Course Details
Learn how to integrate Microsoft Copilot across Word, Excel, Outlook, Teams, and more to automate tasks, generate content, and streamline collaboration. This hands-on course covers prompt writing, workflow design, data handling, and reporting — helping professionals work faster, smarter, and more efficiently within the Microsoft 365 ecosystem.
- What is Copilot? How it functions across the Microsoft 365 suite
- Copilot in Word, Excel, Outlook, and Teams: Key features
- Context-based prompting inside Microsoft apps
- Prompt Engineering Basics: Structure, tone, accuracy, constraints
- AI Ethics: Responsible use in workplace contexts
- Practice: Drafting, summarizing, and ideating using Copilot
- Word: Automating proposals, policies, manuals, and reports
- Outlook: Smart replies, scheduling, follow-ups, and email clean-up
- Teams: Summarizing meetings, capturing action items, prepping agendas
- Templates: Building and reusing prompt-powered document and email formats
- Practice: Design a Copilot-enhanced communication and document workflow
- Excel: Generating insights, automating calculations, forecasting
- PowerPoint: AI-generated decks and visual storytelling
- OneNote & Planner: AI-assisted note-taking and task tracking
- Microsoft Loop, Whiteboard & shared drives: Workflow integration
- Practice: Build a collaborative workflow using multiple Microsoft apps
- Cross-app AI workflows for everyday business operations
- Strategic planning and knowledge management with Copilot
- Capstone: Build and present your own AI-powered workflow
- Staying Ahead: Microsoft AI roadmap, feature rollouts, and adoption tips
Bonus Module: The Future of Microsoft AI & Copilot
- Workflow blueprints by industry (HR, Sales, Admin, Finance, Ops)
- Prompt Libraries for Word, Excel, Outlook, Teams
- Productivity Toolkit: Templates, meeting summaries, action trackers
- Understand how Microsoft Copilot works within Word, Excel, Outlook, Teams, and other Microsoft 365 apps.
- Automate routine work including document creation, email writing, data handling, and meeting summaries.
- Master prompting techniques to generate content, analyze data, and streamline workflows.
- Apply AI to collaboration, reporting, planning, and team communication.
Who should attend ?
- Professionals using Microsoft 365 for documentation, communication, and reporting
- Admin, operations, HR, and finance staff looking to automate repetitive work
- Teams working in Word, Excel, Outlook, and Teams daily
- Consultants and executives managing documents, reports, or meetings
- Anyone wanting to future-proof their workflow with Microsoft Copilot
Post training resource
- 1000+ Prompt Pack for Microsoft Apps
- Use Case Deck by Role/Department
- Microsoft 365 Integration Checklist
- Class recordings
- Training slide decks
- Certificate of Completion and LinkedIn Badge (Digital)
Participant Requirement
- Participants must join the training using a laptop, desktop, or tablet device to ensure full functionality and engagement during the sessions.
- Joining via mobile phones is discouraged, due to the hands-on practical nature of the sessions.
- Participants must have Microsoft Edge or Google Chrome installed for an optimal training experience.
- Participants must have Zoom installed and updated to the latest version to attend live sessions.
- Core Tools: Microsoft Copilot (paid version required Microsoft 365 Business/Enterprise plans)
- Apps Covered: Word, Excel, Outlook, Teams, PowerPoint, Planner, OneNote, Loop
- Note: A Microsoft 365 account with Copilot access is required for full functionality
Devices
Browser and Platforms
Accounts
The following areas of training are covered in all our sessions:
Real-World Case Studies
In-depth global examples showcasing successful implementations across diverse industries.
Hands-On Practical Exercises
Engaging, purpose-built activities designed to help you rapidly build confidence and skills.
Tailored Consultancy Sessions
Live, personalized guidance focused on addressing your brand’s or client’s unique challenges.
