Introduction to Microsoft Copilot

About This Course

This is an introductory, instructor-led course on Microsoft Copilot in Microsoft 365. It provides a practical overview of how Copilot works with core applications including Word, Excel, PowerPoint, Outlook and Teams.

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 Microsoft Copilot
• Navigate the differences between free Copilot and Microsoft 365 Copilot
• Standardise Copilot usage across departments and teams
• Support digital transformation and modern workplace initiatives

Module 1: Introduction to Microsoft Copilot

• What is Microsoft Copilot and how it works
• Difference between the free Copilot vs. Microsoft 365 Copilot
• Free Copilot General-purpose AI chat, limited integration
• Microsoft 365 Copilot: Integrated into apps, uses your work data securely to provide tailored assistance

Module 2: Copilot and Microsoft Word

• Generate drafts from prompts, outlines, or existing documents
• Rewrite, summarize, or expand content with AI assistance
• Apply tone and style adjustments (e.g., formal, concise, friendly)
• Extract key points or action items from long documents

Module 3: Copilt and Excel

• Analyze data and generate insights from tables and spreadsheets
• Create formulas and automate calculations with natural language
• Build charts and visualizations based on selected data
• Summarize trends and highlight key metrics

Module 4: Copilot and PowerPoint

• Create presentations from prompts, documents, or meeting notes
• Generate slide content including titles, bullet points, and summaries
• Suggest layouts, designs, and visual enhancements
• Rewrite or refine slide text for clarity and tone

Module 5: Copilot and Outlook

• Summarize long email threads and highlight key points
• Draft replies based on context and tone preferences
• Suggest follow-ups and action items from conversations
• Help manage scheduling and meeting coordination

Module 6: Copilot and Teams

• Capture meeting notes automatically during live calls
• Summarize key discussion points and decisions
• Suggest follow-up tasks and assign action items
• Generate meeting recaps with links, transcripts, and highlights

Module 7: Copilot and Chat

• Ask questions and get contextual answers based on your work data
• Summarize documents, emails, or meetings instantly
• Generate content or ideas across Microsoft 365 apps
• Use natural language to interact with files, calendars, and emails

Module 8: Copilot and the Researcher 'Agent'

• Use Copilot Chat to explore topics and gather insights from your work content
• Ask complex questions and get synthesized answers from multiple sources
• Discover related documents, emails, and files across Microsoft 365
• Generate summaries, citations, and structured research notes

Learning Outcomes

• Understand the role and capabilities of Microsoft Copilot within Microsoft 365
• Use Copilot to generate, edit, and summarize content across key apps
• Apply prompting techniques to improve Copilot responses
• Identify appropriate use cases for Copilot in daily workflows