Course Description

This comprehensive one-day course empowers professionals to harness Microsoft 365 Copilot’s AI capabilities to streamline workflows, enhance productivity, and maintain data security. Participants will gain hands-on experience integrating Copilot across Word, Excel, PowerPoint, and Teams, with a focus on practical applications for business environments. Through demonstrations and real-world scenarios, delegates will learn to automate administrative tasks, generate data-driven insights, and optimise collaboration—all while adhering to organisational security protocols. By the end of the session, attendees will be equipped to quantify efficiency gains and implement Copilot strategically within their teams.

Target Student

Designed for business professionals, managers, and decision-makers who are proficient in Microsoft 365 applications and seek to leverage AI for measurable productivity improvements. Ideal for those with no prior AI experience but a foundational understanding of Office tools, this course is tailored to users who need to reduce administrative overhead, enhance reporting, and ensure GDPR-compliant use of Copilot with company data.

Performance-Based Objectives:

Upon successful completion of this course, students will be able to:

• Navigate Microsoft 365 Copilot’s interface and licensing requirements with confidence
• Apply generative AI to automate document creation, data analysis, and presentation design
• Integrate Copilot into Teams for efficient meeting summaries, task tracking, and collaborative workflows
• Utilise Copilot with company data securely, maintaining compliance with GDPR and organisational policies
• Quantify efficiency gains through measurable metrics (e.g., time saved, output consistency)
• Develop a rollout plan to implement Copilot effectively across teams

Course Outline

Module 1: Foundations of AI and Microsoft Copilot

• Demystifying AI: Key concepts and business applications
• Evolution of generative AI: From ChatGPT to integrated tools
• Copilot licensing and access requirements

Module 2: Core Copilot Functionalities

• Navigating Copilot in Bing for web-enhanced tasks
• Best practices for prompt engineering in Office applications
• Practical exercise: Generating reports and refining outputs

Module 3: Copilot in Microsoft 365 Applications

• Word: Drafting, editing, and templating documents
• Excel: Automating data analysis and visualisation
• PowerPoint: Creating dynamic presentations from outlines
• Teams: Summarising meetings and action items

Module 4: Security and Implementation

• GDPR compliance: Safeguarding company data
• Measuring productivity gains (e.g., benchmarking time savings)
• Structuring team-wide adoption: Phased rollout strategies

Module 5: Real-World Integration

• End-to-end scenario: From meeting minutes to stakeholder presentation
• Q&A and troubleshooting common challenges