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Live training with Eithne Dolan

Microsoft 365 Copilot

Copilot in Practice

I’ll show you how to use Copilot confidently and responsibly in your everyday work: write better prompts, create clearer content and turn information into useful results.

View Course OutlineDownload PDF

Course outline: PDF, 2 pages

Duration
6 hours
One 6-hour session or Two 3-hour sessions
Delivery
Live virtual or in person
Demonstrations, guided practice and discussion
Group size
Recommended maximum: 10
An interactive, hands-on learning experience

Is this course for you?

Practical skills for your working day

If you use Microsoft 365 and want to save time, improve the quality of your work and reduce repetitive tasks, this course is for you. I combine live demonstrations with guided practice, so you can put what you learn into action.

Before you join

Copilot features and agents depend on your organisation’s licensing, permissions and tenant access.

What you’ll be able to do

  • Understand how Copilot, generative AI and Work IQ support everyday work.
  • Write clear prompts using Goal, Context, Source and Expectations.
  • Find, summarise and combine work information with Copilot Chat, subject to permissions and licensing.
  • Apply Copilot to realistic tasks in Outlook, Teams, Word, Excel and PowerPoint.
  • Use pre-built agents and recognise when a focused agent is the better choice.
  • Check accuracy, sources, calculations, confidentiality and permissions before sharing AI-generated results.
  • Identify high-value Copilot use cases for your own work.

Your course outline

Eight modules. Real-world application.

From understanding Copilot to building your own practical workflow, I’ll guide you through the skills you need to use AI with confidence and sound judgement.

01Microsoft 365 Copilot, Work IQ and responsible use
  • What Microsoft 365 Copilot is and where it appears in Microsoft 365
  • Generative AI and large language models explained in plain English
  • Work IQ: how Copilot uses context from people, content, communications and business data
  • Copilot Chat with and without a Microsoft 365 Copilot add-on licence
  • Permissions, privacy, confidentiality, oversharing and responsible AI
  • AI limitations: errors, hallucinations, outdated information and human review
02Prompting for reliable, useful results
  • Use the Goal, Context, Source and Expectations framework
  • Reference the right file, email, meeting, person or information source
  • Break complex work into manageable steps
  • Use follow-up prompts to clarify, improve, shorten, expand or change tone
  • Ask Copilot to show sources and explain its reasoning where appropriate
  • Recognise weak prompts and improve them through guided practice
03Microsoft 365 Copilot Chat
  • Ask questions about emails, calendar items, meetings, chats and files
  • Find and summarise information across Microsoft 365 locations
  • Create first drafts grounded in selected work content
  • Compare information and extract decisions, risks, actions and deadlines
  • Use uploaded and referenced files appropriately
  • Move from a first response to a useful, checked business output
04Outlook and Teams
  • Draft, rewrite and summarise emails; adjust tone and length
  • Summarise email threads and extract actions, questions and decisions
  • Prepare for meetings using relevant emails, files and previous meetings
  • Create agendas, discussion points and follow-up messages
  • Summarise Teams chats and meeting content where available
  • Create meeting recaps and identify decisions, owners and actions
  • Understand invitees, attendance and transcribed meeting content
05Word and PowerPoint
  • Create drafts, outlines and structured documents in Word
  • Rewrite for a different audience, tone, length or level of detail
  • Summarise, question and improve an existing document
  • Transform source material into a presentation
  • Build and refine slide structure, speaker notes and key messages
  • Improve consistency and clarity while retaining human editorial control
  • Check source accuracy, wording, branding and accessibility before sharing
06Excel: analysis, formulas and business insight
  • Ask questions about structured data using natural language
  • Generate, explain and troubleshoot formulas
  • Clean and prepare data for analysis
  • Identify trends, patterns, anomalies and potential issues
  • Create charts, summaries and PivotTable-style analysis where supported
  • Turn analysis into clear business observations and next questions
  • Validate calculations, assumptions and conclusions before relying on the result
07Copilot agents and focused AI assistance
  • What an agent is and how it differs from a standard Copilot conversation
  • Explore pre-built agents, including Researcher and Analyst where available
  • Identify tasks that suit an agent rather than a one-off prompt
  • Create a simple agent with a clear purpose, instructions and knowledge sources
  • Test, refine and share an agent appropriately
  • Understand access, permissions, governance and poor-quality knowledge sources
08Practical workflow and action plan
  • Identify repetitive, time-consuming or information-heavy tasks suitable for Copilot
  • Convert one real work task into a repeatable Copilot workflow
  • Create a small prompt library for immediate use
  • Decide what must always be checked by a person
  • Create an individual next-step action plan

Learn by doing

Practical exercises bring each skill into your working day.

  • Improve a weak prompt and compare the results.
  • Bring together information from more than one permitted work source in Copilot Chat.
  • Turn an email thread or meeting recap into an action list and follow-up draft.
  • Rewrite a Word document for a different audience.
  • Analyse an Excel dataset and verify the formulas and observations.
  • Create a short presentation from supplied source material.
  • Design and test a task-focused agent or agent brief, depending on tenant access.

Included with your course

  • Course exercise files and guided practice activities
  • Prompt framework and reusable prompt examples
  • Responsible AI and output-checking checklist
  • Post-course personal action plan template

Confidence, with responsibility

I’ll help you recognise what Copilot can do well, where human review matters and what to check before using or sharing a result.

Let’s make Copilot work for you

Book a free 20-minute consultation with me to discuss your team, your Microsoft 365 environment and your training goals.

Book a Free Consultation