Tool or Technology
TT0030

Microsoft 365 Copilot Foundations

Work Smarter Across Microsoft 365 with AI

Copilot
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Microsoft 365 Copilot for everyday workplace productivity and knowledge-work activities.
  • Apply effective prompting techniques to generate, summarise, analyse, transform, and refine business information.
  • Use Copilot across Word, Excel, PowerPoint, Outlook, and Teams to improve documentation, analysis, communication, presentation, and meeting productivity.
  • Combine Microsoft 365 applications into practical AI-assisted workflows for recurring workplace requirements.
  • Apply appropriate verification, permissions, confidentiality, and human-review practices while working with Copilot.

Technology covered

Microsoft 365 CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeams

Who should attend

  • Business Professionals & Knowledge Workers
  • People Managers & Team Leaders
  • Human Resources & Learning Professionals
  • Sales & Business Development Professionals
  • Marketing & Communications Professionals
  • Operations Professionals
  • Finance & Accounting Professionals
  • Project & Program Management Professionals
  • Business Analysts & Functional Consultants
  • Customer Service & Customer Success Professionals

Prerequisites & Participant Readiness

  • Basic proficiency with Microsoft 365 applications
  • Familiarity with Word, Excel, PowerPoint, Outlook, and Teams is helpful
  • Basic understanding of common workplace activities such as documents, email, meetings, reporting, and presentations
  • No programming or previous Generative AI knowledge required
  • Access to relevant Copilot capabilities depends on the organisation's Microsoft 365 licensing and administrator configuration

TOC Modules

Concepts
  • Understanding Generative AI and Large Language Models at a business-user level
  • Understanding Microsoft 365 Copilot and Copilot Chat
  • Understanding how Copilot works with Microsoft 365 applications and permitted organisational information
  • Exploring appropriate workplace applications of Copilot
  • Understanding strengths, limitations, hallucinations, and human judgement
Practical activities
  • Exploring Copilot through guided workplace questions and activities
  • Identifying everyday tasks where Copilot can improve productivity

Scenarios

Meeting to Action Workflow

Teams Meeting → Copilot Summary → Decisions & Action Items → Word Documentation → Outlook Follow-Up

Participants use Microsoft 365 Copilot to transform meeting discussions into structured decisions, responsibilities, documentation, and follow-up communication, reducing manual coordination and improving execution efficiency.

Business Data to Management Presentation

Excel Data → Copilot Analysis → Key Insights → Management Summary → PowerPoint Presentation

Participants use Copilot to analyse business data, identify relevant trends and observations, summarise the findings, and transform them into a concise management-ready presentation.

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