Empower your workforce with Microsoft Copilot: Executives

Beginner
Administrator
Business Analyst
Business User
Data Analyst
Functional Consultant
Security Operations Analyst
Student
Microsoft 365
Office 365

Complete a series of exercises to build your Microsoft Copilot skills in Executive-related business scenarios.

Learning objectives

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

  • Synthesize communication insights with Copilot in Teams.
  • Create an executive briefing report with Copilot in Word.
  • Perform budget forecast analysis with Copilot in Excel.
  • Create a project plan with the AI Project Manager agent in Planner.
  • Create an agent that monitors performance metrics and flags emerging issues.

Prerequisites

  • Access to Microsoft Copilot and the Microsoft 365 apps used in the exercises.
  • Some tasks require a Microsoft 365 Copilot license. Agent Builder capabilities and agent availability depend on the licenses and admin settings configured for your organization.