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    >12 years experience

Our Copilot Courses

  • Duration: 1 Day
  • Location:Live Online & Client Site
  • Client Site Courses Available
  • Next course date:17th Jun

Speed up your Excel work with AI with this hands-on course.

  • Using Copilot to Build Formulas
  • Summarising & Analysing datasets
  • Automating repetitive work
  • Generating and fixing formulas
  • Cleaning and transforming data
  • Applying Copilot to PivotTables
  • Duration: 3 Hours
  • Location:Live Online & Client Site
  • Client Site Courses Available
  • Next course date:10th Jul

Hit the ground running with this 1/2 day Copilot intro course.

  • Perfect for beginners
  • Master Copilot's core features
  • Design presentation slides in PowerPoint
  • Clean and analyse data in Excel
  • Draft an executive summary in Word
  • Using Copilot to enhance productivity
  • Duration: 1 Day
  • Location:Live Online & Client Site
  • Client Site Courses Available
  • Next course date:19th Jun

Become a confident and capable Copilot user with this 1 day course.

  • Use Copilot Chat effectively anywhere
  • Master the Pages and Create features
  • Write clear, structured prompts
  • Create and manage Agents for automaton
  • Word, Excel, PowerPoint and Teams
  • Managing conversations and history
  • Duration: 1 Day
  • Location:Live Online & Client Site
  • Client Site Courses Available
  • Next course date:23rd Jun

Enhance your Word workflows with AI on this comprehensive course.

  • Use Copilot to research efficiently
  • Leverage AI to create impactful reports
  • Refine content and collaborate effectively
  • Automate formatting and summaries
  • Crafting prompts specifically for Copilot
  • Organising and summarising content
  • Duration: 1 Day
  • Location:Live Online & Client Site
  • Client Site Courses Available
  • Next course date:9th Jul

This course shows you how AI can empower you to lead effectively and efficiently.

  • The basics of AI and its functionality
  • How AI can be used for management
  • Managing privacy, bias and security
  • How to build confidence in AI
  • Frameworks for evaluating AI potential
  • Encouraging adoption

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MS Copilot Training FAQs

For General FAQs and Booking questions, see our FAQ Page.

This course has been designed for people wanting to focus on the possibilities for using Copilot to automate their work in Word.

It includes practical exercises that allow you to get hands on with Copilot in Microsoft Word.

The course is for managers looking to understand how their team can use AI.

It teaches you how to spot opportunities for AI, and how to safely implement and control it in your team.

Our courses all use the full premium paid version of Copilot, not the free version included with standard Microsoft 365 licences.

You don’t need this license to attend our courses in-person.

Copilot is an AI-powered assistant built into Microsoft 365 applications.

It works alongside you to speed up everyday tasks, helping you write, analyse, and organize your work more efficiently.

Microsoft research shows that:

  • 70% of Copilot users are more productive
  • 68% improved quality of work with Copilot
  • Tasks are completed 29% more quickly when using Copilot
  • 77% of new users don’t want to revert to working without it

Copilot is integrated with Word, Excel, PowerPoint, Outlook, and Teams (Microsoft 365 Copilot only). It also works in Bing and Windows Defender.

For general use – Copilot does have a free version that works great.

However, to use the more powerful features of Copilot, you do need a Microsoft 365 Subscription.

The requirements depend on the version you would like to use:

  • Copilot for Microsoft 365 (Enterprise & Business) – Requires a Microsoft 365 E3, E5, Business Standard, or Business Premium plan, along with a Copilot license.
  • Copilot Pro (for individuals) – Requires a Microsoft 365 Personal or Family subscription with the Copilot Pro add-on,
  • Copilot in Windows – Available in Windows 11 without a Microsoft 365 subscription. This version has limited functionality.

Always check Microsoft’s official site for the latest licensing requirements. The above is currently correct (April 2026) but subscriptions are subject to change.

  1. Open Settings in a Copilot enabled application,
  2. Locate the Copilot icon and click
  3. Toggle the Copilot switch to enable it
  4. Copilot will now appear in your ribbon menu

Microsoft 365 Copilot is compliant with all of Microsoft’s enterprise-grade privacy, security, and compliance policies as you would expect.

Copilot data and conversations are not used to train Copilot or other AI models.

1. Microsoft 365 Copilot (Paid Business Users)

Microsoft 365 Copilot uses your organisation’s data to offer the most relevant assistance.

Uses include streamlining workflows, summarising and creating emails, creating documents and presentations and creating meeting summaries and minutes.

It offers unlimited image creation and allows you to create and access custom GPTs.

2. Copilot Pro (Paid Individual Users)

Copilot Pro integrates with Microsoft 365 apps (Word, Excel, PowerPoint, Outlook, OneNote) but does not integrate with Teams.

It allows you to create and access custom GPTs and provides 100 ‘boosts’ for image creation.

3. Copilot in Windows (Free With Windows 11)

Copilot in Windows only offers basic functionality. It is integrated into Bing and Edge but does not integrate with other Microsoft applications.

It allows conversational search, limited AI image generation (15 ‘boosts’) and editing, and access to pre-built custom GPTs but no ability to create your own custom GPTs.

The number of custom GPTs is growing all the time but includes things like vacation planner, language tutor and music composer.

Copilot can help across the Microsoft 365 suite of applications.

Its application will vary for everyone but it can be used to:

  1. Recognise Patterns – Copilot can identify recurring tasks from your past emails and documents to suggest automations.
  2. Offer Smart Suggestions – It can learn your writing style and auto-complete text, draft responses and provides one-click email replies.
  3. Automate Workflows – Copilot is integrated with Microsoft 365, it streamlines scheduling, document creation, and data organisation.
  4. Respond to Commands – You can ask Copilot to “summarise this thread” or “generate a report,” and it does the work for you.
  5. Reduce Manual Work – In Excel, it will autofill data, create pivot tables, and analyses trends without manual input.
  6. Learn and Adapt – Over time, Copilot refines its suggestions to better match your preferences and workflows.

Yes this is a great task for Copilot.

It can ‘read’ reports for you and then create a list of key points for you.

If there are particular areas where you would like it to create more detailed notes that is also possible.

It is also possible to query Copilot once it has ‘read’ the documents to ask questions and for clarification on points that are not clear to you.

Copilot’s Outlook integration means that you can ask it to review your emails before you send them.

It will check your spelling and grammar and also to suggest improvements to your emails.

If you provide Copilot with access to your historic emails you can ‘train’ it so that its suggestions are in your tone and style.

To do activate this you will need to enable Microsoft 365 with enterprise permissions. Copilot can then access your past emails (within Outlook) to understand your tone, phrasing, and typical responses.

Your organisation’s IT administrator controls whether Copilot has access to your email history. If you’re unsure, check with your IT team or review your Microsoft 365 settings.

🔒 Privacy & Data Protection:

Microsoft has confirmed that Copilot does not train on your data for use outside your organisation. It only uses your accessible emails within your account to improve real-time suggestions.

You can also use it to summarise emails sent to you, or even entire threads!

Reading and writing emails takes up a huge amount of time, Copilot digs through the clutter and gets to the point.

Copilot is only as good as the prompts (instructions) that it is given.

Our Introduction and Word courses both cover creating prompts that are easily understood by Copilot.

This process is known as prompt engineering and relatively straightforward to master when you understand the basics.

Our AI for managers course covers the benefits and issues relating to the implementation and day-to-day use of Copilot.

It covers how to control and manage their use of Copilot (and AI more generally) to ensure that it is compliant, in conjunction with your enterprise IT department.

Where Do You Run Your Copilot Courses?

London Training Venue & Course Details

44 Southampton Buildings
London, WC2A 1AP
Tel: 0203 603 0150

Our City of London training centre sits in Holborn, one of central London’s most accessible locations. From the West End, Paddington or Canary Wharf – you’re rarely more than 20 minutes away.

See the full London location details here.

Guildford Training Venue & Course Details

Surrey Technology Centre, 40 Occam Road
Guildford, GU2 7YG
Tel: 01483 688 488

See the full Guildford location details here.

Copilot Online Courses

We also run our Copilot courses online, feel free to enquire about them!

Getting To Know You Before Your Training

Please tell us about your experience with Copilot and what you want to get from your course.

The more we know, the better we can plan your course so please give us plenty of detail.

Copilot Training Pre-course Questionnaire