Microsoft 365 Introduction to Copilot

Course Content

Course Objectives

By the end of this course, participants will:

• Understand the core functions of Copilot.

• Locate and use Copilot tools within Microsoft 365 apps.

• Learn how to ask effective questions to maximise Copilot’s capabilities.

• Utilise Copilot for summarising, creating, and optimising work.

• Improve workflow efficiency in Teams, Outlook, Word, PowerPoint, and Excel.

Course Content

1. Introduction to Microsoft Copilot

• What is Copilot?

• Core capabilities and practical applications.

• Where to find Copilot within Microsoft 365 apps.

• Tips and tricks for asking effective questions.

2. Using Copilot Chat

• Finding and pinning Copilot Chat.

• Using Copilot to locate, summarise, and create content.

• Starting a new chat and accessing chat history.

• Exploring Pages for extended project collaboration.

3. Copilot in Microsoft Teams

• Enhancing meetings with Copilot.

• Generating meeting recaps and action points.

• Using Copilot in chats and channels to summarise conversations and locate information.

• Asking effective questions in a collaborative environment.

4. Copilot in Microsoft Outlook

• Using prompts to draft emails quickly.

• Adjusting tone and requesting new versions of emails.

• Utilising Copilot Coach to refine communication.

• Summarising lengthy email threads efficiently.

5. Copilot in Microsoft PowerPoint

• Creating presentations from scratch using prompts.

• Generating slides using a Word document as a base.

• Applying corporate templates for brand consistency.

• Enhancing presentations with images, slide designs, and structured summaries.

6. Copilot in Microsoft Word

• Drafting a document using Copilot’s suggestions.

• Adjusting tone and style for different audiences.

• Incorporating reference files to refine document context.

• Using Copilot to rewrite, summarise, and organise content effectively.

7. Copilot in Microsoft Excel

• Formatting data into tables for clarity.

• Highlighting key insights through Copilot’s analysis.

• Sorting, filtering, and discovering data trends.

• Generating formulas and learning how to refine queries for better results.

8. Copilot Tips & Tricks

• Maximising Copilot’s effectiveness with refined prompts.

• Best practices for improving workflow.

• Exploring advanced features for increased efficiency.