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Microsoft 365 Copilot fundamentals for business professionals training course

Learn to use Copilot across Microsoft 365 and extend it with Copilot Studio

This one day interactive workshop provides practical, hands-on training for using Microsoft 365 Copilot across everyday applications. Participants will learn how Copilot enhances productivity, creativity, and collaboration through intelligent prompts and natural-language interaction.

Duration: One day

Advising on the best AI solutions for your business Location: Your offices or virtual

Microsoft 365 Copilot Training Course for Business image

Learn to seamlessly integrate M365 Copilot into your daily workflow

The session covers all core in-app Copilot experiences – including Word, Excel, PowerPoint, Outlook, Teams, and OneNote – alongside an introduction to extensibility with Copilot Studio. Participants will explore how built-in Copilot agents (such as Researcher and Analyst) and notebooks work, and how simple custom agents can be designed to meet specific business needs.

Delivered by experienced Copilot practitioners, the course blends demonstrations, guided exercises, and practical examples to help users get the most from Copilot on day one.

Who should attend?

Ideal for individuals and teams preparing to use Copilot confidently and actively support its successful, sustainable adoption across the organisation.

  • Business users adopting Microsoft 365 Copilot
  • Team leaders and managers driving Copilot adoption
  • Digital workplace and productivity champions
  • IT, change, and innovation leads supporting rollout and enablement

What you will learn

Participants will:

  • Understand Copilot’s role across Microsoft 365 apps and its integration with data and permissions
  • Generate, summarise, and edit content in Word using prompts
  • Analyse and visualise data in Excel with AI-assisted formulas, summaries, and insights
  • Create and design professional presentations in PowerPoint using natural-language commands
  • Manage inboxes, meetings, and communications with Copilot in Outlook and Teams
  • Capture and organise ideas efficiently using Copilot in OneNote
  • Explore Copilot extensibility using built-in agents (Researcher, Analyst), notebooks, and creating simple custom agents

Microsoft 365 Copilot fundamentals training for business professionals training course outline:

Introduction to Microsoft 365 Copilot

  • Overview of Copilot’s capabilities
  • Data security and permissions model
  • Integration with Microsoft 365 apps

Copilot in Word

  • Create, summarise, and refine content using prompts
  • Repurpose documents and generate drafts from existing material

Copilot in Excel

  • Analyse data and identify trends
  • Create summaries and visual insights using natural-language queries

Copilot in PowerPoint

  • Turn ideas or Word documents into slide decks
  • Generate speaker notes and reformat presentations

Copilot in Outlook

  • Draft, summarise, and respond to emails faster
  • Manage tone, priorities, and scheduling

Copilot in Teams

  • Meeting summaries and action tracking
  • Decision capture across channels and chats

Copilot in OneNote

  • Organise meeting notes
  • Summarise discussions and extract key insights

Copilot extensibility with Copilot Studio

  • Built-in agents: Researcher and Analyst
  • Explore notebooks
  • Create simple custom agents to extend Copilot’s capabilities

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