Microsoft Copilot training for nonprofit staff — page 3

Generative AI for Advanced Collaboration in Teams and Outlook

• Five modules teach Outlook templates, audience-specific drafts and inbox rules
• Teams summaries, task allocation and meeting preparation
• Minutes/follow-up
• Prompt refinement
• And a final project integrating documents, a review meeting and proposal. Copilot-enabled Microsoft365 is expressly required
• An advertised thirty-day trial is temporary.

AI & Automation for Professionals: Copilot & Power Platform

• Configure Copilot prompts and agents
• Build a SharePoint Procurement Strategy Tracker and document library. Trigger Teams notices on new items, route manager approval or rejection, notify authors, add finance and board stages, then connect a canvas app and troubleshoot fields. Bonus flow creates strategy, tender and contract folders.

Building Simple AI Agents for Grant & Donor Management

• Step-by-step build deadline tracking, donor follow-ups, onboarding and spreadsheet agents with Zapier AI Agents, Copilot Studio or OpenAI Assistants
• Test and monitor with oversight.

AI Basics

ML, deep learning, NLP, prediction, automation/IoT/robotics, generative AI and Copilot nonprofit examples.

Copilot Applications

Resume and networking emails, summarization, accessibility, Edge chat/compose and translation.

AI for Workplace Productivity with Microsoft Copilot

• Compare privacy and plans
• Ask and refine prompts, then edit in Pages. Generate spreadsheet formulas, columns, formatting and charts/PivotTables. Summarize email, improve drafts and configure rules. Summarize/reference Word documents and turn files into slides. Review meetings and compare OneDrive files
• Verify outputs.

Automatiser et augmenter le cycle de vente avec Copilot et les agents IA

• Map sales tasks and human gates
• Prioritise impact/feasibility/risk. Produce outreach, meeting brief, qualification questions and follow-up/CRM workflow. Create closing checklist and agent functional specification/safety tests
• Plan90 day adoption.

Copilot pour Microsoft 365

• Build context/objective/source/constraint prompts and review licensing/data permissions. Summarise document, draft email, create Excel formula and presentation. Apply workflow cases across apps
• Review sensitive data, sources and delete history.

Piloter la performance commerciale avec l’IA et Microsoft Copilot

• Diagnose commercial funnel and data quality. Build prompt library
• Analyse simulated pipeline, risks and prioritised action list. Prepare opportunity-review support, decisions/coaching and90 day performance/safety plan.

KI und IT Chancen Risiken und Nutzen im Office Arbeitsalltag

Learn correct prompt input and test research, summaries, translation and error-finding. Apply ChatGPT and Windows Copilot to office work. Generate/edit images and compare additional tools.

AI for Reporting and Presentation Design

• Six modules/five assignments turn notes into outlines, charts, slide notes and presentations with Claude, Copilot, Gemini and Gamma
• Guided complete Gamma deck.

PowerPoint Copilot

Check PowerPoint licensing and OneDrive/SharePoint sources, summarize presentations with generic and specific prompts, generate a deck, edit images and brainstorm audience objections.

Microsoft 365 Copilot for Charities

• Practice Word, Outlook, Teams, Excel and PowerPoint workflows
• Create agents and a rollout roadmap.

Getting Started with Creating Agents in Copilot Studio

• Review licensing/navigation and create agent with knowledge/topics. Set initial configurations
• Edit topics and messaging nodes
• Add Power Automate actions. Enable generative orchestration, add tools and AI prompts. Publish to channels and inspect usage analytics.

Managing Prompts and Conversations by Using AI (AB-730)

• Write grounded prompts, reference resources and select/switch models in demonstrations. Organize chat history
• Save, reuse, schedule/review and share prompts. Create a Copilot Notebook and open a shared notebook as a teammate. Browse the Agent Store
• Build an Agent Builder agent, share it and review next exam steps.

Using Microsoft 365 Copilot in Outlook, Teams, and OneDrive

• Compose Teams chats/channels and use meeting/call Copilot, with and without transcription
• Inspect recap. Summarize Outlook threads, draft replies/messages and use coaching. Summarize OneDrive files, extract facts and compare documents.