Microsoft Copilot (Pro) Introduction training course

This course is designed for business professionals, analysts & team leaders who want to enhance productivity & streamline workflows using the Copilot (Pro) license

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

03/08/26 - 1 days
£1000 +VAT
14/09/26 - 1 days
£1000 +VAT
26/10/26 - 1 days
£1000 +VAT

Customised Courses

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

  • Introduction to the different versions of Copilot (Free, Pro and M365) and their capabilities
  • Introduction to Microsoft Copilot (Pro) and its core components
  • Using Copilot Chat against the web with data protection
  • Using Copilot Chat against your documents (up to 5 per session)
  • Analysing and summarising content in Word, Excel, Power Point and Outlook
  • Techniques for effective prompt engineering and AI interaction
  • Best practices for integrating Copilot into daily workflows
  • Hands-on exercises to apply Copilot features in real-world scenarios 

Understanding the Different Versions of Microsoft Copilot

  • Compare Copilot Free, Copilot Pro, and Microsoft 365 Copilot

  • Understand the capabilities and limitations of each version

  • Identify which Copilot option best fits different user needs

Introduction to Microsoft Copilot (Pro) and Its Core Components

  • Explore the key features of Microsoft Copilot Pro

  • Understand how Copilot Pro works with Microsoft applications

  • Learn how Copilot Pro uses AI to support everyday tasks

Using Copilot Chat with Web Data Safely

  • Use Copilot Chat to search and summarise web content

  • Understand data protection and privacy considerations

  • Learn how Copilot handles public web information

Using Copilot Chat with Your Documents

  • Interact with your own documents using Copilot Chat

  • Analyse and summarise up to five documents per session

  • Extract key insights and information quickly

Analysing and Summarising Content Across Microsoft Apps

  • Summarise documents, emails, and presentations

  • Analyse data and content in Word, Excel, PowerPoint, and Outlook

  • Use Copilot to support decision-making and communication

Techniques for Effective Prompting and AI Interaction

  • Learn how to ask clear and effective questions

  • Improve Copilot responses with practical prompting techniques

  • Apply prompt best practices for better results

Best Practices for Integrating Copilot into Daily Workflows

  • Identify practical use cases for everyday work

  • Use Copilot responsibly and effectively

  • Build confidence using AI as part of daily tasks

Hands-On Exercises and Real-World Scenarios

  • Practice using Copilot Pro through guided exercises

  • Apply learning in realistic workplace scenarios

  • Explore practical examples across different roles

JBI training course London UK

This course is designed for:

  • Professionals looking to get started with Microsoft Copilot Pro

  • Knowledge workers who want to use AI to improve everyday productivity

  • Microsoft 365 users who want to explore Copilot beyond the free version

  • Business users who regularly work with documents, emails, and presentations

  • Anyone new to Copilot who wants a practical, hands-on introduction

 


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

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.
 



This course is designed for business professionals, analysts, and team leaders who want to enhance productivity and streamline workflows using the Copilot (Pro) license available for free to all Microsoft 365 users, even without the extra financial commitment of full Copilot for Microsoft 365 license. All Microsoft 365 users can hence be considered part of the target audience.

Pre-requisites:

Basic familiarity with Microsoft 365 applications such as Word, Excel, PowerPoint, Outlook, and Teams is recommended. The features covered by this course require a basic Microsoft 365 license.

Course Overview:

All Microsoft 365 users have access to Copilot Pro, with its data protection and basic integration with 365 applications. This course focuses on these features and capabilities.

JBI Training offers a full range of Microsoft AI training courses covering Microsoft Copilot (Essentials, 365 Introduction, 365 Advanced, 365 Deep Dive, and Pro), AI agent development in Copilot Studio and Microsoft 365 Copilot, AI solutions with Microsoft Foundry and Azure OpenAI, machine learning with Azure Databricks and Azure Machine Learning, C# AI development with Semantic Kernel, and Azure AI application development. Courses are available for beginners through to expert-level practitioners.
Yes. All JBI Microsoft AI training courses are available as live online instructor-led sessions. They are also available at JBI's London training centre or as onsite delivery at your organisation's premises anywhere in the UK.
No prior AI experience is required for introductory Copilot courses such as Microsoft Copilot Essentials or Microsoft Copilot 365 Introduction. These are designed for users who are new to Copilot and AI tools. Advanced and Deep Dive courses assume familiarity with Microsoft 365 and some prior Copilot usage. Developer-focused courses such as Building AI Agents with C# .NET and Semantic Kernel require software development experience.
Microsoft Copilot is an AI productivity assistant embedded in Microsoft 365 applications including Word, Excel, Teams, Outlook, and PowerPoint. Microsoft Copilot Studio is a low-code development platform that enables organisations to build custom AI agents, chatbots, and automated workflows that integrate with Microsoft 365 and other business systems. JBI offers training courses for both.
Yes. All JBI Microsoft AI training courses can be delivered as bespoke closed-group programmes for corporate teams. Content can be tailored to your organisation's Microsoft 365 licence level, existing infrastructure, team experience, and specific business objectives. JBI delivers Microsoft AI training to organisations across the UK, including teams in the public sector, financial services, and large enterprise environments.
Microsoft Fabric is a unified data analytics platform that integrates data engineering, data warehousing, data science, real-time analytics, and business intelligence capabilities into a single environment. JBI Training offers a 2-day Microsoft Fabric course covering architecture, data pipelines, Lakehouse design, and AI-powered analytics. The course is suitable for data engineers, architects, and analytics professionals working in the Microsoft ecosystem.
Azure OpenAI Service is Microsoft's cloud-hosted deployment of OpenAI models — including GPT-4, GPT-4o, and DALL-E — within the Azure platform. It offers the same model capabilities as OpenAI's public API but with Azure's enterprise security, compliance, private networking, and data residency controls. JBI's Microsoft Foundry and Azure OpenAI training courses cover building production AI solutions using these services.
Microsoft 365 Copilot requires a Microsoft 365 Business Standard, Business Premium, E3, or E5 licence plus a Copilot add-on licence. Some Copilot features are available through Copilot Pro for individual users. JBI's training courses are designed to work with the licence level your organisation has in place. Contact JBI to confirm which course best matches your current Microsoft environment.
JBI Microsoft AI training is designed for business professionals and IT users who want to improve productivity with Microsoft Copilot, developers and architects building AI applications on Azure and Microsoft Foundry, data engineers and ML practitioners using Azure Databricks or Azure Machine Learning, and teams looking to deploy custom AI agents using Copilot Studio or Semantic Kernel. Courses are available at beginner, intermediate, and advanced levels across all these roles.
JBI Training keeps its Microsoft AI course content up to date with Microsoft's ongoing product releases and updates across Copilot, Azure OpenAI, Microsoft Foundry, Semantic Kernel, and the Power Platform. Microsoft's AI ecosystem evolves rapidly — new Copilot features, model updates, and Azure AI capabilities are released frequently — and JBI's courses are reviewed and updated on a regular basis to ensure delegates are learning the most current tools, features, and best practices available.

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