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Microsoft 365 Copilot for Business Users

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(including virtual online classroom)
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Microsoft 365 Copilot for Business Users

This one-day introductory course on Microsoft Copilot for business users is designed to provide a comprehensive overview of this AI-powered productivity tool. Participants will learn how Copilot integrates with Microsoft 365 apps such as Teams, Excel, Outlook, Word, SharePoint, OneDrive, and PowerPoint to offer real-time intelligent assistance.

The course aims to enhance users' productivity, creativity, and collaboration skills, making it an invaluable resource for individuals, teams, and organizations looking to optimise their workflow and achieve better results.

The course is designed for beginners and does not require any prior knowledge of AI.

Knowledge of Microsoft Teams, Outlook, Word, PowerPoint, and Excel

Discover the complexities of Microsoft Copilot for Microsoft 365 through hands-on learning and understanding of its functionality and operation. Participants will learn how to create and edit content, analyse data, draft emails, and enhance presentations with Copilot. The course also includes modules on using Copilot with Graph-grounded chat and prompt engineering, ensuring a comprehensive understanding of this AI-powered productivity tool.

Lesson 1: Getting started with Microsoft 365 Copilot

  • Microsoft 365 Copilot introduction
  • Copilot’s ubiquitous integration with Microsoft 365
    Data Privacy, security, permissions and copyright
  • Licensing options
  • Installing and adding to Windows, browser, and Desktop Apps
  • Including real-time data from your work environment such as emails, chats, documents, and meetings using Graph-grounded chat

 

Lesson 2: How to interact with Copilot

  • How to talk to chat
  • Dos and Don’ts
  • Saving threads
  • Working with Copilot Pages feature
  • Uploading documents

 

Lesson 3: Task Automation with Copilot

  • Schedule meetings
  • Create Word documents and PDFs
  • Organise emails
  • Set reminders

 

Lesson 4: Copilot bespoke Agents

  • Understanding the concept and purpose of Copilot agents.
  • Setting Up steps to configure and deploy Copilot agents within Microsoft 365.
  • Tailoring Copilot agents to meet specific business needs and workflows.
  • How to integrate Copilot agents with various Microsoft 365 apps and services.
  • Techniques for training Copilot agents to improve their performance and accuracy.

 

Lesson 5: Copilot in Excel

  • Overview of Copilot's capabilities within Excel.
  • Data Analysis with Copilot: Using Copilot to analyse data, identify trends, relationships, and outliers.
  • Creating Formulae: Leveraging Copilot to generate and edit formulae efficiently.
  • Editing Excel Workbooks: Techniques for modifying and enhancing Excel workbooks using Copilot.
  • Formatting Data: Utilising Copilot to format data for better readability and presentation.
  • Automating Tasks: Streamlining repetitive tasks with Copilot's automation features.
  • Visualising Data: Creating charts and graphs with Copilot to visualise data insights.
  • Best Practices: Tips and strategies for maximising the use of Copilot in Excel.

 

Lesson 6: Copilot in Word

  • Introduction to Copilot in Word: Overview of Copilot's capabilities within Word.
  • Creating Content: Using Copilot to draft and generate content efficiently.
  • Editing Documents: Techniques for editing and refining documents with Copilot.
  • Utilising Existing Files: Leveraging Copilot to create content based on existing files.
  • Formatting Text: Applying formatting styles and options using Copilot.
  • Automating Tasks: Streamlining repetitive tasks with Copilot's automation features.
  • Improving Writing: Enhancing writing quality and coherence with Copilot's suggestions.
  • Best Practices: Tips and strategies for maximising the use of Copilot in Word.

 

Lesson 7: Copilot in PowerPoint

  • Introduction to Copilot in PowerPoint: Overview of Copilot's capabilities within PowerPoint.
  • Creating Presentations: Using Copilot to draft and design presentations efficiently.
  • Editing Presentation Content: Techniques for refining and enhancing presentation content with Copilot.
  • Utilising Designer: Leveraging Copilot's Designer feature to improve slide aesthetics.
  • Slide Transitions and Animations: Applying transitions and animations using Copilot.
  • Incorporating Branding: Using Copilot to integrate your organisation’s branding into presentations.
  • Gathering Presentation Information: Using Copilot to obtain and incorporate relevant information into presentations.
  • Automating Tasks: Streamlining repetitive tasks with Copilot's automation features.
  • Best Practices: Tips and strategies for maximising the use of Copilot in PowerPoint.

 

Lesson 8: Copilot in Outlook

  • Introduction to Copilot in Outlook: Overview of Copilot's capabilities within Outlook.
  • Drafting Emails: Using Copilot to compose and draft emails efficiently.
  • Summarising Email Threads: Leveraging Copilot to summarise lengthy email conversations.
  • Managing Inbox: Techniques for organising and prioritising emails with Copilot.
  • Automating Tasks: Streamlining repetitive tasks with Copilot's automation features.
  • Improving Communication: Enhancing email clarity and effectiveness with Copilot's suggestions.
  • Scheduling and Calendar Management: Using Copilot to manage appointments and calendar events.
  • Best Practices: Tips and strategies for maximising the use of Copilot in Outlook.

 

Lesson 9: Copilot in Teams

  • Introduction to Copilot in Teams: Overview of Copilot's capabilities within Teams.
  • Using Copilot in Chats: Leveraging Copilot to enhance chat and channel conversations.
  • Meeting Assistance: Utilising Copilot to manage and optimise Teams meetings.
  • Task Automation: Streamlining repetitive tasks with Copilot's automation features.
  • Collaboration Tools: Enhancing team collaboration and productivity with Copilot.
  • Document Management: Using Copilot to organise and manage shared documents.
  • Best Practices: Tips and strategies for maximising the use of Copilot in Teams.
Prices below are for scheduled courses held in our Edinburgh Training Centre or Live Virtual Classroom. Major discounts available for onsite or private courses: click General Enquiry button below to enquire about private courses.
Group discount
1 place £ 350 n/a
2 places £ 700 n/a
3 places £ 1050 £ 956
4 places £ 1400 £ 1260
5 places £ 1750 £ 1558
6 places £ 2100 £ 1848
7 places £ 2450 £ 2132
8 places £ 2800 £ 2408