Microsoft 365 Copilot: Practical Applications for Everyday Work

This course provides participants with a foundational understanding of Microsoft 365 Copilot and how it can enhance daily productivity through practical applications such as email management, presentation preparation, and meeting minutes.

By the end of the training, you will be able to confidently use Microsoft 365 Copilot to automate and enhance key workplace tasks, saving time and improving efficiency.

Content

Introduction to Microsoft 365 Copilot and AI in the Workplace

Welcome and Housekeeping
o Overview of the session
o Brief introduction to AI in Microsoft 365

What is Microsoft 365 Copilot?
o Introduction to Copilot and how it differs from ChatGPT
o Key benefits: productivity, automation, and AI-powered insights
o How Copilot integrates with Microsoft 365 (Word, Excel, Outlook, Teams, PowerPoint)

How AI is Transforming Work
o Case studies: How companies are using Copilot for efficiency
o Key statistics on AI-driven productivity improvements

Practical Applications of Microsoft 365 Copilot in Everyday Work

Microsoft 365 Copilot Chat in Edge and MS Teams
o Screen layout
o Work verses Web Chats
o What documents can be accessed
o Creating Pages
o Using Conversations
o Basic Agents
o Image creation

Microsoft 365 Copilot for Email Management (Outlook)
o Writing and summarising emails
o Prioritising and managing inbox overload
o Automating responses and setting email rules

Microsoft 365 Copilot for Meeting Preparation and Notes (Teams & Outlook)
o How Copilot can help you prepare for Teams meetings
o Using Microsoft 365 Copilot in a meeting
o Generating minutes and post-meeting summaries
o Generating follow-up actions

Microsoft 365 Copilot for Document & Report Creation (Word & Excel)
o Report generation from organisational and internet data/information
o Formatting and proofreading assistance
o Data analysis in Excel: charts, summaries, and insights

Microsoft 365 Copilot for Presentations (PowerPoint)
o Creating slides from Word/PDF documents
o Generating speaker notes and content suggestions
o Improving design and layout automatically
o Using your corporate templates

Interactive Exercises & Best Practices

Hands-on Exercises
o Participants work on a practical task using Microsoft 365 Copilot
o Summarising an email thread
o Drafting a report from online data
o Creating a PowerPoint slide from text or a file

Best Practices for Using Microsoft 365 Copilot Effectively
o How to write effective prompts
o Understanding Copilot’s strengths and limitations
o Ensuring data privacy and security

Q&A and Next Steps