Duration: 3 Hours

Who should attend:  This course is tailored for business professionals who wish to gain a basic knowledge of Microsoft 365 Copilot. The curriculum encompasses key concepts of Copilot, its integration within Microsoft 365 applications, and practical scenarios designed to improve productivity, foster creativity, and support effective collaboration.

The course is well-suited for individuals at an introductory level and requires only a basic understanding of Microsoft Word, Excel, PowerPoint, Outlook, and Teams. Please note that this course requires that participants possess a Microsoft 365 Copilot licence.

Pre-requisites: Delegates do not need any existing Copilot knowledge to attend this course.

Download outline: HERE

A full breakdown of pricing options can be found HERE

Content

Welcome & Course Overview

Course Purpose and Audience

Prerequisites and Licensing Requirements

What Is Microsoft 365 Copilot?

Introduction to Copilot

Licensing and Requirements

How Copilot Works (Privacy, Security & Data Use)

Prompting with Copilot

What Is Prompting?

Tips for Writing Good Prompts

Work vs Web Content

Prompt Resources in Microsoft 365 Apps

Copilot in Word

Drafting Content

Editing with Copilot

Using Existing Files to Generate Content

Summarising Documents

Extra Tips & Prompt Suggestions

Copilot in PowerPoint

Creating Presentations

Editing Slide Content

Using Designer

Transitions, Animations & Notes

Using Organisation Branding

Asking Questions About Presentation Content

Copilot in Excel

Data Analysis with Copilot

Creating and Editing Formulas

Formatting Data (Standard & Conditional Formatting)

Copilot in Outlook

Summarising Email Threads

Drafting Emails

Coaching by Copilot

Asking Questions About Emails & Meetings

Copilot in Teams

Summarising Chats & Channels

Using Copilot in Teams Meetings

Accessing Summaries and Notes After a Meeting

Copilot Chat

Accessing Copilot Chat

Using It for Help and Assistance

Chat History and Conversation Management

Copilot Agents Introduction

What Are Copilot Agents?

Types of Agents

Creating Custom Agents

When to Use an Agent vs Copilot Chat

Duration: 3 Hours

Who should attend: Delegates must already have a basic knowledge of M365 Copilot through experience or having attended the Overview of Microsoft 365 Copilot session.  Delegates are also required to have a sound knowledge of working with Microsoft Word, Excel, PowerPoint, Outlook and Teams. This module is a follow on from our Introduction to Microsoft 365 Copilot - this takes delegates to the next level of using this evolving product.  It is not recommended for students who have not attended or used Copilot before.

Pre-requisites: Delegates should have attended our Introduction to Copilot course or have equivalent knowledge.

A full breakdown of pricing options can be found HERE

Content

Recap of Basics

How to write prompts

Advanced Prompting

Chaining prompts together

Building multi step prompts
Prompting recommendations

Copilot in Word

Drafts full documents from short instructions

Summarises long documents into key points

Re-write content to be clearer and more concise

Re-write for difference audiences

Creates summaries from detailed text

Helps structure and improve document flow

Insert citations or references

Notify changes in shared documents

Copilot in Excel

Explains what data shows in plain language

Summarises large spreadsheets into key messages

Builds formulas from simple descriptions

Identify trends and patterns

Generating pivot tables and charts

Scenario modelling – what if?

Copilot in PowerPoint

Create slide decks from prompts

Turn Word documents into presentations

Summarise complex information from slides

Improve slide flow and consistency

Generates speaker notes

Tailor slides for different audiences

Add visual enhancements

Copilot in Outlook

Summarise email threads

Highlight key decisions and actions

Draft responses to emails

Tone and length adjustment

Rewrite emails to be clearer and shorter

Reduce time spent reading emails

List emails I haven’t responded to

Show meetings I need to prepare for

What emails need my attention today

Copilot in Teams

Highlight key decisions and agreed actions

Automate meeting summaries

Highlight questions, themes, and steps

Action item detection and tracking

Chat and channel drafting

Cross‑meeting and cross‑chat conversations

Live transcription with speaker identification

Natural‑language prompts in Teams