IT Microsoft 365 CoPilot for End Users

Course Code: CLATECH6341



2 Day(s)

Course Type

Public or Private

Max Delegates


Delivery Style


Let AI do some of the heavy lifting for you, increase efficiency in your everyday working life

Microsoft Copilot for Microsoft 365 is an AI-powered productivity tool that coordinates large language models (LLMs), content in Microsoft Graph, and the Microsoft 365 apps that you use every day, such as Word, Excel, PowerPoint, Outlook, Teams, and others. This integration provides real-time intelligent assistance, enabling users to enhance their creativity, productivity, and skills.

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Start Date





WR1 - Worcester, WR1 3EE



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Course Full/Limited availability
Price shown excluding VAT.

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Who is this course for

Anyone who uses Office 365

Purpose of the course

To enable delegates to maximise productivity in Microsoft 365.

You will learn how to

  • Understand the purpose and capabilities of Microsoft Copilot

  • Navigate and explore Copilot features within Microsoft Word, Excel, and PowerPoint

  • Utilize Copilot effectively for writing and editing documents in Microsoft Word

  • Enhance Excel formulas and functions using Copilot

  • Improve slide creation and formatting in PowerPoint with Copilot

  • Integrate Copilot into your daily workflow for increased efficiency

  • Use Copilot for drafting emails in Microsoft Outlook

  • Develop strategies for collaborative use of Copilot in shared documents

  • Explore advanced features and functionalities of Copilot

  • Understand ethical considerations when using Copilot in professional settings


A basic knowledge of Microsoft 365.

Benefits for you as an individual

Work smarter not harder and automate simple tasks freeing you up to work on more complex projects.

Benefits for your organisation

AI can help to automate simple tasks and enhance user outputs, as an organisation CoPilot is another tool that can boost productivity within Microsoft 365.

Module 1: Introduction to Microsoft Copilot for Office Users

  • Overview of Microsoft Copilot
  • Understanding how Copilot integrates with Microsoft Office applications
  • Installation and setup for Microsoft Copilot in the Office environment

Module 2: Getting Started with Copilot in Office Applications

  • Navigating Copilot features in Microsoft Word, Excel, and PowerPoint
  • Basic functionalities of Copilot in document creation, data analysis, and presentations
  • Customizing Copilot settings for optimal performance

Module 3: Writing Assistance with Copilot in Microsoft Word

  • Utilizing Copilot for writing and editing documents
  • Autocompletion and suggestions for various writing styles
  • Tips for efficient collaboration between users and Copilot in document creation

Module 4: Data Analysis with Copilot in Microsoft Excel

  • Enhancing Excel formulas and functions with Copilot
  • Generating code for data manipulation and analysis
  • Best practices for leveraging Copilot in spreadsheet tasks

Module 5: Presentation Enhancement with Copilot in PowerPoint

  • Improving slide creation and formatting with Copilot
  • Incorporating Copilot suggestions for visual elements
  • Streamlining the presentation design process with Copilot

Module 6: Workflow Integration and Optimization

  • Integrating Copilot into daily workflow for increased efficiency
  • Creating templates and shortcuts with Copilot
  • Automation of repetitive tasks with Copilot assistance

Module 7: Copilot for Email and Communication

  • Using Copilot for drafting emails in Microsoft Outlook
  • Enhancing communication and language in business correspondence
  • Copilot's role in improving clarity and conciseness in written communication

Module 8: Collaboration and Teamwork with Copilot

  • Strategies for collaborative use of Copilot in shared documents
  • Ensuring consistency in writing and formatting across team documents
  • Addressing potential challenges in group settings

Module 9: Copilot Tips and Tricks for Office Power Users

  • Advanced features and functionalities of Copilot
  • Customizing Copilot for specific office tasks
  • Maximizing productivity with expert-level Copilot techniques

Module 10: Ethical Use and Best Practices in Office Environments

  • Understanding ethical considerations when using Copilot in professional settings
  • Best practices for maintaining document integrity and security
  • Addressing potential biases and ensuring professionalism

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