Microsoft MS-4004 - Empower your Workforce with Microsoft 365 Copilot Use Cases

What you’ll learn

Executives Use Case:

• Synthesise 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

Sales Use Case:

• Research markets and competitors with Researcher and Copilot Chat

• Create a sales proposal and customer outreach with Copilot in Word and Outlook

• Build an RFP response template and analyse RFP data with Copilot in Word and Excel

• Create a grounded RFP response agent with Agent Builder

• Refine and test the agent with stakeholder feedback

IT Use Case:

• Synthesise project information and create a project framework with Microsoft Copilot

• Map project risks and present to executives with Copilot in Whiteboard and PowerPoint

• Research new features and create adoption resources with Copilot Chat and Viva Engage

• Design an employee feedback survey with Copilot in Forms

• Analyse survey results and recommend adoption actions with the Analyst agent

Marketing Use Case:

• Build a Market Research Agent to gather and synthesise market intelligence

• Generate strategic marketing recommendations with the Analyst agent

• Create an actionable campaign plan with Copilot in Loop

• Consolidate reports and analyse marketing performance with Copilot in Word and Excel

• Develop campaign concepts and content with the Idea Coach and Writing Coach agents

Finance Use Case:

• Analyse product costs and model acquisition scenarios with Copilot in Excel

• Summarise financial reporting discussions and identify actions with Copilot in Teams

• Analyse a potential acquisition and evaluate vendor contracts with Copilot Chat

• Create an executive presentation from financial findings with Copilot in PowerPoint

• Organise recommendations into collaborative actions with Copilot in Loop

• Draft a stakeholder feedback request with Copilot in Outlook

HR Use Case:

• Identify manager effectiveness metrics and generate summary reports with Copilot in Excel

• Share manager performance findings with HR leadership using Copilot in Outlook

• Plan manager development collaboratively with Copilot in Loop

• Create an HR self-service agent grounded in approved policies with Agent Builder

• Announce the new HR self-service agent with Copilot in Viva Engage

• Answer employee policy and relocation questions with an HR self-service agent and Researcher

Operations Use Case:

• Brainstorm a facilities project plan with Copilot in Whiteboard

• Compare operational options and create a structured report with Copilot in Word

• Turn an operational report into an executive presentation with Copilot in PowerPoint

• Prepare decision criteria and vendor engagement materials with Copilot Chat

• Coordinate facility expansion milestones, risks, and dependencies with Copilot in Loop

• Create a grounded project FAQ agent with Agent Builder

• Update and summarise safety protocols with Copilot in OneNote

• Communicate safety changes to Operations staff with Copilot in Outlook

Communications Use Case:

• Develop a communication brief aligned to goals and audience needs with Copilot in Word

• Summarise communication trends for leadership with Researcher and Copilot Chat

• Analyse engagement metrics and recommend strategy improvements with Copilot in Excel

• Turn a strategic brief and research into an executive presentation with Copilot in PowerPoint

• Draft an inclusive program announcement with Copilot in Viva Engage

• Synthesise project updates and employee feedback into town hall topics with Copilot Chat

• Develop audience-specific campaign concepts and schedules with the Idea Coach agent

• Create and test a grounded FAQ assistant with Agent Builder

Customer Service Use Case:

• Map support journeys, prepare for client meetings, and standardise call notes with Copilot in Whiteboard, Teams, and OneNote.

• Find support data patterns and create visual insights for leadership with the Analyst agent.

• Create a collaborative product-warranty troubleshooting checklist with Copilot in Loop.

• Create a dealer-facing response template with Copilot in Word and the Writing Coach agent.

• Develop a troubleshooting guide with Idea Coach, and share support insights with Copilot Chat and Outlook.

Legal Use Case:

• Create regulatory guidance and summarise contract terms and risks with Copilot Chat and Copilot in Word

• Prepare a regulator-facing issue brief with Researcher, and build and test a Regulatory Inquiry Assistant with Agent Builder

• Collaborate on a cross-department policy update and corrective-action plan with Copilot in Loop

• Assess compliance risks and communicate a governance reform roadmap with Copilot in Excel and PowerPoint

• Create a centralised compliance knowledge hub with Copilot in OneNote

Microsoft at Lumify Work

As part of Lumify Group, Lumify Work has skilled more people in Microsoft technologies than any other organisation in Australia and New Zealand. We have a campus in the Philippines, too. We offer the broadest range of instructor-led training courses, from end user to architect level.  We are proud to be the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers in ANZ. 

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Who is the course for?

This course is targeted towards business users who want to enhance their Microsoft 365 Copilot skills to solve business-related use case scenarios.

Prerequisites

Before attending this course, you should be familiar with how Microsoft 365 Copilot works across M365 applications, including Copilot Chat and Copilot Agents.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.