Microsoft Copilot for Teams
This course builds practical capability in Microsoft Copilot for Teams to support collaboration across financial organizations. The focus includes meeting summaries, action point capture, and AI assisted support across chats and project collaboration, improving continuity and reducing information loss. The course strengthens productivity in meetings and team workflows, supporting smoother communication and stronger engagement across teams.
Learning Objectives
By the end of this course, participants will be able to:
- Understand how Copilot integrates into Microsoft Teams to support collaboration.
- Use Copilot to summarize meeting discussions and generate action items instantly.
- Apply Copilot to track decisions and assign follow-ups within Teams.
- Summarize long chat threads into clear updates for team members.
- Automate the creation of agendas, notes, and status updates using Copilot.
- Integrate Copilot summaries with Outlook and OneNote for cross-platform efficiency.
- Use Copilot to prepare client-ready notes and internal reports from meeting content.
- Recognize where Copilot can reduce information overload and improve focus.
- Apply Copilot responsibly, validating accuracy and maintaining confidentiality.
- Develop workflows that embed Copilot into daily team collaboration for maximum productivity.
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