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MS-4004: Empower your workforce with Microsoft 365 Copilot Use Cases
This course gives IT professionals and administrators the knowledge to plan, deploy and manage Microsoft 365 Copilot. You’ll learn about licensing requirements, data access and protection, and technical readiness, as well as how to prepare your tenant and enable key features. It also covers change management, so your organisation can adopt Copilot securely and efficiently.
Duration
8 hours
Modules
10 Modules
Course type
Microsoft
Course Overview
The MS-4004: Copilot for Microsoft 365 for Administrators course equips IT professionals and administrators with essential knowledge to plan, deploy, and manage Microsoft Copilot for Microsoft 365. The course covers licensing requirements, data access and protection strategies, technical readiness, and organizational change management. It helps learners ensure their environment is Copilot-ready, focusing on optimizing Microsoft 365 apps and services for AI-powered productivity. Attendees gain insights into preparing their Microsoft 365 tenant, enabling key features, and ensuring users can make the most of Copilot’s capabilities securely and efficiently.
Before You Begin
- Familiarity with Microsoft 365 services and administration
- Understanding of Microsoft 365 licensing and security concepts
- Basic knowledge of data governance and user adoption practices
- Prior experience managing Microsoft 365 tenants is beneficial
Key outcomes
- Understand Copilot Architecture and Data Flow Explore how Microsoft 365 Copilot processes data and integrates with your environment.
- Validate Tenant Readiness Assess and prepare your Microsoft 365 tenant for successful Copilot deployment.
- Configure Data Access and Permissions Set up secure access controls to ensure appropriate data usage.
- Ensure Content Discoverability and Minimize Oversharing Implement strategies to surface relevant content while protecting sensitive information.
Tools you’ll use
Microsoft 365 Copilot
Microsoft Excel
Microsoft Loop
Microsoft OneDrive
Microsoft Word
Outlook
PowerPoint
Teams
Skills you’ll gain
- Tenant Readiness Validation
- Access Configuration
- Content Governance
- License Management
- Change Management
- Usage Monitoring
What You’ll Learn
10 modules
1Module 1: Empower your workforce with Microsoft 365 Copilot: Executives Use Case
1.1.1 Introduction
1.1.2 Synthesize communication insights across Microsoft Teams
1.1.3 Use Copilot Chat in Teams to synthesize communications for a project
1.1.4 Use Copilot in a Teams chat session to summarize a project discussion
1.1.5 Use Copilot Chat in Teams to collect cross-project insights
1.1.6 Use Copilot in Teams to prepare an executive summary
1.1.7 Drive business outcomes using Microsoft 365 Copilot
1.1.8 Use Copilot in Word to create an executive briefing report
1.1.9 Use Copilot in Excel to perform budget forecast analysis
1.1.10 Use the AI Project Manager agent in Planner to create a new project plan
1.1.11 Create a Northwind Business Insights agent
1.1.12 Use the Northwind Business Insights Agent to answer executive questions
1.1.13 Summary
1.1.2 Synthesize communication insights across Microsoft Teams
1.1.3 Use Copilot Chat in Teams to synthesize communications for a project
1.1.4 Use Copilot in a Teams chat session to summarize a project discussion
1.1.5 Use Copilot Chat in Teams to collect cross-project insights
1.1.6 Use Copilot in Teams to prepare an executive summary
1.1.7 Drive business outcomes using Microsoft 365 Copilot
1.1.8 Use Copilot in Word to create an executive briefing report
1.1.9 Use Copilot in Excel to perform budget forecast analysis
1.1.10 Use the AI Project Manager agent in Planner to create a new project plan
1.1.11 Create a Northwind Business Insights agent
1.1.12 Use the Northwind Business Insights Agent to answer executive questions
1.1.13 Summary
2Module 2: Empower your workforce with Microsoft 365 Copilot: Sales use case
1.2.1 Introduction
1.2.2 Accelerate market growth using Microsoft 365 Copilot
1.2.3 Use the Researcher agent to analyze your competitors and identify industry trends
1.2.4 Use Microsoft 365 Copilot Chat to conduct market research
1.2.5 Use Copilot in Word to create a sales proposal
1.2.6 Use Copilot in Outlook to personalize your outreach
1.2.7 Automate sales proposal response using Microsoft 365 Copilot
1.2.8 Use Copilot in Word to generate a standard RFP response template
1.2.9 Use Copilot in Excel to analyze historical RFP data
1.2.10 Part 1 Use Copilot Studio to build an RFP response agent
1.2.10 Part 2 Use Copilot Studio to build an RFP response agent
1.2.11 Use Copilot in Teams to collaborate on refining the RFP response agent
1.2.12 Use Copilot Studio to update the instructions for the RFP response agent
1.2.13 Summary
1.2.2 Accelerate market growth using Microsoft 365 Copilot
1.2.3 Use the Researcher agent to analyze your competitors and identify industry trends
1.2.4 Use Microsoft 365 Copilot Chat to conduct market research
1.2.5 Use Copilot in Word to create a sales proposal
1.2.6 Use Copilot in Outlook to personalize your outreach
1.2.7 Automate sales proposal response using Microsoft 365 Copilot
1.2.8 Use Copilot in Word to generate a standard RFP response template
1.2.9 Use Copilot in Excel to analyze historical RFP data
1.2.10 Part 1 Use Copilot Studio to build an RFP response agent
1.2.10 Part 2 Use Copilot Studio to build an RFP response agent
1.2.11 Use Copilot in Teams to collaborate on refining the RFP response agent
1.2.12 Use Copilot Studio to update the instructions for the RFP response agent
1.2.13 Summary
3Module 3: Empower your workforce with Microsoft 365 Copilot: IT Use Case
1.3.1 Introduction
1.3.2 Streamline IT project planning with Microsoft 365 Copilot
1.3.3 Use Copilot Chat to define the project framework
1.3.4 Part 1 Use Copilot in Whiteboard to identify potential risks
1.3.4 Part 2 Use Copilot in Whiteboard to identify potential risks
1.3.5 Use Copilot in PowerPoint to create an executive presentation
1.3.6 Transform feature launches and adoption using Microsoft 365 Copilot
1.3.7 Use Microsoft 365 Copilot Chat to identify upcoming Microsoft 365 features
1.3.8 Use Copilot in Viva Engage to draft a post about upcoming features
1.3.9 Use Microsoft 365 Copilot Chat to create best practice tips
1.3.10 Use the Surveys agent to create a feedback survey
1.3.11 Use the Analyst agent to analyze survey results
1.3.12 Summary
1.3.2 Streamline IT project planning with Microsoft 365 Copilot
1.3.3 Use Copilot Chat to define the project framework
1.3.4 Part 1 Use Copilot in Whiteboard to identify potential risks
1.3.4 Part 2 Use Copilot in Whiteboard to identify potential risks
1.3.5 Use Copilot in PowerPoint to create an executive presentation
1.3.6 Transform feature launches and adoption using Microsoft 365 Copilot
1.3.7 Use Microsoft 365 Copilot Chat to identify upcoming Microsoft 365 features
1.3.8 Use Copilot in Viva Engage to draft a post about upcoming features
1.3.9 Use Microsoft 365 Copilot Chat to create best practice tips
1.3.10 Use the Surveys agent to create a feedback survey
1.3.11 Use the Analyst agent to analyze survey results
1.3.12 Summary
4Module 4: Empower your workforce with Microsoft 365 Copilot: Marketing Use Case
1.4.1 Introduction
1.4.2 Transform market research into an actionable campaign using Microsoft 365 Copilot
1.4.3 Use Copilot Studio to create a Market Research Agent
1.4.4 Use the Market Research Agent to synthesize market intelligence
1.4.5 Use Copilot’s Analyst agent to generate strategic recommendations
1.4.6 Use Copilot in Loop to create a launch campaign plan
1.4.7 Develop a new marketing campaign using Microsoft 365 Copilot
1.4.8 Use Copilot in Word to consolidate multiple market reports
1.4.9 Part 1 Use Copilot in Excel to analyze a marketing spreadsheet
1.4.9 Part 2 Use Copilot in Excel to analyze a marketing spreadsheet
1.4.10 Use Copilot’s Idea Coach agent to generate creative campaign concepts
1.4.11 Use Copilot’s Writing Coach agent to draft promotional campaign announcements
1.4.12 Summary
1.4.2 Transform market research into an actionable campaign using Microsoft 365 Copilot
1.4.3 Use Copilot Studio to create a Market Research Agent
1.4.4 Use the Market Research Agent to synthesize market intelligence
1.4.5 Use Copilot’s Analyst agent to generate strategic recommendations
1.4.6 Use Copilot in Loop to create a launch campaign plan
1.4.7 Develop a new marketing campaign using Microsoft 365 Copilot
1.4.8 Use Copilot in Word to consolidate multiple market reports
1.4.9 Part 1 Use Copilot in Excel to analyze a marketing spreadsheet
1.4.9 Part 2 Use Copilot in Excel to analyze a marketing spreadsheet
1.4.10 Use Copilot’s Idea Coach agent to generate creative campaign concepts
1.4.11 Use Copilot’s Writing Coach agent to draft promotional campaign announcements
1.4.12 Summary
5Module 5: Empower your workforce with Microsoft 365 Copilot: Finance Use Case
1.5.1 Introduction
1.5.2 Optimize financial reporting and acquisition modeling using Microsoft 365 Copilot
1.5.3 Use Copilot in Excel to analyze new product line COGS
1.5.4 Use Copilot in Teams to summarize meeting notes
1.5.5 Use Copilot Chat to analyze a potential acquisition
1.5.6 Use Copilot in Excel to model What-If scenarios
1.5.7 Streamline contract analysis and negotiation using Microsoft 365 Copilot
1.5.8 Use Microsoft 365 Copilot Chat to evaluate vendor contracts
1.5.9 Part 1 Use Copilot in PowerPoint to create an executive presentation
1.5.9 Part 2 Use Copilot in PowerPoint to create an executive presentation
1.5.10 Use Copilot in Loop to turn insights into actionable content
1.5.11 Use Copilot in Outlook to create an email that requests feedback
1.5.12 Summary
1.5.2 Optimize financial reporting and acquisition modeling using Microsoft 365 Copilot
1.5.3 Use Copilot in Excel to analyze new product line COGS
1.5.4 Use Copilot in Teams to summarize meeting notes
1.5.5 Use Copilot Chat to analyze a potential acquisition
1.5.6 Use Copilot in Excel to model What-If scenarios
1.5.7 Streamline contract analysis and negotiation using Microsoft 365 Copilot
1.5.8 Use Microsoft 365 Copilot Chat to evaluate vendor contracts
1.5.9 Part 1 Use Copilot in PowerPoint to create an executive presentation
1.5.9 Part 2 Use Copilot in PowerPoint to create an executive presentation
1.5.10 Use Copilot in Loop to turn insights into actionable content
1.5.11 Use Copilot in Outlook to create an email that requests feedback
1.5.12 Summary
6Module 6: Empower your workforce with Microsoft 365 Copilot: HR Use Case
1.6.1 Introduction
1.6.2 Deliver manager insights with Microsoft 365 Copilot
1.6.3 Use Copilot in Excel to identify key manager metrics
1.6.4 Use Copilot in Excel to generate a Manager Summary report
1.6.5 Use Copilot in Outlook to communicate findings to HR leadership
1.6.6 Use Copilot in Loop to facilitate collaborative manager development planning
1.6.7 Empower employees with an HR self-service agent
1.6.8 Create an HR self-service agent for company employees
1.6.9 Use Viva Engage to announce the new HR self-service agent
1.6.10 Ask the HR self-service agent questions about HR policies
1.6.11 Use the Researcher agent to gather employee relocation insights
1.6.12 Summary
1.6.2 Deliver manager insights with Microsoft 365 Copilot
1.6.3 Use Copilot in Excel to identify key manager metrics
1.6.4 Use Copilot in Excel to generate a Manager Summary report
1.6.5 Use Copilot in Outlook to communicate findings to HR leadership
1.6.6 Use Copilot in Loop to facilitate collaborative manager development planning
1.6.7 Empower employees with an HR self-service agent
1.6.8 Create an HR self-service agent for company employees
1.6.9 Use Viva Engage to announce the new HR self-service agent
1.6.10 Ask the HR self-service agent questions about HR policies
1.6.11 Use the Researcher agent to gather employee relocation insights
1.6.12 Summary
7Module 7: Empower your workforce with Microsoft 365 Copilot: Operations use case
1.7.1 Introduction
1.7.2 Streamline operational initiatives using Microsoft 365 Copilot
1.7.3 Part 1 Use Copilot in Whiteboard to brainstorm project plan ideas
1.7.3 Part 2 Use Copilot in Whiteboard to brainstorm project plan ideas
1.7.3 Part 3 Use Copilot in Whiteboard to brainstorm project plan ideas
1.7.4 Use Copilot in Word to compare operational reports
1.7.5 Part 1 Use Copilot in PowerPoint to create an executive presentation
1.7.5 Part 2 Use Copilot in PowerPoint to create an executive presentation
1.7.6 Use Microsoft 365 Copilot Chat to prepare for vendor engagement
1.7.7 Manage a facility expansion project with Microsoft 365 Copilot
1.7.8 Use Copilot in Loop to track construction milestones
1.7.9 Part 1 Use Copilot Studio to build a Facility Expansion FAQ agent
1.7.9 Part 2 Use Copilot Studio to build a Facility Expansion FAQ agent
1.7.9 Part 3 Use Copilot Studio to build a Facility Expansion FAQ agent
1.7.10 Ask the Facility Expansion FAQ agent questions about the expansion project
1.7.11 Use Copilot in OneNote to update safety protocols
1.7.12 Use Copilot in Outlook to email the safety procedure changes to Operations staff
1.7.13 Summary
1.7.2 Streamline operational initiatives using Microsoft 365 Copilot
1.7.3 Part 1 Use Copilot in Whiteboard to brainstorm project plan ideas
1.7.3 Part 2 Use Copilot in Whiteboard to brainstorm project plan ideas
1.7.3 Part 3 Use Copilot in Whiteboard to brainstorm project plan ideas
1.7.4 Use Copilot in Word to compare operational reports
1.7.5 Part 1 Use Copilot in PowerPoint to create an executive presentation
1.7.5 Part 2 Use Copilot in PowerPoint to create an executive presentation
1.7.6 Use Microsoft 365 Copilot Chat to prepare for vendor engagement
1.7.7 Manage a facility expansion project with Microsoft 365 Copilot
1.7.8 Use Copilot in Loop to track construction milestones
1.7.9 Part 1 Use Copilot Studio to build a Facility Expansion FAQ agent
1.7.9 Part 2 Use Copilot Studio to build a Facility Expansion FAQ agent
1.7.9 Part 3 Use Copilot Studio to build a Facility Expansion FAQ agent
1.7.10 Ask the Facility Expansion FAQ agent questions about the expansion project
1.7.11 Use Copilot in OneNote to update safety protocols
1.7.12 Use Copilot in Outlook to email the safety procedure changes to Operations staff
1.7.13 Summary
8Module 8: Empower your workforce with Microsoft 365 Copilot: Communications Use Case
1.8.1 Introduction
1.8.2 Drive engagement with a unified communication strategy using Microsoft 365 Copilot
1.8.3 Use Copilot in Word to develop a strategic communication brief
1.8.4 Use Copilot’s Researcher agent to identify external trends and proof points
1.8.5 Part 1 Use Copilot in Excel to analyze communication metrics
1.8.5 Part 2 Use Copilot in Excel to analyze communication metrics
1.8.6 Part 1 Use Copilot in PowerPoint to create an executive presentation
1.8.6 Part 2 Use Copilot in PowerPoint to create an executive presentation
1.8.7 Develop an employee centered communication experience using Microsoft 365 Copilot
1.8.8 Use Viva Engage to create a company-wide announcement
1.8.9 Use Copilot Chat to prepare for a town hall meeting
1.8.10 Use the Ideas Coach agent to generate campaign ideas and a channel map
1.8.11 Part 1 Use Copilot Studio to create an FAQ Assistant agent
1.8.11 Part 2 Use Copilot Studio to create an FAQ Assistant agent
1.8.12 Summary
1.8.2 Drive engagement with a unified communication strategy using Microsoft 365 Copilot
1.8.3 Use Copilot in Word to develop a strategic communication brief
1.8.4 Use Copilot’s Researcher agent to identify external trends and proof points
1.8.5 Part 1 Use Copilot in Excel to analyze communication metrics
1.8.5 Part 2 Use Copilot in Excel to analyze communication metrics
1.8.6 Part 1 Use Copilot in PowerPoint to create an executive presentation
1.8.6 Part 2 Use Copilot in PowerPoint to create an executive presentation
1.8.7 Develop an employee centered communication experience using Microsoft 365 Copilot
1.8.8 Use Viva Engage to create a company-wide announcement
1.8.9 Use Copilot Chat to prepare for a town hall meeting
1.8.10 Use the Ideas Coach agent to generate campaign ideas and a channel map
1.8.11 Part 1 Use Copilot Studio to create an FAQ Assistant agent
1.8.11 Part 2 Use Copilot Studio to create an FAQ Assistant agent
1.8.12 Summary
9Module 9: Empower your workforce with Microsoft 365 Copilot: Customer Service Use Case
1.9.1 Introduction
1.9.2 Improve customer service efficiency using Microsoft 365 Copilot
1.9.3 Part 1 Use Copilot in Whiteboard to map the ideal customer support journey
1.9.3 Part 2 Use Copilot in Whiteboard to map the ideal customer support journey
1.9.4 Use Copilot in Teams to prepare for a client support meeting
1.9.5 Use Copilot in OneNote to create a call summary template
1.9.6 Use the Copilot Analyst agent to analyze customer support data
1.9.7 Enhance the resolution quality of customer service cases using Microsoft 365 Copilot
1.9.8 Use Copilot in Loop to build a troubleshooting checklist
1.9.9 Part 1 Use Copilot in Word and Writing Coach to create a dealer facing response template
1.9.9 Part 2 Use Copilot in Word and Writing Coach to create a dealer facing response template
1.9.10 Part 1 Use Copilot’s Ideas Coach agent to create a troubleshooting guide
1.9.10 Part 2 Use Copilot’s Ideas Coach agent to create a troubleshooting guide
1.9.11 Part 1 Use Copilot Chat and Copilot in Outlook to create a Support Insights email
1.9.11 Part 2 Use Copilot Chat and Copilot in Outlook to create a Support Insights email
1.9.12 Summary
1.9.2 Improve customer service efficiency using Microsoft 365 Copilot
1.9.3 Part 1 Use Copilot in Whiteboard to map the ideal customer support journey
1.9.3 Part 2 Use Copilot in Whiteboard to map the ideal customer support journey
1.9.4 Use Copilot in Teams to prepare for a client support meeting
1.9.5 Use Copilot in OneNote to create a call summary template
1.9.6 Use the Copilot Analyst agent to analyze customer support data
1.9.7 Enhance the resolution quality of customer service cases using Microsoft 365 Copilot
1.9.8 Use Copilot in Loop to build a troubleshooting checklist
1.9.9 Part 1 Use Copilot in Word and Writing Coach to create a dealer facing response template
1.9.9 Part 2 Use Copilot in Word and Writing Coach to create a dealer facing response template
1.9.10 Part 1 Use Copilot’s Ideas Coach agent to create a troubleshooting guide
1.9.10 Part 2 Use Copilot’s Ideas Coach agent to create a troubleshooting guide
1.9.11 Part 1 Use Copilot Chat and Copilot in Outlook to create a Support Insights email
1.9.11 Part 2 Use Copilot Chat and Copilot in Outlook to create a Support Insights email
1.9.12 Summary
10Module 10: Empower your workforce with Microsoft 365 Copilot: Legal Use Case
1.10.1 Introduction
1.10.2 Prepare for regulatory and litigation readiness using Microsoft 365 Copilot
1.10.3 Use Copilot Chat to create regulatory legal guidance
1.10.4 Use Copilot in Word to summarize a vendor contract
1.10.5 Use Copilot Researcher to prepare a regulator facing issue brief
1.10.6 Use Copilot Studio to create a Regulatory Inquiry Assistant
1.10.7 Ask the Regulatory Inquiry Assistant questions related to an audit
1.10.8 Reform corporate governance and compliance using Microsoft 365 Copilot
1.10.9 Part 1 Use Copilot in Loop to collaborate on updating a company policy
1.10.9 Part 2 Use Copilot in Loop to collaborate on updating a company policy
1.10.10 Use Copilot in Excel to visualize cross department risk areas
1.10.11 Use Copilot in PowerPoint to create a legal presentation
1.10.12 Use Copilot in OneNote to create a compliance notebook
1.10.13 Summary
1.10.2 Prepare for regulatory and litigation readiness using Microsoft 365 Copilot
1.10.3 Use Copilot Chat to create regulatory legal guidance
1.10.4 Use Copilot in Word to summarize a vendor contract
1.10.5 Use Copilot Researcher to prepare a regulator facing issue brief
1.10.6 Use Copilot Studio to create a Regulatory Inquiry Assistant
1.10.7 Ask the Regulatory Inquiry Assistant questions related to an audit
1.10.8 Reform corporate governance and compliance using Microsoft 365 Copilot
1.10.9 Part 1 Use Copilot in Loop to collaborate on updating a company policy
1.10.9 Part 2 Use Copilot in Loop to collaborate on updating a company policy
1.10.10 Use Copilot in Excel to visualize cross department risk areas
1.10.11 Use Copilot in PowerPoint to create a legal presentation
1.10.12 Use Copilot in OneNote to create a compliance notebook
1.10.13 Summary
Certification & Credentials
Certificate track
8 hours
High-Quality Video, E-book & Audiobook
Modules Quizzes
AI Mentor
Access for Tablet & Phone
Target Audience
Intended roles
- Customer Experience Specialist
- Customer Service Specialist
- Healthcare Administrator
- HR Manager
- Learning & Development Specialist
- Microsoft Copilot Adoption Specialist
- People Manager
- PMO Specialist
- Product Manager
- Project Manager
- Public Sector Program Manager
- Sales Enablement Specialist
Frequently asked questions
Who should attend this course?
IT administrators, Microsoft 365 administrators, and technical decision-makers involved in preparing and managing Microsoft 365 environments for Copilot.
Do I need to have Copilot already enabled?
No, the course covers how to plan and prepare for enabling Copilot in your organization.
Is this course beginner-friendly?
It is best suited for intermediate-level professionals with some experience in Microsoft 365 administration.
What topics are covered in exercises?
Focus on Copilot readiness checks, licensing setup, data security configurations, and user enablement.
| Duration | 8 hours |
|---|---|
| Modules | 10 Modules |
| Course type | Microsoft |
| Category | Microsoft |
| Intended roles | Customer Experience Specialist, Customer Service Specialist, Healthcare Administrator, HR Manager, Learning & Development Specialist, Microsoft Copilot Adoption Specialist, People Manager, PMO Specialist, Product Manager, Project Manager, Public Sector Program Manager, Sales Enablement Specialist |
| Prerequisites | Familiarity with Microsoft 365 services and administration, Understanding of Microsoft 365 licensing and security concepts, Basic knowledge of data governance and user adoption practices, Prior experience managing Microsoft 365 tenants is beneficial |
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