Get Started with Microsoft 365 Copilot

Get Started With Microsoft 365 Copilot with Your Team

Introduction to Microsoft Copilot: Empowering Productivity with AI

Microsoft Copilot is a ground-breaking AI-powered assistant integrated across Microsoft 365 apps like Word, Excel, PowerPoint, Outlook, Teams, and more. It leverages the power of large language models (LLMs) combined with your organizational data—such as emails, documents, calendars, and chats—to help users work smarter, faster, and more creatively.

Copilot isn’t just a chatbot—it’s a strategic productivity tool that can:

  • Draft documents and emails
  • Summarize meetings and threads
  • Analyse data and generate insights
  • Automate repetitive tasks
  • Enhance decision-making with contextual recommendations

Whether you’re in IT, finance, HR, or operations, Copilot can transform how work gets done.

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Get Started With Microsoft 365 Copilot

Course Overview

Audience:

This course is ideal for business users, team leaders, IT champions, and support staff who use Microsoft 365 daily and want to enhance their productivity with AI. Whether you’re drafting documents, preparing for meetings, or managing communications, this session will equip you with practical skills to make Copilot work for you

Why attend?

In today’s fast-paced digital workplace, AI-powered tools like Microsoft Copilot are rapidly transforming how we work, communicate, and make decisions. This half-day course is designed to give you a practical, hands-on introduction to Copilot, equipping you with the skills to unlock its full potential across Microsoft 365.

Duration:

This is a half--day  Get Started With Microsoft 365 Copilot course. The course starts at 09:30 and runs until 12:30.

Alternate timings can be arranged upon request. The course can be held on a date that suits you.

Location:

Our Get Started With Microsoft 365 Copilot  course can be delivered virtually using online training platforms such as MS Teams or Zoom or face-to-face at any preferred location in the UK, Europe or ROW.

Get Started With Microsoft 365 Copilot Course Outline

Introduction

Welcome and Agenda

What is Copilot for Microsoft 365?

Understanding Copilot

How Copilot Works

The Ingredients of a Good Prompt

Setting Up Copilot

Setting Up Copilot in Microsoft 365

Copilot Interface

Overview of the Copilot Interface

Key Features and Navigation

Prompting with Copilot

How to Add a Prompt

Best Practices for Effective Prompts

Using the GCSE Prompting Framework

Using Copilot for Daily Tasks

Copilot Lab: Hands-on Practice

Referencing Documents

Searching for People, Chats, and Documents

Summarizing and Comparing Documents

Extracting Information from PDFs

Preparing for Meetings

Translating Content

Communicating with Copilot in MS Teams

Using Copilot for Communication

Copilot in Chats

Copilot in Meetings

Before, During, and After the Meeting

Using Copilot in Word and Excel

Drafting, editing, and summarizing documents in Word

Generating tables, formulas, and data analysis in Excel

Referencing and extracting information from documents and spreadsheets

Practical examples and hands-on exercises

Recap

Key Takeaways

Q&A

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One to One

(which includes a tailor-made training programme for the individual where they can mix and match the topics from various levels to get the most cost-effective training

Group for up to 8 learners
The Course outlines on our website are standard, however, we would be happy to tailor them to your specific requirements. Please call us on 020 3696 2796 or send us a message to discuss further.

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Extras

This is a sample of some of the Short training videos. Please note that you can get access to many more, once you have done a course with us and are registered as one of our delegates.