Using Microsoft Copilot for Workflow Optimization

Intended Organizations
Skill LevelGeneral Workforce
Virtual | Live Trainer4 hours/day, 1 Day
In-Person | Onsite6 hours/day, 1 Day
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Course Overview

Microsoft Copilot is an AI-powered productivity tool designed to help professionals manage tasks, boost creativity, and improve efficiency. Integrated directly into Windows 11, Copilot streamlines both complex projects and everyday tasks. In this course, you’ll learn how to use AI prompts and features to enhance your workflow by drafting emails, summarizing reports, generating agendas, and organizing information. Copilot can also automate repetitive actions, create project outlines, task priorities, and quickly retrieve information.

Learning Objectives

  • Apply Techniques to maximize GenAI tool potential.
  • Build Skills for Copilot and Windows 11 AI features.
  • Automate Tasks to simplify daily work and save time.
  • Use AI Insights to organize ideas, create outlines, and refine content.

Who It's For

  • Business professionals who want to use Microsoft Copilot to improve everyday productivity and workflow efficiency.
  • Managers and team leaders looking to streamline task management, organize information, and prioritize work.
  • Administrative professionals who regularly draft emails, summarize reports, and prepare meeting agendas.
  • Project coordinators and operations teams interested in using AI to simplify repetitive tasks and organize project activities.
  • Professionals who want to build practical skills in generative AI, prompt engineering, and Microsoft Windows 11 AI features.

Course Agenda

Three modules · 22 topics
1Identifying Generative AI ConceptsTopics 1–10
  1. What Is Generative Artificial Intelligence and Machine Learning
  2. The Power of Generative AI
  3. Large Language Models (LLMs)
  4. Microsoft Text-Based GenAI Precursors
  5. Copilot UI Basics
  6. Prompts and Randomness
  7. Prompt Engineering
  8. Confabulation
  9. Mitigating Confabulation
  10. Considerations for Generative AI Usage
2Working with Copilot in Microsoft WindowsTopics 11–17
  1. Copilot Products
  2. Subscription Tiers
  3. The Microsoft Responsible AI Standard
  4. Content Filtering
  5. Image Creation
  6. Coalition for Content Provenance and Authenticity (C2PA)
  7. Guidelines for Writing Image-Generation Prompts
3Using AI-Enhanced AppsTopics 18–22
  1. Paint App
  2. Photos App
  3. Snipping Tool
  4. Clipchamp App
  5. Microsoft Designer

About our Trainers

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PTR training instructor headshot
PTR training instructor headshot

Our Mission

Our facilitators are committed to delivering the latest industry trends, job-specific best practices, and the essential soft and hard skills needed in today’s workforce. PTR offers small and large organizations the choice between onsite and virtual training. Collaborate with our specialists to address challenges, bridge skill gaps, and tailor the learning experience to meet your company’s goals.

Frequently Asked Questions

What is the Using Microsoft Copilot for Workflow Optimization course about?

This course teaches participants how to use Microsoft Copilot and AI-powered Windows features to improve productivity and streamline everyday work. It covers prompt engineering, content creation, information organization, and AI-enhanced Microsoft applications.

Who should attend this Microsoft Copilot training course?

The course is suitable for business professionals, managers, administrative staff, project coordinators, and anyone interested in using Microsoft Copilot to improve workplace efficiency.

What is Microsoft Copilot, and how can it improve workplace productivity?

Microsoft Copilot is an AI-powered productivity tool that helps users generate content, organize information, and complete everyday tasks more efficiently. It can support activities such as drafting emails, summarizing reports, and creating project outlines.

What generative AI concepts will I learn during the course?

Participants explore generative artificial intelligence, machine learning, large language models (LLMs), Microsoft text-based AI tools, prompt engineering, and the capabilities and limitations of generative AI.

Can Microsoft Copilot help automate everyday workplace tasks?

Yes. Copilot can support repetitive activities, organize information, create outlines, and help prioritize tasks. The course explores ways to use AI features to simplify daily workflows and save time.

What Microsoft applications are covered in this Copilot training?

The course explores AI-enhanced features in Microsoft Paint, Photos, Snipping Tool, Clipchamp, and Microsoft Designer, including image creation and image-generation prompting.

Does the course cover responsible AI use and content safety?

Yes. Participants learn about Microsoft’s Responsible AI Standard, content filtering, and considerations for using generative AI responsibly. The course also introduces the Coalition for Content Provenance and Authenticity (C2PA).

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Using Microsoft Copilot for Workflow Optimization

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