Copilot Essentials: Unlocking Productivity with Microsoft 365 Copilot
Microsoft 365 Copilot across your daily applications: which of the three AI tool levels fits your data, and reusable templates for recurring work.
2 x half day workshop
2 x Half-DayPractical training sessions
1-6 people
€900
7-12 people
€1,100
2 x Half-Day Sessions
Summary:
This hands-on course provides a complete introduction to Microsoft 365 Copilot, covering generative AI foundations, prompting techniques, and key productivity use cases across Word, Excel, Outlook, PowerPoint, and Teams.
Course Breakdown:
Foundations
- From AI to Generative AI: LLMs, hallucinations, and model types
- Leading chatbots: ChatGPT, Gemini, Claude, Grok, DeepSeek, Mistral
- How chatbots learn
- Chatbots vs Microsoft 365 Copilot
- Microsoft Copilot integrated into Microsoft 365
- The 3 Levels of AI Tools
- EU-approved AI tools
- Microsoft Graph: the power behind Copilot Work
Governance & Staff Guidelines
- Staff guidelines for Microsoft 365 Copilot “Work”
- Copilot and data collection: privacy and security reminder
- Staff guidelines for third-party generative AI applications and Copilot Web
Prompting
- Prompting strategies and practical examples
- Tips for prompting: what a prompt is, context, role and backstory
- Top 10 tips for writing powerful prompts
- Copilot in Edge: toggling between Work and Web
Copilot Across Microsoft 365
- Word: creating and refining documents
- Word: available in the document and in the chat pane
- PowerPoint: designing presentations, including Narrative Builder
- Outlook: writing clear, professional emails
- Outlook: drafting, summarising and follow-ups
- Excel: automating tasks and working with data
- Teams: AI-generated meeting summaries, during and after the meeting
- Copilot in Business Chat, including Pages
- Copilot in OneDrive
- Copilot in SharePoint
Templates & Practical Application
- Summarising long documents, and why sources are key
- Flow engineering: creating templates for your prompts
- Template: meeting minutes
- Template: event report
- Best practices for rollout and user adoption
- Practice sheets and try-it-yourself use cases throughout
Outcome:
Participants leave with both the underlying understanding of generative AI and the practical ability to use Microsoft 365 Copilot across their daily applications. They know which of the three levels of AI tool applies to the data in front of them, be able to write and structure a strong prompt, and have reusable templates for recurring work such as meeting minutes and event reports.
The Copilot Essentials Training Course has become a cornerstone of our AI learning and development strategy. The course has empowered our teams to confidently integrate AI tools into their daily tasks, enhancing efficiency and driving innovation. It's been an excellent investment in building the future-ready skills of our workforce.
Over the past year, the Copilot Essentials Training Course has been central to our AI training program, with over 100 attendees and overwhelmingly positive feedback. Participants value the practical, hands-on approach and the noticeable boost to productivity. We look forward to continuing to empower our staff with these essential AI skills.