Microsoft 365 Copilot: AI Productivity Across Word, Excel, PowerPoint, Outlook, and Teams

• An understanding of Microsoft 365 applications such as Word, Excel, and Outlook
• Experience with basic office workflows
• Familiarity with cloud-based collaboration tools

Audience

• Corporate users of Microsoft 365
• Office productivity professionals
• Team leads and department managers

Microsoft 365 Copilot is an AI-powered assistant integrated into Microsoft Office apps to help users draft, analyze, summarize, visualize, and communicate more efficiently.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals who wish to leverage Microsoft 365 Copilot features across core applications to increase productivity and improve workflows.

By the end of this training, participants will be able to:

• Use Copilot in Word to draft, summarize, and rewrite documents.
• Analyze, visualize, and automate data tasks using Copilot in Excel.
• Create AI-assisted PowerPoint presentations from outlines or documents.
• Enhance email management and communication with Copilot in Outlook.
• Streamline collaboration, meeting follow-ups, and task tracking in Teams using Copilot.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Microsoft 365 Copilot

• Overview of AI in Microsoft 365
• Copilot capabilities and licensing overview
• Best practices and prompt design in Copilot

Copilot in Word

• Drafting and rewriting documents with AI
• Summarizing long documents
• Inserting contextual suggestions and formatting help

Copilot in Excel

• Analyzing data trends and generating insights
• Automating formulas and tasks with plain language
• Creating charts and visual summaries

Copilot in PowerPoint

• Creating presentations from text or documents
• Designing slides using AI layout and content suggestions
• Refining speaker notes and visual themes

Copilot in Outlook

• Composing and replying to emails using Copilot
• Summarizing long threads and meetings
• Managing calendar tasks and scheduling with AI support

Copilot in Teams

• Generating meeting summaries and action items
• Tracking tasks and decisions using Copilot
• Using AI to catch up on conversations

Best Practices and Governance

• Responsible AI use in the workplace
• Data privacy and compliance considerations
• Managing user access and Copilot policies

Summary and Next Steps