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Microsoft 365 Copilot

Harness AI for Data Management

This quick "crash course" focuses on how information workers can strategically leverage Microsoft Copilot to enhance productivity, streamline data analysis, and communicate insights effectively. Learners will get started with using Copilot to support data management, accelerate analysis, and facilitate clear communication across tools like Word, Excel, and PowerPoint. We’ll demonstrate how Copilot optimizes workflows by summarizing reports, visualizing complex data, and quickly generating presentations. By the end, you’ll be ready to leverage Copilot to streamline your workflows and share insights effectively.

This course is meant for information workers and data specialists. Information workers who work regularly in Microsoft 365 products can optimize their productivity through Copilot's integration and streamlining functionalities. Data specialists will benefit from this course by discovering how Copilot can be used to automate tasks like compiling data from multiple sources, creating visualizations, and analyzing datasets.

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What's inside

Syllabus

Microsoft 365 Copilot: Harness AI for Data Management

In this quick "crash course," you’ll learn how to get started with Microsoft Copilot to make working with data faster, easier, and more impactful. We’ll show you how Copilot can boost your skills by helping you organize data, speed up analysis, and communicate clearly. You’ll see how to use Copilot in Word for quick summaries, in Excel to create clear charts and graphs, and in PowerPoint to build polished presentations. By the end, you’ll be ready to leverage Copilot to streamline your workflows and share insights effectively.

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Focuses on leveraging Microsoft Copilot to enhance productivity, which is highly relevant for information workers aiming to optimize their daily tasks

Demonstrates how Copilot optimizes workflows by summarizing reports, which is a core skill for data specialists who need to quickly understand large datasets

Teaches how to use Copilot in Word, Excel, and PowerPoint, which are standard tools used by information workers and data specialists in various industries

Covers using Copilot to support data management, accelerate analysis, and facilitate clear communication, which are essential for data-driven decision-making

Requires access to Microsoft 365 products, which may require a subscription and pose a barrier to entry for some learners without institutional access

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Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Microsoft 365 Copilot: Harness AI for Data Management with these activities:

Brush Up on Excel Charting

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Reviewing Excel charting skills will help you better leverage Copilot's data visualization capabilities within Excel.

Browse courses on Excel

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Review different chart types (bar, line, pie, scatter) and their appropriate uses.
Practice creating charts from sample datasets.
Explore advanced charting features like trendlines and error bars.

Review Basic Statistical Concepts

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Refreshing your knowledge of basic statistical concepts will enable you to better understand and interpret Copilot's data analysis outputs.

Browse courses on Statistical Concepts

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Review key statistical measures like mean, median, mode, and standard deviation.
Understand the basics of hypothesis testing and confidence intervals.
Practice applying these concepts to sample datasets.

Follow Copilot Excel Tutorials

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Following tutorials will help you learn how to use Copilot to automate tasks like compiling data from multiple sources, creating visualizations, and analyzing datasets.

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Find tutorials on using Copilot for data summarization in Excel.
Find tutorials on using Copilot for data visualization in Excel.
Practice using Copilot with your own datasets.

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Create a Copilot Demo Presentation

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Creating a presentation will help you solidify your understanding of Copilot's capabilities and how to communicate its value to others.

Browse courses on Microsoft 365 Copilot

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Identify a specific use case for Copilot in data management.
Create a short presentation showcasing how Copilot can address this use case.
Include examples of Copilot's features in Word, Excel, and PowerPoint.

Automate Report Generation with Copilot

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Starting a project will allow you to apply your knowledge of Copilot to a real-world problem and further develop your skills.

Browse courses on Microsoft 365 Copilot

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Identify a report generation process that can be automated with Copilot.
Use Copilot to automate the process of data extraction, analysis, and report creation.
Document the steps involved and the benefits achieved.

Curate a List of Copilot Prompts

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Compiling a list of effective prompts will help you and others maximize the value of Copilot.

Browse courses on Microsoft 365 Copilot

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Experiment with different prompts for various data management tasks.
Document the prompts that yield the best results.
Organize the prompts by category (e.g., data summarization, visualization, analysis).

Career center

Learners who complete Microsoft 365 Copilot: Harness AI for Data Management will develop knowledge and skills that may be useful to these careers:

Data Analyst

A Data Analyst is responsible for interpreting data, analyzing results, and providing ongoing reports to stakeholders. This role requires the ability to use data analysis tools to clean data, discover patterns, and draw conclusions. The course is directly relevant to the daily tasks of a Data Analyst because it teaches how Copilot can be used to facilitate data management, accelerate analysis, and generate visualizations. This is particularly relevant since the course highlights Copilot’s use with tools like Excel which are often used in analyzing data and building reports. A data analyst would benefit from this course by learning how to optimize data workflows and communicate insights more effectively.

See salaries and explore the career path for Data Analyst

Business Intelligence Analyst

A Business Intelligence Analyst leverages data to identify trends and provide insights that drive strategic decision making. This role typically involves analyzing datasets, creating visualizations, and communicating findings to stakeholders. This course directly addresses the analytical components of this work by showing how to accelerate data analysis and create visualizations using Copilot with tools like Excel. The course teaches how to clearly communicate insights using presentation tools like PowerPoint, which are often used to present findings to business units. This course will especially benefit someone in this role by demonstrating how Copilot can help organize data and summarize reports, which are common tasks for a Business Intelligence Analyst.

See salaries and explore the career path for Business Intelligence Analyst

Report Writer

A Report Writer is responsible for creating written reports based on data and research. This role requires strong skills in data organization, analysis, and communication. This course is directly relevant because it teaches how to use Copilot to summarize reports, organize data, and speed up analysis. The course also shows how to use Copilot for communicating insights using presentation tools like PowerPoint, which are useful for a report writer to prepare findings. A Report Writer would find this course helpful to optimize workflows and communicate more effectively.

See salaries and explore the career path for Report Writer

Sales Analyst

A Sales Analyst is responsible for tracking sales data, analyzing trends, and providing insights to improve sales performance. This role requires the ability to manage data, create reports, and present findings to sales teams. This course would be useful because it shows how Copilot can optimize data workflows by summarizing reports and visualizing data with tools like Excel. This will help a Sales Analyst more efficiently compile data and create presentations. The skills taught in this course are applicable to daily tasks of a sales analyst.

See salaries and explore the career path for Sales Analyst

Data Visualization Specialist

A Data Visualization Specialist focuses on creating visual representations of data to make it easier to understand and interpret. This role requires a strong understanding of data analysis and presentation tools. Since this course highlights how to use Copilot to create visualizations, especially with tools like Excel, it directly addresses the core responsibilities of a Data Visualization Specialist. The course teaches how to summarize reports, visualize data, and quickly generate presentations to demonstrate those insights. A Data Visualization Specialist will find this course useful in improving workflows and making communication more effective.

See salaries and explore the career path for Data Visualization Specialist

Operations Analyst

An Operations Analyst analyzes operational data to identify areas for improvement and increase efficiency. This role requires working with data, creating reports, and communicating operational insights. This course is applicable because it demonstrates how Copilot can be used to manage data, speed up analysis, and create clear charts and graphs, all of which are standard tools used by an operations analyst. Since the course also covers how to communicate insights through presentations, it is useful for an operations analyst in sharing findings to stakeholders. This course will improve workflows for an operations analyst.

See salaries and explore the career path for Operations Analyst

Information Manager

An Information Manager oversees the organization of information and data assets within an organization. This role requires a strong understanding of data management tools and techniques. Since the course focuses on how to leverage Copilot to enhance data management, it directly addresses the core responsibilities of an Information Manager. The course teaches how to use Copilot to optimize workflows by summarizing reports and visualizing data using tools like Word, Excel, and PowerPoint. This course shows an Information Manager how they can improve productivity through the integration and streamlining functionalities of Copilot.

See salaries and explore the career path for Information Manager

Marketing Analyst

A Marketing Analyst analyzes marketing data to measure the effectiveness of campaigns and to provide insights on consumer behavior. This role requires skills in data analysis, report writing, and communication. The course provides instruction on using Copilot to manage and analyze data, and then to generate reports and visualizations, which are all daily tasks for a marketing analyst. This course shows how Copilot can be leveraged to optimize workflows by summarizing reports and communicating insights effectively. A Marketing Analyst will find this course valuable in developing strategies based on data analysis.

See salaries and explore the career path for Marketing Analyst

Financial Analyst

A Financial Analyst analyzes financial data, develops financial models, and provides recommendations to management. This role requires strong data analysis skills and the ability to communicate complex financial information. This course is helpful because it demonstrates how Copilot can enhance data analysis using Excel, a tool commonly used by Financial Analysts to manage and interpret financial information. The course also shows how to make use of Copilot to summarize reports and develop clear presentations, which would be invaluable in communicating complex insights. A Financial Analyst could use this course to optimize financial data workflows.

See salaries and explore the career path for Financial Analyst

Market Research Analyst

A Market Research Analyst studies market conditions to examine potential sales of a product or service. This role uses data analysis to understand consumer behavior, trends, and competitive landscapes. This course may be useful as it introduces the use of Copilot to improve data analysis, particularly in the context of creating data visualizations and generating reports. These are tasks a market research analyst regularly undertakes to communicate insights. The course specifically addresses how information workers can leverage Copilot to streamline data analysis and communicate insights effectively, which are valuable skills for a Market Research Analyst.

See salaries and explore the career path for Market Research Analyst

Research Associate

A Research Associate works alongside researchers to collect, organize, and analyze data. This role requires working with diverse datasets and communicating findings clearly. This course may be useful for a research associate because it demonstrates how Copilot can help manage and analyze data, especially by speeding up analysis with tools like Excel. The course also teaches how to generate presentations, which would be helpful for the research associate to share findings. Learning to use Copilot to streamline workflows and share insights may be especially valuable to someone in this role.

See salaries and explore the career path for Research Associate

Technical Writer

A Technical Writer creates documentation and instructional materials for technical products and services. This role demands clear and concise communication of complex information, often involving data and analysis. This course may benefit a technical writer because it showcases how to use Copilot to streamline data analysis, summarize reports, and generate presentations. These would be helpful for integrating findings into documentation for technical audiences. The course’s demonstration of Copilot’s functionalities within Microsoft 365 tools could enable a Technical Writer to optimize their workflows.

See salaries and explore the career path for Technical Writer

Management Consultant

A Management Consultant provides strategic advice to organizations to improve performance and efficiency. This role often involves analyzing data, creating reports, and presenting findings to clients. This course shows how Copilot can be leveraged to organize data, accelerate analysis, and communicate insights effectively via tools like Word, Excel, and PowerPoint. A management consultant will find this helpful with their many responsibilities in preparing and communicating data driven reports. This course may be useful for improving efficiency by using Copilot to streamline data workflows.

See salaries and explore the career path for Management Consultant

Project Manager

A Project Manager is responsible for planning, executing, and closing a project. This role requires managing data, creating reports, and communicating updates effectively to a team. This course may be useful because it provides instruction on using Copilot to organize data, summarize reports, and generate presentations. This will help in managing projects by making it easier to track progress and communicate findings to stakeholders. This course can be used by a Project Manager to streamline project data workflows and facilitate effective communication.

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Information Architect

An Information Architect designs and structures information systems to ensure they are easy to use and understand for users. This role may involve using data to inform their design decisions. This course may be useful for an Information Architect because it teaches how information workers can leverage Copilot to optimize workflows by using tools like Word, Excel, and PowerPoint. The course also covers how to use Copilot to summarize reports and visualize complex data. An Information Architect will find this course helpful with improving data workflows.

See salaries and explore the career path for Information Architect

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Office 365 All-in-One For Dummies

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Provides a simple and easy-to-follow guide to Microsoft 365 Copilot. It is written by Peter Weverka, a technology writer who has extensive experience in explaining complex topics in a clear and concise way.

Microsoft 365 Copilot

Harness AI for Data Management

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