Microsoft Copilot for Outlook
This course builds practical capability in Microsoft Copilot for Outlook to support efficient communication in high pressure financial environments. The focus includes email drafting, thread summarization, and calendar management through AI driven assistance, improving clarity and reducing time spent on routine communication. The course develops confidence in applying Copilot for personal inbox management and team coordination, supporting faster and more precise responses.
Learning Objectives
By the end of this course, participants will be able to:
- Understand the role of Copilot in enhancing email and calendar workflows.
- Use Copilot to draft, edit, and refine professional emails quickly.
- Summarize long email threads into clear, actionable points.
- Automate inbox organization and prioritization with AI-driven assistance.
- Apply Copilot to manage meeting requests, follow-ups, and reminders.
- Generate quick insights from emails and attachments for faster decision-making.
- Integrate Copilot with Teams and OneNote to streamline communication across platforms.
- Save time by using Copilot for client updates, internal reporting, and recurring communications.
- Apply best practices to ensure tone, professionalism, and compliance in Copilot-generated text.
- Build habits that maximize efficiency while maintaining oversight of Copilot’s outputs.
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