Microsoft Copilot 365 and AI Tools in Daily Work
Discover how to use AI and Microsoft Copilot 365 in your daily work. Boost your team's productivity and gain time for what really matters.
Goals
- Understand Microsoft Copilot's capabilities and how it works within the Microsoft 365 environment.
- Master practical techniques for using AI to automate everyday tasks.
- Develop skills in creating effective prompts and commands when working with Copilot.
- Increase individual and team efficiency by integrating AI tools into daily business processes.
Course content
Example program for 1 or 2 days - modular course covering Microsoft Copilot and practical AI use in the workplace. Content is illustrative and can be adjusted for different duration and client needs.
We always personalize the course content to the client's requirements, team skills, and business objectives.
- Learn the fundamentals of artificial intelligence in business language. Zero code, maximum usefulness.
What is AI, LLM, and generative AI? How does it differ from traditional automation?
Brief history: from basic automation to intelligent agents.
Real-world examples: where AI is already working in your industry.
- Learn the fundamentals of artificial intelligence in business language. Zero code, maximum usefulness.
- Copilot isn't a gadget, it's your new way of working. See how to use AI in Word, Outlook, Excel, and beyond.
What is Microsoft Copilot and how does it integrate with Microsoft 365?
Different types of Copilot: Copilot Chat, Copilot in apps (Word, Excel, PowerPoint, Outlook, Teams), and Agent Mode.
Licensing and access: what's included in your subscription?
Security and privacy: where does your data go? How does Microsoft protect your information?
- Copilot isn't a gadget, it's your new way of working. See how to use AI in Word, Outlook, Excel, and beyond.
- Use AI with your own messages, documents, and meetings to get at least 1 extra hour in your workday.
What is Copilot Chat and how to access it (web, desktop, mobile).
Working with your Microsoft 365 data: emails, documents, meetings, and calendar.
Practical examples: "Summarize last week's emails from [person]," "Find documents about [project]," "What were the key decisions from yesterday's meeting?"
Memory and personalization: how Copilot learns your preferences.
Workshop: Practice common Copilot Chat scenarios with real or sample data.
- Use AI with your own messages, documents, and meetings to get at least 1 extra hour in your workday.
- You don't need to know AI, you just need to say what you need. Copilot will do the rest.
What makes a good prompt? The RCTF framework: Role, Context, Task, Format.
Examples of weak vs. strong prompts.
Iterative prompting: refining your requests to get better results.
Ready-to-use prompt templates for common business tasks.
Workshop: Create your own prompt templates for tasks you do regularly.
- You don't need to know AI, you just need to say what you need. Copilot will do the rest.
- Turn 2 hours of inbox browsing into 10 minutes of summaries. See how Copilot catches key threads before you finish your morning coffee.
Summarizing long email threads and catching up quickly.
Drafting professional emails and replies with the right tone.
Email coaching: getting suggestions to improve clarity and professionalism.
Voice catch-up: hands-free email management on mobile.
Workshop: Practice drafting, summarizing, and organizing emails.
- Turn 2 hours of inbox browsing into 10 minutes of summaries. See how Copilot catches key threads before you finish your morning coffee.
- Jotted down some loose thoughts? Copilot will turn them into a polished document you can send to a client. See how it transforms chaos into professionalism.
Drafting documents from scratch or from bullet points.
Rewriting and improving existing text.
Changing tone and style (formal, casual, concise, detailed).
Generating document summaries and extracting key points.
Agent Mode in Word: iterative, collaborative document creation.
Workshop: Create a professional document (report, proposal, memo) using Copilot.
- Jotted down some loose thoughts? Copilot will turn them into a polished document you can send to a client. See how it transforms chaos into professionalism.
- You don't need to be an analyst to draw insights from data. We'll show you how Copilot in Excel analyzes and explains numbers in plain language.
Understanding your data: asking questions in natural language.
Creating formulas, charts, and pivot tables without technical knowledge.
Data analysis: identifying trends, patterns, and outliers.
Generating insights and recommendations from your data.
Agent Mode in Excel: letting AI handle complex multi-step analysis.
Workshop: Analyze a sample dataset and create actionable insights.
- You don't need to be an analyst to draw insights from data. We'll show you how Copilot in Excel analyzes and explains numbers in plain language.
- From brief to presentation in 5 minutes? Yes, with Copilot. We'll show you how to create slides that speak for themselves, literally.
Creating presentations from scratch or from documents.
Adding and improving slides with AI-generated content and images.
Adjusting design, layout, and tone.
Generating speaker notes and presentation summaries.
Agent Mode in PowerPoint: building and refining decks iteratively.
Workshop: Create a professional presentation on a given topic.
- From brief to presentation in 5 minutes? Yes, with Copilot. We'll show you how to create slides that speak for themselves, literally.
- No time for meeting notes? Copilot will do it for you, and catch decisions that nobody wrote down.
Meeting summaries with key points and action items.
Catching up on meetings you missed.
Real-time transcription and intelligent recaps powered by Copilot.
Using Copilot Chat in Teams for collaboration.
Workshop: Practice using Copilot during a simulated meeting.
- No time for meeting notes? Copilot will do it for you, and catch decisions that nobody wrote down.
- AI Agents answer questions, find documents, and handle simple processes, 24/7, no complaining.
What are AI Agents and how do they differ from Copilot?
Pre-built agents: Employee Self-Service, HR Assistant, IT Helpdesk, and more.
Creating simple agents in Microsoft 365 Copilot.
Agent Mode: iterative, autonomous task completion in Word, Excel, and PowerPoint.
When to use agents vs. Copilot: understanding the right tool for the job.
Introduction to Copilot Studio (overview for next steps).
- AI Agents answer questions, find documents, and handle simple processes, 24/7, no complaining.
- For teams ready to take the next step: building custom agents and advanced automations.
What is Copilot Studio? Platform for creating and managing custom AI agents.
Building agents with no code or low code: conversational flows, actions, and integrations.
Connecting to enterprise systems: Power Automate, Dataverse, Microsoft Graph, and 1,400+ connectors.
Deploying agents across channels: Teams, SharePoint, WhatsApp, websites.
Governance and security: managing agents at scale with proper controls.
Agent 365: unified control plane for enterprise agent management.
Integration with Azure AI Foundry for advanced AI scenarios.
Note: This is an overview only. Hands-on Copilot Studio training is available as a separate advanced course.
- For teams ready to take the next step: building custom agents and advanced automations.
- Security and compliance: what you need to know when using AI at work.
Privacy considerations: what to share and what not to share with Copilot.
Organizational governance: setting policies and guidelines for AI use.
Measuring ROI: how to track time saved and productivity gains.
Building a Center of Excellence (COE) for AI adoption.
Your 30-day action plan: implementing what you've learned in your daily work.
Q&A and wrap-up.
- Security and compliance: what you need to know when using AI at work.
Requirements
- Basic computer and internet skills are required.
- A Microsoft 365 license with Copilot access is recommended (Copilot for Microsoft 365). For organizations just starting out, a trial subscription or demo environment can be used during training. Note: Some features like Agent Mode and advanced integrations with office suite require specific Microsoft 365 Copilot licenses provided to users by the company, but are also available on personal subscriptions.
Target Audience
This training is designed for teams who want to effectively use AI in their daily work and streamline their tasks with Microsoft Copilot.
Training Methodology
Hands-on workshops (minimum theory). We solve tasks together that simulate real workplace challenges. We can discuss specific problems and work with your company data (e.g., anonymized).
Before the training, we conduct a needs analysis, based on which we develop a training program tailored to your group.
Additional information
In a world where the pace of work grows every day, the ability to use artificial intelligence is becoming essential. Microsoft Copilot supports users in daily tasks, speeding up document writing, data analysis, presentation creation, and team communication. The result of this training is equipping participants with practical skills in effectively using artificial intelligence, with a particular focus on Microsoft Copilot, to increase productivity, optimize work processes, and save time in a business environment.
Every training is customized to the needs of the participants.
What's included in the price:
- Trainer travel to your location
- Original training materials (PDF)
- Notebooks and pens
- Completion certificates
- Option to ask 2-3 follow-up questions for up to 6 months after training (by email)
- Evaluation: post-training survey with a summary report
- Optional add-ons: pre-training call between the client and trainer to align on needs, laptop rental, external venue, catering, post-training knowledge tests
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