Course Outline
Day 1 – Using Microsoft Copilot for Data Analysis and Commercial Operations
Module 1: Introduction to Microsoft Copilot
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Understanding what Microsoft Copilot is and its operational principles
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Capabilities and limitations of Copilot
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Responsible AI usage and data considerations
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Identifying repetitive tasks suitable for automation via Copilot
Module 2: Crafting Prompts for Optimal Results
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Constructing effective prompts
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Providing context to enhance output quality
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Developing reusable prompt templates
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Avoiding common pitfalls when interacting with Copilot
Module 3: Handling Information and Commercial Data
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Summarising substantial volumes of information
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Streamlining the organisation of information
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Extracting key details from reports and documents
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Accelerating the restructuring of information
Module 4: Microsoft Copilot for Excel and Commercial Analysis
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Managing large exported datasets
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Understanding and analysing extensive tables
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Comparing spreadsheets and pinpointing discrepancies
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Employing Copilot for formulas and calculations
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Refining and reorganising datasets
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Working with archive tables
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Uncovering trends, anomalies, and commercial insights
Module 5: Reporting and Communication
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Generating summaries from data
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Preparing client-facing reports
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Accelerating the creation of management reports
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Deriving commercial insights from datasets
Day 2 – Practical Workshop Using Real Commercial Scenarios
Exercise 1: Working with Real Data Exports
Participants engage with:
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sales exports
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customer data
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commercial spreadsheets
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operational reports
Activities include:
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cleaning datasets
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reorganising information
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reducing manual processing
Exercise 2: Data Comparison and Analysis
Exercises involve:
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comparing customer performance
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analysing different periods and datasets
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identifying discrepancies between reports
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detecting unusual values
Exercise 3: Building Faster Excel Workflows
Participants design workflows for:
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Export → Cleanup → Analysis
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Comparison → Reporting
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Archive tables → Insights
Exercise 4: Developing Personal Productivity Workflows
Each participant constructs Copilot workflows based on:
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repetitive tasks
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reporting activities
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spreadsheet-intensive processes
Final Workshop
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Identify the most time-consuming activities
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Map opportunities for adopting Copilot
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Formulate personal implementation plans
Requirements
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Basic proficiency in Excel
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Experience with reports, spreadsheets, and commercial data
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Familiarity with everyday commercial operations
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Access to Microsoft Copilot during the training is advisable
Testimonials (2)
Learning and creating of agents.
Jana Nalevankova - Ness Romania
Course - Boost Your Productivity with Microsoft Copilot 365
Trainer was very knowledgeable and easy to speak to
