Module 1: Introduction to Microsoft Copilot

Objectives

Understand what Microsoft Copilot is, how it supports Microsoft 365 users and the different ways employees can access Copilot.

Topics

• What is Microsoft Copilot?
• How AI works within the Microsoft 365 environment
• Web Copilot vs. Work Copilot
• Copilot experiences across Microsoft 365 and Edge
• Licensing and access basics
• Introduction to responsible AI

Hands-On Exercises

• Ask Copilot common business questions
• Explore different Copilot experiences
• Compare Web and Work responses
• Identify appropriate business use cases

Module 2: Prompting Fundamentals

Objectives

Learn how to communicate effectively with Copilot and improve results through structured prompting.

Topics

• Understanding good vs. ineffective prompts
• Prompt structure: Role + Context + Task + Output
• Providing appropriate context
• Specifying format and expected results
• Iterating and refining prompts
• Evaluating Copilot responses

Hands-On Exercises

• Rewrite ineffective prompts
• Improve Copilot responses through iteration
• Create prompts for common daily business tasks
• Develop personal prompt examples

Module 3: Copilot in Microsoft Word

Objectives

Use Copilot to create, summarise, restructure and improve business documents.

Topics

• Drafting documents from prompts
• Creating content from existing information
• Summarising documents
• Rewriting and restructuring content
• Adjusting tone and style
• Improving clarity for different audiences

Hands-On Exercises

• Create a business report from a prompt
• Summarise a longer document
• Rewrite content for different audiences
• Improve the clarity and tone of existing content

Module 4: Copilot in Microsoft Excel

Objectives

Use Copilot to understand, explore and analyse business data.

Topics

• Asking questions about data
• Identifying trends and insights
• Creating and understanding formulas
• Summarising data
• Exploring charts and visualisations
• Using natural language to analyse information

Hands-On Exercises

• Analyse a sample business dataset
• Ask Copilot to identify trends and insights
• Create and explain formulas
• Generate appropriate charts and summaries

Module 5: Copilot in Microsoft PowerPoint

Objectives

Use Copilot to accelerate presentation development and improve business storytelling.

Topics

• Creating presentations from prompts and source material
• Creating presentations from Word documents
• Structuring presentations
• Improving slide content
• Presentation storytelling
• Generating and improving speaker notes

Hands-On Exercises

• Create a presentation from an outline
• Build a presentation using existing content
• Improve slide clarity and structure
• Generate speaker notes

Module 6: Copilot in Microsoft Outlook

Objectives

Use Copilot to improve the speed and quality of everyday business communications.

Topics

• Drafting emails
• Creating professional responses
• Summarising email conversations
• Identifying important information
• Adjusting tone and length
• Preparing follow-up communications

Hands-On Exercises

• Draft professional emails
• Create responses for different audiences
• Summarise longer email conversations
• Rewrite communications using different tones

Module 7: Copilot in Microsoft Teams

Objectives

Use Copilot to improve meeting productivity, collaboration and follow-up activities.

Topics

• Meeting summaries
• Identifying decisions and key discussion points
• Extracting action items
• Preparing follow-up activities
• Using Copilot with Teams chats
• Reviewing meeting information

Hands-On Exercises

• Review a meeting recap
• Identify decisions and action items
• Generate follow-up notes
• Summarise Teams conversations

Module 8: Copilot for Web Research

Objectives

Use Copilot to support research, information gathering and business analysis.

Topics

• Using Copilot for web-based research
• Developing effective research prompts
• Comparing information from multiple sources
• Summarising web content
• Evaluating information and sources
• Creating structured research outputs

Hands-On Exercises

• Research a business topic
• Summarise web-based information
• Compare information from different sources
• Create a concise research brief

Module 9: Work vs. Web Copilot Deep Dive

Objectives

Understand how different Copilot experiences access information and how to select the appropriate approach for a business task.

Topics

• Organisational information vs. public web information
• Understanding data boundaries
• Privacy and compliance considerations
• Responsible handling of business information
• Choosing the appropriate Copilot experience

Hands-On Exercises

• Run comparable prompts in different Copilot environments
• Compare the responses
• Identify appropriate use cases for Web and Work scenarios
• Discuss business data and security considerations

Module 10: Personal Productivity Workflows

Objectives

Combine Copilot skills to improve everyday productivity.

Topics

• Preparing for meetings
• Meeting follow-ups
• Managing information
• Creating summaries
• Daily planning
• Turning information into actions
• Developing repeatable Copilot workflows

Hands-On Exercises

Build a “Day with Copilot” workflow covering common activities such as:

• Preparing for a meeting
• Summarising information
• Drafting communications
• Reviewing documents
• Identifying actions
• Planning follow-up activities

Module 11: Advanced Prompting & Business Use Cases

Objectives

Progress beyond basic prompting and develop reusable techniques for more complex business tasks.

Topics

• Multi-step prompting
• Providing richer context
• Refining and validating responses
• Combining Copilot across Microsoft 365 applications
• Role and scenario-based prompting
• Creating reusable prompt templates

Hands-On Exercises

• Build multi-step prompts
• Develop prompts for specific job functions
• Create reusable prompt templates
• Refine prompts based on output quality

Module 12: Capstone, Best Practices & Adoption

Objectives

Bring together the skills developed throughout the programme and build confidence applying Copilot to real-world work.

Topics

• End-to-end Copilot scenarios
• Common prompting mistakes
• Reviewing and validating AI-generated content
• Responsible AI best practices
• Building effective Copilot habits
• Continuing Copilot adoption after training

Capstone Exercise

Participants complete an end-to-end business scenario using multiple Copilot capabilities.

For example:

Business information → Analyse data → Create report → Develop presentation → Prepare email summary → Identify next actions

Participants apply the prompting, analysis, content creation and productivity techniques developed throughout the 12-week programme.

Program Outcome

At the end of the programme, participants will have developed practical experience using Microsoft Copilot across common business scenarios.

Rather than simply understanding individual Copilot features, participants will be equipped to integrate Copilot into their everyday workflows, communicate effectively with AI, evaluate its outputs and use it to work more efficiently across Microsoft 365 and the web.