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MS-4023: Transform Ideas into Action with Copilot Chat
Turn ideas into results with Microsoft 365 Copilot Chat. This 8-hour course shows you how to set up and navigate Copilot Chat, write effective prompts and use its AI-powered features to streamline everyday tasks. You’ll learn to automate repetitive work, collaborate more easily and communicate more clearly, all securely across Word, Excel, PowerPoint and Teams.
Available in Instructor-Led or Virtual formats.
Duration
8 Hours | 1 Day
Modules
3 Modules
Course type
Microsoft
Course Overview
MS-4023 introduces Microsoft 365 Copilot Chat and its role in improving workplace productivity. Learners discover how to set up and navigate Copilot Chat, create effective prompts, and use AI-powered capabilities to streamline everyday tasks. The course explores practical strategies for transforming ideas into action, automating repetitive work, improving collaboration, and communicating more effectively. By the end, learners can confidently use Copilot Chat to simplify workflows, enhance productivity, and support secure, intelligent, and collaborative work experiences across Microsoft 365.
Before You Begin
- Basic knowledge of Microsoft 365
- Basic communication skills
- Understanding of AI and automation concepts
Key outcomes
- Understand the purpose and capabilities of Microsoft 365 Copilot Chat.
- Learn how to get started with Copilot Chat and navigate its core features.
- Create precise, clear, and effective prompts for better AI-generated results.
- Use Copilot Chat to enhance productivity and workplace efficiency.
- Apply Copilot Chat capabilities to create a more collaborative and productive work environment.
Tools you’ll use
Microsoft 365 Copilot Chat
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Teams
Skills you’ll gain
- Navigate Microsoft 365 Copilot Chat
- Apply prompt engineering techniques
- Streamline everyday workflows
- Automate repetitive tasks with AI
- Apply AI capabilities across Microsoft 365
What You’ll Learn
3 modules
1Module 1: Get Started with Microsoft 365 Copilot Chat
1.1.1 Introduction
1.1.2 Understand Microsoft 365 Copilot Chat
1.1.3 Access Microsoft 365 Copilot Chat
1.1.4 Utilize Microsoft 365 Copilot Chat
1.1.5 Keep Your Data Safe While Using Copilot Chat
1.1.6 Summary
1.1.2 Understand Microsoft 365 Copilot Chat
1.1.3 Access Microsoft 365 Copilot Chat
1.1.4 Utilize Microsoft 365 Copilot Chat
1.1.5 Keep Your Data Safe While Using Copilot Chat
1.1.6 Summary
2Module 2: Write Effective Prompts to Achieve Optimal Results
1.2.1 Introduction
1.2.2 Write an Effective Prompt
1.2.3 Review Prompting Best Practices
1.2.4 Discover, Share, and Save Prompts with Copilot Prompt Gallery
1.2.5 Summary
1.2.2 Write an Effective Prompt
1.2.3 Review Prompting Best Practices
1.2.4 Discover, Share, and Save Prompts with Copilot Prompt Gallery
1.2.5 Summary
3Module 3: Work Smarter with Microsoft 365 Copilot Chat
1.3.1 Introduction
1.3.2 Enhance Productivity and Creativity with Enterprise-Ready AI Chat
1.3.3 Format and Collaborate on Copilot Responses with Microsoft 365 Copilot Pages
1.3.4 Simplify Workflows and Automate Tasks with Agents in Copilot Chat
1.3.5 Exercise – Plan a Client Summit with Microsoft 365 Copilot Chat
1.3.6 Summary
1.3.2 Enhance Productivity and Creativity with Enterprise-Ready AI Chat
1.3.3 Format and Collaborate on Copilot Responses with Microsoft 365 Copilot Pages
1.3.4 Simplify Workflows and Automate Tasks with Agents in Copilot Chat
1.3.5 Exercise – Plan a Client Summit with Microsoft 365 Copilot Chat
1.3.6 Summary
Certification & Credentials
Certificate track
8 Hours | 1 Day
High-Quality Video Lessons
Digital courseware, e-books & audio access
Recorded sessions, accessible on tablet & phone
AI mentor support & module quizzes
Target Audience
Intended roles
- Business User
Learning Resources
Podcasts & Audiobooks
Expert discussions and audio episodes covering key topics
E-Books
Downloadable guides
Module-Wise Quizzes
Interactive quizzes after each module to reinforce learning.
Additional Resources
Study materials, exam prep guides, sandbox labs, and community tutorials.
Frequently asked questions
What is Microsoft 365 Copilot Chat?
Microsoft 365 Copilot Chat is an AI-powered productivity experience that helps users interact with AI, complete tasks, generate useful outputs, and streamline everyday workflows.
What will I learn about prompting?
You will learn how to write clear and precise prompts and apply effective prompting strategies to achieve more relevant and useful results from Copilot Chat.
How can Copilot Chat improve productivity?
Copilot Chat can help streamline workflows, reduce repetitive work, transform ideas into actionable outputs, and support more efficient task completion.
Do I need prior AI experience?
A foundational understanding of AI and automation concepts is recommended, but the course focuses on building practical skills for using Copilot Chat effectively
What Microsoft 365 applications are relevant to this course?
The course prerequisites specifically reference Word, Excel, PowerPoint, and Teams as useful Microsoft 365 applications for understanding how Copilot Chat integrates into the Microsoft 365 environment.
| Duration | 8 Hours / 1 Day |
|---|---|
| Modules | 3 Modules |
| Course type | Microsoft |
| Category | Microsoft |
| Intended roles | Business User |
| Prerequisites | Basic knowledge of Microsoft 365, Basic communication skills, Understanding of AI and automation concepts |
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