This hands-on session helps Microsoft 365 users integrate Copilot into everyday workflows. Learn how to use the sidebar with OneDrive content, analyse email chains, generate Excel visualisations, and build PowerPoint decks from existing materials, leaving with practical skills to reduce friction, save time, and get more value from your files.

Who Should Attend

This course is suitable for professionals across all business functions who want to maximise productivity with Microsoft 365 Copilot. It is ideal for Microsoft Office users with Copilot access, managers and team leaders focused on operational efficiency, business professionals looking to automate routine tasks, project managers who want to simplify planning and reporting, and HR, legal or compliance teams needing structured information extraction. It is also relevant for data analysts using AI to support reporting. No technical background is required, as the course is designed around practical, real-world business applications.

Prerequisites

No prerequisites are necessary for this session.

What You’ll Learn

  • Effective prompting for Copilot across Word, Excel, PowerPoint, Outlook and OneDrive

  • Contextualising Copilot outputs with your own Word, Excel, PowerPoint and PDF files for more accurate business insights

  • Rapid drafting techniques for proposals, reports and professional communications

  • Slide deck creation using existing documents, notes and source materials

  • Data interpretation and visualisation in Excel without complex formula expertise

  • Automatic summarisation of lengthy email threads and meeting conversations

  • Outlook email drafting that reflects your professional tone and available context

  • Ways to embed Copilot into everyday workflows and team processes

Tools used

Microsoft Copilot, Microsoft 365 Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft OneDrive, and Microsoft Outlook.

Course Agenda

    • Extending your capabilities beyond standard Office tools
    • Navigating the Microsoft Graph: Understanding data boundaries and access points

Why our approach works

Measurable impact

Measurable impact

Track the return on learning investment through greater efficiency, productivity and cost savings.

Applied learning

Applied learning

Prioritise practical value, business needs and measurable outcomes when evaluating and applying AI solutions.

Get in touch

For further information about the content we cover and how we can help your business with our AI learning, our team is here to help.