Copilot staff training for Productivity

Transform how your team works by embedding Microsoft Copilot across everyday business applications.

This focused one-day training helps staff move beyond basic Microsoft 365 usage into purposeful, efficient use of Copilot within Word, Excel, PowerPoint, Outlook and Teams. Delegates will learn not just where Copilot exists, but how to prompt it effectively, interpret its outputs responsibly, and embed it into daily workflows to boost productivity, improve quality, and save time.

Microsoft 365 Copilot harnesses your organisation’s data within Word, Excel, PowerPoint, Outlook and Teams to accelerate tasks such as drafting, data analysis, presentation creation, email management, and meeting summarisation. Through practical demonstrations and hands-on exercises, delegates will learn to use Copilot to solve real work challenges from day one.

As Microsoft continues to update Copilot capabilities, course content is maintained to reflect the latest integration features and best practices.

---

Who is the Copilot course for?

This training is designed for company staff who:

• Use Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams) daily
• Have access to Microsoft Copilot but are unsure how to use it effectively
• Want to accelerate common tasks and workflows
• Need practical examples tailored to real business activities
• Wish to improve productivity and output quality with the tools already in their daily workflow

No prior Copilot experience is required familiarity with standard Microsoft 365 apps is sufficient.

---

Why should you take this Copilot staff training course?

Maximise daily productivity:

Copilot can dramatically reduce the time it takes to produce documents, perform data analysis, generate presentations, summarise emails, and run meeting follow-ups. Staff will learn how to extract insights, draft communications, and automate repeatable tasks using natural language prompts.

Improve work quality

Participants will master prompting techniques to get high-quality, context-aware outputs from Copilot, ensuring responses are relevant, accurate, and aligned with business context.

Embed Copilot into workflow

Rather than introducing Copilot as an abstract AI tool, this course shows how to integrate it into everyday work, improving task efficiency from the moment staff return to their roles.

---

Course Outline & Key Topics

Our practical one-day workshop is structured around Copilot usage in the key Microsoft 365 applications your team uses every day:

Introduction to Copilot in Microsoft 365

• What Copilot is, how it works with Microsoft Graph and organisational data
• Where Copilot appears across apps and how to engage it
• Prompting basics, responsible use, confidence interpretation, and security boundaries

Copilot in Word

• Drafting and refining business documents
• Summarising content and generating executive overviews
• Tone and audience adjustment

Copilot in Excel

• Asking natural language questions of data
• Generating formulas and summarising trends
• Producing analytical insights and visual suggestions

Copilot in PowerPoint

• Creating presentations from briefs or documents
• Improving narrative flow and slide messaging
• Generating speaker notes automatically

Copilot in Outlook

• Drafting and summarising emails
• Managing threads and generating follow-ups
• Improving inbox productivity

Copilot in Teams

• Extracting meeting summaries and action items
• Reviewing chat context and decisions
• Preparing agendas and follow-ups

Cross-Application Copilot Workflows

• Connecting outputs from Teams to Word, Excel, PowerPoint or Outlook
• Practical end-to-end productivity examples

Prompting best Practice & Governance

• Effective prompting techniques
• Understanding Copilot limits and when to validate output
• Data security, privacy and responsible use

---

What you will take away

• Practical skills to use Copilot confidently in major Microsoft 365 apps
• A set of prompt templates tailored to everyday business tasks
• Strategies to embed Copilot into daily workflows for immediate impact
• Awareness of Copilot limitations and responsible usage principles

---

How is the course delivered and what is the support

The course is delivered as a live interactive session with demonstrations, examples and hands-on exercises. You will engage with real business scenarios and receive supporting materials to continue skill development after the course.

---

FAQ

Do I need prior Copilot experience?

No, this course is designed to build confidence from first use through to effective everyday application.

Will this Copilot staff training course cover data security?

Yes, responsible use, data boundaries, and governance are integral parts of the training.

How is this Copilot staff training delivered?

Via Online live classroom as standard, with optional onsite delivery for larger groups.

How many people can attend this closed course?

A maximum of 8 members of staff.

Can the Copilot course be tailored for specific groups within an organisation?

Yes, if your talking about Finance, HR, Management, Sales teams.