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Empower Your Workforce with Microsoft 365 Copilot Use Cases (MS-4004)
Course 8689
1 DAY COURSE

Course Outline

This hands-on course helps business users apply Microsoft 365 Copilot to real, day-to-day work scenarios. Through guided exercises, participants explore ten role-based use cases and learn how to use Copilot across Microsoft 365 apps—such as Word, Excel, PowerPoint, Outlook, Teams, and Loop—to improve productivity, decision-making, and communication.

Empower Your Workforce with Microsoft 365 Copilot Use Cases (MS-4004) Benefits

  • By the end of this course, participants will be able to:

    • Apply Microsoft 365 Copilot to perform tasks and solve problems across various business roles, including sales, finance, IT, and HR.
    • Use Copilot within Microsoft 365 applications like Word, Excel, PowerPoint, Outlook, and Teams to enhance productivity and streamline workflows.
    • Analyze data, generate reports, create presentations, and develop strategic plans with the assistance of Copilot.
    • Build and refine custom Copilot agents to address specific business needs, such as creating self-service tools and automating information retrieval.

  • Target Audience

    • Business users
    • Business analysts
    • Functional consultants
    • Students and professionals adopting Microsoft 365 Copilot

    Prerequisites

    • Basic experience with Microsoft 365 apps
    • Basic understanding of how Microsoft 365 Copilot works

Empower Your Workforce with Microsoft 365 Copilot Use Cases (MS-4004) Training Outline

1. Executives Use Case

  • Synthesize insights from Teams conversations
  • Create executive summaries and briefings
  • Analyze budgets and forecasts in Excel
  • Build and use Copilot agents for executive insights

2. Sales Use Case

  • Conduct market and competitor research
  • Generate sales proposals and RFP responses
  • Personalize outreach with Outlook and Word
  • Build and refine RFP response agents

3. IT Use Case

  • Plan IT projects using Copilot Chat and Whiteboard
  • Identify risks and create executive presentations
  • Communicate upcoming Microsoft 365 features
  • Collect and analyze feedback with Copilot agents

4. Marketing Use Case

  • Create market research and analysis agents
  • Generate campaign strategies and creative ideas
  • Analyze marketing data in Excel
  • Draft promotional content with writing agents

5. Finance Use Case

  • Analyze costs, budgets, and What-If scenarios
  • Summarize meetings and acquisition insights
  • Review vendor contracts
  • Create executive-ready financial presentations

6. HR Use Case

  • Analyze manager and workforce metrics
  • Generate HR summary reports
  • Communicate insights to leadership
  • Build HR self-service agents for employees

7. Operations Use Case

  • Brainstorm and plan operational initiatives
  • Track facility expansion projects
  • Create operational FAQ and support agents
  • Communicate safety and process updates

8. Communications Use Case

  • Develop strategic communication plans
  • Analyze engagement and communication metrics
  • Prepare executive and employee messaging
  • Create internal FAQ and support agents

9. Customer Service Use Case

  • Map customer support journeys
  • Prepare for customer interactions
  • Analyze support data and trends
  • Create troubleshooting guides and response templates

10. Legal Use Case

  • Prepare regulatory and audit responses
  • Summarize contracts and legal documents
  • Visualize compliance and risk data
  • Create legal and regulatory support agents
Course Dates
Attendance Method
Note about the Certification Exam

When you register for the course, you will be prompted to choose Y/N to take the exam. Please select yes, as all HHS CISO employees are required to attempt the exam if one is offered for the course. Please be advised, if your course if funded by DIR, the Certification Organization has agreed to provide DIR the pass/fail status of your exam. DIR will only share this information in an aggregated report to state leadership that reflects total exam pass or fails. No individual names of any students will be included in any reports.

DIR requires that you submit the request for your exam voucher within one month of the last day of your course. DIR requires that you take your exam within six months of the last day of your course.

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