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Copilot Course in Microsoft 365 – leveraging AI to increase productivity in Microsoft 365

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Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

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Better prompts - You will learn how to write prompts that give Copilot clear goals, context, and tone, so you can get more accurate, useful responses faster and with less back-and-forth.

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Fewer AI mistakes - You will see the most common pitfalls, from vague instructions to missing context and unrealistic expectations, and learn how to avoid them in your day-to-day work with AI tools.

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Faster Word documents - With Copilot, you will draft content faster, improve wording, summarize long text, and refine both working documents and formal materials without starting everything from scratch.

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Quicker Excel analysis - You will learn how to ask questions about data, build summaries, and interpret results, so you can prepare reports and insights more efficiently without time-consuming manual analysis.

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Stronger PowerPoint decks - You will learn how to turn text into slides, structure content clearly, and keep presentations visually consistent, helping you create polished materials for meetings much faster.

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Smoother Outlook communication - You will speed up email drafting, replying to threads, and organizing correspondence, while also using Copilot more effectively to support scheduling and calendar-related tasks.

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More effective Teams meetings - You will learn how to generate meeting notes, task lists, and conversation summaries automatically, so you can act on decisions faster and keep track of team commitments.

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Safer AI use - You will understand Copilot's limits as well as key legal and ethical issues, so you can use AI in a more informed, responsible way that fits real business environments.

Training programme

1. Principles of operation of generative AI models

  • how AI „understands” user commands,
  • what data the answers are based on,
  • what does it mean that AI generates, rather than searches for, information?

2. Introduction to prompting – a new language of working with AI

  • what a prompt is and what its significance is,
  • elements of an effective prompt: goal, context, style,
  • how to think in terms of tasks to obtain accurate answers?

3. Typical mistakes in working with AI and how to avoid them

  • overly general or imprecise commands,
  • lack of context and instructions regarding the form of the response,
  • ignoring the limitations of the tool.

4. Introduction to Microsoft Copilot

  • what Microsoft Copilot is and how it works,
  • what problems and tasks it helps solve,
  • benefits of using it in office work.

5. Using Copilot in the Microsoft 365 ecosystem

  • the most common scenarios for using Copilot,
  • added value for different roles and teams,
  • examples from everyday work.

6. Copilot Integration with Microsoft Applications

  • which applications support Copilot (Word, Excel, Outlook, Teams, PowerPoint),
  • how to launch and recognize the presence of Copilot,
  • synchronization and data sharing.

7. Copilot in Word – document automation

  • creating and editing content using AI,
  • drafting, summarizing and improving style,
  • preparation of official and working documents.

8. Copilot in Excel – data analysis and reporting

  • creating and modifying spreadsheets,
  • formulating questions and interpreting results,
  • automatic creation of reports and summaries.

9. Copilot in PowerPoint – effective presentations

  • generating slides based on text,
  • suggestions for layout, titles and content,
  • visual consistency of the presentation.

10. Copilot in Outlook – communication automation

  • support in drafting e-mail messages,
  • suggestions for replies and summaries of threads,
  • planning and managing the calendar.

11. Copilot in Microsoft Teams – meeting support

  • creating meeting notes and task lists,
  • summaries of team conversations,
  • drawing conclusions based on chat history.

12. Summary of Copilot applications in the team

  • examples of synergy between applications.

13. Legal and ethical aspects of using AI

  • copyright issues – who is the author of the content?
  • threats: discrimination, bias, disinformation,
  • clauses and regulations – how to legally protect the company?

What are the prerequisites for participating in the training?

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Microsoft 365 basics - You should be comfortable using Word, Excel, Outlook, and Teams in everyday work, so you can focus on Copilot itself rather than learning the applications from scratch.

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Confident computer use - You should work confidently on a computer, open files, move between apps, and copy information across tools, as the training does not cover basic computer operation.

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Office work experience - You should have experience creating documents, handling email, working with spreadsheets, and joining online meetings, so you can relate the examples to your own tasks.

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Readiness to work with AI - You should be willing to test different prompts and review AI responses critically, because the training relies on practice and on evaluating the quality of generated output.