Empower your workforce with Microsoft 365 Copilot: Executives Use Case

Module
14 Units

Beginner

Administrator

Business Analyst

Business User

Data Analyst

Functional Consultant

Security Operations Analyst

Student

Microsoft 365

Office 365

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Executive-related business scenarios.

Learning objectives

By the end of this module, you should be able to:

Synthesize communication insights using Microsoft 365 Copilot across Microsoft Teams.
Use Copilot in Word to create an executive briefing report.
Use Copilot in Excel to perform budget forecast analysis.
Use the AI Project Manager agent in Planner to create a new project plan.
Create an agent that provides performance metrics, monitors key indicators, and flags emerging issues.

Prerequisites

None

Introduction min
Exercise 1: Synthesize communication insights across Microsoft Teams min
Exercise 1, Task 1: Use Copilot Chat in Teams to synthesize communications for a project min
Exercise 1, Task 2: Use Copilot in a Teams chat session to summarize a project discussion min
Exercise 1, Task 3: Use Copilot Chat in Teams to collect cross-project insights min
Exercise 1, Task 4: Use Copilot in Teams to prepare an executive summary min
Exercise 2: Drive business outcomes using Microsoft 365 Copilot min
Exercise 2, Task 1: Use Copilot in Word to create an executive briefing report min
Exercise 2, Task 2: Use Copilot in Excel to perform budget forecast analysis min
Exercise 2, Task 3: Use the AI Project Manager agent in Planner to create a new project plan min
Exercise 2, Task 4: Create a Northwind Business Insights agent min
Exercise 2, Task 5: Use the Northwind Business Insights Agent to answer executive questions min
Module assessment min
Summary min

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