Copilot for Microsoft 365
Copilot in Microsoft 365, from prompting to agents: apps, Researcher, Analyst, Agent Builder
About Copilot for Microsoft 365 Training
This half-day training is designed to give your teams operational mastery of Copilot: understand how it works, use it safely, and apply it immediately in Word, Excel, PowerPoint, Outlook, and Teams, and put its agents to work: Researcher, Analyst and Agent Builder.
Goal: by the end of the session, participants can write, summarize, analyze, and speed up everyday work with Copilot ; while staying in control of quality, confidentiality, and accountability.
Also part of your EU AI Act Article 4 duty: deploying Copilot makes your organization a deployer of an AI system, required since 2 February 2025 to ensure a sufficient level of AI literacy of its staff. This training meets that obligation where your teams work every day: inside Microsoft 365.
eaQbe Methodology: a Progressive Learning Curve
We don’t believe in training that overwhelms participants with theory. We focus on structured immersion. Our “3-stage autonomy arc” ensures concepts aren’t just understood—they’re truly mastered.
AI foundations & understanding Copilot
Participants start with the three ideas that explain every Copilot answer: the large language model (LLM), Microsoft Graph, and the grounded prompt. They learn what Copilot can and can’t do, why the same prompt gives different answers to different people, and the key limits to keep quality and confidentiality under control.
Prompting & workflow patterns
Participants learn a short, effective prompting framework (goal, context, sources, expected format) and, most importantly, the key skill: iterating until the output is usable. They build reusable prompt patterns for recurring team tasks and learn how to get “prompt coaching” when needed.
Microsoft 365 use cases + agents
Participants apply Copilot directly in Word, Excel, PowerPoint, Outlook, and Teams: writing, summarizing, analysis, presentations, and communication workflows. They then put the agents to work: Researcher for multi-step research, Analyst for data analysis, and Agent Builder to create and share their own—without turning Copilot into a black box.
Responsible use: risks & best practices
Copilot accelerates, but it doesn’t replace judgment. Participants learn the right habits to keep usage professional and safe:
- Key risks: inaccuracies, bias, overconfidence, reputation and compliance implications
- Practical rules: verify, frame the request, cite/link the source when needed, avoid sensitive data, adopt shared team habits
- “Before sending” mini-checklist: a simple grid to validate quality, consistency, and confidentiality level of a deliverable
Learning outcomes
- Faster, higher-quality writing and rewriting (emails, documents, summaries) in Word and Outlook
- Better meetings and collaboration: agendas, notes, follow-ups, and structured recaps in Teams
- Stronger Excel productivity: analysis requests, insights, formulas, pivot tables, charts, and data exploration patterns
- Faster PowerPoint: turning documents into slide structures and improving clarity
- Prompting mastery: reusable patterns + refinement habits for reliable results
- Agent reflexes: knowing when to hand work to Researcher, Analyst, or a custom agent built with Agent Builder
- Responsible-use reflexes: awareness of key risks (errors, bias, overconfidence) + best practices and review habits
Practical details
- Format: half-day interactive workshop (hands-on scenarios)
- Group size: 5–10 participants
- Prerequisites: none
- Follow-up: evaluation + post-training anchoring exercises
From daily tasks to intelligent workflows: Copilot for Microsoft 365
A complete program designed to build confident, responsible Copilot usage across Microsoft 365: understand how it works, prompt effectively, apply it in key apps, and build habits that drive adoption.
Module 1 - AI essentials & how Copilot works
Participants gain a practical understanding of generative AI: what a large language model (LLM) is, and the reflexes it demands.
- Generative AI and LLMs: what they do well / poorly
- Typical errors (hallucinations, approximations) and how to spot them
- “You stay the pilot”: simple criteria for an acceptable professional deliverable
Module 2 - How Copilot works: LLM, Microsoft Graph, grounded prompt
How the LLM of Module 1 becomes Copilot:
- Microsoft Graph: your emails, chats, meetings and documents, filtered by each user's permissions
- What Copilot can and cannot access depending on the environment, and the implications for quality and confidentiality
- The grounded prompt: your request enriched with your work context before the LLM answers, and why the same prompt gives different answers to different people
- Generic answer vs grounded answer; Copilot Chat vs Microsoft 365 Copilot
Module 3 - Effective prompting (framework + iteration)
- Short structure: goal, context, sources, expected format
- Iteration techniques: refine without starting over
- Reusable patterns (emails, summaries, plans, tables, checklists)
Module 4 - Hands-on use cases in Microsoft 365 apps
Practical work on the tools teams use every day:
- Outlook: summarize email threads, draft replies, support planning
- Teams: chat support, meeting/call summaries, structured follow-ups
- Word: drafting, rewriting, tone/length control, working with document context
- PowerPoint: generating presentations from existing content and improving structure/clarity
- Excel: asking questions about data, generating formulas, pivot tables, charts, and analysis workflows
Module 5 - Responsible use, risks & best practices
- Key risks: inaccuracies, bias, overconfidence, reputation/compliance
- Practical rules: verify, cite sources, frame requests, avoid sensitive data, team habits
- “Before sending” mini-checklist for professional deliverables
Module 6 - Agents: Researcher, Analyst, and your own
The agent layer of Microsoft 365 Copilot:
- Researcher: multi-step research across your work content and the web, with cited sources
- Analyst: data analysis with step-by-step reasoning, from raw files to charts and insights
- The prebuilt gallery: meeting facilitation, translation, project management, and how agents surface inside the apps covered in Module 4
- Agent Builder: describe an agent in natural language, ground it on your documents and sites, share it with the team
- When to step up to Copilot Studio: connectors, workflows and governance (a dedicated eaQbe training)
Frequently asked questions
Does Copilot for Microsoft 365 replace employees?
No. Copilot takes over the mechanical part of office work: drafting, summarising, searching, first-pass analysis. The judgment, the relationships and the decisions stay with your people. The training is built around that division of labour: participants learn which tasks to delegate and how to review what comes back.
What is covered besides writing prompts?
The full span of Copilot in Microsoft 365: Copilot in Word, Excel, PowerPoint, Outlook and Teams, the mechanics underneath (the language model, Microsoft Graph and the grounded prompt), the Researcher and Analyst agents, building and sharing your own agents with Agent Builder, and responsible use.
What are the Researcher and Analyst agents?
Copilot agents that work for minutes rather than seconds. Researcher runs multi-step research across your documents, emails, meetings and the web and returns a cited report. Analyst reasons over data files and produces the kind of analysis a data analyst would. The training shows when each one beats the standard chat.
Can Copilot show me documents I am not allowed to see?
No. Copilot retrieves through Microsoft Graph and respects the permissions already set in your Microsoft 365 tenant: a user can never obtain through Copilot a document they could not open themselves. The training covers this grounding mechanism explicitly, because understanding it is what builds trust in the answers.
Do participants need a technical background?
No. The training is for the people who use Word, Excel, PowerPoint, Outlook and Teams every day, whatever their role. Concepts like the language model and Microsoft Graph are introduced once, in plain language, then reused throughout the session inside the tools themselves.
Is the training available in French and English, on-site or remote?
Both. Sessions run in French or English, on-site across Belgium and Luxembourg (we are based in Brussels) or remotely, and the exercises can be tailored to your organisation's real documents and use cases.
What makes eaQbe's trainings right for your team ?
Scenario-based learning
Our training bridges the gap between concepts and reality. We immerse participants in realistic business scenarios, ensuring skills are directly applicable to your specific challenges.
Trainings led by experts
Our trainers are data science specialists with solid teaching experience. They make complex topics accessible through a clear, structured approach focused on practical application
Progressive autonomy & mastery
Each participant is guided step by step in their learning journey: from theory and demonstrations to guided exercises, leading to full autonomy.