helps round out the whole experience of taking a course at SuperUsers.
Really happy with the venue and the stay over in the horse stable. I'll see if I can come back here for the next course I take. A really beautiful building, and great to experience a place like this. A fantastic place to hold a course.
