Microsoft 365 Copilot Chat for Word, Excel, PowerPoint, and Outlook

• Experience using Microsoft Word, Excel, PowerPoint, and Outlook
• Understanding of general workplace tasks involving writing, data analysis, or communication
• No prior AI or prompt engineering experience required

Audience

• Business professionals looking to improve productivity using Microsoft Copilot
• Administrative, communication, or data analysis staff
• Corporate teams transitioning to AI-enhanced workflows

Microsoft 365 Copilot Chat is an AI-powered assistant integrated into Microsoft 365 applications to help users write, summarize, analyze, and automate tasks more effectively.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level business professionals who wish to use Copilot Chat across Word, Excel, PowerPoint, and Outlook to improve daily productivity and communication.

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

• Use Copilot Chat to generate content and insights in Word, Excel, PowerPoint, and Outlook.
• Create and refine prompts for more accurate and useful AI responses.
• Automate routine tasks using basic scripting and integration techniques.
• Apply best practices for security, ethics, and accuracy in generative AI usage.

Format of the Course

• Interactive lecture and discussion.
• Lots of hands-on practice in Microsoft 365.
• Real-world use cases and guided labs.

Course Customization Options

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

1. Introduction and Basic Concepts

• What is Generative AI?
• Overview of Microsoft 365 Copilot Chat: what it’s for and how it helps in daily work
• Basic concepts of prompts (commands) and personas

2. Setup and Access

• How to enable Copilot Chat in Microsoft 365 (licensing, permissions)
• Navigating the Copilot Chat interface in Word, Excel, Outlook, and PowerPoint

    Practice:

• Access your Microsoft 365 and explore the Copilot Chat sidebar
• Test basic questions and commands

3. Practical Use in Microsoft Word

• Create, edit, and review documents with Copilot Chat assistance
• Text generation, summarization, and rephrasing
• Writing scripts for presentations

4. Practical Use in Microsoft Excel

• Auto-generate formulas
• Analyze data and charts using natural language commands
• Automate complex calculations

5. Practical Use in Microsoft PowerPoint

• Create slides from topics or plain text
• Generate presentation scripts and visual suggestions
• Automatically adjust design

6. Practical Use in Microsoft Outlook

• Write emails quickly and effectively
• Auto-replies and improvement suggestions
• Organize inbox with commands

7. Creating Effective Prompts

• Prompt structures that generate better responses
• Using personas to adjust tone and style
• Practical prompt examples for daily tasks

8. Automation and Integration

• Integrate Copilot Chat with Teams and other Microsoft tools
• Simple automation examples to save time
• Using scripts and macros generated by Copilot Chat (basic level)

9. Best Practices and Ethics

• Privacy and security when using generative AI
• Avoiding common mistakes and bias in results
• Reviewing the AI-generated responses

Summary and Next Steps