Tool or Technology
TT0031

Microsoft 365 Copilot in Action

Create, Analyse & Build Smarter Workflows

Copilot
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in using Microsoft 365 Copilot across everyday communication, documentation, analysis, meetings, research, and planning activities.
  • Apply advanced prompting and contextual grounding techniques to generate more accurate, relevant, and structured workplace outputs.
  • Use Copilot effectively across Word, Excel, PowerPoint, Outlook, and Teams to improve individual and team productivity.
  • Build reusable research, analysis, collaboration, and cross-application workflows using Copilot Chat, Pages, and supported AI Agents.
  • Apply appropriate verification, data-security, privacy, and human-review practices when using Copilot in corporate environments.

Technology covered

Microsoft 365 CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsCopilot PagesResearcher AgentAnalyst AgentAgent Builder

Who should attend

  • Business Professionals & Knowledge Workers
  • People Managers & Team Leaders
  • Business Analysts & Functional Consultants
  • Project & Program Managers
  • Human Resources & Learning Professionals
  • Sales & Business Development Professionals
  • Marketing & Communications Professionals
  • Operations & Process Professionals
  • Finance & Accounting Professionals
  • Customer Success & Service Professionals
  • Strategy & Research Professionals
  • Digital Transformation & Innovation Teams

Prerequisites & Participant Readiness

  • Basic proficiency with Microsoft 365 applications
  • Familiarity with Word, Excel, PowerPoint, Outlook, and Teams is beneficial
  • Basic understanding of Generative AI concepts is helpful but not mandatory
  • Familiarity with common workplace documentation, meetings, email, reporting, and planning activities
  • No programming knowledge required
  • Access to certain Copilot capabilities may depend on Microsoft 365 licensing and organisational administrator settings
  • Completion of shorter Copilot programmes is not required

TOC Modules

Concepts
  • Understanding Generative AI and Microsoft 365 Copilot in the modern workplace
  • Understanding Copilot Chat and AI assistance across Microsoft 365 applications
  • Understanding how organisational context can improve Copilot responses
  • Exploring strengths, limitations, hallucinations, and human accountability
  • Identifying appropriate versus inappropriate tasks for AI assistance
Practical activities
  • Exploring Copilot Chat through realistic workplace questions
  • Comparing traditional and Copilot-assisted approaches to common business tasks
  • Identifying high-value Copilot opportunities within a corporate role

Scenarios

Meeting to Executive Action Plan

Teams Meeting → Copilot Meeting Summary → Decisions & Action Items → Word Business Brief → Excel Analysis → PowerPoint Executive Update → Outlook Follow-Up

Participants use Microsoft 365 Copilot across multiple applications to transform a business meeting into structured documentation, supporting analysis, executive communication, and stakeholder follow-up.

Research to Business Recommendation

Business Question → Researcher Agent → Web & Workplace Information → Source Review → Analyst / Copilot Analysis → Copilot Page → Executive Recommendation

Participants investigate a complex business requirement, consolidate relevant internal and external information, analyse the findings, and develop a structured recommendation for decision-makers.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.