MS-4018: Draft, Analyze and Present with Microsoft 365 Copilot
Overview
The MS-4018 course is designed to help business users and professionals harness the full
potential of Microsoft 365 Copilot—an AI-powered productivity assistant integrated with tools
like Word, Excel, PowerPoint, Outlook, and Teams. This course empowers learners to draft
content, analyze data, and deliver impactful presentations with greater speed, clarity, and
creativity.
Ideal for executives, analysts, consultants, and team leads who want to boost their productivity using the latest AI tools embedded in Microsoft 365.
Ideal for executives, analysts, consultants, and team leads who want to boost their productivity using the latest AI tools embedded in Microsoft 365.
What You’ll Learn
By the end of this course, learners will be able to:
- Understand what Microsoft 365 Copilot is and how it works within familiar Microsoft
apps - Use Copilot in Word to draft, summarize, and rewrite documents efficiently
- Leverage Copilot in Excel to analyze data, uncover trends, and generate insights
- Use Copilot in PowerPoint to generate presentations from prompts or documents
- Automate routine tasks and streamline communication in Outlook and Teams
- Apply best practices for working responsibly and securely with generative AI in the
workplace
Prerequisites
- Familiarity with Microsoft 365 applications (Word, Excel, PowerPoint, Outlook, Teams)
- No prior AI or coding experience required
- Suitable for both individual contributors and business leaders
Course Content Outline
1. Introduction to Microsoft 365 Copilot
- What is Microsoft 365 Copilot?
- How generative AI integrates with Microsoft 365 apps
- Understanding prompts and Copilot capabilities
- Responsible use of AI in a corporate setting
2. Drafting and Refining with Copilot in Word
- Creating first drafts from brief inputs
- Summarizing lengthy documents
- Rewriting text for tone, clarity, or audience
- Generating content outlines and tables
3. Analyzing Data with Copilot in Excel
- Asking natural language questions about data
- Generating charts, pivot tables, and summaries
- Detecting patterns and anomalies
- Forecasting trends and suggesting formulas
4. Designing with Copilot in PowerPoint
- Generating slide decks from Word documents or prompts
- Editing and reformatting slides automatically
- Summarizing long presentations
- Rephrasing or visualizing key ideas
5. Boosting Communication with Copilot in Outlook and Teams
- Drafting and summarizing emails
- Suggesting meeting agendas and action items
- Creating responses based on conversation threads
- Enhancing collaboration and follow-ups