Track 3: Copilot Experts

Goal: Every team member uses Copilot daily and can train client end-users on effective adoption.

Module 3.1 — Copilot Chat Mastery (Week 1)

Learning objectives:

• Use Copilot Chat for daily work tasks (research, drafting, summarization)
• Use Copilot Pages for collaborative AI-generated content
• Upload files and use Code Interpreter for data analysis
• Understand Enterprise Data Protection and what it means for data handling

Exercises:

1. Use Copilot Chat for at least 5 different real work tasks each day for a full week
2. Create a Copilot Page collaboratively with a colleague to prepare for an actual meeting
3. Upload a real spreadsheet and use Code Interpreter to generate 3 insights you wouldn’t have found manually
4. Document your top 10 most useful prompts and share with the team

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Module 3.2 — M365 Copilot in Your Apps (Week 1–2)

Learning objectives:

• Use Copilot in Teams for meeting recaps, chat summaries, and action items
• Use Copilot in Outlook for inbox prioritization, email drafting, and message summaries
• Use Copilot in Word for document creation, summaries, and rewrites
• Use Copilot in Excel for formula creation, data analysis, and Python integration
• Use Copilot in PowerPoint for slide creation, Narrative Builder, and design suggestions

Exercises:

1. Attend 3 real meetings with Copilot in Teams enabled — compare the recap to your own notes
2. Use Copilot in Outlook to draft responses to 10 real emails — rate the quality
3. Create a client-ready document in Word using only Copilot commands (no manual typing beyond prompts)
4. Analyze a real dataset in Excel using Copilot — document the prompts that worked and didn’t
5. Build a 10-slide presentation in PowerPoint using Narrative Builder on a real topic

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Module 3.3 — Prompt Engineering & Adoption Patterns (Week 2)

Learning objectives:

• Write effective prompts using the context-task-format pattern
• Understand when Copilot works well and when it doesn’t
• Identify common adoption blockers and how to address them
• Facilitate an end-user training session

Exercises:

1. Create a “Prompt Playbook” with 20+ tested prompts organized by app and scenario (reusable for client training)
2. Document 5 things Copilot does poorly and workarounds for each
3. Design a 45-minute end-user training session agenda for Copilot adoption
4. Deliver the training session to the internal team as practice