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MS-4018: Draft, analyze, and present with Microsoft 365 Copilot teaches learners how to use Copilot and agents to complete real-world workflows across Microsoft 365 apps. The course highlights how Copilot supports key business outcomes, including drafting content, analyzing data, preparing for meetings, and managing communication. Learners also see how Copilot Chat, in-app experiences, and agents work together to combine organizational context and user intent across everyday work.

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What You'll Learn

  • Draft documents and content quickly and effectively using Microsoft 365 Copilot.
  • Analyze data and insights from various sources to support decisions.
  • Present findings and outcomes clearly and persuasively using Copilot and Microsoft 365 tools.

Who Should Attend

MS-4018: Draft, analyze, and present with Microsoft 365 Copilot is designed for business users with a foundational knowledge of Microsoft 365 who want to use Copilot to work more efficiently across familiar tools such as Word, Excel, PowerPoint, Outlook, and Teams. The target audience includes professionals who regularly create content, analyze data, prepare presentations, and manage communication as part of their role. These learners are looking to build confidence using Copilot to support everyday tasks and improve the quality of their work.

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Prerequisites

  • Students should have basic functional experience with Microsoft 365 services.

Learning Journey

Coming Soon...

Module 1: Get ready to work with Microsoft 365 Copilot

Explore how Microsoft 365 Copilot grounds responses in your organizational data and the web across Microsoft 365 apps, discover how agents handle complex multi-step tasks, understand how enterprise data protection and sensitivity labels keep your data secure, and apply a four-element prompting framework to get accurate, useful results.

Module 2: Unlock productivity and unleash creativity with AI powered chat

This module discusses how Microsoft 365 Copilot Chat helps you interact with your content across files, meetings, chats, emails, people, and the web. 

Module 3: Build effective presentations with AI

Apply Microsoft 365 Copilot in PowerPoint across the full presentation lifecycle — from planning with the Idea Coach agent through creation, refinement, and delivery preparation.

Module 4: Draft impactful documents using AI

This module explores advanced Copilot in Microsoft Word capabilities at an intermediate level. It covers drafting documents from multiple sources, applying editing techniques, and using the Writing Coach agent to produce polished, professional documents.

Module 5: Make your meetings more productive with AI

This module shows you how to use Copilot and the Facilitator agent in Microsoft Teams to run structured, outcome-driven meetings. You'll configure meeting AI settings, apply Facilitator for real-time agenda management and co-authored notes, use Intelligent Recap to capture and share decisions, and use audio recap to catch up efficiently.

Module 6: Uncover new data insights with AI

This module covers advanced data analysis with Copilot in Excel, including multi-step workbook building with Edit with Copilot, Python-powered forecasting, Graph-grounded data enrichment from Microsoft 365 and the web, and cross-file exploration with the Analyst agent.

Module 7: From inbox to impact: Improve your email workflows with AI

This module teaches you how to use Copilot in Microsoft Outlook to manage a high-volume inbox. You'll triage email using Copilot Chat, summarize threads and attachments, draft personalized messages with Draft Instructions, refine drafts using coaching, convert threads to meetings, and extend your workflow with Writing Coach when a message needs more detailed feedback.

 

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Frequently Asked Questions (FAQs)

  • Why get Microsoft certified?

    Microsoft certifications validate your skills and expertise in Microsoft technologies and solutions, demonstrating your ability to design, implement, and manage cutting-edge technologies.

    These certifications are globally recognized and highly sought after by employers, as they signify your proficiency in using Microsoft products and services to drive innovation and solve business challenges.

    Microsoft-certified professionals are in high demand, opening doors to new career opportunities and higher earning potential.

  • What to expect for the examination?

    Microsoft certification exams are designed to assess your knowledge and skills in specific Microsoft technologies and solutions.

    Exams typically consist of multiple-choice, multiple-select, and case study questions, and some may include lab simulations to evaluate your practical skills.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • How long is Microsoft certification valid for?

    Most Microsoft role-based and specialty certifications are valid for one year from the date of passing the exam.

    To maintain your certification, you will need to renew it annually by passing a free online assessment on Microsoft Learn.

    However, Microsoft Applied Skills credentials and Fundamentals certifications do not expire.

    Note: Certification requirements and policies may be updated by Microsoft from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • Why take this course with Trainocate?

    Here’s what sets us apart:

    - Global Reach, Localized Accessibility: Benefit from our geographically diverse training hubs in 24 countries (and counting!).

    - Top-Rated Instructors: Our team of subject matter experts (with high average CSAT and MTM scores) are passionate to help you accelerate your digital transformation.

    - Customized Training Solutions: Choose from on-site, virtual classrooms, or self-paced learning to fit your organization and individual needs.

    - Experiential Learning: Dive into interactive training with our curated lesson plans. Participate in hands-on labs, solve real-world challenges, and take on comprehensive assessments.

    - Learn From The Best: With 30+ authorized training partnerships and countless awards from Microsoft, AWS, Google – you're guaranteed learning from the industry's elite.

    - Your Bridge To Success: We provide up-to-date course materials, helpful exam guides, and dedicated support to validate your expertise and elevate your career.

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Course Curriculum

Course Curriculum

Training Schedule

Training Schedule

Exam & Certification

Exam & Certification

FAQs

Frequently Asked Questions

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