Training course

Microsoft 365 Copilot for Business Users - Introduction

This one-day course is designed to help business users understand the basics of Microsoft Copilot for Microsoft 365, a productivity tool that uses artificial intelligence to provide real-time intelligent assistance within Microsoft 365 productivity apps including Word, Excel, PowerPoint, Teams and Outlook. It is designed to transform productivity, creativity, collaboration for users, teams and organisations.

The course is beginner-friendly and requires no previous AI expertise.

  • 1 Day
  • Online or in person
  • Private courses available
Download outline (PDF)

Course Objectives

  • Explore the intricacies of Microsoft Copilot for Microsoft 365, offering hands on learning and insights into its functionality, how it works and Microsoft's dedication to implementing AI responsibly and ethically whilst ensuring all business data is secure, compliant and respects privacy and copyright requirements.

Prerequisites

  • Familiarity with Microsoft Word, PowerPoint, Excel, Outlook and Teams

Course content Back to top

  1. Introducing Microsoft 365 Copilot
    Microsoft 365 Copilot introduction
    Copilot, Copilot, everywhere!
    What is Microsoft 365 Copilot?
    Microsoft Copilot for Microsoft 365 requirements
    How does Microsoft 365 Copilot work?
    What about copyright?
  2. Copilot in Word
    Creating content using Copilot
    Editing with Copilot in Word
    Generating content using existing files
  3. Copilot in PowerPoint
    Creating a presentation with Copilot
    Editing presentation content with Copilot
    Using Designer
    Slide transitions and animations
    Using your organisation’s branding with Copilot
    Getting presentation information with Copilot
  4. Copilot in Excel
    Common data analysis using Copilot
    Identifying relationships, trends, and outliers
    Creating formulas with Copilot
    Editing Excel workbooks using Copilot
    Formatting Excel data
  5. Copilot in Outlook
    Drafting emails with Copilot
    Summarising email threads
    Coaching with Copilot
  6. Copilot in Teams
    Using Microsoft Copilot in Teams chats and channel conversations
    Using Copilot in Teams for Meetings
  7. Copilot Chat
    Accessing Copilot Chat
    Engaging with Copilot Chat for search and Assistance
    Tips for effective communication with Copilot Chat
    Chat History
  8. Microsoft 365 Copilot labs and prompt engineering
    Tips for writing good prompts
    Microsoft prompt resources
    Remember, everything is a first draft!
  9. Intro to Copilot Agents (time permitting)
    What are Copilot agents?
    Types of agents
    Benefit of Copilot agents over Copilot Chat

Public dates and prices Back to top

Prices are per delegate and exclude VAT.

  • Thursday 26 November 2026

    Durham 9:30–16:30

    £425+ VAT

  • Thursday 10 December 2026

    Virtual, live online 9:30–16:30

    £345+ VAT

  • Tuesday 19 January 2027

    Virtual, live online 9:30–16:30

    £345+ VAT

  • Tuesday 16 February 2027

    Durham 9:30–16:30

    £425+ VAT

  • Thursday 25 March 2027

    Virtual, live online 9:30–16:30

    £345+ VAT

  • Tuesday 20 April 2027

    Durham 9:30–16:30

    £425+ VAT

  • Wednesday 26 May 2027

    Virtual, live online 9:30–16:30

    £345+ VAT

  • Tuesday 22 June 2027

    Durham 9:30–16:30

    £425+ VAT

Can't make these dates? Ask about a private course on a date that suits you.

Training a team?

Run this course privately, on your dates

  • Virtual These courses can be attended from anywhere.
  • Private Flexible course content, flexible training date(s), flexible location(s), variable course length, private to your organisation - Courses can be held at one of our training venues or at another location convenient to you. Training can be set over a number of days or weeks to allow for practice time between training sessions.
  • Public Scheduled Fixed course content, fixed date, fixed location, fixed length, multiple organisations - All you need to do is choose which course you would like to attend and contact us to book!

What delegates say Back to top

Which part of the course did you find particularly valuable

“The trainer was willing to help until everyone understood”
H.L., Hoults Ltd, Excel Level 1

Would it be possible to use your feedback in our marketing we only use your initials and organisation name

“Very beneficial and informative session with a subject matter expert!”
Y.B., Egger Uk, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

Any other comments or recommendations

“Great course, great environment.”
B.K., Renolit Cramlington Ltd, Interviewing Skills
“Four steps to effective instruction is very useful”
B.J., Greencore Group, Train the Trainer

Following this training what are you going to do differently

“Going to try and utilize macros more often within the business to automate processes.”
S.T., Barratt Developments Plc, Excel Advanced Macros
“This course will help me produce information more quickly and efficiently”
W.D., James Jones & Sons Ltd, Excel Level 2
“Fantastic!”
A.S., Excel Level 2
“Recommending to everyone!”
M.C., Sheard Packaging, Excel Level 1

Please contact us to discuss your Microsoft 365 Copilot for Business Users - Introduction course, we have many solutions available to ensure you receive the best training possible.

Learn with IT Training Solutions. Small course sizes. Course materials included. Flexible Microsoft 365 Copilot for Business Users - Introduction course content. Expert trainers and tried & tested training methods. Many course materials available online using your personal training account. Please contact us to booka place or get a quote for your Microsoft 365 Copilot for Business Users - Introduction course.

IT Training Solutions Ltd
Oakville, 14 Durham Road West, Bowburn, Durham, DH6 5AU
0191 377 8377
ittrainingsolutions.co.uk
Printed: 10/20/2026 9:44:58 PM