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Learn Microsoft 365 Copilot for Business Beginners

Beginners Learn Microsoft 365 Copilot for Business Overview

This hands-on Microsoft 365 Copilot for Business training course provides a practical beginner-friendly introduction to using Microsoft 365 Copilot across Word, Excel, Outlook, Teams, PowerPoint, and the Microsoft 365 Copilot app. Designed for organisations rolling out Microsoft 365 Copilot Premium licences, the course helps delegates understand how AI can improve workplace productivity, support communication, streamline everyday tasks, and save time across Microsoft 365 applications.

Through guided exercises and real business scenarios, delegates will learn how to draft and rewrite content, summarise emails and meetings, analyse data in Excel, generate presentations in PowerPoint, and create more effective prompts for better AI results. The course also explores responsible AI usage, prompt refinement techniques, and practical ways to integrate Microsoft 365 Copilot into everyday business workflows.

This practical Microsoft 365 Copilot course is suitable for beginners looking to build confidence using AI tools within a business environment. Training can be delivered online instructor-led or at your premises and includes hands-on activities designed to help delegates apply Microsoft 365 Copilot to real workplace tasks.

What You'll Learn

How to create tables, summaries, and team updates with Microsoft 365 Copilot
How to draft, rewrite, and summarise content in Word
How to analyse data and generate charts and PivotTables in Excel
How to summarise emails and draft replies in Outlook
How to produce meeting recaps and action points in Teams
How to turn notes into presentations with PowerPoint
How to write more effective prompts for better AI results
How to use Microsoft 365 Copilot safely in a business environment

Who This Course Is For

Organisations rolling out Microsoft 365 Copilot
Teams already using Microsoft 365 applications
Business professionals looking to improve productivity with AI
Beginners wanting a practical introduction to Microsoft 365 Copilot

Course Duration: 1 Day

Course Prerequisites

Delegates should be comfortable using Microsoft 365 applications such as Outlook, Word, Excel, Teams, and PowerPoint for everyday work tasks. Access to a Microsoft 365 account with a Microsoft 365 Copilot Premium licence is required for this course.

To check your licence version, open the Microsoft 365 Copilot app and look in the bottom-left corner. Premium licences will display "Premium".

Complete Course Outline

Introduction to Microsoft 365 Copilot

Understanding Microsoft 365 Copilot
Understand the difference between free chat apps and Copilot for Business
Where Copilot appears across Microsoft 365
Exploring common business use cases
Understanding how AI can support workplace productivity

Getting Started with the Microsoft 365 Copilot App

Navigate the Microsoft 365 Copilot app with confidence
Create tables, summaries, and team updates
Organise and share information across Microsoft 365
Hands-on activity: create a Weekly Team Update

Copilot in Word and Excel

Draft and rewrite business documents in Word
Summarise lengthy content into clear key points
Generate formulas and analyse data in Excel
Create charts and PivotTables with Copilot
Hands-on activity: analyse sales data using Copilot in Excel

Copilot in Outlook and Teams

Draft professional emails with Copilot
Summarise long email conversations
Generate meeting recaps and action points
Organise follow-up tasks more effectively
Hands-on activity: generate meeting minutes and actions

Copilot in PowerPoint

Turn notes into professional presentations
Create slides from existing documents
Improve slide wording and design
Generate speaker notes automatically
Hands-on activity: create a presentation from a Word document

Prompting Best Practices

Write clearer prompts for better AI results
Refine and improve Copilot responses
Understand when to review and edit AI-generated content
Use Copilot responsibly with workplace data

Final Challenge and Wrap-Up

Apply Copilot to a real workplace task
Explore practical everyday business scenarios
Review productivity tips and next steps

Hands-On Exercises

Throughout the day, delegates will complete practical, hands-on exercises using Microsoft 365 Copilot across Word, Excel, Outlook, Teams, and PowerPoint. Guided activities will include drafting business content, analysing data, creating presentations, summarising meetings and emails, and applying Microsoft 365 Copilot to real workplace scenarios.