Microsoft Copilot for Productivity Course

About This Course

Microsoft Copilot combines artificial intelligence with Microsoft 365 to help users find information, draft content, analyse data, and complete everyday tasks more efficiently.

This practical one-hour course introduces Microsoft Copilot and demonstrates how it can be used for chat, search, research, drafting text, and working with Excel. Participants will learn how to create effective prompts, understand the differences between basic and premium Copilot, and apply best practices when using Copilot in the workplace.

This course is ideal for organisations who would like to:

• Introduce AI tools to improve productivity and efficiency
• Upskill staff on the practical use of Copilot
• Navigate the differences between free Copilot and Premium 365 Copilot
• Support digital transformation and modern workplace initiatives

Module 1: Introduction to Microsoft Copilot

This module introduces Copilot and explains where it can be accessed and how it works within Microsoft 365.

• What is Microsoft Copilot?
• Basic Copilot versus Premium 365 Copilot
• Copilot in the browser
• Copilot in Microsoft 365 apps
• Work data versus web data

Module 2: Prompting Essentials

This module explains how prompts influence the quality of Copilot responses and demonstrates effective prompting techniques.

• What is a prompt?
• Simple prompts versus complex prompts
• Giving Copilot context
• Using documents and files as context
• Refining, improving responses and chatting

Module 3: Copilot for Chat, Search and Research

This module explores how Copilot can be used to find information and conduct research.

• Using Copilot as a conversational search tool
• Searching the web with Copilot
• Work mode versus web mode
• Summarising information from multiple sources
• Using Researcher and agents in Copilot
• Exporting results to Word and PowerPoint

Module 4: Copilot for Writing and Content Creation

This module demonstrates how Copilot can help users create and improve business content.

• Drafting content, such as report and policies, from scratch
• Working with uploaded documents
• Creating content from SharePoint and OneDrive files
• Summarising long documents
• Rewriting and improving text

Module 5: Copilot for Excel and Productivity

This module focuses on using Copilot to work with spreadsheets and improve day-to-day productivity.

• Creating spreadsheets from prompts
• Using natural language to create Excel functions
• Generating charts and visualisations
• Analysing spreadsheet data
• Identifying trends and patterns

By the End of the Course

• Understand the differences between basic and premium Copilot
• Create effective prompts for common business tasks
• Use Copilot for chat, search and research
• Draft and improve documents more efficiently
• Use Copilot to analyse and work with Excel data
• Understand the strengths and limitations of AI-generated content
• Apply Copilot safely, effectively and responsibly in the workplace