Excel AI — Lesson 1: Foundations, Architecture, and Use Cases

Topics Covered

• Microsoft 365 services, roles, and administration model
• Tenant, identity, licensing, and service configuration
• Collaboration, productivity, and information workflows
• Security, compliance, governance, and lifecycle controls
• Roles, prerequisites, terminology, and success criteria
• Business and technical requirement mapping
• Solution boundaries, dependencies, and assumptions

Practical Activity

Analyze a representative use case, document requirements, and create a solution or platform map.

• Document assumptions, selected features or services, and expected outcomes.
• Record validation evidence, risks, dependencies, and corrective actions.
• Summarize the decision in a reusable implementation or operations note.

Lesson Outcome

Learners can explain and apply the lesson topics within a realistic Microsoft 365 scenario.