Microsoft 365 Copilot for Business Teams

Practical Copilot skills across the apps people use every day. Covers prompting that produces usable output, Copilot in Word, Outlook, Teams, Excel and PowerPoint, working with Copilot Chat and everyday agents, and the verification habits that keep AI-assisted work trustworthy.

microsoft-365-copilot-training

Beginner

Artificial Intelligence

2 Days

Artificial Intelligence

artificial-intelligence

Online
On-site
Hybrid

Microsoft 365 Copilot for Business Teams

Practical Copilot skills across the apps people use every day. Covers prompting that produces usable output, Copilot in Word, Outlook, Teams, Excel and PowerPoint, working with Copilot Chat and everyday agents, and the verification habits that keep AI-assisted work trustworthy.

Duration:
2 Days
Rating:
4.8/5.0
Level:
Beginner
1500+ users onboarded

Who will Benefit from this Training?

Training Objectives

Build a high-performing, job-ready tech team.

Personalise your team’s upskilling roadmap and design a befitting, hands-on training program with Uptut

Key training modules

Comprehensive, hands-on modules designed to take you from basics to advanced concepts
Download Curriculum
  • How Microsoft 365 Copilot Works
    1. Where Copilot gets its answers from, in plain terms
    2. Why it can see some of your content and not other parts
    3. Realistic expectations: what it does well and where it struggles
    4. The difference between Copilot Chat and Copilot inside an app
    5. Data boundaries and what stays inside your organisation
  • Prompting for Reliable Results
    1. The four ingredients: context, task, format and constraints
    2. Pointing Copilot at the right files, meetings and people
    3. Showing an example of what good output looks like
    4. Iterating and correcting rather than starting over
    5. Hands-on: rebuild a prompt you already use and compare the results
  • Copilot in Word and Outlook
    1. Drafting from a brief, existing documents or reference material
    2. Rewriting for tone, length and audience
    3. Summarising long documents and extracting decisions
    4. Email triage, thread summaries and drafting replies
    5. Hands-on: produce a real document and an email thread summary
  • Copilot in Teams
    1. Meeting recall: decisions, actions and who committed to what
    2. Catching up on a meeting you missed or joined late
    3. Summarising long chat threads and channel activity
    4. Drafting follow-ups and turning discussion into actions
    5. Etiquette and consent around recording and summarisation
  • Copilot in Excel and PowerPoint
    1. Exploring and questioning a dataset in natural language
    2. Formulas, transformations and highlighting patterns
    3. Charts, summaries and what to check before you trust a number
    4. Building a deck from a document, brief or outline
    5. Restructuring, summarising and tightening existing slides
    6. Hands-on: take a spreadsheet through to a presented conclusion
  • Copilot Chat and Everyday Agents
    1. Copilot Chat for research, drafting and cross-app work
    2. Referencing files, sites and people in a request
    3. Building a simple agent for a task you repeat weekly
    4. Sharing agents and prompts across a team
    5. Hands-on: build and share a small agent of your own
  • Verification, Confidentiality and Responsible Use
    1. What always needs checking, and the failure modes to watch for
    2. Recognising output that is confident and wrong
    3. Confidentiality, client data and organisational policy
    4. Sensitivity labels and why some content stays out of reach
    5. Building a personal working checklist you will actually use

Hands-on Experience with Tools

Training Delivery Format

Flexible, comprehensive training designed to fit your schedule and learning preferences
Opt-in Certifications
AWS, Scrum.org, DASA & more
100% Live
on-site/online training
Hands-on
Labs and capstone projects
Lifetime Access
to training material and sessions

How Does Personalised Training Work?

Skill-Gap Assessment

Analysing skill gap and assessing business requirements to craft a unique program

1

Personalisation

Customising curriculum and projects to prepare your team for challenges within your industry

2

Implementation

Supplementing training with consulting support to ensure implementation in real projects

3

Why this course

  • Applied to real work: Exercises use your own documents, meetings and data rather than sample files.
  • Prompting that transfers: A repeatable approach that works across every app, not app-specific tricks.
  • Honest about limits: Clear guidance on where Copilot helps and where it quietly wastes your time.
  • Team-consistent output: Shared prompts and conventions so quality does not depend on who asked.

Training objectives

  • Explain how Copilot retrieves organisational content and grounds its answers
  • Write prompts with clear context, task, format and constraints
  • Draft, rewrite and summarise effectively in Word and Outlook
  • Use Copilot in Teams for meeting recall, summaries and follow-up actions
  • Analyse and visualise data with Copilot in Excel
  • Build and refine presentations with Copilot in PowerPoint
  • Use Copilot Chat and build simple agents for recurring tasks
  • Verify AI-assisted output and apply organisational data policy correctly

Who will benefit

  • Business professionals and knowledge workers
  • Managers and team leads
  • Administrative, operations and support functions
  • Any department receiving Copilot licences

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Frequently Asked Questions

1. What are the pre-requisites for this training?
Faq PlusFaq Minus

The training does not require you to have prior skills or experience. The curriculum covers basics and progresses towards advanced topics.

2. Will my team get any practical experience with this training?
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With our focus on experiential learning, we have made the training as hands-on as possible with assignments, quizzes and capstone projects, and a lab where trainees will learn by doing tasks live.

3. What is your mode of delivery - online or on-site?
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We conduct both online and on-site training sessions. You can choose any according to the convenience of your team.

4. Will trainees get certified?
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Yes, all trainees will get certificates issued by Uptut under the guidance of industry experts.

5. What do we do if we need further support after the training?
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We have an incredible team of mentors that are available for consultations in case your team needs further assistance. Our experienced team of mentors is ready to guide your team and resolve their queries to utilize the training in the best possible way. Just book a consultation to get support.

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