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Details
Goals
- Master the essential and advanced features of MS365 tools
- Gain productivity and efficiency in day-to-day work
- Automate repetitive tasks
- Improve communication and collaboration
- Leverage Copilot for business tasks
Target audience
- Office Managers
- Executive Assistants
- Administrative Secretaries
Prerequisite
Familiarity with the Windows environment.
Contents
Module 1 – Excel: Data Management and Analysis (2 days – 12 hours)
Objectives
- Structure and leverage data efficiently
- Automate calculations and summarize information
Content
The essentials
- Structured tables
- Efficient formatting
- Sorting, filters, data validation
Calculations and Functions
- Key functions: IF, XLOOKUP, COUNTIF, SUMIF
Analysis
- PivotTables
- Relevant Charts
Productivity
- Conditional formatting
Practical Exercises: Budget Tracking, Reporting, HR Lists
Module 2 – Word : Professional Documents (1 Day – 6 Hours)
Objectives
- Create standardized professional documents
- Automate document formatting and layout
Content
- Styles and Advanced Formatting
- Automatic Tables of Contents
- Templates and Standard Documents
- Version Control and Comments
Practical Exercises: Meeting Minutes, Business Letters, Contracts
Module 3 – Outlook : Communication Management (1 Day – 6 Hours)
Objectives
- Manage emails and calendars efficiently
- Optimize personal organization and productivity
Content
- Advanced Email Inbox Management
- Rules and Automation
- Calendar and Meeting Management
- Calendar Delegation and Sharing
- Communication Best Practices
Practical Exercises: Managing Complex Calendars, Meeting Organization
Module 4 – PowerPoint : Impactful Presentations (1 Day – 6 Hours)
Objectives
- Create clear and professional presentations
Content
- Visual Design Principles
- Slide Masters
- Structuring a Message
- Effective Charts and Visuals
- Animation and Storytelling
Practical Exercises: Managing Complex Calendars, Meeting Organization
Module 5 – Teams : Team Collaboration (Half Day – 3 Hours)
Objectives
- Collaborate effectively as a team
- Manage communications and documents
Content
- Organizing Teams and Channels
- File Sharing (SharePoint)
- Real-Time Co-Authoring
- Collaboration Best Practices
Practical Exercises: Managing Complex Calendars, Meeting Organization
Module 6 – Copilot : Enhanced Productivity (Half Day – 3 Hours)
Objectives
- Leverage AI to automate and improve tasks
- Save time in day-to-day activities
Content
Introduction
- What Is Copilot in Microsoft 365?
- Prompting Best Practices
Copilot Across Microsoft 365 Applications
- Excel: Data Analysis, Formula Generation
- Word: Drafting, Rewriting, Summarization
- Outlook: Email Drafting, Email Thread Summarization
- PowerPoint: Presentation Generation
- Teams: Meeting Summaries, Action Items
Business Use Cases
- Automated Meeting Minutes
- Meeting Summaries
- Rapid Document Creation
Workshop: Building Effective Prompts
Training Resources
- Training Materials
- Copilot Prompt Guide
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