AI Using Microsoft Copilot
Ready to work smarter with Microsoft 365 using Copilot? This course shows you how to leverage Copilot across your Microsoft Suite (Word, Excel, Outlook and OneDrive).
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Course Overview
1 day course
Certificate of Attendance
Private
This hands-on course is designed for professionals who want to understand how Microsoft Copilot fits into their Microsoft 365 workflow, combining generative AI with their own data to improve productivity.
In an interactive setting, you’ll explore different prompting approaches through practical workshops, learning to apply AI across business contexts and tools including Word, Excel, Outlook and PowerPoint.
Each module combines real-world scenarios with guided practice, from searching and cross-referencing information in Word to analysing and visualising data in Copilot and Excel, managing Outlook communications, and creating presentations. You’ll also explore how to combine existing documentation, notes and feedback with AI, and learn what Copilot agents are, how to use them and how to build your own.
By the end of the session, you’ll have practical experience using Copilot to complete everyday tasks more efficiently, extract valuable insights from your data and understand how AI can support your workplace.
This AI Using Microsoft Copilot course is available as a private session that can be delivered live online or at a location of your choice across the US.
What you'll learn
By the end of this course, you will be able to:
- Prompt Microsoft Copilot effectively within the M365 Copilot app and across and Word, Excel, PowerPoint and Outlook
- Draft reports, proposals, and communications faster using natural language commands
- Analyse and visualise data with AI assistance in M365 Copilot and in Excel using the Copilot features
- Draft emails and responses in Outlook that match your tone and recognises context for different business situations
- Integrate Copilot confidently into your day-to-day routine
- 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
- Create slide decks from outlines, documents, or notes in PowerPoint
- Summarise email threads, meeting notes, and chat conversations automatically
- Navigate limitations and ensure responsible, secure AI use in daily workflows
Course agenda
Foundations of Microsoft Copilot
- 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
Prompting Workshop
- Understand the different approaches to prompting, what are they, relative strengths and weaknesses
- When any given approach is the right one to choose
- Hands on Prompting Workshop - deepdive using the various techniques to run an array of business simulations
Data, Visuals & AI Thinking
- 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
Understanding Agents and Copilot
- Understanding the different terms used for Agents and how it is used specifically in Copilot
- Understanding the difference between Agents and Workflows
- Mapping out business Workflows
- Transposing Workflows into instructions for Agents
- Building an Agent - where and how
Group Project and Show & Tell
- 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
Who it's for
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
- 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
- No technical background is required; this course is designed for non-technical business users who want to gain hands-on, practical experience.
BOOK THIS COURSE
Private training for your team
Bring our expert-led training to your team alone, on dates that suit you. Run it live online or in person at a location of your choice, following the standard agenda or shaped around your goals. More about private learning.
Private Course
An exclusive session for your team, led by one of our expert trainers. You choose the dates, format and location, and we'll make sure the day fits what your team needs to achieve. Get in touch to plan it with our team.
- Just your team in the room
- Your dates, online or in person
- Content tailored if you need it