Microsoft Copilot 365 Deep Dive training course

Master Microsoft 365 Copilot across Word, Excel, PowerPoint, Outlook, and Teams — covering advanced prompting techniques, AI-driven automation, governance, security, and adoption strategies to get real productivity gains from Copilot in your organisation.

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

14/09/26 - 2 days
£2000 +VAT
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26/10/26 - 2 days
£2000 +VAT
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07/12/26 - 2 days
£2000 +VAT
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Customised Courses

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JBI training course London UK

 DAY 1: 

  •  Introduction to Microsoft 365 Copilot and its core components
  • Utilizing Copilot in Word, Excel, PowerPoint, Outlook, and Teams
  • Techniques for effective prompt engineering and AI interaction
  • Automating tasks and generating content using Copilot
  • Best practices for integrating Copilot into daily workflows
  • Hands-on exercises to apply Copilot features in real-world scenarios
     

DAY 2: 
 

  • Advanced uses cases for using Copilot in Word, Excel, PowerPoint, Outlook, and Teams
  • Copilot 365 Security: managing agent access, managing content exclusions, managing permissions and licenses
  • Copilot 365 Monitoring: monitor, assess and promote Copilot 365 adoption


​

Course Details

Day 1: Introduction and Core Features

Introduction to Microsoft 365 Copilot and Its Core Components

  • Understand what Microsoft 365 Copilot is and how it works

  • Explore the main Copilot features across Microsoft 365

  • Learn how AI supports productivity and decision-making

Using Copilot Across Microsoft Apps

  • Draft, edit, and summarise documents in Word

  • Analyse and transform data in Excel

  • Create engaging presentations in PowerPoint

  • Manage emails and meetings in Outlook and Teams

Techniques for Effective Prompting and AI Interaction

  • Learn how to ask clear and effective questions

  • Improve Copilot responses with simple prompting techniques

  • Apply prompt best practices for accurate and relevant results

Automating Tasks and Generating Content

  • Automate repetitive tasks to save time

  • Generate drafts, summaries, and reports quickly

  • Use Copilot to support planning, collaboration, and decision-making

Best Practices for Daily Workflows

  • Identify where Copilot adds the most value

  • Integrate AI into daily work responsibly

  • Build confidence using Copilot in practical scenarios

Hands-On Exercises

  • Apply Copilot features through guided exercises

  • Practice real-world use cases across different applications

  • Explore common workplace scenarios to reinforce learning

Day 2: Advanced Features, Security, and Adoption

Advanced Copilot Use Cases

  • Apply Copilot to complex, real-world tasks

  • Explore advanced workflows in Word, Excel, PowerPoint, Outlook, and Teams

  • Optimise productivity through sophisticated AI-driven automation

Copilot 365 Security and Governance

  • Manage agent access and permissions effectively

  • Control content access and exclusions

  • Understand licence management and governance considerations

Copilot 365 Monitoring and Adoption

  • Monitor usage and adoption across the organisation

  • Assess user engagement and effectiveness of Copilot deployment

  • Promote best practices and encourage widespread, responsible use

 

JBI training course London UK

This course is designed for:

  • Microsoft 365 power users looking to master Copilot’s capabilities

  • Team leaders and managers seeking to integrate AI into daily workflows

  • IT administrators and productivity champions responsible for Copilot adoption

  • Professionals who want advanced skills in AI-driven automation, content generation, and productivity

  • Organisations aiming to optimise Copilot usage across multiple departments

 

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



“The instructor genuinely cared about our learning. We felt supported from start to finish and left with knowledge that truly mattered to our work.  Mariella was excellent & contents were very impressive”  Brian F, Team Lead, RBS, Data Analysis , 20 April 2024

 

 

JBI training course London UK

Certification


Every delegate will be entitled to a certificate of achievement on completion of the course.

If you are missing your certificate - please use the link below to apply - you can also use this link to sign up for the JBI Training newsletter to receive technology tips directly from our instructors - Analytics, AI, ML, DevOps, Web, Backend and Security.
 



More about this course

DAY 1 Course Overview: The Microsoft 365 Copilot Training Course provides a comprehensive introduction to integrating AI capabilities into daily workflows using Microsoft 365 Copilot. Participants will learn how to utilize Copilot's features across various Microsoft 365 applications to automate tasks, generate content, and facilitate collaboration. The course covers prompt engineering techniques, best practices for effective AI interaction, and hands-on exercises to reinforce learning.

DAY 2 Pre-requisites: Having attended the Microsoft Copilot 365: Introduction course or having equivalent experience with Copilot 365. All the features covered will require a Copilot 365 license and the administrative features will require administrative permissions. Course Overview: The Microsoft Copilot 365: Advanced course provides a comprehensive introduction to advanced uses cases for Copilot and for its administration and monitoring.

 

FAQs

Yes. Microsoft 365 Copilot is updated frequently and this course is continuously reviewed to reflect the latest Copilot features, prompt engineering best practices, security and governance changes, and adoption guidance from Microsoft. Delegates learn skills that reflect how Copilot 365 is being used and managed in organisations right now.
This is a two-day, instructor-led training course that provides comprehensive coverage of Microsoft 365 Copilot — from core productivity features and prompting techniques through to advanced use cases, security, governance, and organisation-wide adoption. Day 1 focuses on using Copilot effectively across Microsoft 365 applications. Day 2 covers advanced workflows, administrative controls, licence management, monitoring, and strategies for driving Copilot adoption across a team or organisation.
The Microsoft Copilot 365 Introduction course is designed for users who are new to Copilot and covers the fundamentals of using it across Microsoft 365 applications. The Deep Dive course goes significantly further — it assumes some prior experience with Copilot and covers advanced use cases, complex workflow automation, prompt optimisation, and critically, the security, governance, and monitoring topics that IT administrators and productivity champions need to manage Copilot at an organisational level. Day 2 of the Deep Dive course effectively covers the same ground as the standalone Advanced course.
The course covers Microsoft 365 Copilot across Word, Excel, PowerPoint, Outlook, and Teams. For each application, participants learn both introductory and advanced use cases — including drafting and summarising documents in Word, analysing and transforming data in Excel, creating presentations in PowerPoint, managing emails and meeting summaries in Outlook, and collaborating and capturing actions in Teams. The course also covers Copilot Chat as a standalone productivity tool within the Microsoft 365 environment.
The course covers practical prompting techniques that help delegates get more accurate, relevant, and useful responses from Microsoft 365 Copilot. This includes how to structure prompts clearly, how to provide context and constraints, how to iterate on and refine Copilot outputs, and how to apply different prompting strategies for different task types — such as summarisation, drafting, analysis, and planning. The techniques are taught in the context of real Microsoft 365 applications rather than as abstract theory.
Day 2 covers the administrative and governance aspects of Microsoft 365 Copilot in detail. This includes managing agent access and permissions, controlling which content Copilot can access and setting exclusions, understanding how Copilot handles organisational data within Microsoft's security boundaries, managing licences and user entitlements, and applying governance policies to ensure responsible and compliant use. These topics are essential for IT administrators, security leads, and anyone responsible for deploying and managing Copilot at scale.
The course covers how to monitor Copilot usage across an organisation using Microsoft's built-in analytics and reporting tools, how to assess user engagement and identify where Copilot is and is not being used effectively, and how to build and execute an adoption strategy that encourages consistent, productive, and responsible use. This is particularly relevant for productivity champions, IT teams, and managers who are responsible for ensuring their organisation gets value from its Microsoft 365 Copilot investment.
Day 1 is accessible to Microsoft 365 users with no prior Copilot experience, though familiarity with the core Microsoft 365 applications is assumed. Day 2 requires either prior attendance on the Microsoft Copilot 365 Introduction course or equivalent hands-on experience with Copilot in a Microsoft 365 environment. Administrative features covered on Day 2 require administrative permissions in a Microsoft 365 tenant, which delegates should confirm with their IT team before attending.
Microsoft 365 Copilot requires a qualifying Microsoft 365 licence — such as Business Standard, Business Premium, E3, or E5 — plus a Microsoft 365 Copilot add-on licence. Some features, particularly those covered on Day 2 relating to governance and administration, also require appropriate administrative roles within the organisation's Microsoft 365 tenant. The course covers licensing considerations as part of the governance module, and JBI recommends delegates confirm their licence status before attending.
The course is suitable for Microsoft 365 power users who want to go beyond the basics and use Copilot to its full capability; team leaders and managers who want to integrate AI into their team's daily workflows; IT administrators and productivity champions responsible for deploying, governing, and driving adoption of Copilot across their organisation; and professionals in any role who want advanced skills in AI-driven content generation, task automation, and productivity improvement within the Microsoft 365 ecosystem.
Yes. The Microsoft Copilot 365 Deep Dive course can be delivered as a customised closed-group programme for corporate teams, onsite at your organisation or online. Content can be tailored to your organisation's Microsoft 365 environment, licence level, specific applications in use, and the particular workflows or productivity challenges your team wants to address. JBI has delivered Microsoft Copilot and Microsoft AI training for corporate clients including the NHS, BBC, RBS, Sky, EDF, and Capita.

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