Microsoft 365 Copilot Introduction
Course Overview
This instructor‑led, hands‑on course provides participants with a comprehensive introduction to Microsoft 365 Copilot and explores how Artificial Intelligence (AI) can enhance productivity, creativity, and everyday workflows across Microsoft applications.
Course Overview
Duration: 1 day
This instructor‑led, hands‑on course provides participants with a comprehensive introduction to Microsoft 365 Copilot and explores how Artificial Intelligence (AI) can enhance productivity, creativity, and everyday workflows across Microsoft applications.
Course Objectives
By the end of the course, delegates will be able to:
- Understand the role and capabilities of Microsoft 365 Copilot
- Apply Copilot features across applications such as Outlook, Excel, Teams, Word and PowerPoint
- Use natural language prompts to generate content, analyze data, and streamline tasks
- Recognize key considerations around the responsible use of AI
Prerequisites
This course is designed for users with no prior experience of Microsoft 365 Copilot.
Course Format
Instructor‑led training with practical, hands‑on exercises. Each delegate will work on a computer throughout the session.
Course Content
1. Introduction to Microsoft 365 Copilot and AI
- What Microsoft 365 Copilot is and how it works
- How Microsoft 365 Copilot differs from basic Copilot
- Understanding AI in the workplace
- Ethical and responsible AI usage
- Copilot as a digital assistant
- Natural language interaction and Prompt design
2. Using Microsoft 365 Copilot
- The Microsoft 365 Copilot Interface
- Searching Organizational Data
- Constructing Prompts – Role, Context and Goal
- Saving Chats
- Pages and Notebooks
- Sharing Copilot results
3. Microsoft 365 Copilot Agents and Customization
- What are Copilot Agents?
- Using In-built Agents
- Creating New Agents
- Brief introduction to Agent Builder and Copilot Studio
- Adjusting Copilot settings
4. Copilot in Outlook
- Drafting and refining emails
- Summarizing long or complex email threads
- Managing and organizing the inbox using AI
5. Copilot in Excel
- Asking questions about datasets
- Automatically generating charts and visualizations
- Building and explaining formulas
- Performing data analysis with natural language
- Altering Spreadsheets using Agents
6. Copilot in Teams
- Summarizing meeting discussions
- Using real‑time web data during meetings
- Preparing agendas and follow‑up actions with Copilot
7. Copilot in Word
- Editing and improving documents
- Creating structured, well‑organized documents
- Drafting documents using Copilot
- Rewriting content for clarity, tone, or length
- Working within the parameters of Organizational data
8. Copilot in PowerPoint
- Alternative slide designs with Copilot
- Build a slide deck from a Word report
- Summarise a long report into bullet points and visuals
- Copilot to refine slide order, tone and add speakers notes
Microsoft 365 Copilot Introduction
Course Overview
This instructor‑led, hands‑on course provides participants with a comprehensive introduction to Microsoft 365 Copilot and explores how Artificial Intelligence (AI) can enhance productivity, creativity, and everyday workflows across Microsoft applications.
Course Overview
Duration: 1 day
This instructor‑led, hands‑on course provides participants with a comprehensive introduction to Microsoft 365 Copilot and explores how Artificial Intelligence (AI) can enhance productivity, creativity, and everyday workflows across Microsoft applications.
Course Objectives
By the end of the course, delegates will be able to:
- Understand the role and capabilities of Microsoft 365 Copilot
- Apply Copilot features across applications such as Outlook, Excel, Teams, Word and PowerPoint
- Use natural language prompts to generate content, analyze data, and streamline tasks
- Recognize key considerations around the responsible use of AI
Prerequisites
This course is designed for users with no prior experience of Microsoft 365 Copilot.
Course Format
Instructor‑led training with practical, hands‑on exercises. Each delegate will work on a computer throughout the session.
Course Content
1. Introduction to Microsoft 365 Copilot and AI
- What Microsoft 365 Copilot is and how it works
- How Microsoft 365 Copilot differs from basic Copilot
- Understanding AI in the workplace
- Ethical and responsible AI usage
- Copilot as a digital assistant
- Natural language interaction and Prompt design
2. Using Microsoft 365 Copilot
- The Microsoft 365 Copilot Interface
- Searching Organizational Data
- Constructing Prompts – Role, Context and Goal
- Saving Chats
- Pages and Notebooks
- Sharing Copilot results
3. Microsoft 365 Copilot Agents and Customization
- What are Copilot Agents?
- Using In-built Agents
- Creating New Agents
- Brief introduction to Agent Builder and Copilot Studio
- Adjusting Copilot settings
4. Copilot in Outlook
- Drafting and refining emails
- Summarizing long or complex email threads
- Managing and organizing the inbox using AI
5. Copilot in Excel
- Asking questions about datasets
- Automatically generating charts and visualizations
- Building and explaining formulas
- Performing data analysis with natural language
- Altering Spreadsheets using Agents
6. Copilot in Teams
- Summarizing meeting discussions
- Using real‑time web data during meetings
- Preparing agendas and follow‑up actions with Copilot
7. Copilot in Word
- Editing and improving documents
- Creating structured, well‑organized documents
- Drafting documents using Copilot
- Rewriting content for clarity, tone, or length
- Working within the parameters of Organizational data
8. Copilot in PowerPoint
- Alternative slide designs with Copilot
- Build a slide deck from a Word report
- Summarise a long report into bullet points and visuals
- Copilot to refine slide order, tone and add speakers notes
