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

Name: AB-730 prep: AI Business Professional: Microsoft 365 Copilot
Rating: 4.6 (908 reviews)

Create effective prompts in Microsoft 365 Copilot, create agents in Copilot Studio Lite, and documents, for AB-730 exam

Bestseller

Created byPhillip Burton • over one million students so far, I Do Data Limited

Last updated 6/2026

English

What you'll learn

Understand generative AI capabilities across Microsoft 365 experiences, including Word, Excel, PowerPoint, Outlook and Teams
Identify responsible AI and data protection practices
Manage prompts and conversations by using AI
Draft business documents and communications
Manage meetings and collaboration

Course content

9 sections • 48 lectures • 3h 46m total length

Introduction2:31
Explore Microsoft 365 Copilot and agents to boost productivity, sign in, prompt effectively, manage meetings, and draft documents in Word, Excel, PowerPoint, and Outlook, with AB 730 exam prep.
Welcome to Udemy0:37
How to get the best out of your Udemy course3:05
Do you want auto-translated subtitles in more languages?1:20
Curriculum5:50
Resources0:07

Introduction to Copilot and license types10:16
Why do I need a Work email address? And how can I get one, if I don't have it?7:33
Signing into Copilot4:23
An introduction to Microsoft 365 Copilot and Copilot Chat5:07
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.

10. Creating an effective prompt using goals, context, expectations and source8:00
10. Other ways to create an effective prompt6:24
1. Understand how Copilot keeps your organization’s information private+secure3:17
11. Select appropriate resources to reference in a prompt7:19
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.
2. Understand how the context can affect Copilot responses3:48
Create prompts in Microsoft 365 Copilot

12. Save a prompt7:14
14. Share a prompt2:32
13. Schedule a prompt4:37
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.
15, 16, 17. Delete, rename, and find previous chats4:06
18. Add a conversation to a notebook6:42
Practice Activity Number 10:59
Practice Activity Number 1 - The Solution6:30
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.
Create and manage prompts and manage conversations in Microsoft 365 Copilot

6. Identify common risks - fabrications, prompt injection, and over-reliance4:52
7. Select verification steps appropriate to the task, including human review3:21
8. Recognize and mitigate risks to sensitive data4:40
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.
9. Understand how data protection restricts prompt results1:57
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.
Identify responsible AI and data protection practices

28. Describe how to use Copilot for meetings7:29
Describe how to run meetings with Copilot in Microsoft Teams, using transcription, meeting recap, and chat features to assign sections, summarize, and tailor recaps.
Practice Activity Number 20:13
Practice Activity Number 2 - The Solution3:57
29. Describe how to use Copilot Pages for collaboration6:01
30. Describe how Copilot uses memory and instructions5:08
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 Number 30:52
Practice Activity Number 3 - The Solution5:56
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.
Manage meetings and collaboration

3, 19. Understand when to use Agent Store, and chat vs agent experience9:12
4, 20. Understand the use case, and creating an agent using a template6:34
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.
21, 22. Configure an agent that has knowledge and agent settings7:31
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.
23. Share an agent with team members4:36
Practice Activity Number 40:58
Practice Activity Number 4 - The Solution6:33
Create and manage Microsoft 365 Copilot agents

24, 25, 26, 27. Create document from a prompt in Microsoft Word9:32
5. Copilot in Word4:03
Explore Copilot in Microsoft Word to rewrite, structure, and refine text; visualize tables, chat with Copilot, and create images and banners to enhance documents.
5. Copilot in Excel7:50
24, 25, 26, 27. Create document from a prompt in Microsoft PowerPoint5:40
5. Copilot in PowerPoint, Outlook and Teams7:41
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.
Practice Activity Number 50:32
Practice Activity Number 5 - The Solution6:41
Draft business documents and communications

Requirements

Before beginning, you will need to know how to use a Windows computer, including a mouse.
It would be useful to have either a Business or Enterprise version of Office, but that is not essential.
You will need to have a Microsoft 365 Copilot Business or for Enterprise license if you want to follow on. There is no free trial available for this license. However, without this, you will be able to watch the videos, do the quizzes, and do some of the Practice Activities.

Description

The Microsoft AB-730 certification is the new certification for Microsoft 365 Copilot. Microsoft says that this certification demonstrates that you have the skills needed to get the most out of Microsoft 365 Copilot and Copilot Chat by earning the AI Business Professional certification.

In this course, we will look at all of the topics in the AB-730 certification.

Please note: This course is not affiliated with, endorsed by, or sponsored by Microsoft.

This course has been updated in line with the exam update as per 22 July 2026.

In this AB-730 exam preparation course:

We'll start by looking at Microsoft 365 Copilot Chat. We'll look at how to sign into Copilot, have conversations using effective prompts, and saving, sharing and scheduling prompts.
We'll then move outside of Copilot Chat. We’ll identify responsible AI and data protection practices, such as identifying common risks, and find out how to use Copilot for meetings, Copilot Pages for collaboration, and using Copilot memory and instructions.
Finally, we'll go to agents and apps. We'll see how to use pre-built Copilot agents and create customized agents. We’ll also see how to draft business documents and communications using Word, Excel, PowerPoint and Outlook.

No prior knowledge is required. This course completes with quizzes, practice activities and practice tests, so you can be sure that you are learning.

Once you have completed this course, you will have an expanded knowledge of Microsoft 365 Copilot and Agents. With some practice, you could even take the official Microsoft AB-730 exam, which gives you the "Copilot and Agent Administration Fundamentals" certificate. This would look good on your CV or resume.

Who this course is for:

This course is for you if you want to develop your Microsoft Copilot or agent practical skills.
This course is for you if you want to become certified in Microsoft Copilot or agent practical skills, as by the end you should the knowledge to become certified with Microsoft.

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

What you'll learn

Explore related topics

Course content

Introduction6 lectures • 14min

Introducing Microsoft Copilot4 lectures • 27min

Create prompts in Microsoft 365 Copilot5 lectures • 29min

Managing prompts and conversations in Microsoft 365 Copilot7 lectures • 33min

Identify responsible AI and data protection practices4 lectures • 15min

Manage meetings and collaboration7 lectures • 30min

Create and manage Microsoft 365 Copilot agents6 lectures • 35min

Draft business documents and communications7 lectures • 42min

Congratulations2 lectures • 2min

Requirements

Description

Who this course is for: