Tool or Technology
TT0070

Copilot for Microsoft 365 Foundations

Work Smarter Across Microsoft 365 with AI

Copilot for Microsoft 365
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Copilot for Microsoft 365 across common workplace 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, communication, analysis, presentations, and meeting productivity.
  • Create practical cross-application workflows that reduce repetitive work and improve consistency.
  • Apply appropriate permissions, confidentiality, verification, and human-review practices when using AI-generated outputs.

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
  • Finance & Accounting Professionals
  • Operations Professionals
  • Project & Program Management Professionals
  • Business Analysts & Functional Consultants
  • Customer Service & Customer Success Professionals

Prerequisites & Participant Readiness

  • Basic familiarity with Microsoft 365 applications
  • Working knowledge of Word, Excel, PowerPoint, Outlook, or Teams is helpful
  • Familiarity with common workplace activities such as email, documents, meetings, reporting, and presentations
  • No programming knowledge required
  • No prior Copilot experience required
  • Availability of individual capabilities may depend on organisational licensing and administrator settings

TOC Modules

Concepts
  • Understanding Generative AI and Large Language Models at a business-user level
  • Understanding Copilot for Microsoft 365 and its role in everyday work
  • Understanding the relationship between Copilot, Microsoft 365 applications, and permitted organisational information
  • Exploring suitable business applications and productivity opportunities
  • Understanding strengths, limitations, hallucinations, and human judgement
Practical activities
  • Exploring Copilot through guided workplace tasks
  • Identifying repetitive activities that can be improved using Copilot

Scenarios

Meeting to Execution Workflow

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

Participants use Copilot for Microsoft 365 to convert meeting discussions into structured actions, documentation, and communication, improving coordination and reducing manual follow-up work.

Business Data to Management Presentation

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

Participants use Copilot to analyse business information, identify key observations, and transform the findings into a concise management-ready presentation.

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Instructor-ledVirtualHybrid

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