AB-730 prep: AI Business Professional: Microsoft 365 Copilot

Discover Microsoft 365 Copilot licensing, including individual, business, and enterprise plans, and how grounding in web, work data, and files shapes Copilot chat responses across Office apps.

Sign up for a free Microsoft 365 business standard trial with a work email, create the onmicrosoft.com domain, and enable multi-factor authentication with an authenticator.

Purchase and assign a Microsoft 365 Copilot license (business or enterprise) with a yearly plan, then sign into Copilot chat; no free trial and full access may take 24 hours.

Sign into Microsoft 365 Copilot chat and explore the web and work data experiences. Use Copilot across Word, Excel, and PowerPoint, manage licenses, two-factor authentication, and data protection settings.

Learn how to create focused prompts for Microsoft 365 Copilot by specifying goal, context, expectations, and source, and using examples to guide responses.

Explore additional strategies for creating effective prompts, including using goals, context, expectations, and sources. Practice techniques like separators, chain-of-thought prompts, translations, and asking clarifying questions.

Learn how Copilot keeps your organization's information private and secure within the Microsoft 365 service boundary by grounding prompts with Microsoft Graph and encrypting data in transit and at rest.

Learn referencing emails, documents, chats, and web pages in prompts, ensure read permissions in SharePoint or OneDrive, and manage up to 20 files in common formats with caching awareness.

Explore how context shapes Copilot responses in Microsoft 365, drawing on threads, work files, current documents, and web data, with Microsoft Graph maintaining security and privacy.

Master managing prompts and conversations in Microsoft 365 Copilot by saving, editing, and sharing prompts via the Copilot prompt gallery, with resource references and response actions.

Learn to share prompts in Microsoft 365 Copilot by copying links, sharing with teams, and managing access in the Copilot Prompt Gallery.

Schedule prompts with Microsoft Copilot: set first run and choose daily, weekly, or monthly schedules. Select days and limit runs to 1–15, and receive email notifications when responses are ready.

Learn how to find, rename, and delete chats in Copilot. Manage conversations with search, filters, and temporary chats, and review privacy settings and retention policies.

Use notebooks as secure workspaces to gather company data, files and chats, drag or add conversations, and ground prompts with references for insights, summaries, and audio narration.

Practice activity demonstrates using Microsoft 365 Copilot chat with web data, saving prompts, grounding answers with a corporate policy file, scheduling prompts, and sharing prompts for responsible AI practices.

Identify common ai risks—fabrications, prompt injection, and overreliance—and explore data protection practices and mitigations; see how Microsoft 365 Copilot detects and blocks abuses.

Apply task-appropriate verification steps in Microsoft 365 Copilot by defining verification levels based on data sensitivity. Review citations and results, ensure alignment with fairness, reliability, privacy, inclusiveness, transparency, accountability.

Recognize and mitigate risks to sensitive data by classifying PII with Microsoft Purview Information Protection, implementing least privilege access, auditing access, and applying data loss prevention policies.

Discover how enterprise data protection restricts copilot prompt results by securing data at rest and in transit, preventing training model usage, and enforcing access via sensitivity labels and permissions.

Describe how to run meetings with Copilot in Microsoft Teams, using transcription, meeting recap, and chat features to assign sections, summarize, and tailor recaps.

Explore copilot in meetings by creating a calendar event, starting transcription, and generating an AI summary with citations on emails, SharePoint, and licensing considerations.

Explore Copilot pages as an interactive canvas for collaboration, editing with others, managing version history, and sharing with permissions for rich content like lists, diagrams, and templates.

Discover how Copilot uses memory and custom instructions to tailor responses, handle memory updates, and switch to temporary chats that avoid saving history.

Practice activity teaches updating Copilot memory, creating conversations, and planning travel options from Frankfurt to London (flight, train, bus), while building pages, tables, and documents.

Learn to create and configure Copilot agents, compare agent and chat experiences, and install researchers and analysts from the agent store, with prompts, memories, and Power Automate integration.

Create custom Copilot Studio Lite agents using templates to integrate external knowledge and documents from SharePoint and OneDrive for specialized tasks like legal analysis, onboarding, or healthcare.

configure an agent using the configure tab, name it, define description and instructions, and ground its answers with up to 20 knowledge sources, including SharePoint files, Teams data, and Outlook emails.

Test and share your agent with team members, set access permissions, and use the chat with an agent feature to interact via plus or at-sign in Microsoft 365 Copilot.

Create and customize Microsoft 365 Copilot agents with the agent store and Learning Coach templates, uploading AB 730 notes to define topics and prompts.

Generate a new Word document from a Copilot prompt, refine drafts, and structure with headings, citations, and a table of contents.

Explore Copilot in Microsoft Word to rewrite, structure, and refine text; visualize tables, chat with Copilot, and create images and banners to enhance documents.

Explore Copilot in Excel by cleaning data, creating tables, and using natural language to build formulas, import data from the web, and generate pivot tables and charts.

Discover how to create a PowerPoint presentation from a prompt using Copilot, reference up to five files, shape the structure, style, and images, and generate slides.

Explore how to use Copilot in PowerPoint, Outlook, and Teams to rewrite content, generate slides, draft emails, summarize threads, and run meetings with facilitator notes and follow-up tasks.

Learn to use Copilot in Microsoft Word to draft Barcelona top locations and a five-night itinerary, generate a management summary, and create and summarize presentations in PowerPoint and OneDrive.

Complete the course and prepare for the official Microsoft 365 Copilot exam by scheduling it with Pearson VUE, applying generative AI fundamentals, managed prompts, and AI-driven business content skills.

Learn to create and manage prompts and conversations in Microsoft 365 Copilot chat, draft business documents with Copilot, and apply responsible AI, data protection, and meetings and collaboration practices.