Empower your workforce with Microsoft 365 Copilot: HR Use Case

Module
13 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 HR-related business scenarios.

Learning objectives

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

Use Microsoft 365 Copilot in Excel to identify key manager metrics and generate a management summary report.
Use Microsoft 365 Copilot in Outlook to communicate management performance findings to HR leadership.
Use Microsoft 365 Copilot in Loop to facilitate collaborative manager development planning.
Use Copilot Studio to create an HR self-service agent that answers employee questions
Use Microsoft 365 Copilot in Viva Engage to announce the new HR self-service agent.
Use Copilot's Researcher agent to gather employee relocation insights.

Prerequisites

None

Introduction min
Exercise 1: Deliver manager insights with Microsoft 365 Copilot min
Exercise 1, Task 1: Use Copilot in Excel to identify key manager metrics min
Exercise 1, Task 2: Use Copilot in Excel to generate a Manager Summary report min
Exercise 1, Task 3: Use Copilot in Outlook to communicate findings to HR leadership min
Exercise 1, Task 4: Use Copilot in Loop to facilitate collaborative manager development planning min
Exercise 2: Empower employees with an HR self-service agent min
Exercise 2, Task 1: Create an HR self-service agent for company employees min
Exercise 2, Task 2: Use Viva Engage to announce the new HR self-service agent min
Exercise 2, Task 3: Ask the HR self-service agent questions about HR policies min
Exercise 2, Task 4: Use the Researcher agent to gather employee relocation insights min
Module assessment min
Summary min

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