Microsoft Copilot for Work & Productivity

This 2-day hands-on training introduces participants to the power of Microsoft Copilot and its integration across the Microsoft 365 ecosystem. The course covers prompt writing, using Copilot for document generation, email automation, task assistance, image and video analysis, and more. Whether you’re in HR, marketing, finance, or operations, this course empowers you to boost productivity using AI-enhanced tools.

Course objectives.

Understand how Copilot integrates across Word, Excel, Outlook, PowerPoint & Edge
Prompt effectively to generate accurate content, summaries, visuals, and reports
Apply Copilot to streamline documentation, planning, communication & presentations
Explore plugins like Suno, Kayak, and image analysis tools on mobile

Target audience.

Office professionals using Microsoft 365
Managers and team leads in HR, finance, marketing, education
Anyone keen to automate routine work with AI

Course outlines.

Module 1: What is Microsoft Copilot?

Evolution of Copilot and integration with Microsoft 365
Key differences: Copilot vs ChatGPT vs Bing Chat
Access methods (desktop, mobile, Microsoft Edge, Teams)

Module 2: Prompting for Results

Understanding structured vs open-ended prompts
Changing tone, format, and intention
Creating role-based prompts for different work tasks

Module 3: Copilot in Outlook

Auto-drafting emails: reply suggestions, summarization
Tone change: friendly, concise, formal, detailed
Flagged items, follow-ups, and action suggestions

Activity: Summarize an email thread and rewrite with 3 tones

Module 4: Copilot in Word

Drafting proposals, policies, and reports from a single prompt
Summarizing long documents and rewriting by tone
Inserting placeholders and collaborating with Teams

Activity: Draft and refine a proposal using Copilot

Module 5: Copilot in PowerPoint

Instantly generate slide decks from Word docs or bullet points
Redesign, format, add speaker notes, and apply design themes
Translate and adapt for different audiences

Activity: Convert a Word doc into a branded slide deck

Module 6: Copilot in Image and Video Tasks

Copilot with Image Analysis on Mobile: explain, describe, identify
Copilot for Video Summarizing (YouTube, Teams meetings)

Activity: Take a photo of a chart with phone → summarize findings

Module 7: Copilot in Excel

Generate formulas based on questions
Summarize tables and highlight insights
Create charts and visual reports with prompts

Activity: Use Copilot to clean, analyze, and summarize a dataset

Module 8: Copilot in Teams

Smart meeting recap: summary, decisions, next steps

Activity: Draft a task board with notes auto-generated from meeting text

Module 9: Copilot in Edge & Document Review

Summarize long PDFs or webpages
Ask questions about open documents
Highlight, explain, and rewrite sections

Activity: Summarize a policy PDF and reformat it into a checklist

Module 10: Copilot in Image & Audio Tools

Using plugins: Kayak for planning & travel, Suno for audio creation
Morph visuals with prompt-based design (via Designer + Copilot)

Activity: Use Copilot to draft an itinerary & generate a travel banner

Module 11: Bonus – Copilot on Mobile

Translate image-based text or signs
Scan documents and summarize on the go
Voice-to-text replies and memo auto-summary

Activity: Take a physical note photo → summarize into a bullet list

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