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Copilot AI Course in Office 365. Automation and optimization of processes, data analysis and knowledge base

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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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Effective Copilot use - You will learn how to use Microsoft Copilot for real office tasks, so you can draft content, summaries, and replies much faster instead of handling everything manually.

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Better prompting - You will learn how to write precise prompts for LLM-based tools, helping you get more relevant outputs, avoid common mistakes, and reach the result you need much faster.

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Smooth work across apps - You will see how to combine Word, Excel, Outlook, Teams, and PowerPoint so you can move context smoothly between tasks and reduce constant switching between tools.

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Faster document creation - You will practice generating report drafts, articles, and presentations, improving writing style, and extracting insights from documents to prepare work materials much faster.

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Better email and meeting flow - You will master email thread summaries, meeting planning, task creation, and working with Teams transcripts, making your daily communication easier to organize and follow.

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Practical Excel data analysis - You will use Copilot in Excel to write formulas, clean data, categorize information, and build summaries and conclusions that support faster and better business decisions.

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Knowledge base building - You will learn how to build a structured knowledge base from Outlook, Teams, and notes, so you can find information faster, summarize it efficiently, and generate useful recommendations.

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More automation at work - You will gain ready-to-use Copilot scenarios for daily work that help you reduce repetitive tasks, organize responsibilities more effectively, and get more done in less time.

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,
  • good practices in prompting,
  • typical mistakes in prompting,
  • synergy between MS365 applications,
  • creating graphics and images with AI.

3. Application of Copilot in the Microsoft 365 ecosystem

  • the most common Copilot usage scenarios,
  • 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 it 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

  • interpreting emails, thread summaries,
  • creating tasks, reminders, scheduling meetings,
  • transcriptions and records of conversations, 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 context of data,
  • 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 core features of Word, Excel, Outlook, Teams, and PowerPoint, so you can focus on Copilot workflows rather than basic app navigation.

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Office document workflow - You should have experience creating documents, handling email, working with spreadsheets, and preparing presentations, because the training is built around these daily tasks.

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Basic data analysis - You should understand basic Excel data tasks such as filtering, sorting, and simple formulas, so you can use Copilot more effectively for analysis and data organization.

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Readiness to work with AI - You should be ready to test new ways of working and write your own instructions, as the training covers prompting, evaluating results, and refining AI-generated responses.