(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
Microsoft Copilot has become one of the most valuable tools in the workplace because it helps people work faster, stay organized, and focus on what really matters. Over the past two years, many organizations have adopted Copilot as they see how it can simplify everyday tasks and reduce the amount of time spent on routine work. Its tool-set has also grown significantly, now covering Outlook, Word, Excel, PowerPoint, Teams, and Microsoft 365 Chat. This variety makes Copilot useful for everything from writing emails to analyzing data to preparing presentations, giving employees a flexible and reliable partner throughout their entire workday.
In this workshop, we will introduce Microsoft Copilot through a mix of demonstration and hands-on activities. Whether you’ve never used Copilot before, or have some experience with Generative AI, this experience will set you up for success by giving you tips for integrating Copilot into your daily workflow.
Microsoft Copilot Licensing and Access
This course is designed for business and organizational users who have been provided access to Microsoft Copilot through their employer or educational institution. Microsoft currently offers multiple organizational Copilot experiences, each providing different levels of functionality. Regardless of which supported Microsoft Copilot experience participants have, this course provides practical skills that can be applied immediately within their work environment.
| Microsoft Copilot Experience | Additional Copilot Purchase Required? | Where Copilot Is Used | Microsoft 365 Office Integration | Applicable to This Course? |
|---|---|---|---|---|
| Microsoft 365 Copilot Chat | Generally no; included with eligible Microsoft 365 organizational subscriptions | Web browser, Microsoft 365 Copilot application, and mobile application | Limited; primarily a chat-based experience rather than full in-document assistance | ✅ Yes |
| Microsoft 365 Copilot Business | Yes | Web browser, Microsoft 365 Copilot application, mobile application, and directly within supported Microsoft 365 applications | Full Copilot integration within supported versions of Word, Excel, PowerPoint, Outlook, Teams, and other Microsoft 365 applications | ✅ Yes |
| Microsoft 365 Copilot | Yes | Web browser, Microsoft 365 Copilot application, mobile application, and directly within supported Microsoft 365 applications | Full Copilot integration within supported versions of Word, Excel, PowerPoint, Outlook, Teams, and other Microsoft 365 applications | ✅ Yes |
Public Class Delivery
Public classes are designed for participants using any of the supported Microsoft Copilot organizational experiences. Throughout the course, instruction includes both the browser-based Microsoft Copilot experience and, where available, the direct in-application Microsoft Copilot experience within Word, Excel, PowerPoint, Outlook, Teams, and other Microsoft 365 applications.
Because participants may have different Microsoft Copilot licenses assigned by their organization, the instructor will clearly identify which features are available to all users and which require Microsoft 365 Copilot Business or Microsoft 365 Copilot. Demonstrations, discussions, and hands-on activities are adapted throughout the class to reflect the level of in-application functionality available to participants, ensuring every student receives practical, relevant instruction regardless of their organization's Microsoft Copilot deployment.
Private Class Delivery
Private classes are customized to the customer's Microsoft Copilot environment. Prior to delivery, the instructor reviews the organization's Microsoft Copilot licensing, Microsoft 365 configuration, business objectives, and intended use cases. Course content, demonstrations, labs, and hands-on activities are then tailored specifically to the customer's environment, allowing participants to focus exclusively on the Microsoft Copilot capabilities available within their organization and the workflows most relevant to their business.
Class Agenda
Lesson 1. Introduction to Generative AI
- What Generative AI is and how Copilot fits into Microsoft’s ecosystem
- Practical workplace use cases + responsible AI considerations
Lesson 2. Copilot Interface: Prompts, Agents & Basic Creation
- Navigating Microsoft 365 Chat vs in-app Copilot; how context works
- Prompting essentials + intro to multi-step agents for workflows
Lesson 3. Training Copilot for Better Results
- Teaching Copilot your voice, format, preferences, and workflows
- Using iterative prompting and templates to improve reliability
Lesson 4. Using Copilot Across MS Office Apps
Outlook
- Draft, rewrite, and summarize emails, extract tasks and meetings
Word
- Create and refine documents; adjust tone, structure, and clarity
PowerPoint
- Generate slide decks; edit structure, design, and speaker notes
Excel
- Analyze data, write formulas, create charts, summarize insights
Teams
- Summarize meetings, extract action items, query chats and channels
Lesson 5. Building Your Copilot Workflow
- Combine tools into daily routines and multi-app workflows
- Strategies for troubleshooting and refining outputs
Lesson 6. Wrap-Up & Q&A
- Recap key concepts; share rapid-fire prompt ideas
- Open discussion and participant reflections