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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

Generative AI models respond to prompts by producing content based on learned patterns rather than retrieving fixed answers from a database. This section explains how user instructions are interpreted, what sources responses rely on, and what generation means in practice.

  • 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

Effective prompting requires thinking in terms of task design rather than single commands. Participants learn what a prompt is, how goal, context, and style shape the response, and how to formulate requests that lead to more accurate and usable output from 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

Many weak AI results come not from the model itself but from unclear requests and unrealistic expectations. The section analyzes imprecise commands, missing context, and poorly defined output formats, then shows how to account for tool limitations and avoid recurring mistakes.

  • 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

Microsoft Copilot is introduced through its operating logic, the kinds of tasks it supports, and the problems it helps solve in office work. The section builds a common understanding of the tool and clarifies where its use brings practical benefits in everyday activities.

  • 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

Daily office tasks often follow repeatable patterns, and Copilot can be mapped to those scenarios across the Microsoft 365 environment. The section examines typical use cases, role-based value for different teams, and practical examples drawn from routine work.

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

6. Copilot Integration with Microsoft Applications

Microsoft 365 applications differ in how Copilot appears and how data moves between them. This part explains which tools support it, how to launch and identify its presence, and how synchronization and shared information enable work across Word, Excel, Outlook, Teams, and PowerPoint.

  • 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

Word is used here as an environment for drafting and refining content with AI support. The section covers document creation and editing, text summarization, style improvement, and preparation of both formal materials and everyday working documents.

  • 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

Working with spreadsheets involves both editing data structures and asking the right questions about the information they contain. Here the focus is on creating and modifying sheets, interpreting Copilot responses, and generating reports or summaries from the available data.

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

9. Copilot in PowerPoint – effective presentations

PowerPoint support focuses on turning source text into slide content that is structured and easier to present. Participants work with Copilot features for generating slides, refining titles and layouts, and maintaining visual consistency across the whole presentation.

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

10. Copilot in Outlook – communication automation

Outlook becomes a workspace for faster communication when Copilot helps draft messages, suggest replies, and condense long email threads. The section also covers calendar support, including planning and managing schedules in the flow of everyday correspondence.

  • 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

Meeting work can be shortened by using Copilot to capture decisions, produce notes, and turn discussions into task lists. It also supports summaries of team conversations and helps derive conclusions from chat history when follow-up actions need to be clarified.

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

12. Summary of Copilot applications in the team

Across Microsoft 365, the value of Copilot increases when outputs from one application support work in another. The section connects these workflows through team scenarios, showing how documents, data, communication, and meetings can form a consistent process rather than separate tasks.

  • examples of synergy between applications.

13. Legal and ethical aspects of using AI

AI use in business raises questions about authorship, liability, and acceptable use of generated content. This section addresses copyright, risks such as bias, discrimination, and disinformation, as well as clauses and internal rules that help protect the company from legal exposure.

  • 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.