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
- Understanding Copilot
- Setting Up Copilot
- Copilot Interface Deep Dive
- Using Copilot in Word and Excel
- Prompting with Copilot
- Using Copilot for Daily Tasks
- Communicating with Copilot in MS Teams
- Copilot in Meetings
- Copilot in PowerPoint
- Using Copilot Pages (Loop/Pages)
- Working with Copilot Agents
- Collaboration and Change Management
- Governance, Compliance, and Responsible AI
- Real-World Scenarios and Innovation
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 |
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
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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.