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Copilot 365 in Practice

Cover of the “Copilot 365 in Practice” training

Practical training for teams using Microsoft 365 who want to get real value from Copilot — from everyday tools through to creating personalised intelligent agents.

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Who This Training Is For

  • Teams using Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams)
  • Administrative, commercial, management and operations staff
  • Organisations with an active or planned Microsoft 365 Copilot licence
  • Departments looking to gain immediate efficiency without changing tools

What Your Team Will Achieve

  • Draft emails, reports and presentations with Copilot in seconds
  • Analyse data in Excel with natural language — no complex formulas
  • Summarise meetings and generate automatic minutes in Teams
  • Use Copilot Chat as a cross-organisational AI assistant
  • Build personalised agents with custom instructions and content

Training Programme

  1. Introduction to Copilot 365 — what it is, how it works and where it's integrated
  2. Prompt engineering — how to structure effective prompts and get the most from AI
  3. Copilot across essential tools — Word, Excel, PowerPoint, Outlook, OneDrive and Teams
  4. Visual Creator — AI-assisted image, video and creative content generation
  5. Copilot Chat and intelligent agents — cross-tool assistant and custom agent creation
  6. Best practices, privacy and governance — safe and responsible use of Copilot in the organisation

Learning Objectives

  • Understand the core concepts of artificial intelligence and place Microsoft 365 Copilot within the current generative AI landscape
  • Build clear, structured and contextual prompts, applying a method that transfers to any work situation
  • Use Copilot Chat and Copilot inside Word, Excel, PowerPoint, Outlook and Teams, and explore Microsoft Loop, Copilot in Edge and AI Agents
  • Recognise the main risks and legal obligations tied to the use of AI and personal data (GDPR and AI Act) and apply good anonymisation practice
  • Apply what was learned to real, concrete tasks from your own professional context

Format

  • In-person or online
  • Flexible duration: 4h, 8h or 16h depending on depth and organisational goals
  • Hands-on exercises with participants' real tools
  • Cases adapted to each team's role and area

What Makes This Different

Many organisations have Microsoft Copilot licences and don't know how to use them effectively.

This training solves that — with real practical cases, no technical jargon, focused on immediate results for everyday work.


Is your team using Copilot to its full potential?

Request a personalised proposal.

Prepare your team to apply AI to real work

Share the context of the organization, the profile of the participants and what the team needs to be able to do better.

Request a Proposal