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Learn Microsoft 365 Copilot Chat for Business

Learn Microsoft 365 Copilot Chat for Business Overview

This practical Microsoft 365 Copilot Chat training course provides a beginner-friendly introduction to using Microsoft 365 Copilot Chat for workplace productivity, communication, and everyday business tasks. Designed for organisations using the standard Microsoft 365 Copilot Chat experience included with many Microsoft 365 Business subscriptions, the course helps delegates understand how to use AI more effectively without requiring a Microsoft 365 Copilot Premium licence.

Focusing on practical prompting techniques and real business scenarios, delegates will learn how to use Microsoft 365 Copilot Chat for writing, summarising information, generating ideas, improving communication, and refining workplace content across Microsoft 365 applications such as Word, Outlook, Excel, and PowerPoint. The course introduces structured prompting methods including the CRIT framework, reusable prompts, Prompt Coach, and practical techniques for improving AI-generated responses.

Through hands-on exercises and guided activities, delegates will build confidence using Microsoft 365 Copilot Chat safely, effectively, and realistically within a business environment. Training can be delivered online instructor-led or at your premises and is ideal for organisations wanting practical AI skills using the tools they already have access to.

What You'll Learn

  • Understand what Microsoft 365 Copilot Chat can and cannot do
  • Structure more effective prompts using the CRIT framework
  • Create reusable prompts for everyday business tasks
  • Improve prompt quality using Prompt Coach
  • Use Copilot Chat across Word, Outlook, Excel, and PowerPoint
  • Refine Copilot responses into practical workplace content
  • Build confidence using AI for communication, writing, and productivity tasks
  • Review and validate AI-generated content for accuracy and relevance

Who This Course Is For

  • Business professionals looking to improve productivity using Microsoft 365 Copilot Chat
  • Organisations using the standard Microsoft 365 Copilot Chat experience rather than the full Premium licence
  • Teams wanting practical guidance on prompting and everyday AI tasks
  • Beginners looking to build confidence using Microsoft 365 Copilot Chat in the workplace

Course Duration: 3 Hours

Course Prerequisites

Delegates should be comfortable using Microsoft 365 applications such as Outlook, Word, and Teams.

This course is designed for users with the Basic version of Microsoft Copilot. To check your version, open Copilot and look in the bottom left-hand corner. It should display either "Basic" or "Premium".

No previous AI experience is required.

Complete Course Outline

Understanding Copilot Chat (Your Core Tool)

  • What Copilot Chat is and how it fits into Microsoft 365
  • How to identify which version of Copilot you are using and what it can do

The CRIT Framework (Context, Role, Interview, Task)

  • How to structure prompts using Context, Role, Interview, and Task
  • How to move from vague requests to clear, effective prompts

Designing and Reusing Prompts (Placeholders and Prompt Library)

  • How to create reusable prompts using placeholders
  • How to store and organise prompts in tools like OneNote for future use

Using Prompt Coach to Improve Prompt Quality

  • How Prompt Coach helps refine and improve your prompts
  • How to compare and improve results using guided suggestions

Working with Copilot in Microsoft Apps (Word, Outlook, Excel, PowerPoint)

  • How Copilot supports writing, email replies, and basic data understanding
  • Understanding the strengths and limitations of Copilot in each app

Turning Copilot Responses into Practical Work

  • How to refine and edit Copilot responses into usable content
  • How to move from ideas in chat to documents, emails, or presentations

Best Practice and Realistic Expectations

  • Understanding what Copilot can and cannot do in the current version
  • Reviewing and validating responses to ensure accuracy and relevance

Training Locations and Delivery Options

This course is available online instructor-led, at client premises, and at selected training venues across the UK.

View training centres and venue information