Copilot for Business Teams • Workshop

  • Select Location
Select a location then date
No dates available
Price (ex vat): £1200

    PrintDURATION: 1 day
    TIME: 09:00 to 16:00 GMT

    The practical program "Copilot for Business Teams" equips senior leaders, managers, and professional staff using Microsoft 365 with practical skills, confidence, and governance to use Generative AI and Microsoft Copilot effectively in their daily work. Its design is for the public sector, defence and regulated environments.

    About Copilot for Business Teams • Workshop

    Copilot for Business Teams: practical Microsoft 365 Copilot training for your whole team

    One hands-on day that turns Copilot licences into real time saved, using exercises built around your business.

    Your organisation has invested in Microsoft 365 Copilot. Now your people need to use it well. Copilot for Business Teams is a one-day, hands-on Microsoft 365 Copilot training course for office staff. Delegates practise in Word, Excel, PowerPoint, Outlook and Teams using realistic scenarios from your sector, not generic examples. They leave with finished work, a personal prompt library and a 30-day plan to build the habit.

    Enquire about in-house training

    One-day course · Hands-on in your own Microsoft 365 apps · Tailored to your sector · Delivered by IPSO FACTO


    Who this Copilot training course is for?

    This course is for general office staff and team leaders whose organisation has rolled out Microsoft 365 Copilot. No technical knowledge or previous AI experience is needed. If you can use Word, Outlook and Teams, you are ready.
    Microsoft Copilot for business teams training with IPSO FACTO
    It suits teams in:

    • Customer service and account management
    • Operations, planning and administration
    • Finance, accounts and credit control
    • HR and office management
    • Sales and business development

    The problem it solves

    Many organisations buy Copilot licences, then find that people try it once, get a generic answer and go back to old habits. The issue is rarely the tool. It is that staff have not been shown how to ask clearly, how to point Copilot at the right information, or how to check what it gives back. This course fixes that in one day, using work that looks like your work.

    Requirement: each delegate needs a Microsoft 365 Copilot licence and a work account for the hands-on exercises.


    What you will be able to do

    By the end of the day, delegates will be able to:

    1. Explain how Microsoft 365 Copilot works and how it keeps company information safe, and choose between Work and Web mode.
    2. Write clear prompts using a simple four-part framework: Goal, Context, Source and Expectations.
    3. Draft, rewrite and summarise documents and emails in Word and Outlook, and share work using Copilot Pages and Notebooks.
    4. Analyse a spreadsheet with Copilot in Excel and turn the results into a PowerPoint presentation.
    5. Use Copilot in Teams to catch up on meetings and chats, capture decisions and actions, and choose the right privacy setting.
    6. Check Copilot’s answers before using them, and use ready-made agents such as Researcher and Analyst for bigger tasks.

    Course content: the day at a glance

    • Copilot foundations and keeping data safe: What Copilot is and is not, where to find it, Work and Web mode, enterprise data protection, golden rules for everyday use.
    • Writing prompts that work: The four-part prompt framework, using / to point Copilot at your own files, improving answers step by step, starting a prompt library.
    • Copilot in Word and Outlook, Pages and Notebooks: Drafting and rewriting, summarising long documents and email threads, writing in your company’s tone, sharing work with your team.
    • Copilot in Excel and PowerPoint: Getting data ready, asking questions of your data, PivotTables and charts, building a presentation from your own files.
    • Copilot in Teams and Copilot agents: Meeting recaps, decisions and actions, privacy settings for sensitive meetings, catching up on chats, the Researcher and Analyst agents.
    • Checking the work and action planning: Spotting errors and made-up facts, a simple checking method, your 30-day plan

    Sessions run 09:00 to 16:00 with regular breaks and lunch.


    What your team leaves with

    This is not a day of watching demonstrations. Every exercise produces something real:

    • A reply to a difficult customer email, written in your company’s tone
    • A one-page plain-English summary of a long policy or procedure
    • A data analysis in Excel with a PivotTable and chart, checked by hand
    • A five-slide presentation built from their own files
    • A meeting recap with decisions, owners and dates
    • A personal prompt library for the tasks they do every week
    • A 30-day action plan and a time-saved log to measure the benefit

    Training tailored to your business

    Before the course, we talk to you about your sector, your teams and the tasks that take up their time. We then build the exercises around realistic scenarios from your world, using safe, fictional data. A logistics team works on late deliveries and customer claims. A finance team works on month-end reports and credit control. The skills are the same; the examples feel like everyday work, so people use them the next morning.

    Every delegate receives a full handbook and workbook with step-by-step exercises, ready-made prompts for their role, a quick reference card and a glossary of Copilot terms in plain English.


    Why choose IPSO FACTO for Copilot training

    • Practical first. Every session ends with a usable output, not just theory.
    • Human in the loop. We teach people to check Copilot’s work before it goes anywhere, so quality and accountability stay with your team.
    • Safe by design. Clear guidance on data protection, permissions and when not to use AI.
    • Up to date. Course content is checked against Microsoft’s latest documentation before each delivery, because Copilot changes every month.
    • Experienced trainers. IPSO FACTO is a UK professional training provider. Your trainer has delivered business AI courses for more than 3 years.

    Course details at a glance

    • Course: Copilot for Business Teams
    • Duration: One day, 09:00 to 16:00
    • Level: Introductory to intermediate; no AI experience needed
    • Audience: General office staff and team leaders
    • Format: Hands-on, trainer-led
    • Group size: Max 12 delegates
    • Included: handbook, tailored exercise files, prompt library
    • Requirements: Microsoft 365 Copilot licence and work account for each delegate; one laptop per delegate
    • Price: £1,200 per group + VAT

    Book Copilot training for your team

    Tell us about your team and how you use Microsoft 365, and we will send you a tailored course outline and quote, usually within two working days.

    Enquire about in-house Copilot training

    Supporting line: Prefer to talk it through? Call 01489 588453 or email mail@ipsofacto.uk.com.


    Copilot training FAQs

    What is Microsoft 365 Copilot training?

    Microsoft 365 Copilot training teaches staff to use the AI assistant built into Word, Excel, PowerPoint, Outlook and Teams. Good training covers how to write clear prompts, how to point Copilot at the right files, how to keep data safe and how to check Copilot’s answers before using them.

    Do delegates need a Copilot licence to attend?

    Yes. Each delegate needs a Microsoft 365 Copilot licence and a work account, because the exercises are done hands-on in the real apps. If your organisation only has the free Copilot Chat, talk to us first and we will adapt the content.

    Is this course suitable for non-technical staff?

    Yes. It is designed for general office staff with no AI or technical background. If you can use Word, Outlook and Teams, you can take part. Everything is explained in plain English, with a glossary of Copilot terms in the handbook.

    Can the course be tailored to our industry?

    Yes, and that is the point of it. We build the exercises around realistic scenarios from your sector and the tasks your teams actually do, using safe fictional data. Delegates practise on work that looks like theirs.

    Is Copilot safe to use with company information?

    When staff sign in with a work account, Copilot runs with Microsoft’s enterprise data protection. Prompts and responses stay within Microsoft 365, are not used to train Microsoft’s AI models, and Copilot only shows information the user already has permission to see. The course explains what this means day to day and where extra care is needed.

    What is the difference between Copilot Chat and Microsoft 365 Copilot?

    Copilot Chat is included with most Microsoft 365 business subscriptions and answers mainly from the web and files you add. A paid Microsoft 365 Copilot licence adds Copilot inside Word, Excel, PowerPoint, Outlook and Teams, plus answers grounded in your emails, files, chats and meetings.

    Will Copilot replace our staff?

    No. Copilot speeds up drafting, summarising and analysis, but people still decide what is accurate, appropriate and ready to send. We treat AI as a way to improve performance, and we teach a simple checking method so your team stays in control of quality.

    What happens after the course?

    Every delegate leaves with a 30-day action plan, a prompt library and a time-saved log so they can measure the benefit.

    Aim & Objectives

    Course Content

    Video Testimonials

    Client Testimonials