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Productivity for the whole workforce

Microsoft 365 Copilot for business course

Get the most from your Copilot licences in the apps your team already uses.

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Many companies have switched on Microsoft 365 Copilot only to find that, without training, licences go underused. Copilot is very powerful when people know how to ask and when company information is well organised; otherwise, it disappoints.

This course teaches you to use Copilot inside the apps your team already uses: from an email thread to a reply, from a Teams meeting to the action items, from a Word document to a presentation, from an Excel table to an analysis. We also see how to build simple agents for team tasks.

The course can be organised by department (finance, HR, sales, legal or operations), with exercises on their own documents and tasks, and a library of instructions for each team.

It includes a module for IT on permissions and information governance, because Copilot sees everything the user can see, and it is worth reviewing that before someone else finds out.

What you will learn

  • Use Copilot in Outlook, Teams, Word, Excel and PowerPoint on real tasks
  • Write effective instructions for Copilot and Copilot Chat
  • Work with the organisation's documents and emails safely
  • Apply Copilot to each department's own tasks
  • Build simple agents for team tasks
  • Understand permissions and information governance to avoid surprises

Syllabus

9 modules, from the fundamentals to the final project.

  1. Copilot in the organisation

    • Copilot Chat and Microsoft 365 Copilot, what each one includes
    • How Copilot accesses information (Microsoft Graph and permissions)
    • Privacy and enterprise data protection

  2. Outlook and Teams

    • Summarising email threads and drafting replies
    • Meeting summaries, decisions and action items
    • Preparing a meeting with the relevant information

  3. Word

    • Drafts based on other documents
    • Rewriting, summarising and changing the tone
    • Questions about long documents

  4. Excel

    • Formulas, tables and analysis in natural language
    • Charts and trend spotting
    • Limits and how to check the results

  5. PowerPoint

    • Presentations from a document
    • Summarising and reorganising existing presentations

  6. Copilot by department

    • Finance: variance analysis, reconciliations and month-end commentary in Excel
    • HR: job adverts, onboarding plans and answers on internal policies
    • Sales: visit preparation, proposals and follow-up from Outlook and Teams
    • Legal: summarising and comparing contracts, clauses and versions

  7. Instructions that work

    • Goal, context, sources and expectations
    • Saving and sharing team prompts
    • Common mistakes

  8. Agents and automation

    • Agents in Copilot Chat with their own instructions and knowledge
    • Introduction to Copilot Studio
    • Agent ideas by department

  9. Roll-out and governance

    • Oversharing in SharePoint and how to review it
    • Sensitivity labels
    • Measuring adoption and licence usage

Tools you will practise with

  • Microsoft 365 Copilot
  • Copilot Chat
  • Outlook, Teams, Word, Excel and PowerPoint
  • Copilot Studio

Hands-on project

Each participant uses Copilot for a complete workflow from their job (for example, from a meeting to the action items and follow-up report) and the team designs an agent for a shared task.

Requirements

  • A Microsoft 365 Copilot licence or, at least, access to Copilot Chat.

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We adapt the content, length and format to your company.

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