Module 04: Microsoft 365 Copilot Chat

Module 04

Microsoft 365 Copilot Chat

Build the daily Copilot Chat skills that support the rest of the course: context awareness, better prompting, content creation, work catch-up, and reusable workflows.

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Feature reminder: Copilot Chat behavior can vary by account, license, app, tenant configuration, admin policy, and rollout status. Treat every workflow as something to verify in your own environment.

Module Outcomes

Context Control

Know whether you are using web data, provided files, open app content, agents, or work-grounded Microsoft 365 Copilot.

Prompt Quality

Write work briefs that include source, audience, format, constraints, and verification.

Daily Workflows

Use Copilot Chat for planning, drafting, catch-up, decision support, and review.

Lessons

  1. Lesson 04.1: Getting Started with Copilot ChatSet up a safe, useful first Copilot Chat workflow without confusing Copilot Chat, Microsoft 365 Copilot, and consumer Copilot.
  2. Lesson 04.2: Web Data vs Work Data vs Uploaded FilesKnow exactly what Copilot can and cannot see before asking it to summarize, compare, or decide.
  3. Lesson 04.3: How to Ask Copilot Chat for Useful AnswersTurn vague prompts into reliable work instructions using role, task, context, format, constraints, and verification.
  4. Lesson 04.4: How to Create Content with Copilot ChatUse Copilot Chat to draft practical content while protecting accuracy, voice, and source integrity.
  5. Lesson 04.5: How to Catch Up on Work with Copilot ChatBuild a practical catch-up workflow for emails, meetings, chats, files, and open loops without assuming every tenant has the same access.
  6. Lesson 04.6: Copilot Chat Workflows You Can Use Every DayTurn Copilot Chat into a daily operating system for planning, drafting, decisions, meetings, learning, and review.

Module Capstone

Create a personal Copilot Chat operating system with three reusable workflows: morning planning, draft review, and catch-up brief. Each workflow must include allowed sources, prompt template, expected output, and review checklist.

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