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Duration 15 hours
Course Outline
AI Fundamentals for Enhanced Productivity
- What is Generative AI?
- A concise look at the history and development of language models
- Gaining insight into Large Language Models (LLMs)
- Recognizing the strengths and boundaries of tools like ChatGPT
- Getting to know ChatGPT
- Setting up your account and navigating the interface
- Key ideas to grasp: temperature settings, context windows, and defining a “persona”
- Practical Exercise: Creating your first draft using ChatGPT
The Craft of Prompt Engineering
- Anatomy of an Effective Prompt
- Essential elements: defining the task, context, role, output format, and tone
- Techniques for using “ask and refine” prompting strategies
- Advanced Prompting Strategies
- Chain-of-Thought: Guiding the AI to reason through problems step by step
- Few-Shot Prompting: Providing examples to sharpen results
- Refinement loops: The secret to achieving precise outputs
- Practical Exercise: Refining a prompt until it generates the ideal management report
Streamlining Writing and Summarization
- Automating Email Drafting and Replies
- Creating professional email drafts instantly
- Automating standard and tailored responses
- Document Summarization and Insight Extraction
- Digesting meeting notes, articles, and lengthy documents
- Pulling out critical points and action items from dense text
- Practical Exercise: Using ChatGPT to summarize a document and craft a follow-up email
Microsoft 365 Copilot in Excel
- Introduction to Excel Copilot
- Exploring the interface and understanding its full potential
- Crafting effective prompts for deep data analysis
- Data Analysis and Visualization
- Instructing Copilot to interpret large datasets
- Auto-generating charts, pivot tables, and visual summaries
- Forecasting and Reporting
- Leveraging Copilot to build forecasts from historical trends
- Drafting reports directly from spreadsheet data
- Practical Exercise: Analyzing a sales dataset, generating a forecast, and visualizing results with Copilot
Microsoft 365 Copilot in PowerPoint and Outlook
- Copilot in PowerPoint
- Building presentation frameworks from Word docs or text notes
- Enhancing slides with design tips, relevant imagery, and content restructuring
- Practical Exercise: Building a complete project presentation using Copilot
- Copilot in Outlook
- Drafting and simplifying professional emails
- Inbox management: Summarizing long threads and highlighting priority messages
- Practical Exercise: Having Copilot summarize an email thread and draft a concise response
Integration and Complex Workflows
- AI Agent Workflows in Enterprise Settings
- Connecting Copilot with SharePoint and Microsoft Fabric
- Automating routine tasks and business operations
- Information Management and Security
- Ethical use and privacy considerations when employing AI
- Best practices for managing sensitive information
- Practical Exercise: Designing a basic team workflow automation using Copilot in SharePoint
- Wrap-up and Q&A: Discussing the future of AI in the workplace and resources for ongoing learning
Requirements
- Familiarity with core Microsoft 365 applications
- Experience in standard office productivity and management tasks
- No previous experience with AI tools is necessary
Target Audience
- Office professionals focused on efficiency
- Project managers and administrative coordinators
- Teams looking to integrate AI into their daily operations
Testimonials (1)
correct way of prompting and including guardrails in instructions.
