Overview
Most people with Copilot use a small fraction of what it can do. They type a question, get an average answer, and decide it isn’t worth the effort. This course changes that.
Over one day, delegates learn a structured way to prompt Copilot, then use it on real tasks in Outlook, Teams, Word, Excel, PowerPoint and Notebooks. Before they leave, every delegate builds and tests their own Copilot agent for a task they actually do.
The day is practical. Delegates work on their own laptops throughout, with exercises based on everyday workplace scenarios. It works equally well for people who have never used AI and for those who have experimented and want better results.
Suitable for both PC/Windows and Mac users.
What you'll learn
Licence requirements
This course is designed for organisations with Microsoft 365 Copilot licences, or with Copilot Chat where agent creation and integration with the Microsoft 365 apps are enabled. Content on Work IQ applies to Microsoft 365 Copilot Premium licence holders.
What delegates will be able to do:
- Write clear, effective prompts using the DRAFT framework, and get consistently better results
- Use Copilot to summarise, draft, analyse and present across the Microsoft 365 apps they use every day
- Ask questions of Excel data in plain English and turn it into summaries, formulas and visuals
- Build, configure and test a Copilot agent for a repeatable task
- Use Copilot safely: understanding what it can access, how to check its output, and where the risks are
Course content
- How Copilot works and where it fits
- What generative AI is and how Copilot uses it, in plain English
- Copilot Chat and Copilot in the apps: what each one can see
- Myths and realities of AI in the workplace
- What Copilot means for your role
- Prompting that works: the DRAFT framework
- DRAFT (Define, Roleplay, Articulate, Format, Think) as a practical, repeatable method
- Why context matters, and how to get Copilot to ask you clarifying questions
- Role-play prompts for rehearsing conversations and testing scenarios
- Multi-step tasks
- Hands-on practice building and testing prompts on realistic workplace scenarios
- Copilot across Microsoft 365
- Outlook: summarise threads, draft replies and pull out actions
- Teams: meeting recaps, actions and summaries
- Word: create, summarise, rewrite and improve documents
- Excel: query data in plain English, create formulas, charts and insights
- PowerPoint: build presentations from prompts and existing documents
- Create: produce visuals and graphics for your work
- Notebooks: search and work across your organisation’s documents
- Work IQ (Microsoft 365 Copilot Premium licence holders)
- Agents and repeatable work
- What Copilot agents are and what they make possible
- Using built-in agents and third-party integrations
- Scheduled prompts and repeatable workflows
- Hands-on: build, configure and test your own agent for a specific business task
- Responsible AI in everyday practice
- Turning AI policy into day-to-day decisions
- Data governance in action: permissions, sensitivity labels, and work versus web
- Prompt injection and common security risks
- Recognising limitations, checking output and asking for sources
- Building a safe, AI-aware team culture
- Putting it to work
- Common Copilot problems and how to fix them
- Your personal plan for using Copilot in your role from tomorrow
Delegates need a laptop with Microsoft 365 and Copilot access.
Who is it for?
Anyone who uses Microsoft 365 at work and has access to Copilot. It suits mixed groups across departments and job roles, from administrators to managers.
