Exam AB-730 AI Business Professional (Video)

This video course prepares business professionals to confidently use generative AI and Microsoft 365 Copilot to improve productivity, decision-making, and business outcomes, aligned to the AB-730 AI Business Professional exam.

This video series provides practical, business-focused instruction on using generative AI and Microsoft 365 Copilot across core productivity workflows. Aligned to the AB-730 AI Business Professional exam, the course focuses on real-world application rather than technical implementation or coding. Learners will explore how to use Copilot, Researcher, and Analyst responsibly to draft content, analyze information, summarize data, and support business decisions.

The course emphasizes understanding Copilot capabilities and limitations, responsible AI usage, data protection, and governance considerations so learners can safely adopt AI in modern workplace environments.

Skill Level:

• Beginner/Intermediate
• Some Excel experience is expected.

Learn How To:

• Understand generative AI concepts and Microsoft 365 Copilot capabilities
• Use Copilot effectively in Word, Excel, PowerPoint, Outlook, and Teams
• Apply Researcher and Analyst agents for business scenarios
• Generate summaries, insights, and content using AI responsibly
• Understand Copilot limitations, permissions, and data access boundaries
• Apply responsible AI, security, and compliance principles in business workflows

 Course requirement:

• Familiarity with Microsoft 365 applications such as Word, Excel, PowerPoint, Outlook, and Teams. No coding or AI development experience required.

 Who Should Take This Course:

• Business professionals and knowledge workers using Microsoft 365
• Managers, consultants, and analysts seeking AI-enabled productivity
• Professionals preparing for the AB-730 AI Business Professional exam
• Anyone looking to safely and effectively adopt generative AI in daily work

About Pearson Video Training:

Pearson publishes expert-led video tutorials covering a wide selection of technology topics designed to teach you the skills you need to succeed. These professional and personal technology videos feature world-leading author instructors published by your trusted technology brands: Addison-Wesley, Cisco Press, Pearson IT Certification, Hall, Sams, and Que. Topics include: IT Certification, Network Security, Cisco Technology, Programming, Web Development, Mobile Development, and more. Learn more about Pearson Video training at http://www.informit.com/video.

Table of Contents

Introduction

Understand Generative AI Fundamentals

            Understand Generative AI Capabilities Across Microsoft 365 Experiences

                  Understand how Copilot works to keep your organizations information private and secure

                  Understand how the context, like your work files, web data, or the app youre using, can affect Copilot responses

                  Understand the difference between a chat experience and an agent experience

                  Understand the use case for creating your own agent

                  Understand the differences in features and capabilities of the Copilot experience in various Microsoft 365 apps

            Identify Responsible AI and Data Protection Practices

                  Identify common risks, including fabrications, prompt injection, and over-reliance

                  Select verification steps appropriate to the task, including citation checks and human review

                  Recognize and mitigate risks to sensitive data

                  Understand how data protection restricts prompt results

Manage Prompts and Conversations 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

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 apps

            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

Summary

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