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Merge pull request #51325 from wwlpublish/cc2b93e034e866b8ba82edd0d60caac2b391f58e7ac08d81aca7e122a68d6eaa-live
Modules/M01-explore-microsoft-copilot-business-users
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learn-pr/wwl-data-ai/explore-microsoft-copilot-business-users/1-introduction.yml

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metadata:
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title: Introduction
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description: "Explore Microsoft Copilot and how to use it to increase your productivity."
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ms.date: 11/11/2024
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author: GraemeMalcolm
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ms.date: 07/15/2025
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author: wwlpublish
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ms.author: gmalc
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ms.topic: unit
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ms.collection:
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- wwl-ai-copilot
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durationInMinutes: 1
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content: |
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[!include[](includes/1-introduction.md)]

learn-pr/wwl-data-ai/explore-microsoft-copilot-business-users/2-what-is-copilot.yml

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title: What is Microsoft Copilot?
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metadata:
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title: What is Microsoft Copilot?
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description: "Discover what Microsoft Copilot is and how it can be used by individuals and organizations."
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ms.date: 11/11/2024
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author: GraemeMalcolm
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description: "Discover how individuals and organizations can use Microsoft Copilot."
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ms.date: 07/15/2025
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author: wwlpublish
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ms.author: gmalc
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ms.topic: unit
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ms.collection:
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durationInMinutes: 5
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[!include[](includes/2-what-is-copilot.md)]

learn-pr/wwl-data-ai/explore-microsoft-copilot-business-users/3-copilot-uses.yml

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metadata:
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title: What can Microsoft Copilot do?
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description: "Discover how Microsoft Copilot can help you at work."
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ms.date: 11/11/2024
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author: GraemeMalcolm
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ms.date: 07/15/2025
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author: wwlpublish
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ms.author: gmalc
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ms.topic: unit
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ms.collection:
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[!include[](includes/3-copilot-uses.md)]

learn-pr/wwl-data-ai/explore-microsoft-copilot-business-users/4-how-copilot-works.yml

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metadata:
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title: How does Microsoft Copilot work?
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description: "Explore how Microsoft Copilot works."
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ms.date: 11/11/2024
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author: GraemeMalcolm
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ms.date: 07/15/2025
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author: wwlpublish
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ms.topic: unit
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ms.collection:
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[!include[](includes/4-how-copilot-works.md)]

learn-pr/wwl-data-ai/explore-microsoft-copilot-business-users/5-copilot-prompts.yml

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metadata:
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title: Use effective prompts
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description: "Discover how to write effective prompts for Microsoft Copilot."
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ms.date: 11/11/2024
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author: GraemeMalcolm
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ms.date: 07/15/2025
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author: wwlpublish
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ms.topic: unit
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ms.collection:
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durationInMinutes: 5
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[!include[](includes/5-copilot-prompts.md)]

learn-pr/wwl-data-ai/explore-microsoft-copilot-business-users/6-exercise-explore-copilot.yml

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title: Exercise - Explore Microsoft Copilot
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metadata:
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title: Exercise - Explore Microsoft Copilot
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description: Use this exercise to explore generative AI with Microsoft Copilot.
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author: GraemeMalcolm
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description: "Use this exercise to explore generative AI with Microsoft Copilot."
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ms.date: 07/15/2025
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author: wwlpublish
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ms.author: gmalc
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ms.date: 11/11/2024
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ms.topic: unit
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ms.collection:
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durationInMinutes: 40
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content: |
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[!include[](includes/6-exercise-explore-copilot.md)]
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[!include[](includes/6-exercise-explore-copilot.md)]

learn-pr/wwl-data-ai/explore-microsoft-copilot-business-users/7-knowledge-check.yml

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metadata:
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title: Module assessment
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description: "Check your knowledge of Microsoft Copilot."
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ms.date: 11/11/2024
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author: GraemeMalcolm
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ms.date: 07/15/2025
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author: wwlpublish
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ms.topic: unit
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ms.collection:
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module_assessment: true
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durationInMinutes: 3
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content: |
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quiz:
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title: ""
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questions:
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- content: "Which Copilot product should your organization use to assist employees as they work in Microsoft productivity applications and with data in services across the enterprise?"
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choices:
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explanation: "Correct. Using follow-up prompts to iterate on a response can help you get the information you need."
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- content: "Ask a human coworker instead. Copilot cannot answer your question."
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isCorrect: false
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explanation: "Incorrect. Copilot responses can be refined by submitting effective prompts in iterative conversations."
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explanation: "Incorrect. Copilot responses can be refined by submitting effective prompts in iterative conversations."

learn-pr/wwl-data-ai/explore-microsoft-copilot-business-users/8-summary.yml

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metadata:
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title: Summary
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description: "Summarize what you learned about Microsoft Copilot."
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author: GraemeMalcolm
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ms.date: 07/15/2025
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author: wwlpublish
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durationInMinutes: 1
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[!include[](includes/8-summary.md)]

learn-pr/wwl-data-ai/explore-microsoft-copilot-business-users/includes/3-copilot-uses.md

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![Photograph of a business user.](../media/business-user.jpg)
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Marie is a project manager at a business consultancy company. She's spent the last few days on vacation, and is now back in the office and ready to get back to work.
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Marie is a project manager at a business consultancy company. She's been on vacation the last few days, and is now back in the office and ready to get back to work.
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1. She starts her day in Microsoft 365 Copilot Chat, and uses Copilot to summarize the email and Teams threads she missed while out of the office and highlight any explicit follow-up actions that have been assigned to her.
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1. One action she needs to follow up on is to support Alex, a sales executive who needs to prepare for a customer meeting where they'll present a proposal for a consultancy engagement. Alex has sent a lengthy email describing the customer requirements in detail, so Marie uses Copilot in Outlook to summarize the email as a bulleted list of key points.
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1. After reviewing the key customer requirements, Marie uses Copilot in Microsoft Word to generate a draft for a statement of work that describes the proposed solution based on the customer's requirements and examples of proposals from previous projects.
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1. Next, Marie uses Excel to create a budget for the project, including payment milestones; and uses Copilot in Excel to generate visualizations of the cost data.
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1. With the work planned and costed, Marie uses Copilot in Microsoft PowerPoint to create a presentation based on the statement of work.
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1. Now Marie can use Copilot in Outlook to find Alex's availability and schedule a meeting to sync on the proposal.
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1. That afternoon, Marie meets with Alex using Microsoft Teams, and uses Copilot to generate a summary of the call with specific actions for each of them.
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1. She starts her day in **Microsoft 365 Copilot Chat**, and uses **Copilot** to summarize the email and Teams threads she missed while out of the office and highlight any explicit follow-up actions assigned to her.
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1. One action she needs to follow up on is to support Alex, a sales executive who needs to prepare for a customer meeting to present a proposal for a consultancy engagement. Alex sent a lengthy email describing the customer requirements in detail, so Marie uses **Copilot in Outlook** to summarize the email as a bulleted list of key points.
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1. After Marie reviews the key customer requirements, she uses **Copilot in Microsoft Word** to generate a draft for a statement of work that describes the proposed solution based on the customer's requirements and examples of proposals from previous projects.
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1. Next, Marie uses Excel to create a budget for the project, including payment milestones; and uses **Copilot in Excel** to generate visualizations of the cost data.
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1. With the work planned and costed, Marie uses **Copilot in Microsoft PowerPoint** to create a presentation based on the statement of work.
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1. Now Marie can use **Copilot in Outlook** to find Alex's availability and schedule a meeting to sync on the proposal.
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1. That afternoon, Marie meets with Alex using **Microsoft Teams**, and uses Copilot to generate a summary of the call with specific actions for each of them.
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In this example, you can see some of the many ways in which Copilot can act as an AI-powered assistant, helping you prioritize work and achieve greater productivity.

learn-pr/wwl-data-ai/explore-microsoft-copilot-business-users/includes/6-exercise-explore-copilot.md

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> [!NOTE]
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> There are two variations of the exercise: one for learners who have access to Microsoft 365 Copilot, and an alternative for learners who don't. **Launch and complete one or the other to explore Microsoft Copilot.**
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#### Option 1: Explore Microsoft Copilot in Microsoft Edge
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#### Option 1: Explore Microsoft Copilot in your browser
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If you don't have access to Microsoft 365 Copilot, launch this version to explore Microsoft Copilot in Microsoft Edge.
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If you don't have access to Microsoft 365 Copilot, launch this version to explore Microsoft Copilot in your browser.
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This exercise requires a free Microsoft account (for example an *outlook.com*, *live.com*, or *hotmail.com* account), and the Microsoft Edge web browser.
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This exercise requires a free Microsoft account (for example an *outlook.com*, *live.com*, or *hotmail.com* account).
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1. If you don't already have Microsoft Edge installed, download and install it for free from [https://www.microsoft.com/edge/download](https://www.microsoft.com/edge/download).
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1. If you don't already have a Microsoft account, sign up for one at [https://signup.live.com](https://signup.live.com).
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1. If you haven't already, sign into Microsoft Edge using your Microsoft account.
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1. In your browser, navigate to [copilot.microsoft.com](https://copilot.microsoft.com?azure-portal=true). For this tutorial you need to use Copilot in the **full browser**, not in the browser sidebar. If you don't already have a browser installed, download and install Microsoft Edge for free from https://www.microsoft.com/edge/download.
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> [!TIP]
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> If you did not sign into Edge after creating your account, use the user account icon (👤) on the Edge toolbar to sign in using a *personal* account.
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2. Sign in to Copilot with your [personal Microsoft Account](https://signup.live.com?azure-portal=true) (such as an outlook.com account).
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[![Button to launch exercise.](../media/launch-exercise.png)](https://go.microsoft.com/fwlink/?linkid=2304792&azure-portal=true)
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![Screenshot of Copilot.microsoft.com with the sign in button highlighted.](../media/copilot-sign-in.png)
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[![Button to launch exercise.](../media/launch-exercise.png)](https://go.microsoft.com/fwlink/?linkid=2249955&azure-portal=true)
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#### Option 2: Explore Microsoft 365 Copilot
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If you have access to Microsoft 365 Copilot, launch this version of the exercise and follow the instructions.
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If you have access to Microsoft 365 Copilot, launch this version of the exercise and follow the instructions.
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> [!NOTE]
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> To complete this version, you need a Microsoft 365 account with a subscription for Microsoft 365 Copilot.

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