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Microsoft Copilot for Businesses (with subscription)

Overview

By the end of this one-day course, participants will be equipped to confidently use Microsoft 365 Copilot and Copilot Chat across a wide range of applications to boost productivity and streamline daily tasks. In addition to mastering Copilot in Word, Excel, PowerPoint, and Outlook, attendees will explore how to summarise meetings, organise key points, and visualise ideas using Copilot in Teams and Whiteboard and utilise BizChat.

Course Objectives

Enable participants to confidently use Microsoft 365 Copilot and Copilot Chat across the full suite of Microsoft 365 apps. Attendees will learn how to draft, edit, and summarise content in Word, Excel, PowerPoint, and Outlook, as well as collaborate more effectively using Copilot in Teams and OneNote. They’ll explore how to summarise meetings, organise key points, brainstorm ideas, and visualise concepts using tools like Whiteboard and Loop components. See also Copilot for Individuals (with subscription)

Content

Copilot in Excel

  • Formatting data
  • Highlight cells using conditional formatting
  • Clean excel data
  • Sort and filter data
  • Analyse data with pivot tables and charts
  • Add formula columns

Copilot in PowerPoint

  • Create presentation from scratch
  • Modify and organise existing presentations
  • Create a presentation from an existing file
  • Work with company branded templates

Copilot in Word

  • Draft and refine documents
  • Rewrite and edit documents
  • Summarise long documents and ask questions

Copilot in Outlook

  • Switch to New Outlook
  • Draft a message
  • Write better emails
  • Summarise and draft replies to other emails
  • Create rules
  • Set out of office
  • Find files and ask questions

Copilot in Teams

  • Summarise Meetings
  • Enable in Teams Chat
  • Key points organiser
  • Visualise using the Whiteboard

Copilot in OneNote

  • Brainstorm ideas
  • Loop Components

BizChat

  • Ask questions about your emails, your calendar, your files across your M365

You will learn how to

  • Master Copilot Chat to interact with your Microsoft 365 data using natural language prompts.
  • Use Copilot in Excel, Word, PowerPoint, and Outlook to automate tasks, generate content, and improve productivity.
  • Summarise meetings and organise key points using Copilot in Teams and visualise ideas with Whiteboard.
  • Brainstorm and collaborate in OneNote using AI-powered suggestions and Loop components.
  • Leverage BizChat to ask questions and retrieve insights from your emails, calendar, and files across Microsoft 365.

Audience

Employees given a business subscription to Copilot, interested in exploring the latest AI features to stay ahead of the curve.

Classroom and Virtual training options

Online Course Materials

Duration

1 Day or 2 x 3 Hour Sessions

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