Duration: 4 days (32 hours)

By the end of the course, learners will be able to:

• Automatically generate MoMs and meeting summaries using Teams & Word
•  Draft polished, structured professional communication using Copilot
•  Analyze and visualize business data with Excel and basic Power BI
• Build leadership dashboards using Office 365 tools
• Search across files, chats, and mails intelligently using Copilot
• Automate common HR and operations tasks using built-in Office 365 features

Tools Covered:

• Microsoft Teams (with Copilot)
• Microsoft Word (Copilot, Templates)
• Microsoft Excel (Copilot, Charts, PivotTables)
• Microsoft Outlook (Copilot, Mail Automation)
• Microsoft PowerPoint (Copilot, Design Ideas)
• OneDrive
• Microsoft Search and Loop
• Microsoft Planner & To Do

Session 1: Overview of Microsoft 365 AI Capabilities

• Introduction to Microsoft 365 apps and Copilot (Word, Outlook, Teams, PowerPoint, Excel)
• Business use cases: Summaries, automations, document generation

Session 2: Using Copilot in Teams for Meeting Summaries

• How Copilot summarizes meetings (live & recorded)
• Extracting key points, tasks, and decisions
• Generating structured MoMs (Minutes of Meeting)

Session 3: Formatting and Sharing MOMs in Word/Outlook

• Automating MoM document formatting in Word
• Sending MoMs directly via Outlook with embedded tasks
• Collaborating and co-authoring on MOMs with OneDrive/SharePoint
• Generate & Share Meeting Summaries
  • Real scenario: Join a meeting → Generate MoM → Share with stakeholders

Session 4: Drafting Professional Emails Using Outlook Copilot

• Creating follow-up, escalation, and announcement mails
• Tone adjustment: Formal, friendly, assertive
• Summarizing mail threads

Session 5: Drafting Business Reports Using Word Copilot

• Generate report skeletons from bullet points
• Expanding content using prompts
• Automatic formatting and referencing

Session 6: Presentation Creation with PowerPoint Copilot

• Turn meeting notes or documents into presentations
• Visual suggestion, design ideas, speaker notes
• Summarize long reports into presentation slides
• Create Complete Communication Pack
  • Meeting → Generate email + report + presentation

Session 7: Excel Copilot for Analysis & Reports

• Explain formulas, trends, and outliers
• Generate pivot tables and charts with natural language
• Build summaries and “insights” tabs automatically

Session 8: Data Cleaning and Transformation in Excel

• Flash fill, data types, Power Query basics
• Preparing data for visualization

Session 9: Creating Visual Dashboards in Excel

• Dynamic charts, slicers, conditional formatting
• Creating reusable templates for monthly reports
•  Build a Monthly Business Tracker in Excel
  • Analyze sample data set and create a visual report

Session 10: Creating Dashboards for Leadership Reviews

• Using Excel or Power BI for leadership KPIs
• Automating chart updates from data sources
• Design best practices for readability and storytelling
• Embedding Dashboards into Outlook/Teams/SharePoint
• Sharing dashboards via SharePoint or Outlook
  • Embedding Excel dashboards in Teams channels
• Permissions and access control

Session 11: Microsoft Search & Copilot for Intelligent Info Access

• Find documents, mails, messages, tasks quickly
• Use Copilot in Word, Outlook, and Teams for Q&A-style search
• Finding related files from SharePoint/OneDrive/Teams
• Create Dashboard + Smart Info Retrieval Pack
  • Scenario: Build a dashboard → Share with team → Search and extract related files/emails

Session 12: Outlook and Excel for Repetitive Task Management

• Auto-categorize and flag emails
• Use Excel templates for HR forms (leave, feedback, onboarding)

Session 13: Using Word and Templates for Document Automation

• Use structured prompts to generate documents (letters, notices, certificates)
• Create document templates with fillable fields

Session 14: Scheduling and Reminder Automation in Outlook/Teams

• Recurring reminders, polls, and check-ins in Teams
• Use Planner + Outlook calendar for task updates
• Simulate Automated HR Task Workflows
  • Scenario: Onboarding checklist → Auto-email → Generate offer letter → Track via Excel