Getting Started with M365 Copilot
Microsoft 365 Copilot helps you generate high-quality content in a fraction of the time. Whether you need to draft an email, a report or a presentation, Copilot can assist with smart suggestions and relevant examples across the apps you already use.
- Delivery
- 6 hours
- Delivery
- Live online · English or French
- Price
- C$399
Per participant. Prices exclude HST and GST.
What you'll walk away with
- Craft prompts that unlock Copilot's full potential
- Apply Copilot across Outlook, Word, Excel, PowerPoint and Teams
- Edit and refine AI-generated content with confidence
Course objectives
- Learn about Microsoft 365 Copilot and how it can enhance productivity
- Use Microsoft 365 Copilot effectively and efficiently
- Craft effective prompts that unleash the full potential of Copilot
- Edit and refine the generated content
- Apply Copilot to various scenarios and tasks
- Access and customise Copilot, and use its suggestions and prompts
Course outline
Unit 1: Introduction to Microsoft 365 Copilot
- What is Microsoft 365 Copilot and how does it work?
- What are the benefits of using Microsoft 365 Copilot?
- How to access Copilot from different Microsoft 365 applications
- How to customise Copilot settings and preferences
Unit 2: Crafting effective prompts
- What are prompts and how do they guide Copilot?
- Best practices for writing clear and concise prompts
- Using natural language, keywords, tags and instructions
- Using examples and context in prompts
- Avoiding common pitfalls and errors in prompts
Unit 3: Using Copilot in Outlook
- Create comprehensive email drafts using the context of the thread
- Quickly summarise and extract key points from email conversations
- Improve tone, sentiment and clarity of email drafts
- Follow up and confirm actions
Unit 4: Using Copilot in Excel
- Create and edit spreadsheets
- Write or suggest a formula
- Enter and format data
- Generate charts and graphs
- Analyse and interpret data
Unit 5: Using Copilot in PowerPoint
- Create a presentation from a prompt or from a file
- Design and lay out slides
- Write engaging and informative content
- Summarise a presentation, add images and slides
Unit 6: Using Copilot in Teams
- Create and edit chat content in Teams chats and channels
- Summarise chat and channel thread discussions
- Create meeting agendas
- Analyse meeting transcriptions and highlight follow-up items
- Working with the Teams Copilot Chat feature
Unit 7: Using Copilot in OneNote
- Generate summaries from your OneNote pages
- Create to-do lists from your notes
- Analyse and better organise your ideas
- Rewrite your notes for greater clarity
Unit 8: Using Copilot in Word
- Create, format and edit Word documents
- Write clear and coherent content
- Check spelling and grammar
- Insert tables, images and references
- Review and revise documents
Unit 9: Using Copilot in Loop
- Learn what Loop is and how it integrates with Copilot
- Create, brainstorm, blueprint and describe Loop content
- Edit and refine content in Loop components
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Want this course for your team?
I deliver every session personally, 100% live online, in a full day or two half days — in English or French.