Module 2: Microsoft Office Productivity Tools with Copilot

Overview

Microsoft 365 Copilot brings AI capabilities into everyday office applications, helping professionals complete tasks, work with information and communicate more efficiently.

In this module, you will explore how to use Copilot across Excel, PowerPoint, Word, Outlook, Teams, Whiteboard and OneNote. You will learn how to analyse business data, create formulas and dashboards, prepare presentations, draft official documents, manage emails and capture meeting insights using AI.

The module also introduces additional tools such as Humata, Pitch Power, Prezi, Sway and Bookings, allowing you to explore different approaches to presentations, document analysis and workplace coordination.

The focus is on applying Copilot to real workplace activities, reducing repetitive manual work and improving productivity across business functions.

Tools covered: Copilot for Microsoft Office applications, Humata, Pitch Power, Prezi, Sway and Bookings.

What Will Be Covered

2.1 Develop Excel Formulas, Functions, Pivot Tables, Charts, Graphs and Dashboards with Excel Copilot & Excel Agent

Learn how to use Copilot and Excel Agent to work with spreadsheets, perform calculations and convert raw data into meaningful business reports.

You will learn how to:

• Generate Excel formulas and functions using natural language instructions.

• Understand and apply formulas for common business calculations.

• Create and work with PivotTables to summarise large datasets.

• Generate charts and graphs to present business information.

• Build dashboards to monitor key business metrics.

• Use Copilot to analyse spreadsheet data and identify trends.

• Explore Excel Agent capabilities for spreadsheet-related tasks.

Practical application: Analyse sales, financial or operational data and prepare reports without manually performing every calculation or building each visual from scratch.

2.2 Design Infographics for PowerPoint Presentations, Ground Content in Enterprise Data, and Create Animations

Explore how Copilot can support presentation development, from organising business information to creating visual content and presenting insights.

You will learn how to:

• Create presentation outlines using Copilot.

• Convert business information into presentation slides.

• Develop infographics to explain complex information.

• Use enterprise data as a basis for presentation content.

• Explore Copilot's PowerPoint design, graph and animation capabilities.

• Compare presentation creation approaches using Prezi and KIMI.

• Improve slide structure, visual consistency and information flow.

Practical application: Prepare management presentations using business data, transform reports into visual summaries and communicate business performance more effectively.

2.3 Draft Casual Write-ups, Compare Tone & Formats with Copilot Notepad

Learn how to use AI assistance to prepare, organise and refine written content for different communication requirements.

You will learn how to:

• Draft casual write-ups and everyday business content.

• Rewrite existing content in different tones.

• Compare formal, informal and professional writing styles.

• Improve sentence structure, clarity and readability.

• Organise ideas into structured write-ups.

• Adapt content for different audiences and communication purposes.

Practical application: Prepare internal updates, announcements, short write-ups and other workplace communications with less manual editing.

2.4 Use Semantic Search in Outlook Emails and Draft Responses with Customized Instructions

Explore how Copilot can help manage email communication, find relevant information and prepare responses based on business requirements.

You will learn how to:

• Search for relevant email information using natural language.

• Use semantic search to find emails based on context and meaning.

• Summarise lengthy email conversations.

• Draft new emails using Copilot.

• Prepare replies based on previous email conversations.

• Apply customised instructions based on business functions.

• Adjust email tone and format for different recipients.

Practical application: Reduce the time spent searching through email conversations, preparing responses and following up on business communication.

2.5 Collaborate Effectively with Teams, Capture Meeting Notes and Analyse Meeting Transcripts

Understand how Copilot supports collaboration and helps teams turn meeting discussions into useful information and follow-up actions.

You will learn how to:

• Use Copilot during Microsoft Teams meetings.

• Capture and summarise meeting discussions.

• Identify key decisions and action items.

• Extract important points from meeting transcripts.

• Use custom prompts to analyse meeting conversations.

• Prepare meeting summaries for different departments.

• Organise follow-up activities based on meeting outcomes.

Practical application: Convert lengthy meetings into structured summaries, identify pending tasks and improve coordination between departments.

2.6 Draft & Refine Official Letters Using Word, Generate Insights from Long Documents and Analyse Risks

Learn how to use Word Copilot to prepare professional documents and review lengthy business content.

You will learn how to:

• Draft official letters using business instructions.

• Prepare and refine reports, proposals and formal documents.

• Improve document structure, tone and formatting.

• Summarise lengthy Word documents.

• Extract important information from business documents.

• Identify potential risks, gaps and important clauses in documents.

• Compare document analysis approaches using Pitch Power and Humata.

Practical application: Prepare official correspondence, review business documents and identify important information without manually reading every section of a lengthy document.

2.7 Use Copilot for Whiteboard & OneNote Effectively

Explore how Copilot can support idea development, information organisation and collaborative planning.

You will learn how to:

• Organise ideas and information using Microsoft Whiteboard.

• Structure brainstorming sessions.

• Convert unorganised ideas into clear action points.

• Use OneNote to organise notes and reference information.

• Summarise notes and extract important details.

• Structure information for projects, meetings and daily work.

Practical application: Organise project discussions, capture ideas and maintain structured notes that can be used by individuals and teams.

2.8 Use Bookings with Outlook & Sway for Presentation

Understand how Microsoft Bookings, Outlook and Sway can support appointment coordination, scheduling and content presentation.

You will learn how to:

• Understand the features of Microsoft Bookings.

• Coordinate appointments and schedules.

• Use Bookings alongside Outlook.

• Manage scheduling information and appointment communication.

• Explore Microsoft Sway for creating interactive presentations.

• Organise information into engaging presentation formats.

• Understand how these tools can support business communication and coordination.

Practical application: Simplify appointment scheduling, coordinate business meetings and present information through interactive digital content.

Skills You Will Gain

By completing this module, you will develop the ability to:

• Use Copilot across Microsoft 365 applications for everyday business activities.

• Generate Excel formulas, functions and PivotTables using AI assistance.

• Analyse business datasets and prepare charts, graphs and dashboards.

• Create professional presentations and infographics using AI tools.

• Draft and refine business communication in different tones and formats.

• Search, summarise and respond to business emails more efficiently.

• Extract meeting decisions, summaries and action items from Teams conversations.

• Prepare official documents and review lengthy business content.

• Identify potential risks and important information in business documents.

• Organise project notes, brainstorming activities and team information.

• Coordinate appointments and create interactive business presentations.

Learning Outcomes

After completing this module, you will be able to use Copilot and other AI tools to improve productivity across different business functions.

You will be able to:

• Reduce manual reporting work: Use Excel Copilot to generate formulas, summarise datasets, create PivotTables and prepare dashboards for regular business reporting.

• Improve business visibility: Convert sales, finance, marketing and operational data into charts and dashboards that help teams understand performance.

• Prepare management presentations faster: Transform business reports and enterprise information into structured presentations, infographics and visual summaries.

• Improve communication quality: Draft professional emails, official letters, reports and internal communications with consistent tone and clear messaging.

• Manage business information efficiently: Find relevant email conversations, summarise lengthy documents and extract important information without spending excessive time reviewing content manually.

• Improve meeting productivity: Turn meeting discussions into summaries, decisions and assigned action items, helping teams follow up on responsibilities.

• Support cross-functional coordination: Use AI-assisted communication and information management to improve coordination between sales, marketing, finance, HR and IT teams.

• Identify business risks earlier: Review lengthy documents, highlight important clauses and identify potential gaps that require further attention.

• Improve team planning: Organise brainstorming sessions, project notes and business information into structured plans and follow-up activities.

• Simplify workplace processes: Use Copilot and Microsoft 365 applications to reduce repetitive tasks and give employees more time for analysis, planning and decision-making.

Microsoft AB-731 Exam Alignment

Continue to the Next Module

You have completed the Microsoft 365 productivity module and explored how Copilot can support everyday tasks across spreadsheets, presentations, documents, emails and team collaboration.

In the next module, you will explore Claude Cowork and understand how AI can assist with business documents, connected workflows and more complex workplace activities.

Next Module 3: Claude Cowork Mastery

Learn how to use Claude Cowork for business documents, structured tasks and connected business workflows.