MS‑4018: Draft, analyze, and present with Microsoft 365 Copilot teaches learners how to use Copilot and agents to complete real-world workflows across Microsoft 365 apps. The course highlights how Copilot supports key business outcomes, including drafting content, analyzing data, preparing for meetings, and managing communication. Learners also see how Copilot Chat, in‑app experiences, and agents work together to combine organizational context and user intent across everyday work.
MS-4018: Draft, analyze, and present with Microsoft 365 Copilot is designed for business users with a foundational knowledge of Microsoft 365 who want to use Copilot to work more efficiently across familiar tools such as Word, Excel, PowerPoint, Outlook, and Teams. The target audience includes professionals who regularly create content, analyze data, prepare presentations, and manage communication as part of their role. These learners are looking to build confidence using Copilot to support everyday tasks and improve the quality of their work.
Course Syllabus
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Draft, analyze, and present with Microsoft 365 Copilot
Modules in this learning path
Get ready to work with Microsoft 365 Copilot
Explore how Microsoft 365 Copilot grounds responses in your organizational data and the web across Microsoft 365 apps, discover how agents handle complex multi-step tasks, understand how enterprise data protection and sensitivity labels keep your data secure, and apply a four-element prompting framework to get accurate, useful results.
Unlock productivity and unleash creativity with AI powered chat
This module discusses how Microsoft 365 Copilot Chat helps you interact with your content across files, meetings, chats, emails, people, and the web.
Build effective presentations with AI
Apply Microsoft 365 Copilot in PowerPoint across the full presentation lifecycle — from planning with the Idea Coach agent through creation, refinement, and delivery preparation.
Draft impactful documents using AI
This module explores advanced Copilot in Microsoft Word capabilities at an intermediate level. It covers drafting documents from multiple sources, applying editing techniques, and using the Writing Coach agent to produce polished, professional documents.
Uncover new data insights with AI
This module covers advanced data analysis with Copilot in Excel, including multi-step workbook building with Edit with Copilot, Python-powered forecasting, Graph-grounded data enrichment from Microsoft 365 and the web, and cross-file exploration with the Analyst agent.
From inbox to impact: Improve your email workflows with AI
This module teaches you how to use Copilot in Microsoft Outlook to manage a high-volume inbox. You'll triage email using Copilot Chat, summarize threads and attachments, draft personalized messages with Draft Instructions, refine drafts using coaching, convert threads to meetings, and extend your workflow with Writing Coach when a message needs more detailed feedback.
Prerequisites
Students should have basic functional experience with Microsoft 365 services.