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
  • Organize 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

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  • Pre-course call with your trainer
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    • 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 €4560 online delivery, based on a group of 2 delegates, €1440 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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