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

What you’ll learn

Executives Use Case:

• Synthesise communication insights using Microsoft 365 Copilot across Microsoft Teams

• Use Copilot in Word to create an executive briefing report

• Use Copilot in Excel to perform budget forecast analysis

• Use the AI Project Manager agent in Planner to create a new project plan

• Create an agent that provides performance metrics, monitors key indicators, and flags emerging issues

Sales Use Case:

• Use the Researcher agent to analyse competitors and identify industry trends

• Use Microsoft 365 Copilot Chat to conduct market research

• Use Copilot in Word to create a sales proposal

• Use Copilot in Outlook to personalise your outreach

• Use Copilot in Word to generate a standard RFP response template

• Use Copilot in Excel to analyse historical RFP data

• Use Copilot Studio to build an RFP response agent

• Use Copilot in Outlook to personalise your outreach

• Use Copilot Studio to update an agent's instructions

IT Use Case:

• Use Microsoft 365 Copilot Chat to accelerate the early stages of project planning and ensure alignment across IT, business, and leadership teams

• Use Microsoft 365 Copilot in Whiteboard to facilitate a collaborative brainstorming session to capture and categorise all risks associated with a project

• Use Microsoft 365 Copilot in PowerPoint to turn a project plan and risk analysis into a clear, executive-ready presentation

• Use Microsoft 365 Copilot Chat to prepare a summary of upcoming Microsoft 365 features that might affect users in the upcoming quarter

• Use Microsoft 365 Copilot in Viva Engage to draft a company-wide announcement

• Use Microsoft 365 Copilot Chat to create best practice tips for end users

• Use the Surveys agent in Microsoft 365 Copilot to design a survey that can be implemented in Microsoft Forms

• Use the Analyst agent in Microsoft 365 Copilot to analyse survey results

Marketing Use Case:

• Use Copilot Studio to create a market research agent

• Use Copilot's Analyst agent to generate strategic marketing recommendations

• Use Copilot in Loop to create a marketing campaign plan

• Use Copilot in Word to consolidate multiple market reports

• Use Copilot in Excel to analyse performance tracking data

• Use Copilot’s Idea Coach agent to generate creative campaign concepts

• Use Copilot’s Writing Coach agent to draft promotional campaign announcements

Finance Use Case:

• Use Microsoft 365 Copilot in Excel to analyse COGS for a new product line

• FiUse Microsoft 365 Copilot in Teams to summarise meeting notes

• Use Microsoft 365 Copilot Chat to analyse a potential acquisition

• Use Microsoft 365 Copilot in Excel to model What-if scenarios

• Use Microsoft 365 Copilot Chat to evaluate vendor contracts

• Use Microsoft 365 Copilot in PowerPoint to create an executive presentation

• Use Microsoft 365 Copilot in Loop to turn insights into actionable content

• Use Microsoft 365 Copilot in Outlook to create an email that requests feedback

HR Use Case:

• Use Microsoft 365 Copilot in Excel to identify key manager metrics and generate a management summary report

• Use Microsoft 365 Copilot in Outlook to communicate management performance findings to HR leadership

• Use Microsoft 365 Copilot in Loop to facilitate collaborative manager development planning

• Use Copilot Studio to create an HR self-service agent that answers employee questions

• Use Microsoft 365 Copilot in Viva Engage to announce the new HR self-service agent

• Use Copilot's Researcher agent to gather employee relocation insights

Operations Use Case:

• Use Microsoft 365 Copilot in Whiteboard to brainstorm project plan ideas and then categorise the ideas

• Use Microsoft 365 Copilot in Word to create a report using public web data

• Use Microsoft 365 Copilot in PowerPoint to create an executive presentation based on a product comparison report

• Use Microsoft 365 Copilot Chat to synthesise multiple knowledge sources into a structured deliverable

• Use Microsoft 365 Copilot in Loop to track project milestones

• Use Microsoft Copilot Studio to create an FAQ agent related to a project

• Use Microsoft 365 Copilot in OneNote to review existing safety protocols, update them, and generate a summary of changes

• Use Microsoft 365 Copilot Outlook to create an email containing updated safety protocols

Communications Use Case:

• Use Microsoft 365 Copilot in Word to develop a strategic communication brief

• Use Copilot's Researcher agent to identify external trends and proof points

• Use Microsoft 365 Copilot in Excel to analyse communication metrics

• Use Microsoft 365 Copilot in PowerPoint to create an executive presentation

• Use Microsoft 365 Copilot in Viva Engage to create a company-wide announcement

• Use Microsoft 365 Copilot Chat to prepare for a town hall meeting

• Use Copilot's Ideas Coach agent to generate campaign ideas and a channel map

• Use Microsoft 365 Copilot Studio to create an FAQ Assistant agent for a new feature

Customer Service Use Case:

• Use Microsoft 365 Copilot in Whiteboard to map the ideal customer support journey

• Use Microsoft 365 Copilot in Teams to prepare for a client support meeting

• Use Microsoft 365 Copilot in OneNote to create a call summary template

• Use Copilot's Analyst agent to analyse customer support data

• Use Microsoft 365 Copilot in Loop to build a troubleshooting checklist

• Use Microsoft 365 Copilot in Word and Writing Coach to create a dealer facing response template

• Use Copilot’s Ideas Coach agent to create a troubleshooting guide

• Use Microsoft 365 Copilot Chat and Copilot in Outlook to create a Support Insights email

Legal Use Case:

• Use Microsoft 365 Copilot Chat to create regulatory legal guidance

• Use Microsoft 365 Copilot in Word to summarise a vendor contract

• Use Copilot's Researcher agent to prepare a regulator-facing issue brief

• Use Copilot Studio to create a Regulatory Inquiry Assistant agent

• Use Microsoft 365 Copilot in Loop to collaborate on updating a company policy

• Use Microsoft 365 Copilot in Excel to visualise cross-department risk areas

• Use Microsoft 365 Copilot in PowerPoint to create a legal presentation

• Use Microsoft 365 Copilot in OneNote to create a compliance notebook

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.