Class Video 4: AI agents, Personas and Various Tools for Document Management and Business applications

Class Video 4: AI agents, Personas and Various Tools for Document Management and Business applications

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Microsoft Copilot - AI Business Practitioner Certified Training Program

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Getting Started

  • View Copilot Program Brochure
  • Access Demo Class Recording
  • Join a Live Demo Class
  • View Copilot Academic Calendar
  • View Copilot Upcoming Schedule
  • Subscribe to copilot for your personal account
  • Enroll Now
  • Access Student Study Kit
  • Important Links

Prompt Engineering

  • Prompts Library for MS Office
  • Prompt Engineering Formula
  • Prompt Engineering - Comprehensive Guide
  • Prompt Engineering - PMI
  • Persona Based Prompts
  • Prompt Engineering for Business users
  • Descriptive Prompts
  • Instructional Prompts
  • Creative Prompts
  • Contextual Prompting
  • 300 personas2

Module 1: Foundations of LLM models & prompt engineering

  • Copilot MS 365 interface walkthrough
  • Basics of prompt engineering
  • Prompting techniques for business practitioners

Module 2: Microsoft Office productivity tools with Copilot

  • Develop Excel formulas, functions, pivot tables, charts, graphs and dashboards with Excel Copilot & Excel Agent
  • Use semantic search in Outlook emails, draft and respond to emails with customized instructions based on business functions
  • Draft & refine official letter using Word, generate insights from long Word documents, analyze risks on Word documents. Compare with Pitch Power & Humata for official documentation
  • Collaborate effectively with Teams, capture meeting notes and perform custom prompts on meeting transcripts

Module 3: Persona based prompting, projects & notebooks

  • Understand role-specific prompting for analysts, managers, and strategists
  • Develop customized notebooks with Copilot for specific tasks & functions
  • Create storage vectors for projects & notebooks with custom personas & OneDrive

Module 4: Research, analytics, KPIs & strategy with AI agents

  • Conduct descriptive analytics with AI analytics agent on group of Excel sheets, PDFs, CRM feeds, Fabric & Azure data sources & other enterprise resources

Module 5: Workflow automation, enterprise AI tools & business app creation using AI

  • Create business apps using Copilot for Power Apps, app builder in Copilot 365, compare Google AI Studio & Replit
  • Automate business process using workflow frontier and Power Automate with Copilot, compare with Make.com & N8N workflows
  • Use Copilot for OneDrive - smart retrievals, comparing file versions and document management
  • Use Copilot for SharePoint to create pages, posts, lists, libraries, surveys and forms
  • Integrate SharePoint, Power Apps & Power Automate for end to end business process mining and workflow automation
  • Copilot for Loop & Power Pages portal

Module 6: Machine learning model for predictive and prescriptive modelling

  • Predictive analytics and forecasting using different machine learning models - why, when, where & how
  • Create financial models for planning and budgeting
  • Analytics prompting using ML model - types and functions

Module 7: Graphics & video generation using AI

  • Create infographics with Copilot Create, KIMI & Nano Banana Pro
  • Document to video using Copilot Create

Module 8: Agent creation using Copilot, Gemini Pro, Claude & custom GPT

  • Foundations of instructional prompting, contextual grounding, chain of thoughts prompting, linked prompts, & comparative prompts
  • Copilot Studio overview and capabilities deep dive - instructions, topics, tools, MCPs, knowledge, channels & evaluations
  • Build, test & deploy a custom RAG agent with Copilot, SharePoint & OneDrive
  • Evaluations & groundings for RAG agents

Module 9: AI agentic framework - MCPs, tools, triggers & automation workflow with Copilot Studio

  • Create focused topics with variables, triggers & conversational flow
  • Trigger agent workflow based on a condition and trigger external workflow from agents using Power Automate
  • Tag triggers, topics, tools & knowledge sources with contextual instructions
  • Create & integrate MCP servers & protocols for internal & external apps action & data retrieval
  • Build connections between AI agents & develop a comprehensive AI agentic framework

Assignments

  • Week 1 Assignment - Personal Productivity Using Microsoft Copilot & Microsoft 365 Applications
  • Week 2 Assignment - AI Agents, Workflow Automation & Collaborative Productivity Using Microsoft Copilot
  • Week 3 Assignment - Autonomous AI Agents, Intelligent Frameworks & Advanced Copilot Systems

Microsoft Copilot - Cohort 18

  • Class Video 1: Microsoft Copilot Integration and Applications
  • Class Video 2: Microsoft Copilot Excel Integration
  • Class Video 3: Excel Functionalities and Copilot Features
  • Class Video 4: AI agents, Personas and Various Tools for Document Management and Business applications
  • Class Video 5: Microsoft 365 Copilot Training Overview
  • Class Video 6: Details about Machine Learning Models
  • Class Video 8: Enterprise LLM Data Processing Capabilities
  • Class Video 9: Customizing AI Agents with Copilot
  • Class Video 7: Recap - Microsoft Office Personal Productivity Apps
  • Class Video 10: AI Datasets and Prompt Engineering
  • Class Video 11: AI Certifications and Microsoft Copilot
  • Class Video 12: AI Agent Customization and Multilingual Support
  • Class Video 13: AI Certifications and Implementation Challenges

Microsoft Copilot - Cohort 19

  • Class Video 1: AI Training for Practical Implementation and Microsoft Copilot subscriptions
  • Class Video 2: Basic Prompt Engineering and Exploring the Various LLM Capabilities and Features
  • Class Video 3: Microsoft Office Personal Productivity Apps
  • Class Video 4: Copilot for Office Productivity - Webinar
  • Class Video 5: Microsoft 365 Copilot Access Issues
  • Class Video 6: Customizing AI Agents with Copilot
  • Class Video 7: AI Datasets and Prompt Engineering
  • Class Video 8: AI Certifications and Microsoft Copilot
  • Class Video 9: Power BI, Power Apps and Automate Integration
  • Class Video 10: AI Agent Customization and Multilingual Support
  • Class Video 11: AI Certifications and Implementation Challenges

Microsoft Copilot - Cohort 20

  • Class Video 1: Prompting Techniques with Persona For Word , Excel, Power Point, Teams and Etc.
  • Class Video 2: Introducing Microsoft Copilot's capabilities across various Microsoft applications
  • Class Video 3: AI analytics and Microsoft Copilot capabilities
  • Class Video 4: Predictive Analysis and Machine Learning Models using AI tools like Chat GPT and Microsoft Copilot
  • Class Video 5: Microsoft 365 Copilot and AI capabilities
  • Class Video 6: AI Agent Framework
  • Class Video 7: Microsoft Copilot and AI agent capabilities
  • Class Video 8: Microsoft Copilot agents and Model Context Protocols (MCPs) for Business Applications
  • Class Video 9: Reviewing Agent Creation Assignments and Discussing Practical AI Implementation Strategies

Microsoft Copilot - Cohort 21

  • Class Video 1: AI Copilot Class Introduction Meeting
  • Class Video 2: Microsoft Copilot System Access Training
  • Class Video 3: Microsoft Copilot Capabilities, Particularly within Microsoft Teams
  • Class Video 4: Microsoft Copilot's Creative Capabilities
  • Class Video 5: Microsoft Copilot capabilities, Covering Both Personal Productivity Tools and AI Agents
  • Class Video 6: Microsoft Copilot Persona Definition Strategy
  • Class Video 7: AI Productivity Tools Training Session
  • Class Video 8: Claude AI capabilities
  • Class Video 9: AI Agents and Implementation using Microsoft Copilot Studio
  • Class Video 10: Microsoft's Power Platform capabilities, Particularly SharePoint, Power Automate, Power Apps, and Copilot AI features
  • Class Video 11: Application Development Capabilities in Microsoft Copilot
  • Class Video 12: Fundamentals of AI agents and Clarifying the differences between Various AI platforms
  • Class Video 13: AI agent creation using Microsoft Copilot Studio
  • Class Video 14: Creating and Configuring AI agents in Microsoft Copilot

Microsoft Copilot - Cohort 22

  • Class Video 1: AI Training for Business Practitioners
  • Class Video 2: Microsoft Copilot features across Microsoft Office Applications, Specifically Word and Excel
  • Class Video 3: Microsoft Copilot 365 Productivity Training
  • Class Video 4: Microsoft Copilot Features Progress Review
  • Class Video 5: Microsoft Copilot Excel Capabilities
  • Class Video 6 : Getting the AI Agents Developed by GPT, Claude and Copilot Studio

Microsoft Copilot - Cohort 23

  • Class Video 1: AI and Copilot Introduction Session
  • Class Video 2: AI Entrepreneurship Training Program

Special Class Recordings

  • Power App and Power Automate

Case Studies, Q&A, Presentation & Internship

  • Learn from industry case studies and success stories
  • Participate in live Q&A with trainers and practitioners
  • Build and present your internship project
  • Develop an agent, personas, prompt library and agentic framework
  • Showcase your solution for a real business process

Microsoft Copilot Agent - Development & Deployment

  • Get started working with environments
  • Create agents and work with the Microsoft Copilot Studio interface
  • Create topics
  • Enhancing productivity with Generative AI
  • Test your agents
  • Publish agents and analyze performance
  • Copilot Studio - Login details
  • Copilot Agent - Risk Analyst Agent
  • Copilot Agent - Lesson Plan Generator
  • Copilot Agent - HR Agent
  • PPT - Get started with Microsoft Copilot Studio