Introduction To Copilot Course

This course is different to our other courses as we train this using Teams due some of the built in Copilot functionality within Teams.

You will need the following

• a full premium paid for Copilot license, if you are unsure if you have it, please see here:  https://youtu.be/af749RjG-a8
• an MS365 license
• MS Edge web browser installed

The first session is built around introducing you to Copilot, and everything it can do.

• Understanding what Copilot is and what it can do
• Key capabilities including writing, summarising, analysis, image generation, and
  recommendations
• How Copilot integrates with Microsoft 365 apps
• Where to access Copilot (web, desktop, mobile, and within apps)
• Overview of licensing and access requirements
• Recent feature developments and ongoing improvement

Then, we dive straight in to how Copilot Chat works, and how to get the most out of it.

• Starting new and temporary chats
• Using Work versus Web modes
• Uploading files and adding content to prompts
• Using voice input and dictation
• Understanding responses and citations
• Managing conversations and history
• Using Copilot on mobile devices

One of the most important sections of the whole course! We’ll break down why a good prompt is so valuable, and how you can write them.

• Writing clear, specific, and action-focused prompts
• Providing context and defining desired outputs
• Using open-ended versus closed questions
• Asking one question at a time and iterating on responses
• Refining prompts to improve results
• Giving Copilot roles using “You are…” and “Act as…” techniques
• Following up, clarifying, and requesting alternative formats
• Practical tips for getting consistent, high-quality output

Next, we will dig deeper into Copilot Work and Copilot Web, their differences and similarities, so you’ll get practical tips no matter which version you use.

• Using Copilot Work to access emails, files, meetings, contacts, tasks, and calendar events
• Locating and summarising chats, channels, and archived content
• Extracting action items and meeting outcomes
• Summarising documents and email threads
• Creating content such as emails, reports, and social posts
• Brainstorming ideas and generating inspiration
• Understanding file upload limits and best practices
• Fact checking and validating AI-generated summaries

In this section, you’ll learn all about pages and content creation, including how to use your own specific brand kits to keep things consistent.

• Understanding Copilot Pages as shared knowledge hubs
• Creating structured pages for projects, FAQs, and updates
• Collaborating on Pages in real time
• Linking Pages to Teams, SharePoint, and documents
• Using Create tools to generate documents, images, infographics, and stories
• Setting up Brand Kits with logos, colours, fonts, templates, and brand voice

Then we move on to Agents: specialised, AI powered assistants designed to handle repetitive tasks and automate business processes.

• Understanding what Agents are and how they enhance Copilot
• Finding and installing Agents from the Agent store
• Creating a custom Agent
• Configuring Agent instructions and behaviour
• Adding knowledge sources such as files, images, and URLs
• Managing suggested prompts and capabilities• Pinning, sharing, editing, and uninstalling Agents

By now, we all know and love (or hate) Teams! Copilot comes with a suite of tools to help you manage your Teams:

• Checking upcoming meetings and scheduling new ones
• Generating agendas and preparing meetings
• Using Copilot during meetings for transcription and note-taking
• Generating meeting summaries and action items
• Drafting follow-up emails
• Working with chats and channels
• Finding information using citations
• Accessing meeting recaps, transcripts, and recordings
• Writing effective prompts in Team

After building a foundation in Teams, we go on to explore how Copilot helps with Outlook too. You’ll learn how to:

• Drafting new emails with Copilot
• Editing drafts and selecting alternative versions
• Using Coaching to improve tone, sentiment, and clarity
• Summarising email threads
• Generating replies from suggested prompts
• Applying custom drafting instructions

Then, we’ll move on to PowerPoint, where Copilot can help you build incredible presentations from scratch.

• Creating presentations from scratch using prompts
• Generating presentations from Word documents
• Working with master templates
• Editing topics and slide structure
• Generating speaker notes
• Adding new slides with Copilot
• Creating and inserting AI-generated images
• Using design suggestions and layout options
• Reviewing decks for clarity, sequence, and consistency

Next, we break down how Copilot works in Microsoft Word.

• Creating first drafts from prompts
• Refining and expanding content
• Rewriting selected text
• Structuring and refining documents
• Converting text into tables
• Asking summarisation, clarification, comparison, and analysis questions
• Reviewing documents for tone, clarity, and consistency

Then to round of our Microsoft work, we’ll go through one of Copilot’s most powerful applications – Excel.

• Preparing data by formatting tables
• Generating executive summaries and insights
• Creating PivotTables and charts from prompts
• Detecting data quality issues and anomalies
• Performing forecasting and what-if analysis
• Extracting themes and sentiment from text-based datasets
• Generating formulas using natural language
• Applying insights and visuals to support decision-making

To round of the session, we’ll make sure you know exactly how to use Copilot responsibly, and give some time for feedback.

• Understanding accuracy limitations and verification requirements
• Providing in-app feedback
• Submitting bug reports and feature requests
• Sharing usability comments
• Best practice for responsible and effective Copilot adoption