Understand generative AI capabilities across Microsoft 365 experiences

• Understand how Copilot works to keep your organization’s information private and secure
• Understand how the context, like Work IQ, web data, or the app you’re using, can affect Copilot responses
• Understand when to use Microsoft 365 Copilot Chat, agents, and Microsoft Copilot Cowork
• Understand the differences in features and capabilities across Copilot experiences and Microsoft 365 apps

Identify responsible AI and data protection practices

• Identify common risks, including inaccuracies, prompt injection, and over-reliance
• Select verification steps appropriate to the task, including citation checks and human review
• Recognize and mitigate risks to sensitive data
• Understand how data protection restricts prompt results

Manage prompts and chats by using Microsoft 365 Copilot

Create and manage prompts in Microsoft 365 Copilot

• Understand how to create an effective prompt, including model selection
• Select appropriate resources to reference in a prompt
• Save a prompt
• Schedule a prompt
• Share a prompt
• Refine prompts based on generated responses
• Describe how Copilot uses memory and instructions

Manage chats in Microsoft 365 Copilot

• Find a previous chat
• Delete a chat
• Rename a chat
• Organize and share information by using Notebooks

Manage business content and collaboration by using Microsoft 365 Copilot

Draft and analyze business content by using Microsoft 365 Copilot

• Connect to sources beyond Microsoft 365 Copilot by using connectors
• Generate or analyze content based on specific business context, including Work IQ and connectors
• Generate images, visuals, and charts to support business content
• Generate or analyze content across multiple Microsoft 365 applications such as Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
• Derive insights across Work IQ
• Interpret and validate that AI-generated content meets business goals

Manage meetings and collaboration by using Microsoft 365 Copilot

• Prepare for a meeting
• Use the Facilitator agent
• Use real-time catchup
• Use Intelligent recap
• Collaborate on business content by using Copilot Pages

Drive business outcomes by using agents

Select and apply prebuilt Microsoft 365 Copilot agents

• Identify scenarios where a prebuilt agent can improve a business workflow
• Choose between using a prebuilt agent or creating a custom agent for a business task
• Apply an agent to a business process from within various Microsoft 365 Copilot experiences
• Filter chats by agents

Perform business tasks by using Microsoft Copilot Cowork

• Describe how Microsoft Copilot Cowork helps carry out multi-step business tasks
• Understand how Cowork uses skills to complete parts of a task
• Recognize security considerations and known limitations when using Cowork
• Choose between prebuilt skills and custom skills
• Delegate a piece of work to Cowork and a prebuilt skill
• Review Cowork’s plan, progress, and results
• Manage scheduled tasks or prompts