About this course
This course is for business users and professionals to enhance their productivity using Co-pilot in Microsoft Word, Excel and Outlook. You would need at least an intermediate level of proficiency in these programs.
Transform the way you work across Word, Excel and Outlook
Discover how to supercharge your productivity with Microsoft 365 Copilot—an AI-powered assistant that helps you work smarter, faster and with greater impact. This course is designed for business users and professionals who already have solid skills in Word, Excel and Outlook and want to unlock the next level of capability.
Participants learn exactly how to use Copilot to streamline workflows, create content effortlessly and turn data into insights. From writing documents and analysing spreadsheets to managing complex inboxes, Copilot helps you get more done in less time.
Why Choose This Course?
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Experience live demonstrations of Copilot in real business scenarios
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Learn best-practice prompting techniques to maximise results
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Build confidence using AI tools safely and effectively
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Gain practical, hands-on experience with Word, Excel and Outlook integrations
Review the course outline below to see what is covered.
Face -to-Face Delivery:
- Learn from certified trainers with real-world experience.
- Participate in interactive learning experiences.
Rather study online?
Check out our Microsoft 365 Copilot Virtual Classroom option.
Contact us about running dedicated workshops for your business. You can choose between face-to-face classroom and online delivery, using Zoom or Teams.
Prerequisites
This course requires a solid understanding of Word, Excel and Outlook and the curiosity to discover new and powerful ways of working with them.
Course structure and content
The following topics are covered in this course:
Introduction to Copilot
- What Copilot is and where it fits in Word, Excel, Outlook.
- How it works (AI, Microsoft Graph, security).
- Benefits and limitations.
- Live demo – Copilot summarising a Word document.
Prompting and best practices
- Elements of an effective prompt.
- Using context and refinement to improve results.
- Practice: participants write and test prompts.
- Group reflection: what works and why.
Copilot in Word
- Generate and edit documents using Copilot.
- Tone adjustment, summarisation, rewriting.
Copilot in Excel
- Ask natural-language questions about data.
- Identify patterns and create visualisations.
- Generate insights automatically.
- Hands-on: use sample dataset for analysis.
- Discussion: validating Copilot’s results.
Copilot in Outlook
- Summarise threads and key actions.
- Draft replies and adjust tone.
- Hands-on: use sample emails to test Copilot.
- Best practices for data sensitivity.