Generative AI & Prompt Engineering Training Program

This practical training program equips professionals with the skills to use Generative AI tools, write effective prompts, build AI-assisted workflows, and improve productivity across Microsoft 365 applications. Participants will work with ChatGPT, Claude, Microsoft Copilot, AI Copilot agents, and Microsoft Power Automate through workplace-oriented examples and exercises.

1. Generative AI Fundamentals
   • Introduction to Generative AI, large language models (LLMs), and how AI assistants work.
   • Capabilities and limitations of AI tools for business productivity and decision support.
   • Responsible AI usage, data privacy, confidentiality, accuracy checks, and human review.
   • Identifying practical AI use cases across finance, HR, operations, sales, administration, and management.
2. Prompt Engineering with ChatGPT, Claude & Microsoft Copilot
   • Prompt engineering fundamentals: role, context, objective, constraints, examples, and output format.
   • Writing clear, structured prompts for research, analysis, drafting, summarization, and problem-solving.
   • Using multi-step prompts, follow-up instructions, and iterative refinement to improve AI responses.
   • Working with documents, tables, business data, and other supported inputs.
   • Practical comparison of ChatGPT, Claude, and Microsoft Copilot for common workplace tasks.
   • Hands-on prompt library development for recurring professional tasks.
3. Microsoft Copilot in Excel
   • Using Copilot to understand, analyze, and summarize spreadsheet data.
   • Generating and explaining formulas and exploring data patterns.
   • Identifying trends, exceptions, and key insights from structured data.
   • Creating summaries and supporting report preparation.
4. Microsoft Copilot in Word
   • Drafting, rewriting, and improving business documents.
   • Summarizing lengthy documents and extracting key points.
   • Preparing reports, proposals, minutes of meetings, and professional communication.
   • Transforming notes and source content into structured documents.
5. Microsoft Copilot in PowerPoint
   • Creating presentation outlines and slide content from instructions or source documents.
   • Summarizing presentations and refining slide messaging.
   • Improving presentation structure, speaker notes, and business storytelling.
   • Preparing management updates, business reviews, and training presentations.
6. Microsoft Copilot in Outlook & Teams
   • Drafting, rewriting, and summarizing emails in Outlook.
   • Summarizing email conversations and identifying decisions and action items.
   • Summarizing Teams meetings and conversations, where supported.
   • Preparing meeting follow-ups, task lists, and professional responses.
7. Copilot Across Other Microsoft 365 Applications
   • Exploring Copilot capabilities in other available Microsoft 365 applications.
   • Understanding cross-application productivity scenarios and connected workflows.
   • Applying AI assistance to documentation, collaboration, information retrieval, and routine tasks.
8. AI Copilot Agents
   • Introduction to AI agents and the difference between AI assistants and task-oriented agents.
   • Understanding agent instructions, knowledge sources, actions, and business use cases.
   • Planning and designing agents for frequently asked questions, internal knowledge support, and recurring business tasks.
   • Exploring Microsoft Copilot agent capabilities and development options, subject to available licensing and permissions.
   • Testing agent responses, reviewing outputs, and applying appropriate governance controls.
9. Microsoft Power Automate & AI-Powered Workflow Automation
   • Introduction to Power Automate, cloud flows, triggers, actions, and connectors.
   • Creating automated workflows for notifications, reminders, approvals, and task assignments.
   • Working with supported Microsoft 365 services such as Outlook, Excel, SharePoint, and Teams.
   • Automating document handling, information sharing, and recurring administrative processes.
   • Understanding where AI capabilities can support workflow automation.
   • Testing, monitoring, and troubleshooting automated flows.
10. Practical Business Use Cases & Capstone Exercises
    • Use ChatGPT, Claude, and Copilot to complete realistic workplace tasks.
    • Create prompts for reporting, data interpretation, research, and business communication.
    • Develop an AI-assisted workflow using Power Automate.
    • Design a use-case concept for an AI Copilot agent.
    • Validate AI-generated content and outputs before business use.

Note: The availability and functionality of Microsoft Copilot features, AI agents, and Power Automate connectors depend on the organization's Microsoft 365 subscriptions, product licensing, tenant configuration, and access permissions. Training exercises will be aligned with the tools available to participants.