• Duration: 1 day

1. Course Overview

This course is designed to prepare business users and professionals for the Microsoft AB-730: AI Business Professional certification exam. It focuses on the practical use of generative AI productivity tools, especially Microsoft 365 Copilot, to enhance workplace efficiency, communication, collaboration, and decision-making.

Participants will learn how to effectively interact with AI, manage prompts, create agents, and generate high-quality business content—without requiring coding or technical AI development skills.

2. Target Audience

• Business Professionals
• Managers & Executives
• Administrative & Operations Staff
• Sales & Marketing Teams
• HR & Finance Officers
• Microsoft 365 Users seeking AI productivity skills

4. Learning Objectives

By the end of this program, participants will be able to:

• Understand generative AI fundamentals in business environments
• Use Microsoft 365 Copilot securely and responsibly
• Create, manage, and optimize prompts
• Manage AI conversations and collaboration workflows
• Build and configure Copilot agents
• Draft business documents, emails, and reports using AI
• Improve meeting productivity and knowledge sharing

5. Course Modules

Module 1 — Introduction to Generative AI in Business

• Overview of Generative AI
• AI in modern workplace productivity
• Microsoft AI ecosystem overview
• Introduction to Microsoft 365 Copilot
• Business value of AI-assisted work

Module 2 — Generative AI Fundamentals (25–30%)

2.1 Copilot Capabilities Across Microsoft 365

• Copilot in Word, Excel, PowerPoint, Outlook, Teams
• App-specific AI features and use cases
• Productivity transformation scenarios

2.2 Security & Privacy in Copilot

• Organizational data protection
• How Copilot keeps business data secure
• Compliance and privacy boundaries

2.3 Context & Grounding

• How work files influence responses
• Web data vs organizational data
• App context awareness

2.4 Chat vs Agent Experiences

• Conversational AI vs task automation
• When to use chat interactions
• When to use agents

2.5 Responsible AI Practices

• Fabrications (hallucinations)
• Prompt injection risks
• Over-reliance on AI
• Verification & human review
• Citation and fact-checking

2.6 Data Protection & Risk Mitigation

• Handling sensitive data
• Secure prompt design
• Information governance

Module 3 — Prompt & Conversation Management (35–40%)

3.1 Prompt Engineering Fundamentals

• Structure of effective prompts
• Role, task, context, and format prompting
• Iterative prompting techniques

3.2 Creating & Managing Prompts

• Writing business prompts
• Referencing files and resources
• Saving prompts
• Scheduling prompts
• Sharing prompts across teams

3.3 Conversation Management in Copilot

• Accessing previous chats
• Renaming conversations
• Deleting chats
• Organizing AI discussions
• Adding conversations to notebooks

Module 4 — Copilot Agents

4.1 Introduction to Agents

• What are Copilot agents?
• Business use cases for agents
• Chat vs agent workflows

4.2 Agent Store vs Custom Agents

• Using prebuilt agents
• Evaluating agent capabilities
• Selecting the right agent solution

4.3 Creating Agents

• Building agents from templates
• Configuring knowledge sources
• Setting instructions and behaviors

4.4 Agent Configuration

• Capabilities setup
• Suggested prompts
• Knowledge grounding

4.5 Agent Collaboration

• Sharing agents with teams
• Governance considerations
• Agent lifecycle basics

Module 5 — Drafting & Analyzing Business Content (25–30%)

5.1 Document Creation with AI

• Generating documents from prompts
• Creating proposals, reports, and policies
• Transforming existing documents

5.2 Content Summarization & Insights

• Management summaries
• Executive brief generation
• Document analysis

5.3 Cross-App Productivity

• Moving insights between apps
• Word → PowerPoint transformations
• Outlook → Teams collaboration

Module 6 — Meetings & Collaboration with AI

6.1 Copilot in Meetings

• Meeting summaries
• Action item extraction
• Follow-up drafting

6.2 Copilot Pages

• Collaborative content creation
• Shared AI workspaces
• Knowledge capture

6.3 Memory & Instructions

• Persistent instructions
• Personalized AI assistance
• Organizational knowledge recall

7. Practical Sessions

• Writing effective business prompts
• Email drafting labs
• AI-generated presentation creation
• Meeting recap simulations
• Agent creation workshop
• Document summarization exercises

8. Assessment & Exam Preparation

• Knowledge checks per module
• Practical prompt assignments
• AI content drafting evaluation
• Mock exam practice questions

9. Tools & Applications Covered

• Microsoft 365 Copilot
• Word Copilot
• Excel Copilot
• PowerPoint Copilot
• Outlook Copilot
• Teams Copilot
• Copilot Pages
• Copilot Agent Store