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Copilot AI Course in Office 365: Process Automation and Optimization, Data Analysis, and Knowledge Bases

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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 for work - You will learn how to write precise prompts for Copilot, so you can get more relevant answers, stronger summaries, and useful content faster in your everyday office tasks.

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Faster document creation - You will speed up the creation of reports, drafts, articles, and notes in Word by learning how to generate content, refine style, and extract key conclusions from source materials.

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Presentations with less manual work - You will discover how to use Copilot in PowerPoint to build presentations, structure your message, and turn documentation or notes into clear slides ready for further editing.

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Smoother team communication - You will handle email and meetings more efficiently by learning to summarize threads in Outlook and Teams, capture decisions, and plan follow-up actions and deadlines faster.

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Data analysis in Excel - You will work with data more effectively in Excel by creating formulas, categorizing information, cleaning datasets, and drawing conclusions that support day-to-day business decisions.

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Automation of repetitive tasks - You will explore practical scenarios where Copilot reduces the time spent on summaries, information organization, drafting replies, and structuring materials across Microsoft 365 apps.

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Better use of Microsoft 365 data - You will understand how Copilot uses data and context across Microsoft 365, making it easier for you to connect information from Word, Excel, Outlook, Teams, and other tools.

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Knowledge base for Copilot - You will learn how to organize notes, messages, and content from Outlook and Teams to build a practical knowledge base that Copilot can use for summaries, recommendations, and translations.

Training programme

1. 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.

2. Generative AI, LLM models and prompting

  • what is generative AI and LLM?
  • creating good prompts,
  • creating graphics and images with AI.

3. Application of Copilot in the Microsoft 365 ecosystem

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

4. Copilot in practice — case study in Office 365

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

5. Copilot in Word and PowerPoint — practical examples

  • generating texts (articles, reports, drafts),
  • improving style, grammar, synonym suggestions,
  • creating slides, reading documentation and drawing conclusions.

6. Copilot in Outlook and Teams — practical examples

  • email interpretation, thread summaries,
  • creating tasks, reminders, scheduling meetings,
  • transcriptions and conversation records, calendar organization.

7. Copilot in Excel — practical examples

  • writing formulas, data categorization,
  • analysis, summaries and conclusions from data,
  • cleaning and organizing data (duplicates, formatting).

8. Integration with tools: Loop, OneNote, Planner

  • enriching the data context,
  • organizing ideas and creative brainstorming.

9. Case study: building a knowledge base for Copilot

  •  Outlook, Teams: notes, content search,
  • prompting: summaries, recommendations, translations.

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 at a basic level, so during the training you can focus on Copilot rather than on learning the apps themselves.

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Working with documents and data - You should know how to create and edit documents, emails, and simple spreadsheets, because the training is based on hands-on exercises using typical office materials and data.

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Cloud work fundamentals - You should understand how to save, open, and share files in Microsoft 365, because some exercises rely on data context, synchronization, and working across connected tools.

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Readiness to write instructions - You should be ready to describe tasks and expected outcomes precisely, because the training covers prompting, refining requests, and assessing the quality of Copilot responses.