Copilot365
Master Copilot in Microsoft 365
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.
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.
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 a clear introduction to modern AI: machine learning, symbolic reasoning, large language models (LLMs), and how generative AI works. They learn what Copilot can and can’t do, how it uses context within Microsoft 365, 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 also discover how to use agents to support structured work and repeatable processes—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
- 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 AI: machine learning, symbolic reasoning, large language models (LLMs), and how generative AI works—including Copilot and its use inside Microsoft 365 (what it uses as context, what it can and can’t access depending on the environment, and the implications for quality and confidentiality).
- 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 inside Microsoft 365
- Where Copilot pulls context from (Microsoft 365 data, the web, sources depending on access)
- How rights, sources, and permissions impact the output
- Understanding the difference between a “generic” answer and an output “grounded in your context”
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 & next steps
Participants discover how agentic capabilities support multi-step work (research, analysis, structured outputs) and how to identify the right use cases to extend Copilot into repeatable workflows.
