Microsoft Office & AI Productivity
Description
This course is designed for technicians and professionals interested in improving their personal and organizational efficiency using Microsoft Office tools combined with Artificial Intelligence (AI) capabilities. The course focuses on the practical application of everyday tools (Outlook, Excel, OneNote, Teams) to reduce workload, automate processes, and improve time management, while introducing correct principles for working with AI.
Intended audience
The course is designed for technicians, IT professionals, support and operations personnel, and professionals working in a Microsoft 365-based office environment, who wish to enhance their personal and organizational efficiency through the smart use of Office tools combined with Artificial Intelligence (AI) capabilities.
Topics
Introduction: The AI Revolution in the Workspace
Review of new tools: From classic Office to Microsoft 365 Copilot.
How AI changes the technician's work (saving time on bureaucracy).
Golden rules for writing a correct "Prompt" to receive accurate results
Mastering Outlook (Part A): Smart Inbox Management
Noise filtering: Defining advanced Rules and using Focused Inbox.
AI Integration: Using Copilot to summarize long email threads (Catch up).
Fast drafting: Writing replies to customers/managers using AI—moving from short technical text to a service-oriented and professional email.
Quick Steps: Creating one-click automations (e.g., Forward to another team + Filing + Auto-reply
Outlook (Part B): Calendar and Task Management
Time management: Smart meeting scheduling and using Scheduling Poll to find common availability.
To-Do integration: Turning emails into tasks and tracking execution.
AI in the Calendar: How to ask AI to schedule "focus time" or prepare a meeting agenda based on previous emails.
Excel for Technicians: Data and Reporting Made Easy
Data analysis: Using Pivot Tables to track faults/inventory.
AI Formulas: Instead of remembering formulas, we will learn how to ask AI to write the formula for us (e.g., "Calculate the average repair time in column B").
Data cleaning: Using Flash Fill and smart tools to organize equipment/user lists
OneNote & Teams: Documentation and Communication
OneNote: Building a Knowledge Base for the technician—screenshots, guides, and searching within images.
Teams AI: Automatic meeting summaries (Meeting Recap)—what was decided and what are my tasks.
Collaboration: Working on shared files within the chat without creating duplicates.
Summary Practice: "End-to-End Fault Procedure"
Simulation: Receiving a complex fault email > Summarizing it with AI > Checking data in Excel > Scheduling a repair meeting in Outlook > Documenting in OneNote.
Summary, Q&A, and distribution of a Cheat Sheet with useful prompts.
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