AI Using Microsoft Copilot
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, Outlook, Teams, and more.
Book this courseCourse Overview
1 day course
Certificate of Attendance
Live Online, Private
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 scheduled session. We also offer it as a private course, delivered live online, at your offices, ours, or any location that works best for you, whether in South Africa or internationally.
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
Transform meeting recordings and chat conversations in Teams into structured summaries, action items, and follow-up communications
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
Use Copilot during meetings to generate insights, recap discussions, and identify action items
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
BOOK THIS COURSE
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AI Using Microsoft Copilot
11:00am – 6:00pm
Live Online
R4250 per personex VATAI Using Microsoft Copilot
11:00am – 6:00pm
Live Online
R4250 per personex VAT
- AI Using Microsoft CopilotDate & time
11:00am – 6:00pm
LocationLive Online
R4250per personex VAT - AI Using Microsoft CopilotDate & time
11:00am – 6:00pm
LocationLive Online
R4250per personex VAT