Get Started with One-Day Microsoft 365 Copilot

Get Started With One-Day 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?

This full-day course provides a comprehensive, hands-on exploration of Microsoft 365 Copilot. Participants will progress from foundational skills to advanced techniques, learning how Copilot can transform productivity, creativity, and collaboration across the Microsoft 365 suite. The course covers Copilot’s interface, GCSE prompting strategies, integration with Word, Excel, Outlook, Teams, and PowerPoint, and introduces advanced features such as Agents and Pages. Through practical labs and real-world scenarios, attendees will develop the confidence to champion Copilot adoption and innovation in their organisations.

Prerequisite

Attendees should have basic familiarity with Microsoft 365 apps (such as Outlook, Word, Excel, and Teams) and be comfortable using a Windows PC. No prior experience with AI tools or Copilot is required.

Duration

This is a one-day  Get Started With Microsoft 365 Copilot course. The course starts at 09:30 and runs until 16:30.

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

Location

Our one-day 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

The Vision: AI and the Future of Work

What is Microsoft 365 Copilot? Key Concepts and Value

Understanding Copilot

How Copilot Works: Under the Hood

Copilot’s AI Models and Data Security

The Ingredients of a Powerful Prompt

Setting Up Copilot

Licensing, Access, and Admin Controls

Configuring Copilot for Your Organisation

Copilot Interface Deep Dive

Navigating the Copilot Interface Across Apps

Key Features and Customisation Options

Using Copilot in Word and Excel

Drafting, Editing, and Summarising 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

Prompting with Copilot

How to Add a Prompt

Best Practices for Effective Prompting

Using the GCSE Prompting Framework

Advanced Prompting Techniques for Complex Scenarios

Hands-on Prompting Lab

Using Copilot for Daily Tasks

Copilot Lab: Hands-on Practice

Referencing Documents

Searching for People, Chats, and Documents

Summarising and Comparing Documents

Exploring Limitations and Future Opportunities

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

Copilot in PowerPoint

Creating and Enhancing Presentations with Copilot

Using Copilot Pages (Loop/Pages)

Creating collaborative workspaces with Copilot Pages

Organising and sharing information in Pages

Practical examples of using Pages for teamwork

Working with Copilot Agents

Overview of Agents

Creating and Managing Agents

Practical Examples of Using Agents to Automate Tasks

Collaboration and Change Management

Copilot for Team Collaboration and Knowledge Sharing

Managing Change: Driving Adoption and Overcoming Resistance

Governance, Compliance, and Responsible AI

Data Privacy, Security, and Compliance Considerations

Responsible Use of AI in the Workplace

Real-World Scenarios and Innovation

Case Studies: Copilot Success Stories

Identifying High-Impact Use Cases in Your Organisation

Recap and Next Steps

Key Takeaways and Resources

Q&A and Action Planning

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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.