What you'll learn
This course is for business users with an active Microsoft 365 Copilot licence. Please check with your IT team or Microsoft 365 account to confirm your access before enrolling. Watch this video for more help. https://youtu.be/pk1hIlksPWw
You will learn:
- Use Copilot inside your core Microsoft 365 apps (Word, Excel, Outlook, PowerPoint, Teams) to save time and deliver better work.
- Use Copilot Chat to answer questions using your organisation’s content, run structured prompts, and create simple AI-powered assistants.
- Build, orchestrate and integrate Agents, Pages and Workflows across your M365 ecosystem, and understand what Copilot Studio adds.
Key Benefits
- Improve productivity: Spend less time on emails, meetings, documents and reporting so you can focus on higher-value work.
- Reduce cognitive load at work: Let Copilot handle summarising, organising and first-pass analysis so you can concentrate on judgement and creativity.
- Scale your impact without scaling effort: Reuse AI Agents and workflows to support repeat tasks consistently across your Microsoft 365 environment
Course Structure
Delivery & Format
- Hands-on labs in real Microsoft 365 workspaces.
- Scenario workshops (real email threads, data sets, meetings).
- Prompt libraries and templates you can take back and reuse.
What You Walk Away With
- Practical skills to use Copilot to cut repetitive work, get deeper insights and communicate better.
- Confidence to use Copilot Chat as a knowledge interface for your organisation.
- Basic Agents and workflows you’ve built and tested on real tasks.
Hour 1: Getting More Done with Copilot in Everyday Work
What Copilot Can Do in Microsoft 365
- Overview of Copilot’s role in productivity, creativity and collaboration
- Where Copilot lives across Word, Excel, PowerPoint, Outlook and Teams
- Core prompt principles that work consistently across all M365 apps
Saving Time with Emails and Meetings (Outlook & Teams)
- Reduce inbox overload through summarisation and prioritisation
- Stay on top of meetings with automatic summaries and action capture
- Hands-on: turn a long email thread and meeting recording into clear next steps
Hour 2: Working Smarter with Data and Content
Supercharging Data Analysis with Copilot in Excel
- Ask questions of your data in plain English
- Identify trends, outliers and insights without complex formulas
- Generate visuals and summaries automatically
- Hands-on: clean data, analyse results and create charts using Copilot
Creating Compelling Content with Word and PowerPoint
- Draft and refine documents with consistent structure and tone
- Turn notes, outlines or data into presentation-ready content
- Hands-on: generate and improve a professional slide deck from a briefing
Hour 3: Copilot Chat as Your Knowledge Navigator
Understanding Copilot Chat
- How Copilot Chat accesses your organisational knowledge across files, emails and Teams
- Differences between Copilot in apps and Copilot Chat
- Writing structured prompts for clearer, more reliable outcomes
Using Chat to Leverage Your Workspace
- Ask complex questions across your M365 content with confidence
- Identify risks, themes and gaps across documents and conversations
- Save and reuse prompt patterns for repeatable tasks
Hour 4: Scaling & Automation with Copilot Agents
Simple Copilot Agents, Pages and Workflows
- What Agents are and when they add value
- Build a simple Agent that works with your own content
- Create Pages and Workflows to automate repeat tasks
Integrating Agents Across Your M365 Ecosystem
- Use Agents in Outlook, Excel and Teams to support daily work
- Understand how Copilot Studio extends Agent customisation
- When to build, when to reuse and when to scale
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