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 Duration 15 hours

Course Outline

AI Fundamentals for Enhanced Productivity

  • Understanding Generative AI
    • Overview of the evolution and history of language models
    • Grasping the concept of Large Language Models (LLMs)
    • Exploring the potential and constraints of tools such as ChatGPT
  • Getting Started with ChatGPT
    • Setting up accounts and navigating the interface
    • Core concepts: temperature settings, context windows, and defining "personas"
  • Hands-on Activity: Creating initial drafts using ChatGPT

The Discipline of Prompt Engineering

  • Structuring an Effective Prompt
    • Essential elements: task definition, context, role assignment, format, and tone
    • Tactics for "ask and refine" prompting strategies
  • Sophisticated Prompting Methods
    • Chain-of-Thought: Guiding the AI through logical, step-by-step reasoning
    • Few-Shot Prompting: Utilizing examples to sharpen output quality
    • Iterative refinement: The critical process for achieving precise outcomes
  • Hands-on Activity: Refining a prompt until the desired result is achieved for a management report

Streamlining Writing and Summarization Tasks

  • Email Composition and Reply Automation
    • Creating professional email drafts
    • Automating standard and tailored responses
  • Document Condensation and Analysis
    • Condensing meeting notes, articles, and lengthy documents
    • Identifying key points and action items from complex materials
  • Hands-on Activity: Employing ChatGPT to summarize a document and draft an email response

Microsoft 365 Copilot in Excel

  • Overview of Copilot in Excel
    • Understanding the interface and its functional capabilities
    • Crafting effective prompts for data interpretation
  • Data Interpretation and Visualization
    • Requesting analysis of extensive datasets from Copilot
    • Automatically generating charts, pivot tables, and visual aids
  • Predictive Modeling and Reporting
    • Leveraging Copilot to generate forecasts from historical data
    • Producing preliminary reports based on spreadsheet insights
  • Hands-on Activity: Utilizing Copilot to examine a sales dataset, produce a forecast, and design a chart

Microsoft 365 Copilot in PowerPoint and Outlook

  • Copilot in PowerPoint
    • Generating presentation frameworks from Word documents or text outlines
    • Enhancing slides with design tips, relevant imagery, and content restructuring
    • Hands-on Activity: Building a complete project presentation using Copilot
  • Copilot in Outlook
    • Composing and simplifying professional emails
    • Organizing the inbox by summarizing long threads and prioritizing critical messages
    • Hands-on Activity: Requesting Copilot to condense an email thread and draft a concise reply

Integration and Advanced Operational Workflows

  • AI Agent Workflows in Corporate Settings
    • Connecting Copilot with SharePoint and Microsoft Fabric
    • Automating repetitive tasks and business processes
  • Information Governance and Security
    • Ethical implications and privacy considerations when utilizing AI tools
    • Best practices for managing sensitive information
  • Hands-on Activity: Designing a basic team workflow automation using Copilot in SharePoint
  • Conclusion and Q&A: Exploring the future of AI in the workplace and resources for ongoing learning

Requirements

  • Proficiency in core Microsoft 365 applications
  • Experience with fundamental productivity or office management operations
  • No prior background with AI tools is necessary

Target Audience

  • Office professionals and efficiency specialists
  • Project managers and coordination leads
  • Teams incorporating AI into their daily operational routines

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