Duration 1 day – 7 hrs

 

Overview

 

AI Boosting Workplace Productivity with Microsoft 365 Copilot is a 1-day, hands-on, instructor-led training designed to help employees maximize the power of Microsoft 365 Copilot in their everyday work—using Word, Excel, PowerPoint, Outlook, Teams, and PDF documents. 

This program focuses on real workplace productivity, enabling participants to use natural language prompts to draft and enhance documents, analyze data faster, create executive-ready presentations, summarize long files and discussions, and manage email and meeting workloads efficiently—without requiring any AI or technical background. 

 

Participants will learn practical Copilot workflows that can be applied immediately in business scenarios such as report writing, performance summaries, project updates, management briefings, and client communication. The course also includes best practices on responsible usage, data privacy awareness, and prompt techniques to ensure Copilot outputs are accurate, relevant, and professional. 

 

By the end of the session, learners will have the confidence and skills to integrate Copilot into daily tasks—delivering faster turnaround time, improved quality of output, and stronger collaboration across teams.

 

Objectives

 

• Understand Microsoft 365 Copilot fundamentals and how it works across Word, Excel, PowerPoint, Outlook, Teams, and PDFs.
• Apply Copilot confidently to daily work tasks using natural language prompts—without needing technical or AI background.
• Create and improve professional documents faster in Microsoft Word (drafting, rewriting, summarizing, structuring, and tone enhancement).
• Analyze data efficiently in Excel by generating formulas, summaries, charts, and insights using Copilot.
• Produce executive-ready presentations in PowerPoint including slide outlines, speaker notes, and polished summaries from existing content.
• Summarize and extract key information from PDFs and long documents, including key points, decisions, and action items.
• Improve email productivity in Outlook by drafting responses, summarizing long threads, enhancing tone, and managing follow-ups.
• Boost collaboration and meeting efficiency in Teams using AI-generated meeting recaps, highlights, and action item tracking.
• Use effective prompting techniques and patterns to get accurate, relevant, and high-quality outputs from Copilot.
• Follow best practices for responsible use, including awareness of limitations, accuracy checking, and secure workplace usage.

 

Learning Outcome

 

• Draft, rewrite, summarize, and format documents using Copilot in Word
• Analyze data, generate insights, formulas, and charts in Excel using natural language
• Create structured presentations and executive summaries in PowerPoint
• Manage emails, meetings, and follow-ups efficiently in Outlook
• Summarize meetings, chats, and action items using Copilot in Teams
• Extract and summarize key information from PDF documents
• Use practical prompt patterns to get accurate and relevant results from Copilot

 

Target Audience

 

General Users

• Business Users & Knowledge Workers
• Sales, Marketing, HR, Finance, Operations Teams

Leadership

• Executives & Managers (includes Executive Management, Division Heads, Dept Heads, Business Unit Leaders)
• Branch Managers / Area Managers

Customer-Facing / Sales / Relationship Roles

• Customer Service / Contact Center Agents
• Client Success / Account Managers
• Relationship Managers (Banking / Fintech)
• Corporate Relationship Managers (RMs)
• Commercial Banking Officers
• Account Officers / Portfolio Managers
• Sales Officers / Relationship Officers (Branch-based)

Branch & Retail Operations

• Branch Operations Staff
• Branch Customer Service Officers / Tellers
• Branch Support & Admin

Credit & Lending

• Credit Analysts
• Loan Officers
• Underwriting Teams
• Credit Support Teams
• Credit Operations / Documentation Teams

Risk, Compliance, AML, Audit & Governance

• Compliance Officers / Compliance Operations
• AML / KYC Teams
• Risk Management (Operational Risk, Credit Risk, Market Risk)
• Audit & Controls Teams / Internal Audit Teams
• Policy & Governance Teams

Finance, Treasury & Reporting

• Financial Planning & Analysis (FP&A)
• Treasury Teams
• Accounting Teams
• Management Information System (MIS) / Reporting Teams

Back Office Operations

• Back Office Operations
• Payments Operations
• Reconciliation Teams
• Customer Fulfillment / Documentation Units

Project / PMO / Transformation

• Project Managers & Team Leads (includes PMO / Project Managers)
• PMO Analysts
• IT Project Coordinators
• Business Analysts
• Digital Transformation Teams

Admin, Communications & Support Functions

• Executive Assistants (EA) / Admin Assistants
• Office Administrators
• Schedulers / Coordinators
• Corporate Communications
• Brand / Social Media Team

 

Process, Quality & Improvement

• Process Improvement / Lean Teams
• Quality Assurance (non-IT QA)

IT Support (Non-Developer)

• IT Service Desk / Helpdesk / IT Operations (non-coding roles)
• Application Support / Operations Support

Legal & Contracts

• Legal Assistants / Contract Admin

Procurement & Vendor Management

• Procurement Officers
• Vendor Managers
• Sourcing Teams

Early-Career / Onboarding

• Fresh Graduates / Management Trainees
• Newly onboarded employees

 

Anyone using Microsoft 365 in daily work

 

Prerequisites 

• Basic knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Teams

• Microsoft 365 Copilot license enabled

• No prior AI or technical knowledge required

 

Course Outline 

 

Module 1: Introduction to Microsoft 365 Copilot

• What is Microsoft 365 Copilot?
• How Copilot works with your data (Security & Privacy Overview)
• Where Copilot can be used (Word, Excel, PPT, Outlook, Teams, PDFs)
• Responsible and effective use of Copilot
• Limitations and best practices

 

Module 2: Copilot in Microsoft Word

• Drafting documents using prompts
• Rewriting, summarizing, and improving tone
• Creating business documents (reports, proposals, policies)
• Formatting and structuring content automatically
• Real-world examples:
  • Policy document
  • Meeting summary
  • Executive brief

 

Module 3: Copilot in Microsoft Excel

• Understanding data using natural language
• Generating formulas and calculations
• Creating charts and summaries automatically
• Identifying trends, patterns, and insights
• Use cases:
  • Sales analysis
  • Expense tracking
  • Performance summaries

 

Module 4: Copilot in Microsoft PowerPoint

• Creating presentations from prompts or documents
• Generating slide outlines and speaker notes
• Improving slide content and visuals
• Executive-ready presentation creation
• Use cases:
  • Management presentations
  • Project updates
  • Business reviews

 

Module 5: Copilot with PDFs & Documents

• Summarizing long PDF documents
• Extracting key points, decisions, and insights
• Comparing documents and versions
• Creating action items from PDFs

 

Module 6: Copilot in Outlook

• Drafting and replying to emails
• Summarizing long email threads
• Improving tone and clarity
• Managing follow-ups and action items
• Calendar and meeting preparation assistance

 

Module 7: Copilot in Microsoft Teams

• Meeting summaries and highlights
• Action items and follow-up tracking
• Chat and conversation summarization
• Collaboration best practices with Copilot

 

Module 8: Effective Prompting for End Users

• What makes a good prompt?
• Prompt structure and patterns
• Do’s and Don’ts of prompting
• Practical prompt examples for daily office work
• Improving accuracy and relevance of responses