Copilot in Outlook

Unit 1 — Copilot in Outlook Essentials

20 minutes

• Where Copilot appears in Outlook
• Contextual Copilot versus Copilot Chat
• What Copilot can access
• Goal, Context, Constraints and Sources refresher
• Choosing the right Copilot experience
• Understanding grounding and permissions
• Recognizing when Copilot should assist versus when manual review is necessary

Hands-on practice: Improve several common Outlook prompts and compare the quality of the resulting responses.

Unit 2 — Understand, Prioritize and Manage Email

50 minutes

• Summarize individual email conversations
• Summarize supported attachments
• Identify key information without rereading the entire thread
• Extract decisions and commitments
• Identify unanswered questions
• Find action items and responsibilities
• Determine which messages require immediate attention
• Identify important unread communications
• Prioritize email based on project, sender, deadline or business impact
• Ask Copilot Chat questions about inbox activity
• Find communications related to a specific person, project or topic
• Surface outstanding follow-ups
• Identify conversations that may be waiting for your response
• Use natural language to help organize inbox work
• Create or explore Outlook rules where supported
• Ask follow-up questions to clarify incomplete or ambiguous conversations

Hands-on scenario: Participants work through a realistic inbox containing project updates, customer requests and internal messages. They must determine what requires attention first, identify outstanding responsibilities and produce a prioritized action list.

Unit 3 — Draft, Improve and Respond to Email

45 minutes

• Draft new email from a prompt
• Draft responses using conversation context
• Reference relevant business information
• Clearly define audience, purpose and desired outcome
• Adjust tone and length
• Rewrite for clarity and conciseness
• Make messages more professional or more conversational
• Create different versions for different audiences
• Use Coaching by Copilot
• Evaluate tone, sentiment and clarity
• Apply coaching recommendations selectively
• Turn complex information into concise email
• Generate follow-up messages
• Create reminders or follow-up wording based on outstanding commitments
• Maintain your own professional voice
• Review Copilot-generated communication before sending

Hands-on scenario: Participants create and refine several messages from the same business situation, including an internal update, a client response and a follow-up message.

Break

10 minutes

Unit 4 — Meetings, Calendar and Follow-Up Productivity

55 minutes

• Use Copilot Chat to work with calendar information
• Prepare for upcoming meetings
• Surface relevant email and supporting information
• Identify unresolved issues before a meeting
• Generate meeting agendas
• Build agendas from existing email conversations
• Identify questions that need to be addressed
• Generate meeting objectives
• Schedule or help prepare meetings where supported
• Turn an email conversation into a meeting requirement
• Find related documents and context
• Prepare a concise meeting briefing
• Identify follow-up items after a meeting
• Draft post-meeting communications
• Identify commitments that should be tracked
• Use Copilot Chat to answer questions such as: What should I focus on today? Which messages require follow-up? What meetings should I prepare for? What commitments are still outstanding?
• Build a personalized start-of-day or end-of-day Outlook workflow

Hands-on scenario: Participants use email and calendar information to prepare for an upcoming meeting, create an agenda, identify unresolved issues, and draft the required follow-up communication.