Training Course

Microsoft 365 Copilot for Business Users - Introduction

PDF
Course Duration: 1 Day

Course Overview

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.

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

  • 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?

  • Copilot in Word

    Creating content using Copilot
    Editing with Copilot in Word
    Generating content using existing files

  • 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

  • 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

  • Copilot in Outlook

    Drafting emails with Copilot
    Summarising email threads
    Coaching with Copilot

  • Copilot in Teams

    Using Microsoft Copilot in Teams chats and channel conversations
    Using Copilot in Teams for Meetings

  • Copilot Chat

    Accessing Copilot Chat
    Engaging with Copilot Chat for search and Assistance
    Tips for effective communication with Copilot Chat
    Chat History

  • Microsoft 365 Copilot labs and prompt engineering

    Tips for writing good prompts
    Microsoft prompt resources
    Remember, everything is a first draft!

  • Intro to Copilot Agents (time permitting)

    What are Copilot agents?
    Types of agents
    Benefit of Copilot agents over Copilot Chat

 

Public Scheduled Course Dates

Prices per delegate. All prices exclude VAT.
05 Jun 2026
Virtual
£345
31 Jul 2026
Virtual
£345
21 Sep 2026
Virtual
£345
07 Oct 2026
Virtual
£345
10 Dec 2026
Virtual
£345

Private Training

Private course
Flexible date and location
Please quote for prices

  • Course Options

    Private courses:
    Private course
    Flexible date and location
    Please quote for prices
    Public scheduled courses:
    All prices exclude VAT, prices per delegate.
    05 Jun 2026
    Virtual
    £345
    31 Jul 2026
    Virtual
    £345
    21 Sep 2026
    Virtual
    £345
    07 Oct 2026
    Virtual
    £345
    10 Dec 2026
    Virtual
    £345
  • Call us on
    0191 377 8377
    to discuss your requirements.
    Mon-Fri 9am-5pm.
    Ask a Question
  • Microsoft 365 Copilot for Business Users - Introduction Course Options
    Virtual
    Virtual
    These courses can be attended from anywhere.
    Private
    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
    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!
  • Virtual Training

 

Course Reviews
Any other comments or recommendations The trainer was excellent

N.W. South Tyneside Council, Excel Level 3

Which part of the course did you find particularly valuable Creating a dashboard

S. Student, Excel Analysing and Presenting Data with Dashboards and Pivot Tables

Which part of the course did you find particularly valuable All of it, I39m a novice at Power BI

S.S. Nhsbsa, Microsoft Power BI Complete

I particularly benefitted from the level of depth and explanation that went into the course step by steps. the exercisers allowed learning time to understand each module and skill.

J.G. Hitachi, Excel Level 2

Which part of the course did you find particularly valuable The overview of crystal and the functionality of formulas

G.P. Nhs Fleet Solutions, Crystal Reports Level 1

There are lots of little nuggets and time saving opportunities the time spent today has been invaluable, shame I haven39t completed it sooner would have saved me quite a lot of time!

S.P. Impact International, Excel Level 2

Following this training what are you going to do differently Much better analysis of data use more functions

V.H. William Smith Group, Excel Level 2

Following this training what are you going to do differently Increase technical ability and streamline my work. Use more of the functions rather than typing out formulas.

D.S. Home Office, Excel Level 2

 

 

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 book a 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:6/4/2026 12:11:54 AM