Module 1 Copilot for Microsoft 365
Course Description
Copilot for M365 Training is designed to introduce business professionals to Microsoft 365 Copilot, an AI-powered assistant integrated across Outlook, Teams, Word, Excel, PowerPoint, and other M365 apps. The course covers Copilot’s core capabilities, and practical use cases to maximise productivity, creativity, and collaboration in daily work. Participants will learn how Copilot leverages organisational data via Microsoft Graph to deliver personalised, context-aware assistance, and how to apply Copilot’s features across different M365 applications for real business impact.
By the end of this course, participants will be able to:
- Understand Copilot’s Role: Explain what Microsoft 365 Copilot is, how it works, and why it is essential for modern business productivity.
- Navigate Copilot Features: Identify and use Copilot’s main features in Outlook, Teams, Word, Excel, PowerPoint, and other M365 apps, including drafting, summarising, analysing, and automating tasks.
- Leverage Organisational Data: Understand how Copilot accesses and uses enterprise data securely via Microsoft Graph to provide tailored, context-aware responses.
- Utilise Copilot Agents: Recognise the role of Copilot Agents and how they can be customised to automate specific business processes.
- Mitigate Risks and Limitations: Identify key risks, limitations, and ethical considerations when using AI-powered tools in the workplace.
- Drive Adoption and Collaboration: Engage with Copilot, provide feedback, and promote its adoption to improve team productivity and collaboration.
Course Structure
1. Copilot Fundamentals
-
- What is Microsoft 365 Copilot?
- Why Copilot is essential for business transformation
- How Copilot leverages Microsoft Graph and organisational data
2. Prompting with Copilot
-
- Get better results with prompting
- Tips and Tricks for Copilot Prompts
- Saving and Sharing Prompts in Copilot
- Copilot Prompt Quotas
3. Copilot Across M365 Applications
-
- Copilot in Teams: Summarising meetings, drafting messages, extracting action items
- Copilot in Outlook: Drafting and summarising emails, improving tone, prioritising inbox
- Copilot in Word: Drafting, rewriting, summarising documents, transforming text to tables
- Copilot in Excel: Analysing data, generating formulas, visualising insights
- Copilot in PowerPoint: Creating presentations, summarising, modifying slides
- Guided exercises in each M365 app (Teams, Outlook, Word, Excel, PowerPoint)
- Group activities and scenario-based challenges
4. Copilot Agents & Automation
-
- What are Copilot Agents?
- Understanding System Instructions and Meta-Prompting in Copilot Agents
- Customising agents for specific business tasks
- Overview of built-in agents (Analyst, Researcher, Visual Creator, etc.)
5. Risks, Limitations & Ethical Use
- Key risks and limitations of Copilot and AI tools
- Data privacy, compliance, and responsible use
- How to critically evaluate AI-generated content
Should Attend
The “Copilot for M365” training course is designed for:
- Business Leaders and Managers: Those responsible for driving digital transformation, improving team productivity, and making strategic decisions using Microsoft 365 tools.
- ICT Professionals and Analysts: Individuals who manage data, workflows, or business processes and want to leverage AI-powered features to streamline operations and enhance reporting.
- General Staff and Knowledge Workers: Anyone who uses Microsoft 365 applications (Outlook, Teams, Word, Excel, PowerPoint, OneNote) in their daily work and wants to boost efficiency, creativity, and collaboration.
- Champions and Early Adopters: Employees nominated as Copilot Champions or those keen to lead adoption and support colleagues in using Copilot effectively.
- Anyone Interested in AI Literacy: Staff seeking to build foundational knowledge in AI, prompt engineering, and responsible use of generative AI in the workplace.
Prerequisites
This training course is designed around the full, licensed version of Microsoft 365 Copilot. While Copilot features differ between free and paid versions, all participants will be provided with temporary Copilot for M365 licences on student laptops for the duration of the course. No prior access to a Copilot licence is required; all necessary software and access will be supplied to ensure a consistent, hands-on learning experience.
Assessment
There is no assessment. At the end of the sessions you will receive a Certificate of Attendance.
Key-Features
1. Practical, Hands-On Demonstrations
- Participants actively use Copilot within Microsoft 365 apps (Excel, Word, PowerPoint, Teams, Outlook) through guided exercises, ensuring immediate skill-building and confidence.
2. Real-World Business Scenarios
- The course is built around authentic use cases, such as drafting emails, summarising meetings, analysing data, and automating tasks, tailored for SME leaders and ICT professionals.
3. Prompting with Copilot
- Discover how to use Copilot effectively by learning techniques for improving prompt results, exploring tips and tricks for crafting prompts, saving and sharing prompts for future use, and understanding the limits and quotas that apply to Copilot prompts.
4. Exploration of Copilot Agents and Customisation
- Discover how to extend Copilot’s capabilities with specialised agents (e.g., Analyst, Researcher, Visual Creator), and how to build or customise agents for specific business needs using Copilot Studio.
5. Data Security, Privacy, and Ethical Use
- The course covers organisational data handling, privacy risks, and ethical considerations, helping participants understand compliance and responsible AI adoption.
6. Immediate Application to Daily Work
- Attendees are encouraged to apply Copilot features to their own workflows, with practical tips for integrating Copilot into daily routines, collaborating with teams, and driving adoption within their organisations.
7. Feedback and Continuous Improvement
- The course includes opportunities for participants to provide feedback, share experiences, and learn from each other, fostering a culture of continuous improvement and peer learning.
Course Structure
1. Copilot Fundamentals
-
- What is Microsoft 365 Copilot?
- Why Copilot is essential for business transformation
- How Copilot leverages Microsoft Graph and organisational data
2. Prompting with Copilot
-
- Get better results with prompting
- Tips and Tricks for Copilot Prompts
- Saving and Sharing Prompts in Copilot
- Copilot Prompt Quotas
3. Copilot Across M365 Applications
-
- Copilot in Teams: Summarising meetings, drafting messages, extracting action items
- Copilot in Outlook: Drafting and summarising emails, improving tone, prioritising inbox
- Copilot in Word: Drafting, rewriting, summarising documents, transforming text to tables
- Copilot in Excel: Analysing data, generating formulas, visualising insights
- Copilot in PowerPoint: Creating presentations, summarising, modifying slides
- Guided exercises in each M365 app (Teams, Outlook, Word, Excel, PowerPoint)
- Group activities and scenario-based challenges
4. Copilot Agents & Automation
-
- What are Copilot Agents?
- Understanding System Instructions and Meta-Prompting in Copilot Agents
- Customising agents for specific business tasks
- Overview of built-in agents (Analyst, Researcher, Visual Creator, etc.)
5. Risks, Limitations & Ethical Use
- Key risks and limitations of Copilot and AI tools
- Data privacy, compliance, and responsible use
- How to critically evaluate AI-generated content
Should Attend
The “Copilot for M365” training course is designed for:
- Business Leaders and Managers: Those responsible for driving digital transformation, improving team productivity, and making strategic decisions using Microsoft 365 tools.
- ICT Professionals and Analysts: Individuals who manage data, workflows, or business processes and want to leverage AI-powered features to streamline operations and enhance reporting.
- General Staff and Knowledge Workers: Anyone who uses Microsoft 365 applications (Outlook, Teams, Word, Excel, PowerPoint, OneNote) in their daily work and wants to boost efficiency, creativity, and collaboration.
- Champions and Early Adopters: Employees nominated as Copilot Champions or those keen to lead adoption and support colleagues in using Copilot effectively.
- Anyone Interested in AI Literacy: Staff seeking to build foundational knowledge in AI, prompt engineering, and responsible use of generative AI in the workplace.
Prerequisites
This training course is designed around the full, licensed version of Microsoft 365 Copilot. While Copilot features differ between free and paid versions, all participants will be provided with temporary Copilot for M365 licences on student laptops for the duration of the course. No prior access to a Copilot licence is required; all necessary software and access will be supplied to ensure a consistent, hands-on learning experience.
Assessment
There is no assessment. At the end of the sessions you will receive a Certificate of Attendance.
Key-Features
1. Practical, Hands-On Demonstrations
- Participants actively use Copilot within Microsoft 365 apps (Excel, Word, PowerPoint, Teams, Outlook) through guided exercises, ensuring immediate skill-building and confidence.
2. Real-World Business Scenarios
- The course is built around authentic use cases, such as drafting emails, summarising meetings, analysing data, and automating tasks, tailored for SME leaders and ICT professionals.
3. Prompting with Copilot
- Discover how to use Copilot effectively by learning techniques for improving prompt results, exploring tips and tricks for crafting prompts, saving and sharing prompts for future use, and understanding the limits and quotas that apply to Copilot prompts.
4. Exploration of Copilot Agents and Customisation
- Discover how to extend Copilot’s capabilities with specialised agents (e.g., Analyst, Researcher, Visual Creator), and how to build or customise agents for specific business needs using Copilot Studio.
5. Data Security, Privacy, and Ethical Use
- The course covers organisational data handling, privacy risks, and ethical considerations, helping participants understand compliance and responsible AI adoption.
6. Immediate Application to Daily Work
- Attendees are encouraged to apply Copilot features to their own workflows, with practical tips for integrating Copilot into daily routines, collaborating with teams, and driving adoption within their organisations.
7. Feedback and Continuous Improvement
- The course includes opportunities for participants to provide feedback, share experiences, and learn from each other, fostering a culture of continuous improvement and peer learning.
Register Your Interest: