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Empower Your Workforce with Copilot for Microsoft 365 Use Cases (MS-4004)

H41HDS

Course ID

H41HDS

Duration

1 day

Format

ILT/VILT

Schedule, pricing & registration

Browse related courses

Overview

In this course, you perform a series of hands-on exercises involving ten use cases: executives, sales, marketing, finance, IT, HR, operations, communications, customer service, and legal. These exercises focus on using Copilot in various Microsoft 365 apps (such as Word, PowerPoint, and Outlook) to complete a series of common business-related tasks pertaining to each use case.


To complete the use case exercises in this course, you must have access to a Microsoft 365 subscription (BYOS) that is licensed to use Microsoft 365 Copilot. You must also have a Microsoft OneDrive account, since Copilot requires OneDrive to complete the file sharing tasks used throughout the use case exercises.

Course ID

H41HDS

Duration

1 day

Format

ILT/VILT

Schedule, pricing & registration

Browse related courses

  • Audience

    This course is ideal for business users who want to enhance their Microsoft 365 Copilot skills to solve business-related use case scenarios.

  • Prerequisites

    Before attending this course, you should have:

    • Basic functional experience with Microsoft 365 services
    • A proficient understanding of general IT practices
    • Access to a Microsoft 365 subscription (BYOS) that is licensed to use Microsoft 365 Copilot
    • A Microsoft OneDrive account (Copilot requires OneDrive to complete the file sharing tasks used throughout the use case exercises)

  • Objectives

    After completing this course, you should be able to:

    • Describe the purpose and functionalities of Copilot for Microsoft 365
    • Identify and apply the key features of Copilot for Microsoft 365 in each Microsoft 365 application to enhance your productivity and workflow
    • Describe the best practices for using Copilot for Microsoft 365
    • Use Microsoft Copilot to synthesize your emails and chats from the past week involving a specific topic
    • Use Copilot in Loop to create and update a market research report for a potential new sales market
    • Use Microsoft Copilot to summarize the information in a product spec document for a network security product and create a project plan to implement the product
    • Use Microsoft Copilot to analyze market trends in the U.S. toy market, provide sales forecasts, and identify new sales opportunities
    • Use Copilot in Outlook to draft an email to your insurance company that requests a meeting to discuss the increases in your company’s medical insurance premiums
    • Use Copilot in Word to create a job description based on an HR job responsibility document
    • Use Copilot in Whiteboard to brainstorm project plan ideas for installing a new network security product, and then categorize the ideas
    • Use Copilot in Loop, Word, and Bing to create HR interview questions for a new role, and then compare the results generated by each Copilot
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  • Course outline

Module 1: Executives Use Case

This module enables students to perform a series of use case exercises that build their Microsoft 365 Copilot skills in executive-related business scenarios.


  • Introduction
  • Synthesize communication insights across Microsoft Teams
  • Drive business outcomes using Microsoft 365 Copilot
  • Module assessment
  • Summary

Module 2: Sales Use Case

This module enables students to perform a series of use case exercises that build their Microsoft 365 Copilot skills in sales-related business scenarios.


  • Introduction
  • Accelerate market growth using Microsoft 365 Copilot
  • Automate sales proposal responses using Microsoft 365 Copilot
  • Module assessment
  • Summary

Module 3: IT Use Case

This module enables students to perform a series of use case exercises that build their Microsoft 365 Copilot skills in IT-related business scenarios.


  • Introduction
  • Streamline IT project planning with Microsoft 365 Copilot
  • Transform feature launches and adoption using Microsoft 365 Copilot
  • Module assessment
  • Summary

Module 4: Marketing Use Case

This module enables students to perform a series of use case exercises that build their Microsoft 365 Copilot skills in marketing-related business scenarios


  • Introduction
  • Transform market research into an actionable campaign using Microsoft 365 Copilot
  • Develop a new marketing campaign using Microsoft 365 Copilot
  • Module assessment
  • Summary

Module 5: Finance Use Case

This module enables students to perform a series of use case exercises that build their Microsoft 365 Copilot skills in finance-related business scenarios.


  • Introduction
  • Optimize financial reporting and acquisition modeling using Microsoft 365 Copilot
  • Streamline contract analysis and negotiation using Microsoft 365 Copilot
  • Module assessment
  • Summary

Module 6: HR Use Case

This module enables students to perform a series of use case exercises that build their Microsoft 365 Copilot skills in HR-related business scenarios.


  • Introduction
  • Deliver manager insights with Microsoft 365 Copilot
  • Empower employees with an HR self-service agent
  • Module assessment
  • Summary

Module 7: Operations use case

This module enables students to perform a series of use case exercises that build their Microsoft 365 Copilot skills in operations-related business scenarios.


  • Introduction
  • Streamline operational initiatives using Microsoft 365 Copilot
  • Manage a facility expansion project with Microsoft 365 Copilot
  • Module assessment
  • Summary

Module 8: Communications Use Case

This module enables students to perform a series of use case exercises that build their Microsoft 365 Copilot skills in communications-related business scenarios.


  • Introduction
  • Drive engagement with a unified communication strategy using Microsoft 365 Copilot
  • Develop an employee centred communication experience using Microsoft 365 Copilot
  • Exercise 2, Task 1: Use Viva Engage to create a company-wide announcement
  • Exercise 2, Task 2: Use Copilot Chat to prepare for a town hall meeting
  • Exercise 2, Task 3: Use the Ideas Coach agent to generate campaign ideas and a channel map
  • Exercise 2, Task 4: Use Copilot Studio to create an FAQ Assistant agent
  • Module assessment
  • Summary

Module 9: Customer Service Use Case

This module enables students to perform a series of use case exercises that build their Microsoft 365 Copilot skills in customer service-related business scenarios.


  • Introduction
  • Improve customer service efficiency using Microsoft 365 Copilot
  • Enhance the resolution quality of customer service cases using Microsoft 365 Copilot
  • Module assessment
  • Summary

Module 10: Legal Use Case

This module enables students to perform a series of use case exercises that build their Microsoft 365 Copilot skills in legal-related business scenarios.


  • Introduction
  • Prepare for regulatory response and litigation readiness using Microsoft 365 Copilot
  • Reform corporate governance and compliance using Microsoft 365 Copilot
  • Module assessment
  • Summary

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a50014733enw, H41HDS B.01, February 2026

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