AI Business Professional AB-730

• Understand generative AI capabilities across Microsoft 365 experiences.
• Identify responsible AI and data protection practices.
• Create and manage effective prompts in Microsoft 365 Copilot.
• Manage conversations and chats in Copilot.
• Create and manage Microsoft 365 Copilot agents.
• Draft and analyze business documents and communications using AI.
• Use Copilot for meetings and collaboration.

Module 1: Understand Generative AI Fundamentals

Understand Generative AI Capabilities across Microsoft 365 Experiences

• Understand how Copilot works to keep your organization's information private and secure
• Understand how context, such as work files, web data, or the application being used, can affect Copilot responses
• Understand the difference between a chat experience and an agent experience
• Understand use cases for creating your own agent
• Understand differences in Copilot features and capabilities across Microsoft 365 applications

Identify Responsible AI and Data Protection Practices

• Identify common risks, including fabrications, prompt injection, and over-reliance
• Select appropriate verification steps, including citation checks and human review
• Recognize and mitigate risks to sensitive data
• Understand how data protection can restrict prompt results

Module 2: Manage Prompts and Conversations by Using AI

Create and Manage Prompts in Microsoft 365 Copilot

• Understand how to create an effective prompt
• Select appropriate resources to reference in a prompt
• Save a prompt
• Schedule a prompt
• Share a prompt

Manage Conversations in Copilot

• Understand how to find previous conversations
• Delete a chat
• Rename a chat
• Add a conversation to a notebook

Create and Manage Microsoft 365 Copilot Agents

• Understand when to use Agent Store versus creating a new agent
• Create an agent by using a template
• Configure an agent that has knowledge
• Configure agent settings such as instructions, capabilities, and suggested prompts
• Share an agent with team members

Module 3: Draft and Analyze Business Content by Using AI

Draft Business Documents and Communications

• Create a new document from a prompt
• Generate a document from an existing document
• Generate a management summary based on a document
• Move data and insights between Microsoft 365 applications

Manage Meetings and Collaboration

• Describe how to use Copilot for meetings
• Describe how to use Copilot Pages for collaboration
• Describe how Copilot uses memory and instructions

1 Day

Certification: Microsoft Certified: AI Business Professional

Exam: AB-730: AI Business Professional

Duration: 45 minutes

• Create and refine prompts in Microsoft 365 Copilot.
• Reference appropriate resources when creating prompts.
• Save, schedule, and share prompts.
• Manage Copilot conversations and chats.
• Create an agent using a template.
• Configure agent knowledge, instructions, capabilities, and suggested prompts.
• Create business documents using Copilot.
• Generate management summaries from existing documents.
• Move data and insights between Microsoft 365 applications.
• Use Copilot for meetings and collaboration.
• Use Copilot Pages for collaborative work.

• Business users.
• Professionals using Microsoft 365 Copilot.
• Professionals who want to use generative AI to improve daily work.
• Professionals involved in business decision-making and productivity.
• Professionals working with Microsoft 365 applications and common business processes.

• Experience using generative AI-powered productivity tools.
• Basic understanding of Microsoft 365.
• Comfort navigating Outlook, Word, Microsoft Teams, PowerPoint, and Excel.
• Familiarity with common business processes such as drafting emails, creating presentations, generating images, and managing documents.