Full-Day Classroom Seminar
AI with Microsoft Copilot
Work Smarter Across Outlook, Teams, Word, Excel and PowerPoint
A practical workplace programme to help participants use Copilot for emails, meetings, documents, presentations, data analysis, reporting and department-wise productivity.
The Programme
Programme Overview
Introduction
Course Overview
Professionals today spend significant time managing emails, meetings, documents, presentations, spreadsheets, reports, follow-ups and information spread across Microsoft 365. Without the right prompting approach, AI outputs can be incomplete, inaccurate or difficult to apply in workplace situations.
This programme helps participants use Microsoft 365 Copilot more effectively across Outlook, Teams, Word, Excel and PowerPoint. The workshop focuses on better prompting, email and meeting productivity, business writing, presentation creation, Excel analysis, department-wise Copilot workflows, and responsible use with attention to data security and governance.
Outcomes
What You Will Learn
- Prompt Copilot by defining the objective, context, source and expected output.
- Reference emails, meetings, documents and organisational files effectively.
- Use follow-up prompts to refine and improve Copilot responses.
- Create reusable prompts for recurring workplace activities.
- Summarise lengthy email conversations and Teams meetings.
- Draft professional emails, replies, follow-ups, reports, proposals and business documents.
- Create PowerPoint presentations from documents, briefs or instructions.
- Ask questions about business data in Excel using natural language.
- Generate summaries, charts, formulas and management insights.
- Use Copilot responsibly while managing confidentiality, oversharing and access-control risks.
Methodology
How We Teach
- Practical prompting exercises for workplace tasks.
- Copilot use cases across Outlook, Teams, Word, Excel and PowerPoint.
- Email, meeting, document and presentation productivity practice.
- Excel analysis practice using natural language questions, formulas, charts and summaries.
- Department-wise Copilot application discussions for HR, Finance, Sales, Marketing, Operations, Procurement and Management.
- Responsible AI usage discussions covering fact-checking, confidentiality and access-control risks.
The Outcome
Impact & Audience
For the Organization
Organizational Impact
- Improve workplace productivity across emails, meetings, documents, presentations and reports.
- Reduce time spent on information gathering by using Copilot across Microsoft 365 sources.
- Improve quality of meeting minutes, action items, follow-up communication and briefing notes.
- Support better reporting through Excel summaries, charts, management insights and data analysis.
- Enable department-specific Copilot workflows for HR, Finance, Sales, Marketing, Operations, Procurement and Management.
- Promote responsible Copilot usage by reducing confidentiality, oversharing and access-control risks.
For the Individual
Personal Impact
- Build confidence in using Copilot for everyday workplace tasks.
- Improve your ability to draft, summarise, rewrite and restructure workplace communication.
- Prepare faster for meetings using related emails, files and discussions.
- Create stronger reports, proposals, policies, presentations and executive summaries.
- Use Excel Copilot for business data questions, formulas, trends, exceptions and insights.
- Develop reusable prompts and workflows for recurring workplace activities.
Audience
Who Should Attend
- Business Professionals: To use Copilot across emails, meetings, documents, presentations and reports.
- HR Teams: To work on policies, job descriptions, employee communication and meeting summaries.
- Finance Teams: To support variance explanations, management reports and data analysis.
- Sales Teams: To prepare proposals, client discussions, follow-ups and account summaries.
- Marketing Teams: To create campaign briefs, content and performance reports.
- Operations and Procurement Teams: To prepare SOPs, vendor comparisons and status reports.
- Managers and Leaders: To create decision briefs, executive summaries and action tracking.
Curriculum
Course Outline
Session 1: Prompting Copilot for Better Workplace Results
- Define the objective, context, source and expected output while prompting Copilot.
- Reference emails, meetings, documents and organisational files effectively.
- Use follow-up prompts to refine and improve Copilot responses.
- Create reusable prompts for recurring workplace activities.
- Recognise incomplete or inaccurate AI outputs.
- Correct AI-generated responses for better workplace results.
Session 2: Copilot in Outlook and Microsoft Teams
- Summarise lengthy email conversations and identify key points.
- Draft professional emails, replies and follow-up messages.
- Adjust email tone, clarity, length and level of formality.
- Prepare for meetings using related emails, files and discussions.
- Summarise Teams meetings, decisions and unresolved issues.
- Generate meeting minutes, action items and follow-up communications.
Session 3: Copilot in Word and PowerPoint
- Create reports, proposals, policies and business documents.
- Draft content using existing emails, files and reference material.
- Summarise, rewrite and restructure lengthy documents.
- Improve language, tone, readability and executive presentation.
- Create PowerPoint presentations from documents, briefs or instructions.
- Refine slide structure, speaker notes and presentation messaging.
Session 4: Copilot in Excel for Business Analysis
- Prepare and structure data for effective Copilot analysis.
- Ask questions about business data using natural language.
- Identify trends, patterns, exceptions and performance gaps.
- Generate formulas and understand formula logic.
- Create summaries, charts and management insights.
- Use Copilot for MIS, budgets, sales, HR and operational reporting.
Session 5: Working Across Microsoft 365 with Copilot
- Find information across emails, meetings, calendars and documents.
- Prepare daily, weekly and monthly work summaries.
- Create project, client and management briefing notes.
- Compare information from multiple organisational sources.
- Develop department-specific Copilot workflows.
- Use Copilot to move from information gathering to completed deliverables.
Session 6: Data Security, Governance and Department-Wise Copilot Applications
- Avoid accidental exposure of confidential organisational information.
- Recognise oversharing and access-control risks.
- Verify AI-generated facts, calculations and recommendations.
- Apply Copilot for HR, Finance, Sales and Marketing use cases.
- Apply Copilot for Operations, Procurement and Management use cases.
- Use Copilot for policies, reports, proposals, SOPs, vendor comparisons, executive summaries and action tracking.
Faculty & Inclusions
Your Trainer
Faculty
Instructors Details
The programme is designed to be led by instructors with practical knowledge of Microsoft 365 Copilot, workplace prompting, Outlook, Teams, Word, Excel, PowerPoint, business documentation, meeting productivity, data analysis, reporting, department-wise Copilot workflows, data security, governance and responsible AI usage.
What's Included
Certificates & Inclusions
- Certificate and inclusions to be confirmed as per programme format.
- Practical Copilot prompting exercises.
- Workplace use cases across Outlook, Teams, Word, Excel and PowerPoint.
- Department-wise Copilot application practice.
- Responsible use and data security guidance.
Need Assistance?
Talk to a Programme Advisor
Have questions about your specific industry, or want to enquire about group discounts? Reach out to our programme coordinators directly.
Or register by e-mail
register@princetonacademy.co.inFor Teams
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Questions
Frequently Asked Questions
The programme covers Copilot usage across Outlook, Teams, Word, Excel and PowerPoint.
Yes. Participants learn how to define the objective, context, source and expected output, use follow-up prompts and create reusable prompts for recurring workplace activities.
Yes. The programme covers summarising email conversations, drafting emails, preparing for meetings, summarising Teams meetings, generating minutes, action items and follow-up communication.
Yes. The programme covers preparing data, asking business data questions, identifying trends and exceptions, generating formulas, summaries, charts and management insights.
Yes. The programme covers avoiding accidental exposure of confidential information, recognising oversharing and access-control risks, and verifying AI-generated facts, calculations and recommendations.
