Microsoft 365 Copilot Workshop

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 three-hour workshop 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

• What Microsoft Copilot is and where it is available
• Microsoft 365 Copilot versus Copilot Chat
• Web-based and work-based responses
• Copilot capabilities and limitations

Module 2: Copilot and Chat

• Using Copilot as a conversational assistant
• Researching topics and organisations
• Searching organisational content and knowledge
• Asking follow-up questions to refine responses
• Working with prompts, files and images

Module 3: Prompting Effectively

• Writing clear and effective prompts
• Providing context and background information
• Defining tone, format and audience
• Refining and improving responses
• Prompting best practices and examples

Module 4: Copilot for Outlook

• Drafting professional emails
• Rewriting and improving messages
• Changing tone and style
• Summarising email conversations
• Creating replies and follow-up communications

Module 5: Copilot for Word

• Creating documents from scratch
• Rewriting and refining content
• Summarising lengthy documents
• Using organisational content as source material
• Producing policies, reports and business documents

Module 6: Copilot for Research

• Researching complex topics
• Combining web and organisational sources
• Producing structured reports
• Reviewing sources and references
• Analysing large amounts of information

Module 7: Copilot for Excel

• Analysing spreadsheet data
• Creating formulas and calculations
• Identifying trends and patterns
• Categorising and organising information
• Reviewing and validating results

Module 8: Copilot for PowerPoint

• Reviewing existing presentations
• Improving content and structure
• Identifying weak or overcrowded slides
• Enhancing design and audience engagement
• Creating speaker notes and presentation summaries

Module 9: Copilot for Teams

• Preparing for meetings
• Summarising meetings and conversations
• Catching up on missed discussions
• Extracting actions and decisions
• Working with Teams Meeting Notes and Loop

Module 10: Introducing Copilot Agents

• Understanding Copilot Agents
• Creating task-focused assistants
• Using SharePoint as a knowledge source
• Working with approved web content
• Understanding permissions and security

Learning Outcomes

• Explain what Microsoft Copilot is and where it can be used across Microsoft 365.
• Create effective prompts to achieve more accurate and useful results.
• Draft, rewrite and improve documents, emails and reports using Copilot.
• Use Copilot in Outlook, Word, Excel, PowerPoint and Teams to support everyday work tasks.
• Recognise the limitations of AI and apply best practices for responsible use.