Course background/课程背景

This is a systematic, scenario-based practical training course that comprehensively covers the core application scenarios of Copilot within the Microsoft 365 ecosystem. The course begins with the fundamental features of Copilot and delves into its intelligent applications across office scenarios such as Outlook, Word, Excel, PowerPoint, and Teams, including practical functions like automatic email summarization, one-click document formatting, formula generation for data analysis, and intelligent meeting optimization. In addition, the course explores innovative models of Copilot in knowledge management, team collaboration, and information integration by leveraging collaboration tools such as OneDrive, SharePoint, and OneNote. Through real-world cases (e.g., drafting proposals, summarizing and translating meetings, predictive data analysis) and cross-departmental application scenarios, participants will master how Copilot reshapes efficient workflows—from theory to practice.

The course uses a continuous storyline throughout the training, allowing participants to immerse themselves in how Copilot helps improve work efficiency in daily tasks.

这是一门系统化、场景化的实战培训课程，全面覆盖Copilot在Microsoft 365生态中的核心应用场景。课程从Copilot的基础功能入手，深入解析其在Outlook、Word、Excel、PowerPoint、Teams等办公场景中的智能化应用，包括邮件自动摘要、文档一键排版、数据分析公式生成、会议智能优化等实用功能。同时，结合OneDrive、SharePoint、OneNote等协作工具，探讨Copilot在知识管理、团队协作与信息整合中的创新模式。通过真实案例（如方案起草、会议翻译总结、数据预测分析）与跨部门应用场景，帮助学员从理论到实践掌握Copilot如何重塑高效工作流。

本课程利用一个故事线贯穿整个培训，使学员沉浸式体验Copilot是如何在日常工作中帮助提高工作效率。

Target Audience/目标学员

• Working professionals who use Microsoft 365 on a daily basis, such as administrative staff, executive assistants, project managers, etc., who need to streamline email, document, and meeting management through Copilot.
• Professionals in data analysis and business functions, such as those in finance, marketing, and sales, who seek to leverage Copilot to improve efficiency in data analysis and proposal writing.
• IT and technical support teams, who need to master the deployment, customization, and integration capabilities of Copilot with other systems in order to deliver intelligent solutions for the enterprise.
• 日常使用Microsoft 365的职场人士：如行政、文秘、项目经理等，需通过Copilot简化邮件、文档、会议管理；
• 数据分析与业务部门人员：财务、市场、销售从业者，期望利用Copilot提升数据分析和方案撰写效率；
• IT与技术支持团队：需掌握Copilot的部署、定制及与其他系统的集成能力，为企业提供智能化解决方案；

Course Benefits/课程收益

• Improve office efficiency: Master the skills of automating repetitive tasks such as emails, documents, and meetings with Copilot, saving over 50% of operation time.
• Strengthen data analysis capabilities: Use Copilot to quickly generate Excel formulas, obtain data insights, and even explore the possibilities of predictive analysis.
• Optimize team collaboration: Learn to integrate information, automatically generate meeting minutes in Teams with Copilot, and build an intelligent knowledge base in SharePoint.
• Enable flexible cross-scenario application: Customize Copilot agents based on business needs to adapt to different functional scenarios, including marketing, finance, IT, and more.
• Upgrade forward-thinking mindset: Understand the future workplace trends enabled by M365 Copilot, and cultivate a mindset that drives business innovation through intelligent tools.
• 提升办公效率：掌握Copilot自动化处理邮件、文档、会议等重复性任务的技能，节省50%以上的操作时间；
• 强化数据分析能力：利用Copilot快速生成Excel函数公式、获取数据洞察，甚至探索预测分析的可能性；
• 优化团队协作：学习通过Copilot在Teams中整合信息、自动生成会议纪要，并在SharePoint中构建智能知识库；
• 跨场景灵活应用：根据业务需求，自定义Copilot智能体，适配市场、财务、IT等不同职能场景；
• 前瞻思维升级：理解M365 Copilot赋能的未来办公趋势，培养以智能化工具驱动业务创新的思维模式。

Course Outline/课程大纲

1. Embarking on the Intelligent Journey with Microsoft 365 Copilot

• 1.1. The Full Picture of AIGC in the Era of Digital Intelligence: Text, Code, Images, Audio, Video, Digital Humans, and Agents, etc
• 1.2. Introduction to Microsoft 365 Copilot
• 1.3. Launch and Application Modes of Microsoft 365 Copilot

2. Copilot Conversation Assistant within Microsoft 365 Applications

• 2.1. 6- Leadership Perspective: The CO-STAR Prompting Framework
• 2.2. 3- Management Perspective: The HOW Upgrading Principle
• 2.3. 1- Holistic Perspective: PDCA Data Feeding
• 2.4. Four Key Application Features of Copilot Chat
• 2.5.Case: Copilot Writing a High-Quality Work Summary

3.M365 Copilot Universal Formula: Mastering the Intermediate Language

• 3.1.Creating Flowcharts, Gantt Charts, Mind Maps, etc. with Mermaid
• 3.2.Creating Knowledge Card Diagrams, etc. with Markdown
• 3.3.Creating Raffles, Data Dashboards, Dynamic Charts, Websites, etc. with HTML

4.M365 Copilot Agent: Creating an Interactive Agent for Enterprise Knowledge Base

• 4.1.Preparing the Knowledge Base
• 4.2.Creating an Agent
• 4.3.Publishing the Agent
• 4.4.Sharing and Updating the Agent
• 4.5.Cases: Company Policy Inquiry Agent, IT Helpdesk Agent, etc.
• 4.6.Using Copilot Agents: Research Assistant, Analytics Assistant, Survey Agent

5.M365 Copilot Notebook: Personal Knowledge Base Management Assistant

• 5.1.Creating an AI Notebook
• 5.2.Managing the Personal Knowledge Base
• 5.3.Using Copilot for Audio Summarization of Note Content

6.Copilot's Intelligent Capabilities in Outlook

• 6.1.Precisely Identify and Prioritize Key Issues
• 6.2.Automatically Generate Summaries of Emails and Attachments
• 6.3.Assist in Drafting High-Quality Email Content
• 6.4.Automatically Generate Meeting Invitations and Agendas Using Copilot

7.Copilot's Intelligent Capabilities in Word Document Applications

• 7.1.Create a Document Based on an Existing File
• 7.2.Edit a Document Using Copilot

- Automatically Rewrite

- Structured Expression and Content Optimization

- Visual Table Conversion

- Chinese-English Parallel Input

• 7.3.Document Summarization and Content Interpretation
• 7.4.Using Copilot to Gain Document Insights

8.Copilot's Intelligent Capabilities in OneDrive and SharePoint

• 8.1.Using Copilot to Summarize Multiple Documents, Create FAQs, and Ask Questions
• 8.2.Using Copilot to Automatically Generate File Sharing Summaries
• 8.3.Creating a SharePoint Private Knowledge Base Agent

9.Copilot's Intelligent Capabilities in PowerPoint Presentation Documents

• 9.1.Create a PowerPoint Presentation Based on a Company Template
• 9.2.Using Copilot to Create, Edit, and Optimize Presentation Documents
• 9.3.Using Copilot to Optimize Presentation Object Elements and Methods
• 9.4.Using Copilot to Summarize and Interpret Presentation Document Content
• 9.5.In-Depth Analysis of Copilot in Relation to Presentation Masters and Slide Layouts
• 9.6.Using Copilot to Translate Presentation Documents
• 9.7.Add Matching Images to the Copy
• 9.8.Creating PowerPoint Presentations Using PPT Frontier

10.Copilot's Intelligent Capabilities in Teams Messaging and Meetings

• 10.1.Pre-Meeting Preparation:

- Intelligently Plan Meeting Times

- Intelligent Meeting Setup

• 10.2.In-Meeting Interaction:

- Enable Intelligent Recording of Meeting Notes

- Support Simultaneous Voice Interpretation for International Meetings

- Enable Automatic Translation of Presentation Content

- Real-Time Interaction with Meeting Content

- Facilitator: Real-Time Meeting Recording and Decision Tracking

• 10.3.Post-Meeting Follow-up:

- Automatically Organize Meeting Summaries and Action Items

- List Unresolved Issues and Differing Opinions

- Meeting Notes Information Interactivity via Loop

11.Copilot's Intelligent Capabilities in Excel Data Analysis

• 11.1.Data Cleaning:

- Using Copilot to Write Function Formulas in Excel

- Application Scenarios of Copilot in Excel Conditional Formatting

- Using Copilot to Generate VBA Code for Data Cleaning

- Using Copilot to Generate Python Code for Data Trend and Anomaly Detection

• 11.2.Five Major Application Scenarios of Copilot Functions
• 11.3.Data Analysis:

- Using Agents to Identify Trends and Visualize Charts

- Using Analyst for Data Analysis

• 11.4.Data Visualization:

- Using Agent to Create a Visual Dashboard

- Using App Builder to Create a Data Dashboard

- Using HTML to Create a Visual Dashboard

12.Delivering Work Outcomes with Microsoft 365 Copilot

1. 开启Microsoft 365 Copilot智能之旅

• 1.1. 数智时代下的AIGC全貌：文本、代码、图片、音频、视频、数字人和智能体等
• 1.2. Microsoft 365 Copilot 简介
• 1.3. Microsoft 365 Copilot 启动与应用模式

2.Microsoft 365应用中的Copilot对话助手

• 2.1. 6-领导视角：CO-STAR提示框架
• 2.2. 3-管理视角：HOW升级法则
• 2.3. 1-全局视角：PDCA数据投喂
• 2.4. Copilot Chat 四大典型应用特色
• 2.5.案例：Copilot撰写高质量工作总结

3.M365 Copilot万能公式：掌握中间语言

• 3.1.Mermaid制作流程图、甘特图、思维导图等
• 3.2.Markdown制作知识卡片图等
• 3.3.Html制作抽奖、数据看板、动态图、网站等

4.M365 Copilot智能体：创建企业知识库交互智能体

• 4.1.准备知识库
• 4.2.创建智能体
• 4.3.发布智能体
• 4.4.分享和更新智能体
• 4.5.案例：公司政策咨询智能体、IT helpdesk智能体等
• 4.6.使用Copilot智能体：研究助手、分析助手、调查智能体

5.M365 Copilot 笔记本：个人知识库管理助手

• 5.1.创建AI笔记本
• 5.2.管理个人知识库
• 5.3.使用Copilot进行笔记内容音频概述

6.Copilot在Outlook中的智能力

• 6.1.精准识别并优先处理重要议题
• 6.2.自动生成邮件和附件摘要
• 6.3.辅助起草高质量邮件内容
• 6.4.使用Copilot自动生成会议邀请和议程

7.Copilot在Word文档应用中的智能力

• 7.1.基于现有文件创建文档
• 7.2.使用Copilot编辑文档

- 自动改写

-结构化表达和优化内容

- 可视化表格转换

- 中英文对照录入

• 7.3.文档归纳与内容解读
• 7.4.使用Copilot获取文档见解

8.Copilot在OneDrive和SharePoint的智能力

• 8.1.使用Copilot对多文档进行汇总、创建FAQ和提问
• 8.2.使用Copilot自动创建文件分享摘要
• 8.3.创建SharePoint私有知识库智能体

9.Copilot在PowerPoint演示文档中的智能力

• 9.1.根据公司模板创建PPT
• 9.2.使用 Copilot 创建、编辑和优化演示文档
• 9.3.使用 Copilot 优化演示对象元素与方法
• 9.4.使用 Copilot 归纳并解读演示文档内容
• 9.5.深入分析 Copilot 与演示母版、幻灯片版式
• 9.6.使用Copilot翻译演示文稿
• 9.7.为文案添加匹配的图像
• 9.8.使用PPT Frontier制作PPT
• 10.Copilot在Teams消息与会议中的智能力
• 10.1.会前准备：

- 智能规划会议时间

- 智能会议设置

• 10.2.会中交互：

- 开启会议笔记智能记录

- 支持跨国会议的语音同传

- 实现演示文稿内容自动翻译

- 实时交互与会内容

- Facilitator：会议实时记录与决策追踪

• 10.3.会后跟进：

-自动整理会议摘要与待办事项

- 列出未解决问题和意见分歧

- 会议笔记信息交互（Loop）

11.Copilot 在 Excel 数据分析中的智能力

• 11.1.数据清洗：

- 使用Copilot 在 Excel 中的撰写函数公式

- Copilot 在 Excel 条件格式中的应用场景

- Copilot生成VBA代码清洗数据

- Copilot 生成Python进行数据趋势与异常检测

• 11.2.Copilot函数的五大应用场景
• 11.3.数据分析：

- 使用Agent发现趋势并可视化图表

- 使用Analyst 进行数据分析

• 11.4.数据可视化：

- 使用Agent创建可视化看板

- 使用App Builder创建数据看板

- 使用Html创建可视化看板

12.使用Microsoft 365 Copilot交付工作成果

Event info

Date

27 August 2026, Thursday

Time

9:00 AM - 4:00 PM (Beijing Time)

Venue

An email will be sent with instructions to join online training via Microsoft Teams Meeting platform 2 days prior to the event.

线上培训链接将在培训前两天通过邮件方式通知报名学员。

Price

1580 RMB: Member

1780 RMB: Non-member

Language

In Chinese 中文讲解

Cancellation Policy

If you cannot attend the event for which you have registered, please cancel your registration no later than two (2) business days prior to the event. If you fail to notify us of your cancellation in a timely fashion , you will be charged for the event costs.

Fapiao (VAT Invoice)

Apply fapiao when purchasing a ticket, by inputting the Chinese entity name and tax ID (if the title is wrong, you will be unable to receive the Fapaio). E-Fapiao will be sent to your e-mail within 7 days after completed event (check spam folder). If the fapiao can not be received, please provide an alternative email.

For inquiries related to fapiao, please email amanda.du@finnchamchina.org