Draft, analyze, and present with Microsoft 365 Copilot

Overview

This course is designed to equip professionals with the skills to effectively utilise Microsoft 365 Copilot across a range of Microsoft applications, including Word, Excel, PowerPoint, Outlook, Teams, and Copilot Chat. Participants will learn to craft effective prompts, enhance productivity, and integrate AI-driven insights into their daily workflows. With a focus on practical usage, the course supports participants in building confidence using AI to draft, analyse, and present content more efficiently.

Note: This course is for the Micorosoft 365 Copilot version.

Prerequisites

Participants should have:

• Basic functional experience with Microsoft 365 services such as Word, Excel, PowerPoint, Outlook, and Teams

Target audience

This course is intended for:

• Business users seeking to enhance productivity through AI tools
• Functional consultants integrating AI into business processes
• Technology managers supporting digital transformation
• Solution architects designing AI-enhanced business solutions
• Administrators managing Microsoft 365 environments

Objectives

By the end of this course, learners will be able to:

• Understand the core functionalities and ethical considerations of Microsoft 365 Copilot
• Craft effective prompts to leverage Copilot across Microsoft 365 applications
• Use Copilot to create, edit, and enhance documents and presentations
• Apply Copilot in Teams and Outlook to support meeting efficiency and communication
• Leverage Copilot in Excel to uncover data-driven insights
• Integrate Copilot Chat into everyday workflows for AI-supported decision making

Outline

Introduction to Microsoft 365 Copilot

• Overview of Copilot’s role and purpose
• How Copilot works and the core services it relies on
• Microsoft's approach to responsible AI
• Real-world examples of business impact

Build effective presentations with AI

• Enhancing productivity using Copilot in PowerPoint
• Prompting Copilot to create clear, engaging slides
• Editing and improving presentations using AI features

Draft impactful documents using AI

• Creating first drafts using Copilot in Word
• Improving content with AI-supported edits and suggestions
• Collaborating with others on document refinement

Make your meetings more productive with AI

• Using Copilot in Teams to streamline communication
• Summarising chat threads and meetings
• Enhancing collaboration across departments

Uncover new data insights with AI

• Using Copilot in Excel for efficient data analysis
• Creating charts, tables, and summaries from raw data
• Drawing insights and automating repetitive analysis

From inbox to impact: improve your email workflows with AI

• Prompting Copilot in Outlook to generate email drafts
• Streamlining calendar scheduling and meeting follow-ups
• Applying best practices for AI-supported communication

Unlock productivity and unleash creativity with AI-powered chat

• Using Copilot Chat across Microsoft 365 and web content
• Drafting, summarising, and reviewing content using chat
• Integrating Copilot Chat into workflows to reduce context switching

Exams and assessments

There are no formal exams included in this course. Participants will complete module-based assessments and hands-on tasks designed to reinforce learning outcomes.

Hands-on learning

This course includes:

• Interactive exercises using Copilot within Microsoft 365 applications
• Practical tasks simulating real-world workflows
• Guided demonstrations and application of AI prompts