(Online Delivery) An Introduction to Using Microsoft Copilot within Microsoft Office
An Introduction to Using Microsoft Copilot within Microsoft Office. This course is specifically designed and intended for use with a Microsoft 365 work or school Copilot license (something your organization would enable and supply on your behalf).
Description
9:00 – 9:15 AM | Welcome and Overview
- Introduction of instructor and participants
- Course objectives
- Agenda walkthrough
- Participant expectations and engagement tips
9:15 – 10:00 AM | Intro to AI and Generative AI
- What is Artificial Intelligence?
- Narrow AI vs. Generative AI
- Evolution and applications of AI in the workplace
- Key terms: LLM, prompt, model, hallucination
- MS Co-Pilot’s foundation (OpenAI, Microsoft 365 integration)
- Interactive Activity: 'Where have you seen AI in use?'
10:00 – 10:30 AM | What You Can and Cannot Do with GenAI
- Strengths: summarizing, drafting, analyzing, transforming
- Weaknesses: real-time data, factual accuracy, context limitations
- Responsible AI use: privacy, bias, and security
- Organizational policies and ethical considerations
- Mini Discussion: 'What tasks would you trust GenAI with?'
10:30 – 10:45 AM | Morning Break
10:45 – 11:30 AM | Co-Pilot Setup and Options
- Licensing and access
- Activating Co-Pilot in Microsoft 365
- Navigation and UI overview
- Integration across Microsoft apps
- Settings, permissions, and data access
- Hands-On: Set up and explore Co-Pilot environment
11:30 – 12:00 PM | Basic Prompting Techniques
- What is a 'prompt'?
- Do’s and don’ts for clear, useful prompts
- Prompt structures: Commands, Questions, Instructions
- Examples in Word, Excel, Outlook
- Exercise: Try simple prompts in your M365 environment
12:00 – 1:00 PM | Lunch Break
1:00 – 1:45 PM | Advanced Prompting Techniques
- Iterative prompting and refinement
- Tone, style, and voice control
- Contextual prompting (e.g., summaries from email threads)
- Combining multiple tools (e.g., using Excel data in a PPT)
- Hands-On: Prompt tuning challenges across apps
1:45 – 2:30 PM | Co-Pilot in Word and PowerPoint
- Word: Drafting content, summarizing long docs, editing and rephrasing
- PowerPoint: Creating decks from outlines or Word docs, design suggestions, visual asset generation
- Demo + Practice: Create a simple report and slide deck with Co-Pilot
2:30 – 2:45 PM | Afternoon Break
2:45 – 3:15 PM | Co-Pilot in Excel
- Analyzing data with natural language
- Creating charts, formulas, and summaries
- What Co-Pilot understands well (structured data)
- Pitfalls to avoid (incorrect calculations, assumptions)
- Exercise: Analyze a dataset and generate visualizations
3:15 – 3:45 PM | Co-Pilot in Outlook and Teams
- Outlook: Writing and summarizing emails, action item tracking
- Teams: Meeting summaries, chat assistance and action items
- Real-time collaboration with Co-Pilot
- Activity: Draft a project update email and simulate meeting notes
3:45 – 4:00 PM | Wrap-Up and Q&A
- Review of key learnings
- Top tips for continued use
- Resources and documentation
- Feedback collection
- Certificates or completion tokens (if applicable)