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.
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
