Microsoft 365 Copilot Essentials
(4.76 out of 5) 58 Student Reviews
About the Course
This one-day class will teach you how to use Microsoft 365 Copilot to improve your productivity, make communication easier, and work more efficiently across all of Microsoft's 365 apps. You'll learn how to use Copilot as your AI-powered helper to write better, analyze things more quickly, and work together more efficiently. The program fills in the gaps between what you can do with technology and how it can be used in the real world. It gives you the power to automate repetitive tasks, get new ideas, and improve the quality of business outputs. By the end of the course, you'll know how to use Copilot in your daily work to save time and get more done.
Who should do this course?
This course is suitable for people and professionals who want to use AI to work smarter, not harder. It teaches you how to make workflows more efficient, boost productivity, and use Microsoft 365 as a powerful decision-support tool.
Prerequisites
You don't need any prerequisite skills before taking this Copilot Beginners course. We do, however, suggest that you be familiar with the Microsoft 365 apps (Word, Excel, PowerPoint, Outlook, and Teams).
$495 incl GST
- Duration:1 Days
- Max. Class Size:10
- Avg. Class Size:5
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Study Mode:
Classroom Online Live
- Level:Beginner
- CPD Hours:6 hours
- Times: Classroom: 9.00am to 5.00pm approx(Local Time) Online Live: 9.00am to 5.00pm approx(AEST or AEDT)
- Download Course PDF
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Course Units
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Unit 1: Introduction To Microsoft M365 Copilot
- Overview of Microsoft 365 Copilot
- Differentiate Free Vs Paid Copilot Features
- Get Familiar with Microsoft Copilot Studio
- Explore Copilot & Microsoft Graph Integration
- Understand organizational Access Levels
- Learn About Copilot Security & Data Privacy
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Unit 2: AI, Copilot & Productivity
- Understand how AI Supercharges Work
- Compare Copilot Vs ChatGPT Differences
- Explore Real-World Business Examples
- Recognize why Humans Still Matter
- Discover Copilot’s Productivity Impact
- Explore Contextual AI Responses by User Profile
- Copilot’s Evolution & Model Updates
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Unit 3: Security & Responsible Use
- Understand how Copilot Handles your Data
- Learn about Permissions & Role-Based Access
- Ensure Safe Handling of Sensitive Information
- Explore AI Ethics & Responsible Best Practices
- Understand Microsoft’s Security and Trust Framework
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Unit 4: Copilot Chat Basics
- Navigate the Copilot Chat Interface
- Switch Between Work and Web Modes
- Upload and Reference Files in Chat
- Customize Tone, Style, and Settings
- Use the Prompt Gallery for Ideas and Tasks
- Understand Copilot Memory and Personalization
- Integrate Copilot with Teams, Outlook & M365 Apps
- Manage Contextual Conversations and Sessions
- Evaluate and Refine AI Responses for Accuracy
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Unit 5: Effective Prompting Strategies
- Define Clear Output Expectations
- Apply Structured Prompt Controls
- Implement the Race Framework
- Diagnose and Enhance AI Responses
- Create Consistent Prompt Templates
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Unit 6: Refining & Reusing Prompts
- Refine Prompts for Improved Accuracy
- Reuse Effective Prompts Across Apps
- Save Prompt Templates for Quick Use
- Adjust Prompts Using AI Feedback
- Track and Update Prompt Versions
- Prompt Like a Pro: Analyst, Coach, Teacher
- Switch Tone Between Formal and Casual
- Write In Styles: Report, List, or Story
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Unit 7: Agents & Notebooks in Copilot Studio
- Explore Agent and Notebook Capabilities
- Create Task-Focused AI Agents
- Use Notebooks for Guided Task Execution
- Link Agents with Notebooks for Workflows
- Refine Outputs; Update Goals and Rules
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Unit 8: Copilot Workspaces & Pages
- Get Started with Microsoft 365 Copilot Pages
- Create, Share, and Collaborate in Real Time
- organize Work with Copilot Workspaces
- Co-Author and Edit AI Content with Teams
- Manage and Reuse Pages across Projects
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Unit 9: Copilot for Microsoft Word
- Activate and Access Copilot in Word
- Draft and Rewrite Text Instantly
- Summarize Documents and Key Points
- Use Prompts to Generate or Refine Content
- Translate and Localize Text Easily
- Write, organize, and Transform Content
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Unit 10: Copilot for PowerPoint
- Create New Presentations from Text or Files
- Rewrite and Refine Slide Content Instantly
- Add Slides, Images, or Visuals with Prompts
- Insert Slides from other Files Seamlessly
- Summarize Full Presentations in One Click
- Apply your organization’s Branding & Themes
- Generate AI Visuals and Layout Suggestions
- Edit Tone, Style, and Structure for Clarity
- Use Copilot on Desktop and Mobile Devices
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Unit 11: Copilot for Excel
- Get Started with Copilot in Excel
- Format and clean up your Data Easily
- Import Data from Web or Excel Files
- Generate and Explain Excel Formulas
- Highlight, Sort, and Filter Key Data
- Get Insights from Numbers and Text
- Create Charts and Pivot Tables Quickly
- Build Lookups and Summarize Results
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Unit 12: Copilot for Outlook
- Get Started with Copilot in Outlook
- Craft Clear and Impactful Emails
- Draft Email Messages Instantly
- Make Drafts Sound Natural and Personal
- Summarize Long Email Threads Quickly
- Prioritize and organize your Inbox
- Receive Real-Time Email Coaching
- Schedule Effective Meetings with Ease
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Unit 13: Copilot for Microsoft Teams
- Get Started with Copilot Chat in Teams
- Use Copilot in Teams Meetings
- Rewrite and Refine Teams Messages
- Catch Up on Chats and Channel Updates
- Add Copilot Agents to Group Chats
- Use Copilot as a Meeting Facilitator
- Get Started with Channel Agent
- Allow Copilot without Meeting Recordings
- Generate Multi-Meeting Audio Recaps
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Unit 14: Copilot for Collaboration & Brainstorming
- Collaborate in Real Time with Copilot Loop
- Brainstorm Ideas Visually in Whiteboard
- Summarize Discussions and Shared Notes
- Get Learning insights and Goals in Viva
- Co-Create and Refine Plans with your Team
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Unit 15: Copilot for Productivity & Workflow
- Generate Surveys and Analyse Responses
- Draft SharePoint Pages with Copilot Help
- Summarize and organize Site Content
- Create Task Lists and Progress Updates
- Automate Planning Across M365 Tools
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Unit 16: Copilot in Microsoft Designer
- Get Started with Copilot in Designer
- Generate Designs from Text Prompts
- Apply Brand Colours, Fonts, and Layouts
- Edit Images and Refine Visual Tone
- Create Social Posts, Flyers, and Banners
- Use AI Suggestions to Enhance Creativity
- Export Designs for Web and Print Use
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Unit 17: Ethical Use and Best Practices with Copilot
- Understand AI Ethics and Accountability
- Use Copilot Responsibly and Transparently
- Protect Data Privacy and Confidentiality
- Avoid Bias in AI-Generated Content
- Review and Verify all Copilot Outputs
- Follow organizational Compliance Policies
- Promote Human Oversight in All Workflows
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Student Reviews
have not used the agents before so learning about that is useful , tips and tricks on microsoft doc and excel is superb as well.
Insightful course about copilot usage in ms apps and its integration. Useful for analysis specifically. Could have had a part about how to create new custom agents as well.
Again very useful and a good follow up of the 1st one last week. The agents are very useful. I would not change anything, if it is good it is good.
This course was perfect for a beginner like me. It helped me enhance my understanding of how to use Copilot effectively in daily office work, making tasks quicker and more efficient.
Very pragmatic, good examples. I appreciated the start as well to set the scene and explain the different tools. Brings added value to my work. Very impressed and happy I've joined.
Good introduction on AI and copilot, good to have been provided with tips and quick wins for daily/quick usage, and some things to think about for more structured/longer term work.
Interesting course with lot of subtle techniques to use dynamics copilot to improve productivity and delivery leveraging knowledge and skills.
i always struggle to give clear commands but this session has given me all the information i was missing
Very useful. Delivered in an easy to understand manner. Very good examples- very practical day to day challenges that we face which makes it easier to connect with the learning and key principles
A very good course covering a lot of basics and a bit more for Copilot365. Lots of examples of prompts and methodologies you can apply in your day to day.
Good introduction to the architecture and structure of the environment. Often this is assumed in training. I think one of the first things I will do is make a summary 'cheat sheet' of how navigate / use the features in copilot
I have been using CoPilot on daily basis but the practical tips that Alex has shared were still very helpful. I think the value of this kind of training these days are less about teaching how to use AI because most people already use these tools, but more on how to more effectively gain the highest value.
1) Was fun, interactive. good group 2) Use case - would be great to push through some Engie, power industry or team specific use cases 3) practical; like the prompt coaching
As really only a user of Copilot and chat GPT for comparing contracts and making travel itineraries at a beginner level now that I have a better understanding of Agents I can think about how to make those tasks more efficient and consistent. I enjoyed the explanation of all of it as it demystified things even down to going through the layout of the chat area. Was great to see prompt coach and how to think about building the prompt from the start, also to see how the voice chat works, and that it can answer you if you were out and about and prepare something for you. I also liked the remember this for me tip!
the course is very well structured with clear demonstrations on Copilot interface and key functions illustrated many useful tips/functions, including scheduling prompt, use of Prompt coach, ask copilot to ask questions in MCQ format, etc.
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