Who is this training for?
Managers, professionals, consultants, analysts, project coordinators, trainers, and Microsoft 365 Copilot users who want to improve how they capture, analyze, and share knowledge to enhance team collaboration and collective intelligence.
Training objectives
- Describe the value and role of Copilot Notebook within the Microsoft 365 ecosystem.
- Build and structure a Copilot Notebook to support business objectives and workflows.
- Use AI-powered capabilities to analyze, compare, and synthesize information from multiple sources.
- Apply effective prompting strategies to improve the quality and relevance of AI-generated responses.
- Use Copilot Notebook to capture, share, and scale knowledge across teams.
- Implement best practices for information governance, security, and responsible AI adoption.
Summary
Copilot Notebook goes beyond traditional information management. By bringing together content from multiple sources and leveraging AI-powered interactions, it helps transform individual knowledge into actionable collective intelligence.
Through hands-on activities and real-world scenarios, participants will learn how to use Copilot Notebook to organize information, streamline analysis, generate meaningful insights, and foster collaboration across teams and projects.
Course outline
Module 1. Understanding the Potential of Copilot Notebook
• Current challenges in knowledge management
• The evolution of work in the era of generative AI
• Introduction to Copilot Notebook
• Differences between: Microsoft 365 Copilot Chat, Microsoft Loop, Microsoft OneNote, Microsoft SharePoint & Microsoft Teams
• High-impact use cases
Module 2. Designing an Intelligent Knowledge Workspace
• Creating a Copilot Notebook
• Adding and managing sources
• Organizing information
• Structuring content to optimize Copilot responses
• Best practices for content preparation
Module 3. Leveraging AI to Analyze and Synthesize Information
• Principles of effective prompting
• Generating relevant summaries
• Comparing multiple documents
• Extracting trends and key insights
• Generating: Recommendations, Action plans, FAQs, Executive summaries & Innovative ideas
Module 4. From Individual Work to Collective Intelligence
• Capturing and preserving team knowledge
• Reducing information silos
• Promoting knowledge reuse
• Contributing to a sustainable organizational memory
• Using Copilot Notebook for: Projects, Communities of practice, Learning and development initiatives & New employee onboarding
Module 5. Trends, Governance, and Best Practices
Emerging Trends
• Collaborative AI
• AI-enhanced knowledge management
• Learning organizations
• Specialized AI agents
• Augmented work
Best Practices
• Privacy and security
• Source quality
• Response validation
• Information governance
• Responsible AI adoption
Knowledge Transfer Activity
My Action Plan
Approach and methodology
- Exposés courts et ciblés
- Démonstrations en temps réel
- Exercices dirigés et individuels, basés sur des cas professionnels
- Astuces directement réutilisables au travail
Prerequisites
A paid Microsoft Copilot license is not required to participate in this course.
Recommendations
Participants should have a basic understanding of Microsoft 365 and access to Microsoft 365 Copilot and Copilot Notebook.
Certifications
- Brief, targeted presentations introducing key concepts
- Live demonstrations of Copilot Notebook capabilities
- Guided and individual exercises based on authentic workplace use cases
- Practical strategies and best practices that participants can implement right away
