Microsoft AI Business Professional

Fluent answers can still be false. You recognize inaccuracy, bias and prompt injection, check results against sources, and learn when a person must review the output before it goes out.

• Hallucination and out-of-date answers
• Bias and one-sided summaries
• Prompt injection in documents and email
• Checking citations and source files
• When a human must review before sending

You build A verification checklist for AI-written content that you can use before sending anything.

The prompt is the work. You write prompts with a clear goal, context, source and expected output, refine them over several turns, and learn why the same request can succeed or fail.

• Goal, context, source and expectation
• Setting tone, audience and format
• Iterating: follow-ups and corrections
• Pointing Copilot at specific files and people
• Prompts that fail and how to repair them

You build A set of well-built prompts for five tasks from your own week.

Good prompts are worth keeping. You save prompts you reuse, schedule those that should run on their own, and share the best with colleagues so a team works from the same standard.

• Saving a prompt for reuse
• Scheduling prompts to run on a timetable
• Sharing prompts with a team
• Naming and organizing a prompt library
• Improving a shared prompt from feedback

You build A small library of saved and scheduled prompts that a team can share.

Long projects need more than a single chat. You find and manage past conversations, and use Notebooks to gather files, notes and chats around one piece of work so Copilot answers from the right material.

• Finding and managing chat history
• Notebooks: what they hold and how they help
• Adding files, pages and notes to a notebook
• Asking questions across a notebook’s contents
• Keeping a notebook current

You build A notebook set up for one real project, with sources added and questions answered from it.

Drafts take time, and Copilot can start them for you. You create, rewrite and summarize documents and mail, turn a document into a presentation, and generate visuals while keeping the final voice your own.

• Drafting a document from notes and files
• Rewriting for tone, length and audience
• Summarizing long threads and documents in Outlook
• Turning a document into a deck
• Generating images and visuals
• Editing AI drafts so they sound like you

You build A report, an email reply and a short deck, each started with Copilot and edited by hand.

Questions about numbers and files come up all day. You use Copilot to analyze spreadsheet data, compare documents, and pull answers from several sources through connectors, and then check what it found.

• Asking questions of data in Excel
• Spotting trends and outliers
• Comparing and summarizing several documents
• Connectors: bringing in other sources
• Checking calculations and claims

You build An analysis of a real data set with Copilot, including the checks you ran on its findings.

Meetings produce decisions that are easy to lose. You use Copilot and the Facilitator agent to run a meeting, capture recaps and actions, and gather the outcome in a Copilot Page the team can edit together.

• Preparing for a meeting with Copilot
• Facilitator: agenda, notes and time
• Recaps, decisions and action items
• Copilot Pages for shared work
• Following up after the meeting

You build A meeting workflow: agenda, notes, recap and a shared Page of actions.

Agents take on defined jobs for you. You compare prebuilt agents with custom ones, pick the right one for a task, and learn what to tell an agent so its work needs little rework.

• What an agent is and how it differs from a chat
• Prebuilt agents and what they do
• Custom agents built by your organization
• Choosing an agent for a task
• Giving an agent clear instructions and boundaries

You build A short guide matching five of your recurring tasks to the agent that fits each.

Some tasks have many steps and several apps. You hand a multi-step job to Copilot Cowork, shape the result with skills, and review its work at the points where a mistake would cost you.

• What Copilot Cowork can take on
• Writing a task brief with steps and success criteria
• Skills that shape how work is done
• Reviewing progress and results
• Deciding what to keep doing yourself

You build A delegated multi-step task from your own work, with a brief, the result and a review.

Everything joins in one week of real work. You plan your tasks, choose between chat, notebooks and agents, run them with checks, and reflect on where Copilot saved time and where it did not.

• Listing a week’s tasks and sorting them for AI
• Choosing the right Copilot tool for each
• Running the work with verification built in
• Sharing prompts and results with colleagues
• Reviewing what worked and what to change

You build A personal Copilot playbook built from a week of real work.