MS-4004-A: Empower your workforce with Microsoft 365 Copilot Use Cases

Modules

Module 1: Empower Executives with Microsoft 365 Copilot

This module explores how executives can use Microsoft 365 Copilot to streamline decision-making, synthesise business information, and improve strategic productivity. Learners work with Copilot across Microsoft Teams, Word, Excel, and Planner to consolidate communication insights, prepare executive briefings, analyse budget forecasts, and develop project plans. The module also introduces the use of AI agents to monitor performance indicators, identify emerging issues, and provide business insights that support informed executive decisions.

Module 2: Accelerate Sales with Microsoft 365 Copilot

This module focuses on applying Microsoft 365 Copilot to key sales activities, from market research and competitive analysis to proposal development and customer outreach. Learners explore how Copilot and its Researcher agent can uncover industry trends and market intelligence, while Word and Outlook help create personalised sales proposals and communications. The module also introduces Copilot Studio for building an RFP response agent, enabling sales teams to automate repetitive proposal tasks and improve the efficiency of the sales process.

Module 3: Transform Marketing with Microsoft 365 Copilot

This module demonstrates how Microsoft 365 Copilot can support marketers in turning market intelligence into actionable campaigns. Learners use Copilot Studio to create a market research agent, analyse information and generate strategic recommendations, and use Loop to develop campaign plans. The module also explores Copilot in Word and Excel for consolidating market reports and analysing performance data, alongside Idea Coach and Writing Coach for developing creative campaign concepts and promotional communications.

Module 4: Optimise Finance with Microsoft 365 Copilot

This module explores how Microsoft 365 Copilot can enhance financial analysis, reporting, modelling, and business decision-making. Learners use Copilot in Excel to analyse costs and develop what-if scenarios, while Copilot Chat supports acquisition analysis and vendor contract evaluation. The module also demonstrates how insights can be transformed into executive presentations, collaborative content, and targeted communications using PowerPoint, Loop, Teams, and Outlook.

Module 5: Streamline IT Operations with Microsoft 365 Copilot

This module focuses on using Microsoft 365 Copilot to improve IT project planning, communication, risk identification, and technology adoption. Learners explore Copilot in Chat, Whiteboard, and PowerPoint to develop project frameworks, identify potential risks, and prepare executive presentations. The module also demonstrates how Copilot can support the communication and adoption of new Microsoft 365 features, including the use of agents to gather employee feedback and analyse survey results.

Module 6: Empower HR with Microsoft 365 Copilot

This module demonstrates how Microsoft 365 Copilot can support HR teams in analysing workforce information, communicating management insights, and improving employee services. Learners use Copilot in Excel to identify key management metrics and create summary reports, while Outlook and Loop support communication and collaborative development planning. The module also introduces an HR self-service agent through Copilot Studio and explores how Researcher can provide insights for employee relocation and workforce-related decisions.

Module 7: Enhance Operations with Microsoft 365 Copilot

This module explores how Microsoft 365 Copilot can improve operational planning, project management, reporting, vendor engagement, and workplace safety. Learners use Copilot across Whiteboard, Word, PowerPoint, Chat, and Loop to develop project ideas, compare reports, prepare presentations, synthesise information, and track milestones. The module also introduces Copilot Studio for creating a project-specific FAQ agent and demonstrates how Copilot can help review, update, and communicate safety procedures.

Module 8: Strengthen Communications with Microsoft 365 Copilot

This module focuses on using Microsoft 365 Copilot to develop effective internal and strategic communication. Learners use Copilot in Word, Excel, and PowerPoint to create communication briefs, analyse engagement metrics, and prepare executive presentations. The module also explores Researcher, Viva Engage, Copilot Chat, Ideas Coach, and Copilot Studio to support trend analysis, employee engagement, town hall preparation, campaign planning, and the creation of an FAQ assistant.

Module 9: Improve Customer Service with Microsoft 365 Copilot

This module demonstrates how Microsoft 365 Copilot can help customer service teams improve efficiency, consistency, and the quality of customer support. Learners explore Copilot in Whiteboard, Teams, OneNote, Loop, Word, Outlook, and Copilot Chat to map customer support journeys, prepare for client meetings, document calls, develop troubleshooting resources, and communicate support insights. The module also introduces Analyst and Ideas Coach agents to analyse customer service data and develop practical solutions for improving case resolution.

Module 10: Enhance Legal and Compliance Work with Microsoft 365 Copilot

This module explores how Microsoft 365 Copilot can support legal teams in regulatory response, contract analysis, corporate governance, and compliance activities. Learners use Copilot Chat and Word to develop regulatory guidance and summarise contracts, while Researcher assists with regulator-facing issue briefs. The module also introduces Copilot Studio for creating a Regulatory Inquiry Assistant and demonstrates how Copilot can support policy development, risk visualisation, legal presentations, and compliance documentation.