Microsoft 365 Copilot Essentials
(4.77 out of 5) 114 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
I found this training extremely helpful. There was a good balance of theoretical and practical information. The pace was good, allowing me to follow along to the instructor, Ali's instructions.
This course has given me the confidence to use the AI tool more effectively. I can now see how it directly benefits me in my role.
I liked the reversing prompt, for the copilot to "interview" me, so it would give me a different perspective.
I found it helpful to understand the access to microsoft 365 copilot. I was able to understand how to create and save a document onto my computer.
I enjoyed this course it was well-paced, engaging and informative. The explanations were clear for those in the meeting that have limited knowledge of AI with practical examples that reinforced key learnings.
The prompting exercise was especially valuable; it helped me to understand exactly where I can be utlising AI in my role and how to get stronger results.
I most enjoyed the relatively small class size and ability to ask questions specific to me and have the trainer let me share my screen and coach me live directly on the key issue/question I had. It's challenging to get this level of support internally out our company as it via a ticket logging system with outsourced company not in my time zone so more time is spent trying to get the help that actually being helped which means I rarely seek support on AI issues even though it would help me. Human support for AI is what was best!
the examples provided and the reasoning behind them and then building on the prompts was very insightful. Although I can see the application of the when the Avene example was used, it lost me as it was more specific to others needs and not mine.
Adam is very knowledgeable and made the copilot training really engaging and interesting. I learnt a lot about what I can do within Copilot.
Easy to enroll and connect/join the course on the day. Highlighted the importance of prompting to maximise outputs being sought. Managed well with demonstration vs. hands on practice when only having the basic version of Co-Pilot available. Instructor related to participants areas of work to help when presenting concepts.
The instructions were clear to understand and it was interesting learning about how to prompt correctly and use the prompt agent
It was indepth introductory course to Copilot. Interesting to see how to utilise prompt coach and had some practical examples.Would be good to see how to leverage note book or other MS applications and how to use Copilot within.
I loved it. It was simple enough to make it comprehensive but deep enought to extend by a lot my current knowledge of AI with practical use for my day to day work. I feel more confident using AI and how I need to build my organization with AI.
The real-life examples was fantastic, and showing us where all the features were really valuable. It would be even better if there was a cheat sheet as a digital or take home on building a prompt through the agent and other highlights as I found it hard to take notes while following where to go in Co-Pilot. I just tried to take photos along the way.
Very informative and provided a great learning as to how we can incorporate Copilot into our every day work environment. i have used caht GTP extensively but was not aware at all Copilot ran on teh same platform and what the capabilities were available to me at work - thank you
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