Empower your workflow:Fundamentals of Microsoft 365 Copilot
From £1,325 + VAT
To book this course, call us on 0113 382 6296 or get in touch via the form.
Overview
This one-day course is designed to help business users understand the basics of Microsoft 365 Copilot, a productivity tool that uses artificial intelligence to provide real-time intelligent assistance within Microsoft 365 productivity apps including Word, Excel, PowerPoint, Teams and Outlook. It is designed to transform productivity, creativity, collaboration for users, teams and organisations.
The course is beginner-friendly and requires no previous AI expertise.
Prerequisites
- Familiarity with Microsoft Word, PowerPoint, Excel, Outlook and Teams
Target audience
This course is ideal for:
- Business users who are new to Microsoft 365 Copilot
- Anyone who needs to understand how to engage with M365 Copilot
- Users seeking to improve productivity through the use of M365 Copilot
Delegates will learn how to
Explore the intricacies of Microsoft 365 Copilot, offering hands-on learning and insights into its functionality, how it works and Microsoft's dedication to implementing AI responsibly and ethically whilst ensuring all business data is secure, compliant and respects privacy and copyright requirements.
Outline
Microsoft 365 Copilot – Hands-on
- Explore the possibilities with Microsoft 365 Copilot hands-on experience of the practical uses of it across the core Microsoft 365 applications.
Introducing Microsoft 365 Copilot
- What is Microsoft 365 Copilot
- Copilot requirements
- How does Copilot work
- Copyright Considerations
Microsoft 365 Copilot Chat
- Chat introduced and explored
- Explore the interface
- Use Cases
- Chat components.
- Prompting fundamentals
Copilot in Microsoft Word
- Use Copilot generative AI in Word to create and rewrite draft versions of documents including ‘tones’ for different audiences
- Transforming text into editable tables
- Generating summaries and FAQs from documents using Copilot in Word
- Asking Copilot in Word questions about documents to find the information you need quickly and efficiently
Copilot in PowerPoint
- Using Copilot’s Narrative Builder in PowerPoint to transform ideas into presentations
- Creating presentations from existing content using Microsoft 365 Copilot
- Creating speaker notes
- Using Microsoft 365 Copilot natural language commands to adjust layouts, reformat text and images and insert perfectly timed animations
Copilot in Excel
- Analysing and exploring table data using Copilot in Excel
- Asking Copilot in Excel questions about data using natural language
- Using Microsoft 365 Copilot to help create formulas in Excel
- Building data visualisations using Copilot in Excel
- Identifying relationships, trends, and recommendations
- Formatting Excel data with Microsoft 365 Copilot’s help
Copilot in Outlook
- Draft emails and replies using Copilot in Outlook controlling tone, content, and length
- Summarising email threads using Copilot in Outlook
- Organising and managing your Outlook content with Microsoft 365 Copilot
Copilot in Teams
- Using Copilot in Teams to recap missed meetings and conversations, summarise key discussion points and actions.
- Getting answers to specific questions within meetings using Copilot in Teams.
- Creating meeting agendas based on meeting chat history
- Using Copilot in Teams to Identify key people and actions for post meeting follow-ups and schedule check-ins
Work-grounded Copilot Chat
- Explore the power of Microsoft 365 Chat prompts to draft content and discover insights across Microsoft 365 apps and the web
- Using Chat across your content
- Start your day, end your day with Copilot
Extending Copilot
- Save and re-use prompts
- Prompt sharing
- Working with pages
- Introducing agents – first steps
Copilot and Prompt Engineering
- Prompt engineering: a methodology
- Tips for writing good prompts
Exams and assessemnts
There are no exams or assessments for this course
Hands-on learning
The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training. The course is beginner-friendly and requires no previous AI expertise.
Copilot Training
Microsoft Copilot training can scale your organisation’s productivity with essential AI skills, supporting business, governance and security essentials. Learn more about Microsoft Copilot Training.
Microsoft 365 learning pathways

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