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Microsoft Copilot for Business Users

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Duration: 6-8 Hours

Course Overview

This practical course introduces business users to Microsoft Copilot and shows how it can support everyday workplace activities such as drafting content, summarizing information, preparing meetings, analyzing data, and improving productivity. The course focuses on realistic business use cases, effective prompting, and responsible use of AI.

Format of Training

Instructor-led classroom or virtual training
Approximately 5 to 6 instructional hours
Short theory explanations followed by demonstrations
Guided hands-on exercises
Practical Microsoft 365 business scenarios
Individual and group prompt exercises

Course Objectives

Understand how Microsoft Copilot supports common business activities
Write clear and effective prompts for workplace tasks
Use Copilot across key Microsoft 365 applications
Apply Copilot to communication, meetings, documents, and basic analysis
Review and improve AI-generated outputs
Use Copilot responsibly with business information

Prerequisites

Course Outline

Session 1 – Microsoft Copilot Fundamentals and Everyday Business Use

Understanding generative AI in a business environment
What Microsoft Copilot can and cannot do
Overview of Copilot within Microsoft 365
Understanding prompts, context, instructions, and expected outputs
Building effective prompts for workplace tasks
Improving weak prompts through follow-up instructions
Drafting and rewriting business content in Word
Summarizing documents and extracting key information
Drafting and improving professional emails in Outlook
Summarizing email conversations and identifying actions
Using Copilot in Teams for meeting summaries and action points
Hands-on exercise: create and improve prompts for common business tasks

Session 2 – Practical Copilot Workflows, Excel Use and Responsible AI

Using Copilot in Excel to explore and summarize business data
Asking natural language questions about spreadsheets
Identifying trends, patterns, and exceptions
Using Copilot to support formulas and data interpretation
Creating presentation content using Copilot in PowerPoint
Turning business information into structured presentation points
Combining Copilot across Word, Outlook, Teams, Excel, and PowerPoint
Understanding AI-generated errors and hallucinations
Checking outputs for accuracy and business relevance
Protecting confidential and sensitive company information
Identifying suitable and unsuitable tasks for Copilot
Hands-on lab: complete a simple business workflow using Copilot
Final exercise: create a practical Copilot use case relevant to participants’ roles

Bespoke Option

We are open to customizing any program to align with your specific learning objectives. If your team has particular goals or areas they wish to focus on, we would be happy to tailor the course outline to meet those needs and ensure the program supports the achievement of your desired outcomes.

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Microsoft Copilot for Business Users

Bespoke Option

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