Course Description

This 1 day course is designed to provide users with an introduction to Microsoft 365 and the range of tools available for communication, collaboration and productivity. Delegates will explore key Microsoft 365 apps and services in a cloud environment, including working with files, sharing information and collaborating with others.

The course also introduces the AI capabilities available within Microsoft 365, including Microsoft Copilot, and explores how AI can be used to support everyday tasks such as creating, summarising and improving content. Delegates will also gain an awareness of effective prompting, responsible AI use and the importance of reviewing AI-generated content.

Target Audience

An end user who will be required to use Office 365 and needs an understanding of its features. Delegates who wish to gain a deeper understanding of the individual applications in Office 365 should attend the appropriate application specific courses.

Prerequisites

Attendees should have a basic familiarity with using Microsoft Office applications, such as Word, Excel and Outlook, and be comfortable using a web browser. In-depth knowledge of Microsoft Office or Microsoft 365 is not required.

No previous experience of Microsoft Copilot or other AI tools is required.

Course Content

Getting Started with Microsoft 365

• What is Microsoft 365?
• Understanding the Microsoft 365 cloud environment
• Explore the Microsoft 365 home page and app launcher
• Identify key Microsoft 365 apps and services
• Access Microsoft 365 from a web browser
• Microsoft 365 desktop and mobile apps

OneDrive and File Management

• What is OneDrive?
• Navigate the OneDrive interface
• Create and organise files and folders
• Upload and manage files
• Share files and folders
• Understand sharing permissions
• Access and work with shared files
• Collaborate on documents

SharePoint

• What is SharePoint?
• Understand the role of SharePoint in Microsoft 365
• Navigate SharePoint sites
• Work with document libraries and lists
• Access, share and collaborate on documents
• Understand the relationship between SharePoint, OneDrive and Teams

Microsoft 365 Apps

• Work with Word, Excel and PowerPoint in Microsoft 365
• Understand online vs desktop applications
• Know when to use the online or desktop version
• Create, open and save documents in the cloud
• Share and co-author documents
• Work with AutoSave and version history

Microsoft Teams

• What is Microsoft Teams?
• Navigate the Teams interface
• Use chats and group chats
• Understand teams and channels
• Create and participate in conversations
• Use @mentions and notifications
• Share and collaborate on files
• Make audio and video calls
• Join and participate in online meetings
• Search for messages, people and files
• Access Teams on mobile devices

Outlook and Microsoft 365

• Explore Outlook in Microsoft 365
• Work with email, calendar and contacts
• Flag messages and manage follow-up
• Understand the integration between Outlook, Teams and other Microsoft 365 apps

OneNote

• What is OneNote?
• Understand notebooks, sections and pages
• Create and organise notes
• Add text, images, links and other content
• Access and share notebooks

Planner and To Do

• Understand Planner and Microsoft To Do
• Create and manage personal tasks
• Use My Day, Important and Planned
• Create lists and organise tasks
• Create and manage plans in Planner
• Add, assign and organise tasks
• Understand how tasks integrate across Microsoft 365

Microsoft Forms

• What is Microsoft Forms?
• Create forms and surveys
• Add and configure questions
• Share a form
• Collect and review responses
• View response summaries

Introduction to AI and Microsoft Copilot

• What is Artificial Intelligence (AI)?
• What is Generative AI?
• Introduction to Microsoft Copilot
• Explore where AI and Copilot appear in Microsoft 365
• Examples of AI in Word, Excel, PowerPoint, Outlook and Teams
• Understand what makes an effective prompt
• Use AI to create, summarise and improve content
• Understand the limitations of AI-generated content
• Consider data security, privacy and responsible AI use
• Review and validate AI-generated responses

Exploring Other Microsoft 365 Apps and Services

• Introduction to the wider Microsoft 365 ecosystem
• Power BI for reporting and data visualisation
• Power Apps for creating business applications
• Power Automate for automating processes and workflows
• Where to find additional Microsoft 365 apps and services