Microsoft Co-Pilot in the Microsoft Applications

Co-pilot icon with flowing gradient ribbon design

This immersive, hands-on training session is designed for professionals who are ready to move beyond the basics of Microsoft Copilot 365 and start applying its powerful features across their most-used Microsoft 365 apps. Through real-world examples, practical demonstrations, and role-relevant...

  • Audience

    This course is designed for professionals across departments who already use Microsoft 365 and want to deepen their understanding of Copilot's capabilities, especially relevant for team leads and project managers seeking workflow efficiency, administrative and operations staff managing meetings, documentation, and communications, finance professionals working with spreadsheets and reports, communications and marketing teams drafting content and presentations, and anyone ready to embed AI into their daily tasks with confidence and clarity.

    Pe-requisites

    Participants must have a full Microsoft 365 Copilot licence, regular experience using Microsoft 365 applications including Teams, Outlook, Word, Excel, PowerPoint, and OneNote, and basic familiarity with Copilot's core features.

    Duration

    3 hours

    Delivery Method

    Face to face or Virtual
  • Course Content

    1. Prompting with Precision

    • Crafting role-relevant prompts for different apps
    • Understanding how Copilot interprets intent
    • Activity: tailoring prompts to specific tasks

    2. Copilot in Microsoft Teams and Outlook

    • Preparing for meetings: agendas, summaries, follow-ups
    • Managing inboxes, drafting replies, and scheduling
    • Role-play: responding to internal and external communications with Copilot

    3. Copilot in Word and PowerPoint

    • Drafting, rewriting, and summarising documents
    • Creating presentations from text, refining slides, and adding structure
    • Activity: build a short presentation from a brief using Copilot

    4. Copilot in Excel and OneNote

    • Analysing data, generating insights, and building formulas
    • Organising notes, summarising content, and planning projects
    • Scenario: turning raw data into a report-ready summary

    5. Ethical Use and Confidence Building

    • Understanding Copilot's boundaries and data handling
    • Encouraging human oversight and critical thinking
    • Tips for embedding Copilot into daily routines