Tool or Technology
TT0069

Microsoft 365 Copilot Unlocked

Work Smarter Across Microsoft 365 with AI

Copilot for Microsoft 365
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft 365 Copilot brings Generative AI into familiar workplace applications and organisational information.
  • Explore practical Copilot capabilities across Word, Excel, PowerPoint, Outlook, Teams, and Copilot Chat.
  • Develop awareness of effective prompting techniques for creating, summarising, analysing, and transforming workplace information.
  • Experience practical Copilot workflows for documents, presentations, emails, meetings, and business data.
  • Recognise responsible AI practices related to organisational permissions, confidentiality, verification, and human review.

Technology covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsMicrosoft Copilot Search

Who should attend

  • Business Professionals & Knowledge Workers
  • People Managers & Team Leaders
  • Human Resources & Learning Professionals
  • Sales & Business Development Professionals
  • Marketing & Communications Professionals
  • Finance & Accounting Professionals
  • Operations Professionals
  • Project & Program Managers
  • Business Analysts & Functional Consultants
  • Customer Service & Customer Success Professionals
  • Administrative & Corporate Support Professionals
  • Microsoft 365 Power Users

Prerequisites & Participant Readiness

  • Basic computer and internet proficiency
  • Familiarity with Microsoft 365 applications such as Word, Excel, PowerPoint, Outlook, and Teams
  • Basic experience with common workplace documents, emails, meetings, and spreadsheets
  • No AI or programming knowledge required
  • No previous Microsoft 365 Copilot experience required
  • Available capabilities may vary according to organisational licensing and administrator configuration

TOC Modules

Concepts
  • Understanding Generative AI and Large Language Models at a business-user level
  • Understanding Microsoft 365 Copilot and its role in everyday knowledge work
  • Understanding how Copilot works across Microsoft 365 applications
  • Understanding how permitted work emails, chats, meetings, and documents can provide organisational context
  • Exploring common productivity opportunities across corporate functions
Practical activities
  • Exploring Microsoft 365 Copilot through simple workplace questions
  • Comparing a traditional business task with a Copilot-assisted approach

Scenarios

Meeting to Management-Ready Follow-Up

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

Participants use Microsoft 365 Copilot across Teams, Outlook, and Word to transform meeting information into structured decisions, responsibilities, communication, and documentation, reducing manual follow-up effort.

Business Information to Executive Update

Excel Data + Supporting Documents → Copilot Analysis → Key Insights → Word Summary → PowerPoint Management Update

Participants use Microsoft 365 Copilot across multiple applications to analyse business information and convert findings into a concise, management-ready communication.

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Instructor-ledVirtualHybrid

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