Copilot for Microsoft 365 Fundamentals Training

Copilot for Microsoft 365 Fundamentals

A beginner friendly course that shows how to use Copilot inside Microsoft 365 to save time, communicate clearly, and move work forward. Participants learn where Copilot appears in desktop and web apps and how to prompt it safely for everyday tasks.

What will you learn?

You will understand Copilot’s capabilities and limits, where to find it across Outlook, Word, Excel, PowerPoint, and Teams, and how to apply simple prompting patterns that improve personal and team productivity.

After this training you will be confident in:

Identifying when Copilot can help and how to prompt it effectively
Using Copilot inside installed Office apps and Microsoft 365 web apps
Drafting, summarizing, and refining emails, documents, slides, and messages
Turning meetings and chats into clear action items and next steps
Applying basic privacy and data handling practices while using Copilot

Requirements:

Microsoft 365 account with Copilot enabled
Access to Outlook, Word, Excel, PowerPoint, and Teams on desktop and web
A few non sensitive sample files and emails for practice

Course Outline*:

*We know each team has their own needs and specifications. That is why we can modify the training outline per need.

Module 1: Getting started with Copilot in Microsoft 365

Where Copilot lives in desktop and web apps
Prompting basics for clarity, tone, and length
Understanding data boundaries, permissions, and safe sharing
Personal settings, suggested prompts, and quick wins

Module 2: Communication and scheduling with Outlook and Teams

Drafting and refining emails from bullet points or long threads
Summarizing inbox conversations and preparing quick replies
Meeting prep, meeting recap, action items, and follow ups in Teams
Turning chats and channel posts into tasks or notes

Module 3: Writing and presenting with Word and PowerPoint

Creating first drafts, outlines, and executive summaries in Word
Rewriting for tone, shortening or expanding sections, and adding citation placeholders
Building slide outlines, talking points, and speaker notes in PowerPoint
Converting a document into a short, on brand slide deck

Module 4: Working with data in Excel and cross app workflows

Explaining formulas, highlighting trends, and proposing simple visuals in Excel
Cleaning and reshaping small tables, then generating a short narrative insight
Moving from email to brief to deck to Teams update with consistent messaging
Daily productivity checklist to keep Copilot helpful without overuse

Hands-on learning with expert instructors at your location for organizations.

Level:

Foundation

Duration:

Hours (days:

)

Training customized to your needs

Immersive hands-on experience in a dedicated setting

*Price can range depending on number of participants, change of outline, location etc.

Get Quote

Master new skills guided by experienced instructors from anywhere.

Level:

Foundation

Duration:

Hours (days:

)

Training customized to your needs

Reduced training costs

*Price can range depending on number of participants, change of outline, location etc.

Get Quote

You can participate in a Public Course with people from other organisations.

/per trainee

Thanks for the numbers, they could be going to your emails. But they're going to mine... Thanks ;D

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Level:

Foundation

Duration:

Hours (days:

)

Fits ideally for individuals and small groups

Networking opportunities with fellow participants.

*Price can range depending on number of participants, change of outline, location etc.

Get Quote

Copilot for Microsoft 365 Fundamentals

What will you learn?

Requirements:

Course Outline*:

Module 1: Getting started with Copilot in Microsoft 365

Module 2: Communication and scheduling with Outlook and Teams

Module 3: Writing and presenting with Word and PowerPoint

Module 4: Working with data in Excel and cross app workflows

Get Quote for:

Copilot for Microsoft 365 Fundamentals

Start your training experience here!