Microsoft 365 Copilot for Business Productivity & Cross-App Workflows

This course provides business professionals with a comprehensive, hands-on guide to maximizing daily productivity using Microsoft Copilot across the entire Microsoft 365 ecosystem, including Word, Excel, PowerPoint, Teams, Outlook, SharePoint, and OneDrive. Participants will master practical prompt engineering frameworks, seamless cross-application workflows, and essential considerations around Microsoft AI licensing, data governance, and responsible use.

Designed for Continuing Professional Education (CPE), this course emphasizes realistic business workflows—turning meeting transcripts and raw notes into polished documents, converting spreadsheet insights into executive slide decks, automating communication triage, and safely navigating organizational knowledge.

Target Audience

Business professionals, managers, analysts, and project leads
Power users of Word, Excel, PowerPoint, Teams, Outlook, and SharePoint seeking end-to-end productivity techniques
Professionals seeking practical Continuing Professional Education (CPE) credits in applied generative AI

Summary

This course equips knowledge workers to move beyond isolated single-app tasks and adopt cohesive cross-service workflows that streamline daily work, improve communication quality, and uphold enterprise data governance standards.

Upon completion of this course, participants should be able to:

Apply effective prompt crafting frameworks (goal, context, source material, and output expectations) across Microsoft 365 applications
Execute connected cross-app workflows linking Teams, Outlook, Word, Excel, PowerPoint, and OneDrive
Understand Microsoft AI licensing options, user enablement requirements, and business value drivers
Synthesize meeting discussions, email threads, and shared files into decision-ready business deliverables
Navigate enterprise data privacy, access controls, and compliance boundaries in day-to-day operations
Critically evaluate, fact-check, and refine AI outputs to maintain professional accuracy and standards

8:30 AM – 9:00 AM | Welcome, environment setup & Copilot ecosystem overview

Course objectives, CPE expectations, and environment readiness check
The Microsoft 365 Copilot architecture: how Copilot operates across apps
Microsoft AI licensing overview: Copilot for Microsoft 365 tiers, prerequisites, and business feature sets

9:00 AM – 10:30 AM | Core prompt engineering for business professionals

Anatomy of high-impact business prompts (objective, role, context, constraints, and tone)
Iterative prompting: refining, adapting length, and adjusting formats for different stakeholders
Common prompt failure modes and proven strategies for repeatable, high-quality results

10:30 AM – 10:45 AM | Break

10:45 AM – 12:15 PM | Cross-app workflows: from communications to formal documentation

Connecting Teams meeting recaps and Outlook email threads to draft structured Word documents
Retrieving and synthesizing background information across SharePoint and OneDrive libraries
Creating executive summaries, project proposals, and briefing memos from multi-source inputs

12:15 PM – 1:15 PM | Lunch

1:15 PM – 2:45 PM | Cross-app workflows: data insights into executive presentations

Extracting insights and narrative trends from Excel models for reporting
Converting Word reports and structured outlines into polished PowerPoint presentations
Refining visual storytelling, slide layouts, and messaging consistency across deliverables

2:45 PM – 3:00 PM | Break

3:00 PM – 4:15 PM | AI licensing, governance, quality control & practical adoption

Enterprise data security: tenant boundaries, permissions inheritance, and sensitivity labels
Verification practices: detecting hallucinations, fact-checking citations, and reviewing outputs
Building sustainable daily Copilot workflows and team productivity routines
Course recap, final Q&A, and action planning

Course Information

Course Level: Advanced

Credit: 8 CPE hours

Fee: $445

Length: 1 day

Hours: 8:30 a.m. - 4:15 p.m.

Delivery: Virtual Group Training/Virtual Open Enrollment