Mastering Microsoft Copilot from A to Z — AB-730 preparation
Use Microsoft 365 Copilot every day, build agents and prepare for the AB-730 (AI Business Professional) certification.
- Duration
- 21 h · 3 days
- Level
- Beginner
- Format
- On site · Remote · Blended
- Max. group size
- 12 participants
Overview
This program trains professionals to get the most out of Microsoft 365 Copilot and Copilot Chat in Word, Excel, PowerPoint, Outlook and Teams, while preparing for the Microsoft AB-730 "AI Business Professional" certification. It follows the four domains of the exam: generative AI fundamentals, managing prompts and conversations, creating and analyzing professional content, then agents. Each concept is practiced in context before moving on to exam training with scenario-based questions.
Who this program is for
- Employees and managers using Microsoft 365 every day
- Teams in charge of rolling out and driving Copilot adoption in the company
- Non-technical professionals who want to validate their skills in AI applied to work
- Training centers offering AB-730 certification preparation
Prerequisites
- Everyday use of Microsoft 365 applications (Word, Excel, PowerPoint, Outlook, Teams)
- No programming skills required
- Access to Microsoft 365 Copilot (license) recommended for the workshops; otherwise, demonstrations run by the trainer
Learning objectives
- Explain the concepts of generative AI and the capabilities and limits of Copilot
- Apply the principles of responsible AI, security and privacy
- Write effective prompts and manage your conversations with Copilot
- Create, summarize and analyze content in Word, Excel, PowerPoint, Outlook and Teams
- Choose and use prebuilt agents, and understand how a custom agent is created
- Measure Copilot's impact on your team's processes
- Prepare methodically for the AB-730 exam
Detailed curriculum
11 modules · 21 h · 3 days
Generative AI and Copilot fundamentals
- What is generative AI: language models, tokens, context
- Copilot, Copilot Chat and Microsoft 365 Copilot: differences and licenses
- How Copilot accesses organizational data
- Capabilities, limits and suitable use cases
- Hallucinations and verifying answers
Identify, application by application, the tasks where Copilot adds the most value.
Responsible AI, security and privacy
- Microsoft's responsible AI principles
- Data protection and respect for existing permissions
- Sensitive information and best practices
- Transparency, copyright and human review
- Compliance and governance on the organization's side
Writing effective prompts
- The elements of a good prompt: goal, context, sources, expectations
- Specifying tone, format and audience
- Reusing and saving your best prompts
- Fixing a prompt that doesn't give the expected result
Each participant creates and tests prompts for their recurring tasks.
Managing your conversations and context
- Starting, continuing and organizing conversations
- Citing files, emails and meetings as sources
- Checking the references provided by Copilot
- Refining an answer through successive iterations
Word and Outlook with Copilot
- Writing, rewriting and formatting in Word
- Summarizing a long document and extracting the key points
- Sorting, summarizing and replying to emails in Outlook
- Preparing and scheduling communications
Produce a professional document and a cover email from a request.
Excel and PowerPoint with Copilot
- Exploring and analyzing data in Excel
- Creating formulas, charts and summaries
- Generating a presentation from a document
- Adapting style, structure and messages
From a table, produce an analysis and a summary presentation.
Teams and collaboration
- Summarizing a meeting and extracting decisions and actions
- Catching up on a channel conversation
- Preparing and following up a meeting with Copilot
Prebuilt agents
- What an agent is and how it differs from an assistant
- Prebuilt agents available in Microsoft 365
- Choosing the right agent for a scenario
- Using an agent from the different Copilot experiences
For several business scenarios, justify the choice between assistant, prebuilt agent or custom agent.
Custom agents: principles and simple creation
- Use cases for a custom agent
- Giving instructions and knowledge sources to an agent
- Discovering Copilot Studio and no-code agent creation
- Testing, sharing and governing an agent
Create an agent that answers a business question from internal documents.
Measuring impact and driving adoption
- Indicators of time saved and quality
- Identifying processes to transform
- Supporting adoption in your team
AB-730 exam preparation
- Exam structure and domains assessed
- Scenario-based questions: method
- Mock exam and annotated correction
- Personalized revision plan and official resources
Take a mock exam under real conditions, then correct the mistakes as a group.
Tools and technologies
Certifications
Microsoft exam on the professional use of generative AI with Microsoft 365 Copilot: fundamentals, prompts and conversations, content and collaboration, agents.
Teaching methods
- Live demonstrations in Microsoft 365 applications
- Hands-on workshops on professional cases
- Scenario-based questions in the exam format
- Sharing of best practices and adoption case studies
Assessment
- Quiz at the end of each module
- Mock exam covering the four exam domains
- Individual feedback and revision plan
Required equipment
- A computer with an internet connection
- A Microsoft 365 account with access to Copilot (recommended)
- Microsoft 365 applications installed or available online
Resources provided
- Course materials and revision sheets by domain
- Library of professional prompts
- Exam-style practice questions
- Guide to the official Microsoft resources
Career outcomes
- Higher productivity on office and collaboration tasks
- Copilot champion within your team
- Preparation for the AB-730 certification
Related video courses
My video courses that go with this program, to get ready for the training or to review afterwards. Free with an account.
