Microsoft 365 Copilot

Microsoft 365 Copilot is changing the way businesses work with emails, documents, presentations and meetings. However, many users have a Copilot license and yet only use it to a fraction of its potential – they use it haphazardly, without a clear methodology and without connecting it to real work scenarios.
This course is designed as a practical training, not a feature overview. Participants will learn how Copilot works with the corporate context, how to assign tasks to it correctly and how to convert emails, documents, meetings and data into concrete, usable outputs. We will gradually go through Copilot Chat, Copilot Pages, Outlook, Teams, Word, PowerPoint, basic work in Excel and the more advanced Researcher and Analyst functions.
The course is suitable for both individuals and corporate teams that want to introduce Copilot into their daily work systematically and with a measurable benefit for productivity.

Previous experience with regular use of Microsoft 365 Copilot (writing texts, emails, presentations). 
Access to Microsoft 365 environment with Copilot license – license is not included in the course, participant must have their own

• Managers
• Project Managers
• Salespeople
• Consultants
• HR Teams
• Administrative and Support Roles
• All Microsoft 365 users with a Copilot license who work with emails, documents, presentations, and meetings

• How Copilot works with business context – the difference between Copilot Chat, Copilot in apps, and AI agents; the roles of authorization and data availability; why Copilot sometimes can't find a document, email, or meeting
• Copilot Chat as a work guide – quick replies and summaries, working with documents and meetings, assigning tasks by role and goal
• Copilot Pages: from response to work document – creating a project brief, memo or action plan, iterative editing, team collaboration
• Outlook and email productivity – summarizing long threads, suggesting responses based on purpose and tone, converting emails into tasks and meetings
• Teams: meetings, calls and decisions – intelligent recaps, actionable points, working with transcript, preparing follow-up
• Word: working with documents and company documents – summarizing; and creating documents from documents, editing text according to target group, checking consistency
• PowerPoint: presentations from documents – creating a presentation from a document or outline, speaker notes, variants for different audiences
• Excel in Microsoft 365 Copilot – basic analytical questions above the table, formula suggestions, quick insights
• Researcher and Analyst – when to use Researcher for research and Analyst for data work
• Personal Copilot workflow participant – own working script, prompt library, implementation plan

• Learn to work with Copilot in Outlook, Word, PowerPoint, Teams and to a basic extent in Excel
• Assign tasks with a clear context, goal and expected output
• Convert emails, documents and meetings into summaries, decisions and action steps
• Create and edit presentations from working documents
• Recognize limits given by permissions, data quality and availability of the corporate context
• Build your own workflow for everyday work with Copilot

Do I need a Microsoft 365 Copilot license to participate in the course?
Yes, the course is intended for users with an active Copilot license. Without a license, it will not be possible to practically test the discussed features.

Will the course teach me how to work with data in Excel using AI?
The course covers basic work with Copilot in Excel. Deep data analytics is part of the separate Excel with AI: Data, Formulas, Dashboards, and Automation course.

Is the course also suitable for corporate users? team?
Yes, we also offer the course as an intensive two-day corporate option tailored to specific processes and roles in the company.

Will I be able to create my own AI agents after the course?
No, creating AI agents is part of the follow-up AI Agents course.

Do the available Copilot features vary by company?
Yes, the availability of some features may vary depending on the license, organization settings, and the phase of feature implementation. in a specific tenant.