AB-730: AI Business Professional

Learn how Microsoft 365 Copilot Chat helps you plan work — from the unified chat surface and the Work IQ toggle, to the four elements of an effective prompt, the follow-up refinement loop that turns a first-draft response into something you'd actually send, and the handoff from a Chat conversation to durable artifacts in Copilot Pages, Word, and OneDrive. By the end of this lesson you will be able to open Copilot Chat in the right mode for the question at hand, structure a prompt that gives Copilot enough to produce something useful, iterate that output into a polished result, and preserve the work as a shareable artifact your team can collaborate on.

Learn how Microsoft 365 Copilot embeds directly into Word and PowerPoint — how the Copilot pane's two modes (Allow editing vs Draft-only) shape what actually lands in your document, how the Researcher agent gives you grounded, cite-able content to blend into a first draft, and how a finished Word document becomes a supporting slide deck in one prompt. By the end of this lesson you will know when to reach for in-app Copilot vs the Researcher agent, and how to move a case-study draft from blank Word doc to shareable PowerPoint in about fifteen minutes of prompt work.

Learn how Microsoft 365 Copilot turns a spreadsheet into a conversation — how the Edit-with-Copilot mode gates in-place changes, how natural-language formulas fill entire columns from a plain-English description, how Copilot pulls themes and sentiment out of a free-text column, and how the Analyst agent reasons across an entire workbook. By the end of this lesson you will know when to prompt Copilot in-cell vs. in-pane vs. via the Analyst agent, and how to move from a CSV to a leadership-ready summary in under twenty minutes.

Learn how Microsoft 365 Copilot changes how meetings are run — how Allow-actions mode in Outlook lets Copilot draft and send calendar invites for you, how in-meeting Copilot captures blockers and decisions in real time, how the meeting recap grounds follow-up actions, and how Copilot Pages and Copilot Notebooks turn one meeting into a living project hub. By the end of this lesson you will know how to run a project check-in end-to-end with Copilot as your co-facilitator, from calendar invite to notebook.