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Copilot for Microsoft M365 – Introduction

OVERVIEW

This one-day intensive course is designed to introduce learners to Copilot for Microsoft 365 (M365), an AI-powered assistant that enhances productivity across Microsoft applications. Participants will explore the capabilities of Copilot for M365, learning to generate content, and gain insights to improve efficiency in Word, Excel, PowerPoint, Teams, Outlook and Web (GPT4).

 

Participants will be provided with a Copilot for M365 license for the duration of this course. We use hands-on, real-world examples to help you understand what is possible with this new and highly productive way to work.

This program is 100% claimable under the HRDC SBL-Khas scheme.

Objectives

By the end of the course, participants will be able to:

  • Enable users with best practices for leveraging Copilot in daily workflows
  • Apply AI-driven features to increase productivity and collaboration
  • Optimize Copilot usage across different Microsoft 365 applications
  • Balance innovation with cost control and responsible technology integration

DURATION

Typically spans 2 Days (9am to 5pm).

Nonetheless, we can customize both the program’s duration and schedule to cater to unique client requirements (e.g., compact 1-day workshops or extended sessions beyond 2 days).

Target Audience

  • Executives
  • Managers
  • Supervisors
  • Team Leaders
  • Professionals interested in AI literacy and smart workplace adaptation

PROPOSED OUTLINE/AGENDA

Opening Session

  • Icebreaker & Trainer Introduction
  • Program Objectives

Module 1: Introduction to Copilot for M365

  • What is Copilot for M365?
  • How does Copilot M365 work?
  • Overview of integration across Word, Excel, Outlook, etc.

Module 2: Getting Started with Copilot for M365

  • Preparing for Copilot implementation
  • Importance of data organization
  • Overview of organizational AI usage policies

Module 3: How to Create Effective Copilot Prompts

  • Techniques for crafting effective prompts
  • Types of prompts and use-case examples
  • Best practices for improving AI interaction and outputs

Module 4: Practical Applications in Work Apps

  • Using Copilot in:
    • Bing Web Chat
    • Microsoft Word
    • Microsoft Excel
    • Microsoft PowerPoint
  • Problem solving, content creation, data analysis, image generation
  • Demonstrations + participant practice
  • Responsible AI usage and disclosure
  • Aligning with organizational policies

Module 5: Copilot in Communication Tools

  • Copilot for Outlook and Teams
  • Improving email writing, meeting notes, chat communication
  • Real-time demos and guided practice

Module 6: Useful Resources & Next Steps

  • Microsoft Copilot learning resources (documents, videos)
  • Tips for continuous learning and skill development

PROGRAM METHODOLOGY

  • Interactive Lectures: Conceptual understanding of Copilot features.
  • Hands-On Labs: Real-time practice with Copilot.
  • Group Activities: Peer collaboration and feedback.
  • Scenario-Based Learning: Real-world use cases and challenges.
  • Reflection Checkpoints: Reinforce learning through guided sharing.

COURSE PRE-REQUISITES:

  • A working Copilot license will be provided during the course.
  • Access to Copilot-ready M365 applications in the training environment.
  • For virtual attendees:
    • Stable internet connection.
    • Access to web-based M365 and Copilot.
    • Latest version of Microsoft Edge or Google Chrome installed.

CONTACT US

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