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Course Outline
1. Introduction and Basic Concepts
- What is Generative AI?
- Overview of Microsoft 365 Copilot Chat: what it’s for and how it helps in daily work
- Basic concepts of prompts (commands) and personas
2. Setup and Access
- How to enable Copilot Chat in Microsoft 365 (licensing, permissions)
- Navigating the Copilot Chat interface in Word, Excel, Outlook, and PowerPoint
Practice:
- Access your Microsoft 365 and explore the Copilot Chat sidebar
- Test basic questions and commands
3. Practical Use in Microsoft Word
- Create, edit, and review documents with Copilot Chat assistance
- Text generation, summarization, and rephrasing
- Writing scripts for presentations
4. Practical Use in Microsoft Excel
- Auto-generate formulas
- Analyze data and charts using natural language commands
- Automate complex calculations
5. Practical Use in Microsoft PowerPoint
- Create slides from topics or plain text
- Generate presentation scripts and visual suggestions
- Automatically adjust design
6. Practical Use in Microsoft Outlook
- Write emails quickly and effectively
- Auto-replies and improvement suggestions
- Organise inbox with commands
7. Creating Effective Prompts
- Prompt structures that generate better responses
- Using personas to adjust tone and style
- Practical prompt examples for daily tasks
8. Automation and Integration
- Integrate Copilot Chat with Teams and other Microsoft tools
- Simple automation examples to save time
- Using scripts and macros generated by Copilot Chat (basic level)
9. Best Practices and Ethics
- Privacy and security when using generative AI
- Avoiding common mistakes and bias in results
- Reviewing the AI-generated responses
Summary and Next Steps
Requirements
- Experience using Microsoft Word, Excel, PowerPoint, and Outlook
- Understanding of general workplace tasks involving writing, data analysis, or communication
- No prior AI or prompt engineering experience required
Audience
- Business professionals looking to improve productivity using Microsoft Copilot
- Administrative, communication, or data analysis staff
- Corporate teams transitioning to AI-enhanced workflows
14 Hours
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £3800 online delivery, based on a group of 2 delegates, £1200 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
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Testimonials (3)
Trainer has huge knowledge, excellent teaching skills and provides reply to each question. Whole training was very interesting and I would recommend to attend.
Daria - LKQ Polska Sp. z o. o.
Course - Microsoft 365 Copilot Chat for Word, Excel, PowerPoint, and Outlook
Trainer approach and open for sharing knowledge
Zuzanna Kochanska - LKQ Polska Sp. z o. o.
Course - Microsoft 365 Copilot Chat for Word, Excel, PowerPoint, and Outlook
Engagement, Extended Knowledge
