Getting started with Copilot

Understand Microsoft 365 Copilot and get started

  • Microsoft Copilot

1250 € per session, excl. VAT

In short

Understand the difference between Copilot Chat and integrated Microsoft 365 Copilot, including the role of file permissions. Practise checked summarising and drafting, then explore Word, Outlook, Excel and PowerPoint with an eligible licence. Prepare a consistent meeting dossier without automatic sending and with source verification.

Why this training?

The problem
Fragmented uses and results that are hard to verify.
What it costs today
Manual rework and decisions based on incomplete information.
Why this skill
A first-use dossier distinguishing Copilot Chat from licensed integrated features.
What you gain
A first-use dossier distinguishing Copilot Chat from licensed integrated features.

Objectives of this training

  • A first-use dossier distinguishing Copilot Chat from licensed integrated features.
  • Distinguish Copilot Chat from integrated Microsoft 365 Copilot; navigate chat, attachments and available apps. Explain grounding in authorised data and OneDrive/SharePoint permissions without assuming access to every file.
  • Specify task, context, sources and format; request a meeting summary and reply draft. Check names, decisions and commitments against documents without sending a message.
  • With an eligible integrated licence, demonstrate Word drafting, Outlook summarising, Excel table work and a PowerPoint outline. Link each action to source material and show review before saving or sharing.
  • Use an authorised memo and table to prepare a summary, discussion points and message; use available apps and check consistency between figures and conclusions.

Who is it for and what are the prerequisites?

Roles and tasks concerned

  • Staff using Microsoft 365 Copilot for professional tasks
  • Team leads evaluating uses of this tool

Prior skills

  • AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
  • No prior mastery of this tool required; be able to use a browser and prepare a non-sensitive work example. Distinguish Copilot Chat from integrated Microsoft 365 Copilot. Word, Outlook, Excel, PowerPoint and the complete dossier require an eligible paid Microsoft 365 Copilot licence, work account, compatible apps, administrator approval and authorised work data.
  • A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

  • Distinguish Copilot Chat from integrated Microsoft 365 Copilot. Word, Outlook, Excel, PowerPoint and the complete dossier require an eligible paid Microsoft 365 Copilot licence, work account, compatible apps, administrator approval and authorised work data.

What you will work on

  1. Understand Copilot Chat and work context

    Distinguish Copilot Chat from integrated Microsoft 365 Copilot; navigate chat, attachments and available apps. Explain grounding in authorised data and OneDrive/SharePoint permissions without assuming access to every file.

  2. Give instructions and verify a work answer

    Specify task, context, sources and format; request a meeting summary and reply draft. Check names, decisions and commitments against documents without sending a message.

  3. Tour Word, Outlook, Excel and PowerPoint

    With an eligible integrated licence, demonstrate Word drafting, Outlook summarising, Excel table work and a PowerPoint outline. Link each action to source material and show review before saving or sharing.

  4. Prepare a meeting dossier without automatic sending

    Use an authorised memo and table to prepare a summary, discussion points and message; use available apps and check consistency between figures and conclusions.

What you take away

  • A first-use dossier distinguishing Copilot Chat from licensed integrated features.
  • Log of trials, corrections and checks.

Method and assessment

  • Demonstration of available features, guided exercises and an independent case.
  • Peer review of the deliverable and correction against original sources.

The participant presents the stated deliverable, justifies sources and permissions, identifies and corrects an error and explains limitations. Assessment rubric: accuracy, traceability, access control and handover to a colleague.

Frequently asked questions

What concrete outcome is assessed?

A first-use dossier distinguishing Copilot Chat from licensed integrated features.

What access is needed before the session?

Distinguish Copilot Chat from integrated Microsoft 365 Copilot. Word, Outlook, Excel, PowerPoint and the complete dossier require an eligible paid Microsoft 365 Copilot licence, work account, compatible apps, administrator approval and authorised work data.

Which step should come before this course?

No prior mastery of this tool required; be able to use a browser and prepare a non-sensitive work example.

How are data protected and results validated?

Use fictional, anonymised or explicitly authorised data. Your organisation’s designated person checks sources, rights and results before use; subscriptions and external access are not assumed to be included.

Last updated: