Full-Day Classroom Seminar
Microsoft Copilot at Work
Work smarter across Microsoft 365 with better prompts, faster content creation, smarter analysis and connected AI-powered workflows.
A practical 6-session online programme designed to help Microsoft 365 Copilot users apply AI across everyday workplace tasks while using company information responsibly.
The Programme
Programme Overview
Introduction
Course Overview
Microsoft 365 Copilot can support employees across everyday workplace activities—from managing emails and meetings to creating documents, presentations and analysing business data. However, getting reliable results requires more than simply asking Copilot a question. Users need to understand which Copilot experience to use, how to structure prompts and how company permissions and sensitivity labels can affect the information returned.
This programme provides a practical, workplace-focused approach to using Microsoft 365 Copilot. Participants learn how to write reliable prompts, work with Outlook and Teams, create documents and presentations, analyse Excel data, connect information across workplace applications and explore approved agents where enabled. The programme also emphasises accuracy, completeness, tone, data sensitivity and responsible use of company information.
Outcomes
What You Will Learn
- Understand Copilot Chat and Copilot within Microsoft 365 applications.
- Choose the right Copilot experience for different workplace tasks.
- Understand how file permissions and sensitivity labels can affect Copilot answers.
- Write prompts with a clear goal, audience, source and output format.
- Refine prompts through follow-up questions and iterative improvement.
- Build a reusable prompt library for everyday work.
- Summarise email threads and draft concise, appropriately toned replies.
- Prepare meeting briefs and capture decisions, risks, action owners and follow-ups.
- Create reports, proposals, SOPs and presentations using source material.
- Use Copilot to explore Excel data, formulas, charts, trends and summaries.
Methodology
How We Teach
- Practical demonstrations using Microsoft 365 Copilot workplace scenarios.
- Prompt-writing and prompt-refinement exercises.
- Hands-on application across Outlook, Teams, Word, PowerPoint and Excel.
- Workplace examples involving emails, meetings, documents and business data.
- Practical exercises on reviewing AI outputs for accuracy, completeness, tone and data sensitivity.
- Role-based application tasks using realistic workplace information.
- Final integrated exercise taking raw information through to a review-ready deliverable.
The Outcome
Impact & Audience
For the Organization
Organizational Impact
- Improve employee productivity across everyday Microsoft 365 workflows.
- Reduce time spent drafting, summarising and restructuring workplace content.
- Improve the quality and consistency of business communication and documentation.
- Enable faster access to insights from emails, meetings, documents and spreadsheets.
- Support more consistent use of AI while recognising company information and data-sensitivity considerations.
- Build practical capability to integrate Copilot into existing workplace workflows.
For the Individual
Personal Impact
- Build confidence in using Microsoft 365 Copilot for everyday work.
- Write better prompts and obtain more useful AI-generated outputs.
- Save time on emails, meetings, documents and presentations.
- Use natural language to explore business data and generate summaries.
- Develop a reusable library of prompts for recurring tasks.
- Learn how to review and improve AI outputs before using them in business situations.
Audience
Who Should Attend
- Corporate Employees: To integrate Copilot into everyday Microsoft 365 tasks and improve workplace productivity.
- Managers & Team Leaders: To accelerate communication, reporting, meetings and decision-support activities.
- Business Professionals: To create documents, presentations, summaries and business analysis more efficiently.
- Project & Operations Teams: To bring information from meetings, emails, documents and spreadsheets into connected workflows.
- Finance & Analytical Professionals: To use Copilot to explore structured data, formulas, charts and business trends.
- Professionals with Microsoft 365 Copilot Access: To develop practical skills for responsible and effective workplace adoption.
Curriculum
Course Outline
Session 1: Copilot in the Enterprise
- Understand Copilot Chat and Copilot within Microsoft 365 apps.
- Choose the right Copilot experience for different workplace tasks.
- Understand how file permissions affect Copilot-generated answers.
- Understand how sensitivity labels can influence information available to Copilot.
- Recognise Copilot’s limitations and review outputs appropriately.
- Use company information responsibly when working with Copilot.
Session 2: Prompting for Reliable Results
- Write prompts with a clear goal and desired outcome.
- Specify the intended audience and relevant source information.
- Define the required output format to improve response quality.
- Improve results through follow-up prompts and refinement.
- Reference relevant files, emails and meetings where available.
- Build a reusable prompt library for everyday workplace tasks.
Session 3: Managing Email and Meetings with Outlook & Teams
- Summarise long email threads and missed conversations.
- Draft concise replies using an appropriate professional tone.
- Prepare meeting briefs from available workplace information.
- Capture key decisions from meetings.
- Identify risks and assign action owners.
- Track follow-ups and next steps from meetings and conversations.
Session 4: Creating Documents and Presentations
- Draft reports, proposals and SOPs in Word using source material.
- Revise content for greater clarity and structure.
- Adapt documents for different audiences.
- Turn a document into a presentation using PowerPoint.
- Review presentation flow and strengthen key messages.
- Use Copilot to support the creation and refinement of speaker notes.
Session 5: Excel and Business Analysis
- Ask questions about structured business data using natural language.
- Explore trends and identify exceptions in datasets.
- Investigate possible causes behind observed data patterns.
- Use Copilot to assist with formulas and calculations.
- Generate charts and summaries from business data.
- Check figures and prepare accurate management commentary.
Session 6: Connected Workflows and Practical Application
- Bring information from emails, meetings, documents and spreadsheets into one workflow.
- Explore approved agents such as Researcher or Analyst where enabled.
- Connect information across Microsoft 365 applications for workplace tasks.
- Review AI outputs for accuracy and completeness.
- Check outputs for appropriate tone and data sensitivity.
- Complete a role-based exercise from raw information to a review-ready deliverable.
Faculty & Inclusions
Your Trainer
Faculty
Instructors Details
The programme is designed to be delivered by facilitators with practical expertise in Microsoft 365 Copilot, workplace AI adoption, prompt engineering, productivity workflows, business content creation and responsible use of AI-enabled workplace tools.
What's Included
Certificates & Inclusions
- Certificate and programme inclusions as per the applicable training format.
- Practical Microsoft 365 Copilot demonstrations and exercises.
- Prompt-writing and prompt-refinement practice.
- Application across Outlook, Teams, Word, PowerPoint and Excel.
- Role-based workplace application exercise.
Registration
Reserve Your Seat
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Upcoming Microsoft Copilot at Work Sessions
Questions
Frequently Asked Questions
The programme is designed for employees who have access to Microsoft 365 Copilot. Exercises can be adapted to the features enabled by their organisation.
Yes. Participants learn to structure prompts around a clear goal, audience, source and output format, and improve results through follow-up prompts and refinement.
The programme includes practical applications across Outlook, Teams, Word, PowerPoint and Excel.
Yes. Participants explore approved agents such as Researcher or Analyst where these are enabled by the organisation.
Yes. Participants learn about file permissions, sensitivity labels and responsible use of company information, and practise reviewing outputs for accuracy, completeness, tone and data sensitivity.
