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Course Orientation and Objectives

Welcome and Course Overview for Small Business Owners

Getting Ready: Accounts, Access, and Responsible Use

Core Skills: Using Microsoft Copilot to Run a Small Business

Email and Meetings: Accelerate Customer Communication with Copilot in Outlook and Teams

Documents and Proposals: Create Sales and Operations Content Faster with Copilot in Word and PowerPoint

Numbers that Matter: Forecasts and Reports with Copilot in Excel

Web Research and Marketing: Use Copilot in Edge and Designer for Campaigns

Operations Integration and Automation

Connect Your Business Data: Using OneDrive, SharePoint, and Permissions with Copilot

Lightweight Automation: Pair Copilot with Power Automate and Planner

Custom Copilots for Repeated Processes: Introduction to Copilot Studio

Implementation Playbooks for Small Businesses

Sales and Customer Service Playbook with Microsoft Copilot

Operations and Finance Playbook with Microsoft Copilot

People and Policy Playbook with Microsoft Copilot

Knowledge Checks and Practical Quizzes

Quiz: Foundations and Setup for Microsoft Copilot in Small Businesses

Quiz: Communication Workflows in Outlook and Teams

Quiz: Content Creation in Word, PowerPoint, and Designer

Quiz: Data, Excel Analysis, and Permissions

Quiz: Automation and Custom Solutions with Power Automate and Copilot Studio

Course Wrap-Up and Feedback

Capstone: Your 30-Day Copilot Action Plan

Survey: Course Feedback for Continuous Improvement

AI Fundamentals for Small Businesses with Microsoft Copilot is a practical, no-jargon course designed to help owners and lean teams get real work done faster using tools you already have. In just a few hours, you’ll learn how to draft better emails, run tighter meetings, create proposals and slide decks in minutes, and turn messy spreadsheets into clear insights—all with Microsoft Copilot across Outlook, Teams, Word, PowerPoint, Excel, Edge, and Designer. We’ll start with simple, high‑impact workflows—like turning a long email thread into an action plan—and build toward lightweight automation and custom copilots for repeatable tasks. You’ll also get guidance on responsible AI use, data permissions, and small-business governance so you can move fast without risking customer trust. The course blends demos, prompt best practices, and step‑by‑step playbooks for sales, operations, finance, and people management. By the end, you’ll have a 30‑day Copilot action plan with measurable before/after metrics and a weekly reporting rhythm that keeps your team aligned. If you want immediate productivity gains, clearer communications, and faster decision-making—without hiring more staff—this course is your launchpad.

AI Fundamentals for Small Businesses with Microsoft Copilot

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            <p>AI Fundamentals for Small Businesses with Microsoft Copilot is a practical, results-focused course designed to help owners and lean teams use AI to save time, improve communication, and make faster decisions. You will learn how Microsoft 365 Copilot and related tools work in real business scenarios—drafting clear emails, running efficient meetings, producing proposals, streamlining reports, and supporting lightweight automation. The course sets clear expectations for outcomes, time commitment, and required subscriptions, and it outlines responsible, secure usage of customer and company data. Early on, you will see a simple but powerful use case—turning an email thread into an action plan—so you can immediately connect features to business value.</p>

<p>The journey begins with orientation and setup: confirming the right Microsoft 365 tenant and permissions, understanding supported apps (Teams, Outlook, Word, Excel, PowerPoint, Edge), and reviewing security, compliance, and responsible AI practices suitable for small teams. Core skills modules then show how to accelerate daily work: summarize threads and generate follow-ups in Outlook and Teams; turn prompts and pricing sheets into polished proposals in Word; repurpose content into client-facing slides in PowerPoint; analyze and visualize key numbers in Excel; and conduct web research and marketing tasks in Edge and Designer with citations and brand tone. Operations modules cover organizing files in OneDrive and SharePoint so Copilot finds the right content, setting permissions by team and client, collaborating with Loop components, and pairing Copilot with Power Automate and Planner for task creation and approvals. You will also explore Copilot Studio to prototype simple, repeatable assistants—such as FAQs or onboarding—while managing risk and quality.</p>

<p>To translate skills into immediate impact, the course provides implementation playbooks tailored to sales and customer service, operations and finance, and people and policy. These guided blueprints help you build lead response kits, meeting recaps, expense summaries, monthly reports, vendor communications, job descriptions, and handbook outlines—always emphasizing accuracy, version control, and confidentiality. Knowledge checks and practical quizzes reinforce setup, communication workflows, content creation, data and permissions, and automation concepts. The capstone concludes with a 30-day Copilot action plan: you will select two high-impact workflows, define before-and-after metrics, implement a lightweight governance checklist, and establish weekly reporting prompts and dashboards to track progress. A brief survey supports continuous improvement so the course remains aligned with the evolving needs of small businesses.</p>
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