Transform everyday work with Claude and Microsoft 365 to improve productivity, collaboration, and business outcomes.
This practical 2-day program helps professionals use Claude as an everyday AI productivity partner across Microsoft 365. Participants learn effective prompting, knowledge management, workflow redesign, and AI-powered collaboration across Outlook, Teams, Word, Excel, PowerPoint, OneDrive, and SharePoint.
- Why get trained: Learn practical AI prompting, content creation, knowledge management, Claude Projects, and workflow redesign techniques for everyday business tasks.
- Why it matters: Reduce repetitive work, improve the quality of business outputs, collaborate more effectively, and make better use of existing Microsoft 365 workflows.
- Who should attend: Business Professionals, Managers & Team Leaders, Project & Program Managers, Product Managers, Consultants, Business Analysts, HR Professionals, Marketing & Sales Professionals, Operations Teams, Knowledge Workers, and Microsoft 365 Users.
Participants gain hands-on experience through realistic business scenarios and practical exercises while learning to validate AI outputs and apply responsible AI practices. HRD Corp Claimable.
Overview
Artificial Intelligence is transforming how professionals work. Rather than replacing people, AI is becoming a trusted workplace assistant that helps individuals communicate more effectively, analyze information faster, automate repetitive tasks, and make better decisions.
Working Smarter with Claude and Microsoft 365 program is a practical, two-day program designed to help professionals use Claude as an everyday AI productivity partner and integrate it effectively with Microsoft 365.
Participants learn practical prompting techniques, knowledge management, Claude Projects, workflow redesign, and AI-powered collaboration across Outlook, Teams, Word, Excel, PowerPoint, OneDrive, and SharePoint.
Through realistic business scenarios and hands-on exercises, participants learn how to reduce repetitive work, improve the quality of business outputs, and redesign everyday workflows using AI responsibly.
Skills Covered
- Use Claude confidently for everyday business tasks.
- Write more effective prompts for different business scenarios.
- Create high-quality emails, reports, presentations, and meeting summaries.
- Organize work using Claude Projects and reusable instructions.
- Apply Claude across Microsoft Outlook, Word, Excel and PowerPoint
- Improve knowledge management and collaboration.
- Redesign business workflows using AI.
- Validate AI-generated content before use.
- Apply responsible AI practices within enterprise environments.
- Build a personal AI productivity system.
Prerequisites
There are no p
Target Audience
- Business professionals
- Managers and team leaders
- Project and program managers
- Product managers
- Consultants
- Business analysts
- HR professionals
- Marketing and sales professionals
- Operations teams
- Knowledge workers
- Professionals working with Microsoft 365
Module 1: Introduction to Claude AI for Business
Discover how Claude is transforming knowledge work and explore its core capabilities, interface, models, Projects, Artifacts, Research, and collaboration features. Participants learn where Claude creates value in everyday business activities and how to use it effectively as a trusted workplace assistant.
Module 2: Prompt Engineering for Everyday Work
Learn practical prompting techniques that improve the quality, accuracy, and usefulness of Claude’s responses. Participants explore prompting strategies for drafting, analysis, brainstorming, summarization, planning, and decision support across common business scenarios.
Module 3: Creating Better Business Content
Use Claude to produce professional emails, reports, proposals, presentations, meeting agendas, executive summaries, business cases, and customer communications while maintaining consistency, quality, and organizational standards.
Module 4: Projects, Knowledge & Workflow Design
Use Claude to produce professional emails, reports, proposals, presentations, meeting agendas, executive summaries, business cases, and customer communications while maintaining consistency, quality, and organizational standards.
Module 5: Claude for Microsoft 365
Explore how Claude integrates with Microsoft 365 to improve productivity across Outlook, Teams, Word, Excel, and PowerPoint. Participants discover how AI supports everyday communication, collaboration, document creation, data analysis, and knowledge discovery.
Module 6: AI-Powered Collaboration & Knowledge Management
Learn how teams can use Claude with Microsoft 365 to collaborate more effectively, manage organizational knowledge, prepare meetings, summarize discussions, analyze documents, and improve decision-making across departments.
Module 7: Responsible AI & Productivity Best Practices
Understand responsible AI principles, data privacy, governance, output validation, and enterprise AI policies while learning best practices for safely adopting Claude within daily business workflows.
Module 8: Business Productivity Capstone
Participants apply everything learned throughout the training to complete realistic business scenarios using Claude and Microsoft 365. Working individually or in teams, they solve common workplace challenges involving communication, planning, document creation, meeting management, reporting, and knowledge management.
Exam & Certification
Complete the Working Smarter with Claude and Microsoft 365 Training and receive your Working Smarter with Claude and Microsoft 365 Training Certificate of Completion after successfully completing the 2-day program. This validates your skills in using Claude and Microsoft 365 to improve productivity, automate repetitive tasks, enhance business communication, manage knowledge, redesign workflows, and apply responsible AI practices.
Training & Certification Guide
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