Exploring Copilot in Microsoft Office (Excel, PowerPoint, Word, Outlook, OneDrive)
Ready to work smarter with Microsoft 365 using AI? This course shows you how to save time and boost productivity with Copilot across Word, Excel, PowerPoint, OneDrive and Outlook.
Book this courseCourse Overview
3 hour course
Certificate of Attendance
Private
This hands-on course teaches you how to use Copilot across your Microsoft 365 apps, combining everyday tools with the data, files and messages you already work with.
Designed for professionals who rely on Microsoft 365 every day, the session goes beyond simple text rewriting. You’ll learn how to use the Copilot pane to pull critical information from OneDrive into Word, identify misalignments across complex Outlook email threads, create data visualizations in Excel using natural language, and build PowerPoint decks from outlines, documents and notes.
Every module focuses on practical application, guided examples and workplace simulations, giving you hands-on experience using Copilot to complete everyday tasks more effectively.
By the end of the session, you’ll feel more confident using Copilot to work faster, make better use of your files and messages, and apply practical skills immediately in your role.
Our Exploring Copilot in Microsoft Office (Excel, PowerPoint, Word, Outlook, OneDrive) workshop is available as a private training session that can be delivered virtually or at a location of your choice in the US.
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
Draft reports, proposals, and communications faster using natural language commands
Analyze and visualize data with AI assistance in Excel, without advanced formula knowledge
Draft emails and responses in Outlook that match your tone and recognizes context for different business situations
Ground Copilot in your own data (Word, Excel, PowerPoint, PDFs) to generate context-aware results, business insight and action points
Create slide decks from outlines, documents, or notes in PowerPoint
Summarize email threads, meeting notes, and chat conversations automatically
Integrate Copilot confidently into your day-to-day routine and team processes
Course agenda
Introduction to Copilot in Microsoft 365
- Moving beyond basic features in Microsoft Office
- Understanding the Microsoft Graph: Data sources and boundaries
Working Smart in Microsoft Word & OneDrive
- Retrieving critical data from other documents without switching tabs
- Grounding prompts in your own files and threads
- Cross-referencing files to answer specific questions directly in Word
Unlocking Microsoft Excel with AI
- Exploring and interpreting data with Copilot in Excel
- Creating visual insights and reports; charts, summaries, formulas
- Understanding the limitations and common 'gotchas' of AI visualisations
Clarity in Outlook & Creativity in PowerPoint
- Going beyond basic summarisation to uncover conflicts in complex email threads
- Building presentations in PowerPoint using existing notes and documents
- Querying multiple email threads simultaneously to get clarity and reduce miscommunication
This course will appeal to:
- Anyone using Microsoft Office with Copilot enabled
- Department managers and team leaders looking to improve team productivity and efficiency
- Business professionals who want to free up time for higher-value work
- Project managers seeking to streamline planning, reporting, and communications
- 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
BOOK THIS COURSE
Enquire for a team or large group
For private sessions call our sales team