About the course
This engaging one-day hands-on course is specifically designed for business professionals across all roles and functional backgrounds - whether Accountancy, Marketing, Back-Office Administration, Data Analysis - or any other business team.
Copilot for Microsoft 365 is an AI-powered assistant that provides real-time, intelligent support across popular Microsoft 365 apps (Word, Excel, PowerPoint, Teams, and Outlook).
Our approach is highly customized and consultative. We are dedicated to working with each customer to understand their unique business requirements and operational challenges. We don't just teach the features; we actively "explore the possible" to identify hidden or overlooked functionality that can radically streamline processes, elevate creativity, and strengthen team collaboration across the organization. The goal is to maximize productivity and ROI, showing every team member how Copilot applies directly to their daily workflows, regardless of their starting point.
Instructor-led online and in-house face-to-face options are available - as part of a wider customised training programme, or as a standalone workshop, on-site at your offices or at one of many flexible meeting spaces in the UK and around the World.
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By the end of this course, attendees will be able to:
- Implement Effective Prompting: Write clear, concise, and targeted prompts to generate high-quality, relevant outputs.
- Boost Productivity: Utilize Copilot across core M365 applications (Word, Excel, Outlook, Teams) to automate content creation and synthesis.
- Practice Responsible AI: Understand the key features governing the responsible use of AI, secure data management, and compliance with privacy and copyright protection.
- Leverage Organizational Data: Access and synthesize information across organizational files via Copilot Chat.
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This workshop is strategically designed for all business professionals across the organization - not just IT or technical roles - who utilize the Microsoft 365 suite and are focused on improving daily efficiency and strategic output. The content is explicitly tailored to the operational challenges faced by every department.
This includes, but is not limited to:
Functional Teams: Accountancy, Marketing, Sales, Human Resources, and Legal/Compliance staff.
Specialist Roles: Data Analysts, Business Analysts, and Project Managers who need faster data synthesis and reporting.
Operational Teams: Back-Office Administration, Executive Assistants, and anyone tasked with high-volume communication in Outlook and Teams.
This course is particularly valuable for teams and individuals tasked with streamlining repetitive processes, accelerating content creation, and identifying AI-driven solutions for long-standing business challenges, regardless of their starting job role.
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Delegates must have a functional Microsoft 365 Copilot license and possess basic working knowledge of Microsoft Word, PowerPoint, Excel, Outlook, and Teams. No previous experience with artificial intelligence is required.
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This MS365 Copilot course is available for private / custom delivery for your team - as an in-house face-to-face workshop at your location of choice, or as online instructor-led training via MS Teams (or your own preferred platform).
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Introducing Microsoft 365 Copilot
The fundamental role and value proposition of Microsoft 365 Copilot in the modern workplace.
Technical and licensing requirements for deployment and use.
How Microsoft 365 Copilot works: The Graph, LLMs, and securing organizational data.
Prompting: The Art of Conversation
Tips and best practices for writing effective, high-yield prompts.
Utilizing Microsoft's prompt resources for various use cases.
Hands-on exercise: Iterative prompting and prompt refinement for specialized tasks.
Copilot in Word: Content Creation and Refinement
Generating Content: Creating initial drafts and outlines using Copilot.
Editing and Summarization: Using Copilot to edit, rephrase, tone-shift, and summarize long documents.
Generating Content from Existing Files: Using organizational data to ground and inform new document creation.
Copilot in PowerPoint: Presentation Acceleration
Creating Presentations: Generating presentations from scratch, outlines, or existing documents.
Editing and Design: Using Copilot and Designer for content editing, layout, transitions, and notes generation.
Branding Compliance: Utilizing organization branding and templates effectively with Copilot.
Information Retrieval: Asking Copilot questions about presentation content (Q&A).
Copilot in Excel: Data Insight and Automation
Data Analysis: Performing common data analysis tasks (e.g., trend identification, filtering) using natural language.
Formulas: Creating and editing complex formulas and functions using natural language prompts.
Formatting and Visualization: Using Copilot to efficiently format, clean, and visualize Excel data.
Copilot in Outlook: Email Efficiency and Coaching
Drafting Emails: Generating draft replies and new messages based on context, tone, and length requirements.
Thread Summarization: Rapidly summarizing long email threads and key discussion points.
Coaching with Copilot: Using the coaching feature to improve writing style, clarity, and effectiveness.
Copilot in Teams: Meeting and Chat Synthesis
Chat Summaries: Using Microsoft Copilot to summarize Teams chats and channel conversations.
Meeting Insights: Utilizing Copilot in Teams Meetings to summarize key discussion points, action items, and follow-up questions in real-time.
Copilot Chat: Organizational Information Retrieval
Access and Usage: Accessing Copilot Chat across Microsoft 365 endpoints.
Help and Assistance: Engaging with Copilot Chat for help, research, and general assistance.
History and Persistence: Managing chat history and context.
The 'Create' Function: Using Copilot Chat to generate creative and specialized content.
Intro to Copilot Agents (Time Permitting)
What are Copilot Agents and how do they differ from Copilot Chat?
Types of agents and their specific use cases (e.g., automating complex workflows).
Potential business benefit of agents over standard chat interactions.
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