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Copilot and effective prompts in practice. AI assistant 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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Confident Copilot use - You will understand how Microsoft Copilot works in real tasks and learn how to match its features to everyday work instead of relying on trial and error.

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Smarter AI tool choice - You will learn when to use Copilot, ChatGPT, or Copilot Web, so you can reach your goal faster and avoid working in a tool that does not fit the task.

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Effective work prompts - You will learn to write precise prompts with a clear goal, context, and output style, so you get useful results for emails, analysis, presentations, and documents.

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Faster content creation - You will create emails, summaries, offers, meeting plans, and presentation drafts with Copilot, helping you reduce editing time and polish final materials more easily.

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Practical data analysis - You will see how to use AI in Excel to build tables, adjust formulas, describe data, and draw conclusions that you can apply directly in your day-to-day work.

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More done in the browser - You will learn how to search, summarize, simplify, translate, and expand content in Copilot Web and other free AI tools without needing extra software.

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Safe AI use - You will learn how to work with AI responsibly, including what not to enter, how to spot hallucinations, and how to verify answers before using them professionally.

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Ready for team rollout - You will gain a practical approach to introducing AI in your organization, along with reusable prompt sets and guidance for encouraging responsible team adoption.

Training programme

1. What is Microsoft Copilot and how does it work?

Microsoft Copilot is presented through its core functions, operating model and place within the Microsoft ecosystem. The section also distinguishes the free and business versions and explains how integration with Word, Excel, Outlook and related tools changes everyday work.

  • main functions and the way Copilot works,
  • differences between the free version and the business version (Microsoft 365),
  • integration with the Microsoft ecosystem (Word, Excel, Outlook, etc.).

2. Comparison of Copilot with other AI tools

Choosing the right tool depends on interface, integration and the type of task to be completed. Here, Copilot is compared with ChatGPT and with browser-based Copilot Web, showing where each option fits better in document work, chat use or broader workflows.

  • Copilot vs. ChatGPT: differences in interface, integration and capabilities,
  • Copilot Web (Edge) vs. classic chatbot,
  • which tasks are better carried out in Copilot, and which in ChatGPT?

3. Principles of operation of generative AI models

Generative AI models do not retrieve answers the way a search engine does, which affects how their outputs should be interpreted. The section explains how models process commands, what sources their responses rely on, and what generation means in practical terms.

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

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

Prompts define how work is translated into instructions that AI can act on. The section explains what a prompt is, why it matters, and how goal, context and style affect the response, with a task-oriented approach to getting more relevant outputs.

  • what is a prompt and what is its significance,
  • elements of an effective prompt: goal, context, style,
  • how to think in a task-oriented way to obtain relevant answers?

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

Many weak AI results come from unclear instructions rather than tool failure. This section focuses on prompts that are too general, missing context, or vague about the expected output, and explains how to avoid errors caused by ignoring the system’s limitations.

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

6. Creating content with Copilot: Word, Outlook, PowerPoint

From everyday emails to structured offers and meeting plans, Copilot can assist across core Microsoft 365 applications. Participants practice drafting in Word and Outlook, generating presentation ideas in PowerPoint, and refining text through editing, simplification and formatting.

  • writing emails, summaries, meeting plans and offers,
  • generating presentations and slide proposals,
  • editing, simplifying and formatting text.

7. Data analysis and automation in Excel using AI

Working with data in Excel becomes faster when AI helps build and adjust tables, formulas and analytical descriptions. The section shows how to interpret datasets, draw conclusions, and use selected free AI tools to support analysis and repetitive tasks.

  • creating and modifying tables and formulas,
  • describing data and drawing conclusions,
  • examples of using free AI tools for analysis.

8. Copilot Web and other free AI tools

Copilot Web and similar free tools support fast work in the browser, from finding and summarizing information to reshaping text for a new audience. The section also covers simplification, expansion, translation, and drafting marketing or creative content.

  • searching and summarizing content in the browser,
  • transforming texts: simplifying, expanding, translating,
  • writing marketing and creative content.

9. Safety and responsibility in working with AI

Safe use of AI starts with knowing what data must never be entered into Copilot, including personal information and confidential company content. Participants also learn how to spot AI hallucinations and clarify accountability for generated outputs.

  • what not to enter into Copilot (personal data, company secrets),
  • examples of so-called „AI hallucinations” and how to recognize them,
  • who is responsible for content generated by AI?

10. Legal and ethical aspects of using AI

Legal risk appears quickly when AI-generated content enters business processes. The section addresses authorship and copyright, bias, discrimination and disinformation, then explains how clauses, policies and terms can be used to protect the company in practice.

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

11. Implementation of AI in the organization – what next?

After initial adoption, the focus shifts to day-to-day use across the team. This section works with ready-made prompt sets for common tasks and shows how to encourage responsible AI habits without forcing one rigid way of working.

  • ready sets of prompts to use at work,
  • how to inspire the team to use AI responsibly.

What are the prerequisites for participating in the training?

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Microsoft 365 basics - You should be comfortable using Word, Excel, and Outlook in everyday work so you can focus on applying AI rather than learning the basics of the apps.

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Confident computer use - You should be able to move easily through your system, browser, and files, because the training includes practical tasks across several tools.

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Content work experience - You should have experience writing emails, documents, or presentations so you can better assess how AI can speed up and organize your daily work.

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Basic data skills - A basic understanding of tables, simple formulas, and data interpretation in Excel will help you work comfortably with the AI-based analysis part.