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April 2024

Copilot for Microsoft 365 (1/5) www.aka.ms/pathways


Download the latest copy of this pathway: www.aka.ms/CopilotPathway

Microsoft Copilot Scenario Library Copilot for Microsoft 365 Success Kit
Scenario Library

Our Copilot Success Kit, Scenario Library, implementation framework, and how-to Download the full success kit

Becoming AI powered means transforming scenarios


Scenario Library resources are designed to streamline and accelerate your time to value with
across your organization. Use our guidance by Download the
Copilot for Microsoft 365 skills. The guidance integrates many resources to
department and individual scenario to get inspired,
empower you to achieve rapid value with Copilot while enabling your progressive full success kit
Department Kits

empower your workforce and realize value from your Department Kits skilling journey with AI tools. Download the full kit or just the resources you need
Copilot investment.
based on your phase of implementation.

Leadership Quickstart User Enablement Quickstart Technical Readiness Quickstart

Get Ready Onboard / Engage Get Ready Onboard / Engage Get Ready Onboard / Engage

• Implementation Summary • Copilot features on the • User Enablement Guide • Copilot Lab • Technical Readiness Guide • Enabling Users
Guide Microsoft 365 Roadmap • Scenario Library • User Experience Strategy • Optimisation Assessment • Training content map
• Responsible AI principles • Microsoft Learn: AI learning • How to: it’s not about AI – Document • Data, Privacy and Security for • Microsoft Mechanics playlist
• Business Leaders Guide to AI hub for Leaders it’s about trust • Training Kit Copilot for Microsoft 365
Adoption • The art and science of • Productivity gains for Copilot • Build your own Centre of • FAQs: AI, Microsoft Copilot
• Copilot for Work working with AI users Excellence guide and Microsoft Designer
• Scenario Library • How to: it’s not about AI – • Will AI fix work? • Accelerate Copilot • Microsoft Learn: Get Started
• The future of work with AI it’s about trust • Copilot experiences enablement with Microsoft with Copilot for Microsoft 365
• FastTrack for Microsoft 365 Viva Guide
Extend & Optimise
• Need to know: 5 Microsoft explained • How Copilot for Microsoft
AI Advances • Training content map 365 works
• Microsoft 365 Developer
• Creating an AI Council Guide • User onboarding toolkit • How to get ready for Copilot
plugins for Copilot
for Microsoft 365
• Microsoft 365 Developer
Copilot playlist
Deliver Impact Extend & Optimise Deliver Impact Extend & Optimise Deliver Impact • Optimise and extend Copilot
for Microsoft 365
• Microsoft Copilot Dashboard • Empowering every developer • Microsoft Copilot Dashboard • Microsoft Copilot Dashboard • Copilot usage reports • Copilot Studio overview
from Viva Insights with plugins for Copilot from Viva Insights from Viva Insights
• What we’re learning from • Introducing Copilot Studio • MOCA for productivity More content on Microsoft Adoption HERE

customers scenarios More content on Microsoft Adoption HERE


April 2024

Copilot for Microsoft 365 (2/5) www.aka.ms/pathways

Build your prompt skills Microsoft 365 Chat


Prompts are how you ask Copilot for Microsoft 365 to do something Catch up on things quickly with Microsoft 365 Create content with Microsoft 365 Chat
for you — like creating, summarizing, editing, or transforming. Think
START

Chat Use Microsoft 365 Chat to get summaries and


START

START Microsoft 365 Chat enables you to brainstorm ideas START


about prompting like having a conversation, using plain but clear catch up on things quickly. and draft new content.
language and providing context like you would with an assistant.
Example prompts to try with Microsoft 365 Open Microsoft 365 Chat in Teams
Check out the Copilot Lab for more inspiration.
START START

Chat Use Microsoft 365 Chat to catch up, create START You can use Microsoft 365 Chat in desktop and mobile START
content, and ask questions. versions of Microsoft Teams.
Ingredients of a prompt

Ingredients of a prompt
Prompt do’s and don’ts

Prompt do’s and don’ts Writing Prompts

Learn about Copilot prompts Get better results with Copilot prompting
User Onboarding Toolkit
START
START

Copilot prompts are instructions or questions you use START Writing good prompts is key to getting better START
to tell Copilot what you want. outcomes with Copilot.
To help your people quickly realize the full Link to learning content
Microsoft 365 Prompt Toolkit

benefit of Copilot for Microsoft 365, we've Edit a Copilot prompt START
Microsoft 365 Prompt Toolkit
developed a user onboarding toolkit, including Edit a Copilot prompt to make it your own. START Link to learning content
Explore Generative AI with Copilot in Bing

ready-to-send emails and community posts


Explore Generative AI with Copilot in Bing
that you can send to your business users as
they onboard. The content is designed to be
customized to suit your organization's needs.
Copilot in Word
We hope these assets help you and your organization get the most
out of your Copilot experience. Copilot in Word START Draft and add content with Copilot in Word START

Download User Onboarding Toolkit

Explore how you can use the power of AI in Word. START Start a draft with Copilot in Word START
Download User Onboarding Toolkit
Transform your content with Copilot in START
Chat with Copilot about your Word document START

START START
Customer Hub training sessions Word Rewrite text. Ask questions about your document.
Discover Microsoft Copilot for Microsoft 365 Succeed in organizational transformation

Discover Succeed in
Drive user enablement

Drive user Create a summary of your document START


Frequently asked questions about Copilot in START

Microsoft Copilot organizational Create a summary, review the results. START


Word Common questions. START
for Microsoft 365 enablement transformation
April 2024

Copilot for Microsoft 365 (3/5) www.aka.ms/pathways

Copilot in Teams

Copilot in Teams Welcome to Copilot in Microsoft Teams START


Get started with Copilot in Microsoft Teams START

meetings Unlock productivity with Copilot in Teams


START

Transform your work with the power of AI. START Copilot in Microsoft Teams enhances collaboration and START START
helps you get the most out of your chats and meetings meetings.

Use Copilot in Microsoft Teams chat and START


Open Microsoft 365 Chat in Teams START
Frequently asked questions about Copilot in START

channels Copilot in Microsoft Teams chat and START You can use Microsoft 365 Chat in desktop and mobile START Microsoft Teams Common questions. START
channels helps you get up to speed quickly. versions of Microsoft Teams.

Copilot in PowerPoint

Copilot in PowerPoint Create a new presentation START


Summarize your presentation with Copilot in START

PowerPoint Received a long slide deck and need to


START

Turn your inspiration into stunning and professional START Create a presentation from a file with Copilot. START START
presentations. get to the gist of the main points quickly?

Organize this presentation with Copilot in START


Use your organization's branding with Copilot in START
Prepare your presentation with Copilot for START

PowerPoint. Ask Copilot to organize your START PowerPoint Use Copilot in PowerPoint with your START Microsoft 365. START
presentation. corporate templates.

Copilot in Excel Microsoft 365 on YouTube

Copilot in Excel Get started with Copilot in Excel


Main Channel

Main Channel
START
START

Analyze, understand, and visualize your data with ease. START Microsoft Copilot in Excel helps you do more with your START
data in Excel tables. Copilot for Microsoft 365 Playlist

Copilot for Microsoft 365 Playlist


Highlight, sort, and filter your data with START
Generate formula columns with Copilot in Excel START

Copilot in Excel. Call attention to what matters to START Not sure how to write a formula for a new column? Quickly START
you. add new columns with formulas based on your data. WantHERE
Click to learn
to access
more about
the AIGenerative
Learning Companion
AI?

Want to learn more about Generative AI?


Click HERE to access the AI Learning Companion
April 2024

Copilot for Microsoft 365 (4/5) www.aka.ms/pathways

Copilot in Outlook Copilot in OneNote

Copilot in Outlook START


Draft an email message with Copilot in Outlook START
Copilot in OneNote START

Catch up, prepare, and follow-up with ease. START Copilot in Outlook can help you quickly draft an email. START Freely chat with Copilot in OneNote and supercharge START
your productivity.

Summarize an email thread with Copilot in Outlook Frequently asked questions about Copilot in Summarize your OneNote notes with Copilot for
Microsoft 365
START

Copilot in Outlook can help you quickly get caught up Outlook Common questions. START
START

START
START

START
on your email.

Create a to-do list and tasks in OneNote with START

Copilot in Whiteboard Copilot in Loop Copilot START

Discover new ideas in Whiteboard with Copilot in Loop


Allow Copilot to create project plans in OneNote
Copilot for Microsoft 365
START START

START Collaborate, co-create, and stay in sync. START


for you
START

START

Organize your ideas in Whiteboard with Copilot for Get started with Copilot for Microsoft 365 in Loop
Chat with Copilot about your notes and
Microsoft 365 Copilot for Microsoft 365 in Loop can help you get
START START

START START
START

Started with brainstorming, content drafting, and more. research questions. START

Summarize ideas in Whiteboard with Copilot START


Edit results on a Loop page with Copilot for START

for Microsoft 365 START Microsoft 365 in Loop START

Prompts to try
April 2024

Copilot for Microsoft 365 (5/5) www.aka.ms/pathways

Empower your workforce with Copilot Craft effective prompts for Microsoft Copilot for Microsoft 365 for Discover how to drive adoption of
for Microsoft 365 Use Cases (MS-4004) Copilot for Microsoft 365 (MS-4005) Administrators (MS-4006) Microsoft Copilot for Microsoft365 in
your organization (MS-4007)
This Learning Path enables students to perform a Discover ways to craft effective and contextual This course begins by examining the Microsoft
series of Use Case exercises that build their Copilot prompts for Microsoft Copilot for Microsoft 365 that Copilot for Microsoft 365 design. Its main focus, Learn the knowledge and skills to drive enablement of
for Microsoft 365 skills in various business-related create, simplify, transform, and compile content however, is on the security and compliance features Microsoft Copilot for Microsoft 365. ​You’ll explore
scenarios. Use cases include Executives, Sales, across Microsoft 365 applications that administrators must configure in their Microsoft effective strategies, including the Copilot for
Marketing, Finance, IT, HR, and Operations. 365 tenant to protect their company's organizational Microsoft 365 user enablement framework.
data before they implement Copilot for Microsoft 365.
• Course Home • Course Home
• Empower your workforce with Copilot for • Introduction to Copilot for Microsoft 365 • Course Home Coming Soon
Microsoft 365: Executives Use Case • Explore the possibilities with Copilot for • Examine the Copilot for Microsoft 365 design
Empower your workforce with Copilot for Microsoft 365 • Implement Copilot for Microsoft 365
Microsoft 365: Sales use case • Optimize and extend Copilot for Microsoft 365 • Examine data security and compliance in Copilot
• Empower your workforce with Copilot for • Summarize with Microsoft Copilot for Microsoft for Microsoft 365
Microsoft 365: IT Use Case 365 • Manage secure user access in Microsoft 365
• Empower your workforce with Copilot for • Create and draft with Microsoft Copilot for • Manage permissions, roles, and role groups in
Microsoft 365: Marketing Use Case Microsoft 365 Microsoft 365
• Empower your workforce with Copilot for • Edit and transform content with Microsoft • Implement data classification of sensitive
Microsoft 365: Finance Use Case Copilot for Microsoft 365 information
• Empower your workforce with Copilot for • Ask questions and analyze content with • Explore sensitivity labels
Microsoft 365: HR Use Case Microsoft Copilot for Microsoft 365 • Implement sensitivity labels
• Empower your workforce with Copilot for
Microsoft 365: Operations use case
• Empower your workforce with Copilot for
Microsoft 365: Challenge Use Case

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