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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

16/02/26 - 1 days
£1000 +VAT
30/03/26 - 1 days
£1000 +VAT
11/05/26 - 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

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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.

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.

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