Mastering Microsoft 365 Copilot: From Prompts to Productivity

This course gives participants hands-on experience with Microsoft 365 Copilot across Word, Excel, PowerPoint, Outlook, and Teams. Learners will discover how to craft effective prompts, unlock insights from organizational and web-grounded data, and transform daily tasks into streamlined, AI-powered workflows. By the end, participants will know not just what Copilot does, but how to make it work for them.

1 Day

Custom

This course is designed for professionals who regularly use Microsoft 365 and want to elevate their productivity with AI. Ideal for business users, team leads, and knowledge workers seeking to:

· Draft sharper documents, presentations, and emails faster.

· Analyze data with less effort.

· Optimize collaboration and meeting efficiency.

· Confidently use AI chat features to support decision-making.

Basic familiarity with Microsoft 365 tools.

What You Will Learn

· Navigate Microsoft 365 Copilot’s key functions across apps.

· Design effective prompts tailored to documents, data, and communication.

· Enhance storytelling and visuals in PowerPoint.

· Draft and refine professional content in Word.

· Use Excel Copilot for analysis, summarization, and visualization.

· Manage meetings, chats, and projects more efficiently in Teams.

· Streamline email drafting and scheduling in Outlook.

· Apply Copilot Chat to integrate information across platforms and prepare for real-world scenarios (e.g., interviews, presentations).

Absolutely, Susie! Here’s your Microsoft 365 Copilot Training Outline reformatted to match the clean, structured style of your Agentic AI outline—no italics, consistent indentation, and ready for presentation or documentation:

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Microsoft 365 Copilot Training Outline

Module 1: Copilot Essentials

• What is Microsoft 365 Copilot?
• How it integrates with your existing workflow
• Responsible AI and data grounding: work vs. web
• Guided activity: Exploring Copilot’s interface

Module 2: PowerPoint with Copilot – Storytelling Reinvented

• Prompting for engaging slide layouts and designs
• Transforming raw ideas into polished decks
• Refining flow, visuals, and speaker notes
• Hands-on Challenge: Build a presentation from scratch with Copilot

Module 3: Word with Copilot – Smarter Writing, Faster Drafts

• Prompting for outlines, first drafts, and edits
• Using Copilot to elevate tone and clarity
• Collaboration features for review and revision
• Hands-on Challenge: Draft and refine a business report with Copilot

Module 4: Teams with Copilot – Collaboration Made Easier

• Summarizing chat threads and key decisions
• Meeting assistance: agendas, notes, and follow-ups
• AI-powered collaboration strategies
• Hands-on Challenge: Manage an end-to-end project meeting in Teams

Module 5: Excel with Copilot – Data to Decisions

• Simplifying analysis with natural language prompts
• Creating visual insights without complex formulas
• Customizing dashboards and summaries
• Hands-on Challenge: Turn raw data into a decision-ready report

Module 6: Outlook with Copilot – Smarter Email & Scheduling

• Drafting concise, engaging emails
• Managing scheduling and follow-ups more efficiently
• AI-powered inbox management tips
• Hands-on Challenge: Tame your inbox and prep a meeting with Copilot

Module 7: Copilot Chat – The AI Connector

• What Copilot Chat is and when to use it
• Work-grounded vs. web-grounded responses
• Cross-platform workflows: pulling insights across apps
• Hands-on Challenge: Interview prep using Copilot Chat

Module 8: Putting It All Together

• Best practices for prompt design across apps
• Real-world case studies: productivity gains and pitfalls
• Capstone exercise: Apply Copilot across multiple apps to solve a workplace scenario
• Reflection and resources for continued learning