Tool or Technology
TT0071

Microsoft 365 Copilot in Action

Create, Analyse & Work Smarter Across Microsoft 365

Copilot for Microsoft 365
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in using Microsoft 365 Copilot across communication, documentation, meetings, research, analysis, and planning.
  • Apply structured prompting and workplace grounding techniques to generate more relevant, accurate, and business-ready outputs.
  • Use Copilot effectively across Word, Excel, PowerPoint, Outlook, and Teams to improve everyday productivity and collaboration.
  • Build cross-application workflows using Copilot Chat, organisational information, Copilot Pages, Researcher, Analyst, and task-specific Agents.
  • Apply appropriate verification, privacy, permissions, security, and human-review practices when using Copilot with organisational information.

Technology covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsOneDriveSharePointCopilot 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
  • Finance & Accounting Professionals
  • Operations & Process Professionals
  • Customer Success & Service Professionals
  • Strategy & Research Professionals
  • Department Heads & Business Leaders

Prerequisites & Participant Readiness

  • Basic proficiency with Microsoft 365 applications
  • Familiarity with Word, Excel, PowerPoint, Outlook, and Teams is recommended
  • Familiarity with workplace documents, email, meetings, reporting, and planning activities
  • Basic understanding of Generative AI is helpful but not mandatory
  • No programming knowledge required
  • Appropriate Microsoft 365 and Copilot access should be available for hands-on exercises
  • Certain capabilities may depend on licensing and organisational administrator settings
  • Completion of shorter Microsoft 365 Copilot programmes is not required

TOC Modules

Concepts
  • Understanding Generative AI and Microsoft 365 Copilot in the workplace
  • Understanding how Copilot works across Microsoft 365 applications
  • Understanding web information versus organisational work context
  • Exploring strengths, limitations, hallucinations, and human accountability
  • Understanding how existing Microsoft 365 permissions affect accessible information
Practical activities
  • Exploring Copilot through realistic workplace activities
  • Comparing traditional and Copilot-assisted approaches to common tasks
  • Identifying high-value Copilot opportunities within a corporate role

Scenarios

Meeting to Management Decision Pack

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

Participants use Microsoft 365 Copilot across multiple applications to transform meeting information into analysis, structured documentation, executive communication, and stakeholder follow-up, reducing repetitive preparation effort.

Research to Strategic Recommendation

Business Question → Researcher Agent → Web + Workplace Sources → Evidence Review → Analyst → Copilot Page → Executive Recommendation

Participants use Researcher and Analyst with authorised organisational information to investigate a business challenge, analyse relevant evidence, and create a structured recommendation for decision-makers.

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