1 day course 
Private 
Certificate of Attendance This hands-on course is designed for professionals who rely on Microsoft 365 every day and want to harness the full potential of Copilot by combining Gen AI with their own data.
In an interactive setting, you’ll learn how to drive Copilot across tools like Word, Excel, Outlook, PowerPoint, Teams, and OneDrive to boost productivity and streamline your workflow.
Each module is packed with real-world scenarios and guided practice; from writing reports and building formulas to managing emails, creating presentations, and extracting insights from meetings. You’ll get practical experience using Copilot to complete everyday tasks more effectively.
By the end of the session, you’ll be confident using Copilot to get work done faster, make better use of your files and messages, and get more value from everyday tasks.
This AI Using Microsoft Copilot course is available as a private session that can be delivered via Virtual Classroom, at our training centre in The Shard, London, or at a location of your choice across the UK.
Course overview
Who should attend:
This course is designed for professionals across all business functions. Whether you’re just getting started or already have some experience, we’ll help you and your team will gain the skills to go further.
It’s perfect for:
- Anyone using Microsoft Office with Copilot enabled
- Department managers and team leaders looking to improve team productivity and efficiency
- Business professionals who want to automate routine tasks and free up time for higher-value work
- Project managers seeking to streamline planning, reporting, and communications
- Operations and process improvement professionals aiming to build repeatable workflows
- Marketing, communications, and creative professionals looking to use Copilot for content creation and campaign support
- HR, legal, and compliance professionals exploring structured ways to summarise, extract and standardise information
- Business analysts and data professionals interested in using Copilot to assist with data interpretation and reporting
What you'll learn:
By the end of this course, you will be able to:
- Prompt Microsoft Copilot effectively across and Word, Excel, PowerPoint, Outlook, Teams, and OneDrive
- Ground Copilot in your own data - from files (Word, Excel, PowerPoint, PDFs) and emails to meetings and chats - to generate context-aware results, business insight and action points
- Draft reports, proposals, and communications faster using natural language commands
- Create slide decks from outlines, documents, or notes in PowerPoint
- Analyse and visualise data with AI assistance in Excel, without advanced formula knowledge
- Summarise email threads, meeting notes, and chat conversations automatically
- Draft emails and responses in Outlook that match your tone and recognises context for different business situations
- Use Copilot during meetings to generate insights, recap discussions, and identify action items
- Transform meeting recordings and chat conversations in Teams into structured summaries, action items, and follow-up communications
- Navigate limitations and ensure responsible, secure AI use in daily workflows
- Integrate Copilot confidently into your day-to-day routine and team processes
Course agenda
- What is Copilot and how it integrates across Microsoft 365 apps
- Understanding the Microsoft Graph: Data sources and boundaries
- Prompting fundamentals: writing effective, context-rich instructions
- Using Copilot in Word and Outlook: From reports to smarter emails
- Hands-on practice: Grounding prompts in your own files and threads
- Exploring and interpreting data with Copilot in Excel
- Creating visual insights and reports; charts, summaries, formulas
- Building presentations in PowerPoint using existing notes and documents
- Hands-on practice: transforming Excel insights into a stakeholder deck
- Using Copilot in Teams: Summarising meetings, chats and decisions
- Actionable follow-ups from conversations and meeting recordings
- Interacting with files in OneDrive: “chat with your documents”
- Hands-on practice: Creating outputs from a simulated meeting thread
- Designing multi-app productivity workflows with Copilot
- Prompt chaining and reusable prompt templates
- Working across Word, Excel, PowerPoint, and Outlook in one flow
- Hands-on practice: Using Copilot to complete a full business task
- Collaborative group task: apply Copilot across multiple apps
- Create a realistic business output using your data and AI
- Live show-and-tell session: present your workflow and learning
- Peer collaboration and facilitation to apply practical skills
- Final Q&A and reflective discussion on applying Copilot post-course