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Microsoft Copilot training course

Learn to boost productivity and streamline workflows with Microsoft Copilot, using AI-driven features in Word, Excel, PowerPoint, and more to automate tasks and work more efficiently.

JBI training course London UK

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Mariella gave us some best practice ideas and tips to take away. Brian Leek, Data Analyst, May 2024

Public Courses

21/04/25 - 2 days
£1500 +VAT
02/06/25 - 2 days
£1500 +VAT
14/07/25 - 2 days
£1500 +VAT

Customised Courses

* Train a team
* Tailor content
* Flex dates
From £1200 / day
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JBI training course London UK

Microsoft 365 Copilot Training Course:

  • Introduction to Microsoft 365 Copilot
  • Getting Started with Microsoft 365 Copilot
  • Learn how Microsoft Copilot 365 integrates AI into Microsoft 365 apps.
  • Learn to automate tasks in Excel, PowerPoint, Outlook, & other apps.
  • Deep Dive into Copilot Features
  • Collaboration and Communication with Copilot
  • Advanced Copilot Techniques 
  • Explore Copilot Best Practices and Tips
  • Interactive Session: Hands-on with Copilot
  • Recap of key takeaways from the training

 

DAY 1: Introduction to Copilot

  • What is Microsoft 365 Copilot?
  • Explore how Microsoft 365 Copilot works
  • Explore the core components of Microsoft 365 Copilot
  • Examine how Microsoft is committed to responsible AI
     

Copilot Pro and Copilot for Office 365
 

  • The Art of Prompting: How to get the most out of Copilot
    • The art and science of working with AI
    • How to build an effective prompt
    • The GCSE framework
    • The chain thought of prompting
    • Advanced prompt techniques
    • How to use copilot to help with Copilot
    • Review prompting best practices
       
  • Explore the Possibilities with Copilot 365 (case scenario can be adapted to the following industries: Sales, IT, Finance, HR, Operation, Marketing)
    • Compose and summarize documents with Microsoft 365 Copilot in Word
    • Summarize and draft emails with Microsoft 365 Copilot in Outlook
    • Design captivating presentations with Microsoft 365 Copilot in PowerPoint
    • Analyse and transform data with Microsoft 365 Copilot in Excel
    • Elevate productivity with Microsoft 365 Copilot in Teams

DAY 2: Deep dive into Copilot for Office 365: 

  • Copilot in Excel
  • Copilot in Words
  • Copilot in Outlook
  • Copilot in Teams
  • Copilot in PowerPoint
  • Copilot in Forms
  • Copilot in Planner (preview)
  • Other possible tools that can be explored: Onenote, Loops, Onedrive, SharePoint

Each of the above topics will have workshops and exercises to experiment the possibilities of Copilot in Microsoft 365:

Excel:

  • Spot trends and visualize data with Copilot in Excel
  • Analyze and transform data with Microsoft 365 Copilot in Excel
  • Format, sort, filter, and highlight data using Microsoft 365 Copilot in Excel5 min
  • Analyze and work with tables using Microsoft 365 Copilot in Excel4 min

Outlook:

  • Catch up and prepare for the week with Copilot in Outlook
  • Draft emails, replies, and meeting agendas with Microsoft 365 Copilot in Outlook
  • Rewrite messages and replies for tone using Microsoft 365 Copilot in Outlook

Teams:

  • Highlight key decisions and actions from Teams meetings
  • Ask about your meetings and messages with Microsoft 365 Copilot in Teams

PowerPoint

  • Build new slides, agendas, and to-do lists with Microsoft 365 Copilot in PowerPoint
  • Identify key information and summarize with Copilot in PowerPoint
  • Add images, slides, and organize your presentation using Microsoft 365 Copilot in PowerPoint
  • Get design and organization tips with Microsoft 365 Copilot in PowerPoint5

 

 

JBI training course London UK

A course for Everyone: 

  • Office workers looking to streamline their workflows.
  • Business professionals aiming to improve efficiency and accelerate routine tasks.
  • Students seeking to maximize their use of Microsoft 365 for academic projects.
  • Managers and team leaders interested in boosting team productivity with advanced tools.
  • Anyone interested in learning how AI can be integrated into daily tasks within Microsoft 365 applications.
     

    Pre-requisites:

    All attendees MUST have an Office365 licensed copy of CoPilot, must have access to OneDrive. Should be able to download files (otherwise we can send files in advance)

    https://www.microsoft.com/en-gb/microsoft-365/copilot/business

 


5 star

4.8 out of 5 average

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Mariella gave us some best practice ideas and tips to take away. Brian Leek, Data Analyst, May 2024



“JBI  did a great job of customizing their syllabus to suit our business  needs and also bringing our team up to speed on the current best practices.  Mariella was excellent & contents were very impressive”  Brian F, Team Lead, RBS, Data Analysis , 20 April 2024

 

 

JBI training course London UK

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Microsoft Copilot 365 integrates AI into Microsoft 365 apps to enhance productivity. It assists with tasks like writing, summarizing, and generating content in Word, Excel, Outlook, and other apps. Copilot provides real-time insights and automation, streamlining workflows and boosting efficiency. This tool aims to make daily work easier by leveraging advanced AI capabilities.

AI-powered LLMs are trained on a large but limited corpus of data. The key to unlocking productivity in business lies in connecting LLMs to your business data — in a secure, compliant, privacy-preserving way. Microsoft 365 Copilot has real-time access to both your content and context in the Microsoft Graph. This means it generates answers anchored in your business content — your documents, emails, calendar, chats, meetings, contacts and other business data — and combines them with your working context — the meeting you’re in now, the email exchanges you’ve had on a topic, the chat conversations you had last week — to deliver accurate, relevant, contextual responses.

Built on Microsoft’s comprehensive approach to security, compliance and privacy. Copilot is integrated into Microsoft 365 and automatically inherits all your company’s valuable security, compliance, and privacy policies and processes. Two-factor authentication, compliance boundaries, privacy protections, and more make Copilot the AI solution you can trust.

Architected to protect tenant, group and individual data. We know data leakage is a concern for customers. Copilot LLMs are not trained on your tenant data or your prompts. Within your tenant, our time-tested permissioning model ensures that data won’t leak across user groups. And on an individual level, Copilot presents only data you can access using the same technology that we’ve been using for years to secure customer data.

Integrated into the apps millions use every day. Microsoft 365 Copilot is integrated in the productivity apps millions of people use and rely on every day for work and life — Word, Excel, PowerPoint, Outlook, Teams and more. An intuitive and consistent user experience ensures it looks, feels and behaves the same way in Teams as it does in Outlook, with a shared design language for prompts, refinements and commands.

Designed to learn new skills. Microsoft 365 Copilot’s foundational skills are a game changer for productivity: It can already create, summarize, analyze, collaborate and automate using your specific business content and context. But it doesn’t stop there. Copilot knows how to command apps (e.g., “animate this slide”) and work across apps, translating a Word document into a PowerPoint presentation. And Copilot is designed to learn new skills.

For example, with Viva Sales, Copilot can learn how to connect to CRM systems of record to pull customer data — like interaction and order histories — into communications. As Copilot learns about new domains and processes, it will be able to perform even more sophisticated tasks and queries.

Copilot automates tasks and enhances productivity across Word, Excel, PowerPoint and more, making your daily work faster and more efficient.

 

Pre-requisites:

All attendees MUST have an Office365 licensed copy of CoPilot, must have access to OneDrive. Should be able to download files (otherwise we can send files in advance)   https://www.microsoft.com/en-gb/microsoft-365/copilot/business

1. What is Microsoft Copilot 365?
Microsoft Copilot 365 is an AI-powered tool integrated into Microsoft 365 apps like Word, Excel, and Outlook, designed to enhance productivity by automating tasks and providing real-time insights.

2. Who should take this course?
This course is ideal for professionals looking to leverage AI to streamline their daily tasks and improve efficiency within Microsoft 365 applications.

3. Do I need any prior knowledge before taking this course?
Basic familiarity with Microsoft 365 apps is recommended, but no advanced knowledge is required as the course will cover all necessary aspects of using Copilot 365.

4. What will I learn in this course?
You will learn how to use Microsoft Copilot 365's AI features to automate tasks, generate content, and gain real-time insights, enhancing your productivity across various Microsoft 365 apps.

5. How is the course delivered?
This instructor-led course includes hands-on exercises, and practical applications to ensure comprehensive learning and skill development.

6. Can I access course materials after completion?
Yes, you will have access to all course materials for future reference and continued learning.

CONTACT
+44 (0)20 8446 7555

[email protected]

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