Claude + Microsoft 365 for Everyday Productivity
Instructor
Ray Evans
CHOOSE YOUR ACCESS
Webinar details
Everything you'll learn in this session
Webinar Description
Overview
Combining Claude with Microsoft 365 can give professionals a flexible AI-powered approach to everyday work. From drafting documents and improving emails to analyzing information, preparing presentations, and organizing tasks, Claude can help users get more value from the Microsoft tools they already rely on.
This practical webinar focuses on real-world ways to incorporate Claude into Microsoft 365 workflows. Participants will learn how to use Claude alongside Word, Excel, Outlook, and PowerPoint to streamline routine tasks, improve content, work with information more efficiently, and develop repeatable productivity habits.
Why You Should Attend
This session will help you:
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Understand how Claude can complement Microsoft 365
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Identify everyday tasks where AI can save time
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Draft, edit, summarize, and improve business documents
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Use Claude to support Excel formulas and data analysis
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Develop presentation ideas and content more efficiently
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Improve emails and other business communications
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Summarize lengthy information and extract key points
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Brainstorm ideas, plans, and solutions
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Create effective prompts for common workplace tasks
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Build repeatable AI-assisted workflows
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Review AI-generated content for accuracy and quality
Who Will Benefit
This webinar is ideal for:
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Microsoft 365 users
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Managers and supervisors
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Administrative professionals
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HR professionals
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Finance and accounting teams
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Sales and marketing professionals
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Project managers
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Business analysts
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Operations professionals
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Anyone looking to improve everyday productivity with AI
Areas Covered in the Session
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Introduction to Claude and Microsoft 365 workflows
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Understanding how Claude can complement Microsoft 365
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Effective prompting techniques
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Word: drafting, editing, rewriting, and summarizing documents
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Excel: formulas, data analysis, organization, and insights
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Outlook: drafting, refining, and summarizing emails
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PowerPoint: brainstorming, outlining, and developing presentation content
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Summarizing documents and large amounts of information
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Turning unstructured information into organized content
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Brainstorming and generating ideas with Claude
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Streamlining repetitive administrative tasks
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Creating reusable prompts and workflows
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Practical examples of Claude + Microsoft 365 productivity
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Reviewing and validating AI-generated results
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Privacy, confidentiality, and responsible AI use
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Best practices for making AI part of your daily workflow
Meet your speaker
Ray Evans
Ray Evans blends a professional, easy-going style with a strong grasp of adult learning demonstrated across classroom, seminar, workshop, and live-online delivery, supported by practical, high-retention instructional materials.
Backed by Microsoft certifications, Ray teaches more than 2,500 topics spanning Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher
He is one of very few presenters delivering expert-level webinars across all six leading AI platforms: Claude, ChatGPT, Copilot, Grok, Gemini, and DeepSeek.
Ray holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology. Since 1990, Ray has trained over 40,000 students, business owners, and executives, and authored extensive training documentation, complex reports, and engaging web content.