Microsoft 365 Copilot Training is a practical program designed to help professionals maximize the capabilities of Microsoft 365 Copilot and AI-powered productivity tools. The course introduces participants to practical ways of using AI across Microsoft 365 applications to create content, analyze information, streamline communication, automate repetitive tasks, and improve everyday workplace productivity.
Duration 2 days – 14 hrs
Overview
This immersive two-day course provides professionals with hands-on experience using Microsoft 365 Copilot to streamline tasks, generate content, analyze data, automate communication, and improve collaboration. With guided instruction and real-world use cases, participants will develop a strong foundation in AI-assisted workflows across Word, Excel, Outlook, PowerPoint, and Teams. The training also includes responsible AI practices, industry applications, and a capstone activity simulating cross-app productivity.
Learning Objectives
- Understand Microsoft Copilot’s core features, AI capabilities, and integration with Office apps.
- Create and refine documents, reports, and summaries in Word using AI prompts.
- Analyze datasets, create charts, and automate tasks in Excel with natural language.
- Draft and manage emails, schedules, and follow-ups effectively in Outlook.
- Build dynamic presentations and improve visual storytelling in PowerPoint.
- Leverage Copilot in Teams for meeting notes, action points, and enhanced collaboration.
- Apply AI productivity principles in different roles such as HR, Sales, and Operations.
- Practice AI prompt engineering and evaluate content for accuracy and relevance.
Audience
- Office and administrative professionals
- Team leads, project coordinators, and analysts
- Sales, marketing, HR, and customer service teams
- Professionals aiming to improve productivity using Microsoft 365
- Anyone interested in practical AI integration into daily tasks
Prerequisites
- Working knowledge of Microsoft 365 applications (Word, Excel, Outlook, PowerPoint, Teams)
- No programming or AI background required
- Familiarity with basic business processes and productivity tasks
Course Content
Day 1: Copilot Core Concepts and AI in Word, Excel, and Outlook
Module 1: Introduction to Microsoft 365 Copilot
- What is Microsoft Copilot?
- Differences from traditional Office tools
- AI workflows, benefits, and productivity impact
- Privacy, security, and compliance considerations
- Prompt engineering and interacting with Copilot
Module 2: Copilot in Microsoft Word
- Drafting, summarizing, and rewriting content
- Generating reports and professional documents
- Hands-on: Create an AI-generated report
Module 3: Copilot in Microsoft Excel
- Using prompts to analyze data
- Creating formulas, pivot tables, charts
- Exploring trends and automating repetitive tasks
- Hands-on: Automate a sales or financial dashboard
Module 4: Copilot in Microsoft Outlook
- Drafting/replying emails with Copilot
- Summarizing email threads
- Calendar management and follow-up automation
- Hands-on: Manage inbox tasks with AI
Day 2: Copilot in PowerPoint, Teams, and Real-World Applications
Module 5: Copilot in Microsoft PowerPoint
- Generating slides from documents or prompts
- Improving slide layout and visual appeal
- Adapting tone/language for different audiences
- Hands-on: Convert a Word report into a slide deck
Module 6: Copilot in Microsoft Teams
- Summarizing meetings and chat
- Generating agendas and post-meeting actions
- Hands-on: AI-generated summaries and tasks
Module 7: Best Practices and Use Cases
- Responsible AI use and verification
- Common limitations and pitfalls
- Use cases in HR, Sales, Marketing, Support
- Group discussion: Department-specific Copilot scenarios
Module 8: Hands-On Capstone Activity & Wrap-Up
- Capstone: Simulate a cross-app project using Copilot (Word, Excel, PowerPoint, Teams)
- Group or solo exercise
- Final Q&A and feedback
- Copilot productivity checklist + tools & resources
- Microsoft AI roadmap overview
