Overview

This one-day course is designed to help business users understand the basics of Microsoft Copilot for Microsoft 365, a productivity tool that uses artificial intelligence to provide real-time intelligent assistance within Microsoft 365 productivity apps including Word, Excel, Powerpoint, Teams and Outlook. It is designed to transform productivity, creativity, collaboration for users, teams and organisations.

The course is beginner-friendly and requires no previous AI expertise.

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Prerequisites

Familiarity with Microsoft Word, PowerPoint, Excel, Outlook and Teams

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Delegates will learn how to

Explore the intricacies of Microsoft Copilot for Microsoft 365, offering hands on learning and insights into its functionality, how it works and Microsoft's dedication to implementing AI responsibly and ethically whilst ensuring all business data is secure, compliant and respects privacy and copyright requirements.

See feedback and use cases from real world companies who have been using Microsoft 365 and understand why 77% users would prefer to keep Microsoft 365 Copilot than free lunch for a year

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Outline

Module 1: Introducing Microsoft 365 Copilot

  • Microsoft 365 Copilot introduction
  • Copilot, Copilot, everywhere!
  • What is Microsoft 365 Copilot?
  • Microsoft Copilot for Microsoft 365 requirements
  • How does Microsoft 365 Copilot work?
  • What about copyright?
  • Module review

Module 2: Copilot in Word

  • Introduction to Copilot in Word
  • Creating content using Copilot
  • Editing with Copilot in Word
  • Generating content using existing files
  • Module review

Module 3: Copilot in PowerPoint

  • Introduction to Copilot in PowerPoint
  • Creating a presentation with Copilot
  • Editing presentation content with Copilot
  • Using Designer
  • Slide transitions and animations
  • Using your organisation’s branding with Copilot
  • Getting presentation information with Copilot
  • Module review

Module 4: Copilot in Excel

  • Introducing Copilot in Excel
  • Common data analysis using Copilot
  • Identifying relationships, trends, and outliers
  • Creating formulas with Copilot
  • Editing Excel workbooks using Copilot
  • Formatting Excel data
  • Module review

Module 5: Copilot in Outlook

  • Introducing Copilot in Outlook
  • Drafting emails with Copilot
  • Summarising email threads
  • Coaching with Copilot
  • Module review

Module 6: Copilot in Teams

  • Introducing Copilot in Teams
  • Using Microsoft Copilot in Teams chats and channel conversations
  • Using Copilot in Teams for Meetings
  • Module review

Module 7: Microsoft Copilot with Graph grounded chat

  • What is Microsoft Copilot with Graph-grounded chat?
  • Accessing Microsoft 365 Chat
  • Using Microsoft Copilot with Graph-grounded chat
  • Microsoft Copilot with Graph-grounded chat and Bing
  • Chat history
  • Module review

Module 8: Microsoft 365 Copilot labs and prompt engineering

  • Tips for writing good prompts
  • Microsoft prompt resources
  • Remember, everything is a first draft!

Appendix: Microsoft 365 chat, plugins, and Graph connectors

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Copilot Training

Microsoft Copilot training can scale your organisation’s productivity with essential AI skills, supporting business, governance and security essentials. Learn more about Microsoft Copilot Training

Dates & Locations

Microsoft 365 learning pathways

= Required
= Certification
Technical Decision Maker
Office 365 General Administration
Exchange Online/Hybrid
SharePoint Online/Hybrid
Device Management, Identity and Services
Security and Compliance
Modern Desktop
Power Platform
Microsoft Teams
Copilot for Microsoft 365
Need to know

Frequently asked questions

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QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course. When you book a QA online learning course you will receive immediate access to it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

When will I receive my joining instructions?

Joining instructions for QA courses are sent two weeks prior to the course start date, or immediately if the booking is confirmed within this timeframe. For course bookings made via QA but delivered by a third-party supplier, joining instructions are sent to attendees prior to the training course, but timescales vary depending on each supplier’s terms. Read more FAQs.

When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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