Overview:

Microsoft Copilot

Flexible, customisable training for individuals, teams & organisations

Unlock the full power of Microsoft Copilot and transform the way you work. This flexible training program shows you how to use AI across Microsoft 365 to save time, boost productivity, and create smarter workflows — no matter your role or skill level.

Whether you’re looking for a practical introduction to the built‑in Copilot features, or want deeper training in automation and Copilot Studio, the course is tailored to your goals.

What You’ll Learn

How to use Copilot across Word, Excel, PowerPoint, Outlook and Teams
Real‑world workflows to speed up writing, data analysis, presentations and communication
Best‑practice prompting to get better results, faster
How to use Copilot in Windows and Edge to assist across your whole computer
Optional advanced modules:
– Role‑specific AI workflows
– Data governance & responsible AI use
– Workflow automation
– Build your own Copilot using Copilot Studio

Why Choose This Training?

Completely customisable: choose beginner, intermediate, advanced — or mix
Suitable for individuals, teams, or whole organisations
Hands‑on, practical, and aligned to your daily tasks
Delivered onsite or online
Duration is flexible: short sessions, half‑day, full‑day, or multi‑day programs

You’ll Walk Away With

Practical AI skills you can use immediately
Ready‑to‑use prompts and workflows designed for your role
Increased confidence using Copilot safely and effectively
Optional: your own custom-built Copilot assistant

Course Details:

Skills Prerequisites for Each Course Level

Beginner / Essential Level

Ideal for users new to Microsoft Copilot or AI tools.

Prerequisites:

Basic computer skills (mouse, keyboard, navigating applications)
Ability to open, save, and edit files in Microsoft 365
Familiarity with Microsoft Word, Excel, PowerPoint, Outlook, and Teams at a basic level
Comfortable using a web browser and signing in to Microsoft 365
No prior AI or automation experience required

Great for: everyday users, admin staff, customer service, HR, education, early-stage adopters.

Intermediate Level

For users who already use Microsoft 365 regularly and want to integrate Copilot into day‑to‑day workflows.

Prerequisites:

Confident use of Microsoft 365 apps (Word, Excel, PowerPoint, Outlook, Teams)
Ability to manage documents, folders, shared files, and Teams channels
Basic understanding of organisational processes and typical workflows
Some experience writing prompts or using simple AI/chat tools (helpful but not required)

Great for: team leaders, coordinators, operational roles, project teams, finance/HR/sales teams.

Advanced Level

For users looking to expand into automation, role‑specific AI workflows, or Copilot Studio.

Prerequisites:

Strong working knowledge of multiple Microsoft 365 applications
Ability to interpret data, prepare content, or manage processes in their role
Familiarity with advanced features such as:
– Excel formulas or data analysis
– PowerPoint templates or branded slides
– Outlook rules and meeting management
– Teams collaboration and shared workspaces
Comfortable with structured problem‑solving and documenting workflows
No coding required, but logical thinking helps

Great for: business analysts, power users, managers, process owners, educators, digital champions.

Expert / Copilot Studio & Automation Level (Optional Add‑On)

For users wanting to build custom Copilots, connect data, or automate tasks.

Prerequisites:

All intermediate/advanced prerequisites, plus:
Familiarity with Microsoft 365 admin, SharePoint, or content structures (helpful but not essential)
Basic understanding of business processes and where automation fits
Some prior exposure to tools like Power Automate or Power Apps is beneficial (but not mandatory)

Great for: IT teams, digital transformation leads, solution designers, automation champions.

Duration:

- Download the course outline in PDF Format

Level:

Who Is This Course For?

This Microsoft Copilot training is suitable for all skill levels. Because the course is fully customisable, the content can be tailored to meet the needs of:

✔ Beginners

Users who are new to AI or Copilot and want to build confidence with everyday tasks in Microsoft 365.

✔ Intermediate Users

Regular Microsoft 365 users who want to integrate Copilot more deeply into their workflows and boost productivity.

✔ Advanced Users & Power Users

Teams or individuals looking to optimise processes, create role‑specific AI workflows, or get more precision from their prompting.

✔ Experts & Automation‑Focused Roles (Optional Modules)

Participants who want to explore Copilot Studio, build custom AI assistants, or automate business processes.

Flexible to Your Needs

The course level is determined by the modules you choose. Whether you need a foundational introduction, a productivity‑focused workshop, or deep‑dive technical training, the program can be shaped to suit your audience and goals.

Learning Outcomes:

Learning Outcomes

By the end of this training, participants will be able to:

✔ Use Microsoft Copilot confidently across Microsoft 365

Apply Copilot tools effectively in Word, Excel, PowerPoint, Outlook, and Teams
Generate, refine, and summarise content using natural‑language prompts
Streamline everyday tasks and reduce time spent on manual work

✔ Create more efficient, AI‑enhanced workflows

Transform long documents, data files, or emails into clear, actionable outputs
Use Copilot to automate routine tasks, prepare content, and extract insights
Apply best‑practice prompting to achieve more accurate, useful results

✔ Improve communication and collaboration

Summarise meetings, email threads, and conversations using Copilot in Teams and Outlook
Produce clearer reports, briefs, presentations, and messages with AI support
Enhance team collaboration using shared files and AI-generated summaries

✔ Work smarter with Copilot for Windows and Edge

Use Copilot to troubleshoot, find information, summarise content, and perform system-wide actions
Access AI support directly through your browser for faster research and content creation

✔ Apply Copilot skills to real workplace scenarios

Use AI to support role‑specific tasks (e.g., HR, finance, sales, operations, leadership)
Build prompts and workflows tailored to your organisational processes
Identify opportunities for AI assistance in day-to-day work

✔ Use AI safely, responsibly, and confidently

Understand data privacy, security boundaries, and organisational permissions
Make informed decisions about what information can be shared with Copilot
Apply responsible AI practices aligned with organisational policies

✔ (Optional) Build or automate with advanced tools

If chosen as part of the course customisation:

Create automated workflows using Power Automate
Build a simple custom Copilot using Copilot Studio
Connect data sources and design AI-driven processes without coding