MS-4018 – Draft, Analyze, and Present with Microsoft 365 Copilot

Course Duration

1 Day

Audience

Employees of federal, state and local governments; and businesses working with the government.

Prerequisites

Familiarity with Microsoft 365 applications (Word, Excel, Teams, Outlook, PowerPoint) is recommended.

Course Description

MS-4018 teaches employees and knowledge workers how to use Microsoft 365 Copilot to be more productive across the core Microsoft 365 apps. Students learn to write effective prompts in Copilot Chat and within Word, Excel, Teams, and Outlook — drafting content, summarizing meetings, analyzing data, and building presentations faster. The course also covers Microsoft 365 Copilot Chat and the distinction between work-grounded and web-grounded AI responses. Ideal for federal and corporate organizations rolling out Copilot to their workforce.

Learning Objectives

• Understand how Microsoft 365 Copilot works and how it uses your organizational data
• Write effective prompts to get high-quality Copilot outputs across Microsoft 365 apps
• Use Copilot in Word to draft, rewrite, and summarize documents
• Leverage Copilot in Excel to analyze data and generate insights
• Use Copilot in Teams to summarize meetings, action items, and conversations
• Apply Copilot in Outlook to draft, summarize, and manage email
• Create and refine presentations using Copilot in PowerPoint
• Use Microsoft 365 Copilot Chat with work-grounded and web-grounded prompts

Course Outline

Introduction to Microsoft 365 Copilot

• What is Microsoft 365 Copilot?
• Explore how Microsoft 365 Copilot works
• Explore the core components of Microsoft 365 Copilot
• Examine responsible AI in Microsoft 365

Unlock productivity with AI-powered Word and PowerPoint

• Draft and edit documents with Copilot in Word
• Create and refine presentations with Copilot in PowerPoint

Analyze data and manage communications

• Analyze data with Copilot in Excel
• Draft and summarize email with Copilot in Outlook

Collaborate smarter with Teams and Copilot Chat

• Summarize meetings and chats with Copilot in Teams
• Use Microsoft 365 Copilot Chat for work and web queries

Frequently Asked Questions