Description

Upon completion of this course, students will be able to:

• Use Microsoft 365 Copilot effectively across Outlook, Teams, Word, Excel, and PowerPointfor productivity gains
• Create personal prompt libraries with repeatable prompts optimized for common workflows
• Build custom copilots in Copilot Studio with intents, topics, actions, and SharePointgrounding
• Implement security and governance controls including sensitivity labels, DLP policies, anddata residency
• Design and deliver Train-the-Trainer programs with templates, show-and-tell formats, andoffice hours
• Lead pilot programs with persona-based scenarios, success metrics, and stakeholdercommunications
• Measure Copilot impact using usage analytics, productivity metrics, and ROI tracking

Topics

• Microsoft 365 Copilot fundamentals and productivity patterns
• Email triage and inbox management with Copilot in Outlook
• Meeting preparation, live Q&A, and recap generation in Teams
• Document drafting, editing, and formatting in Word
• Data analysis, formula generation, and visualization in Excel
• Presentation creation and slide design in PowerPoint
• Prompt engineering for Microsoft 365 Copilot: specificity, context, and iteration
• Personal prompt library development and management
• Copilot in Teams channels and SharePoint integration
• Retrieval cues and grounding strategies for enterprise content
• Copilot Studio: intents, topics, conversation flows, and actions
• SharePoint connector configuration and knowledge base grounding
• Security controls: sensitivity labels, data residency, and tenant settings
• Data Loss Prevention (DLP) integration and safe usage patterns
• Responsible Use guidelines and organizational policy development
• Train-the-Trainer toolkit: templates, demos, and office hours design
• Pilot program design: persona definition, scenario selection, and success criteria
• Metrics and measurement: usage tracking, productivity gains, and ROI calculation

Audience

This course is designed for business leaders and program owners adopting Microsoft 365 Copilot within their organizations. No development experience is required—the focus is on practical usage, organizational enablement, and adoption leadership. Ideal participants include Copilot champions, change agents, productivity coaches, and business process owners.

Prerequisites

Students should have:

• Basic Microsoft 365 fluency (Outlook, Teams, Word, Excel, PowerPoint)
• Understanding of organizational processes and workflows
• Interest in AI-powered productivity tools
• Modern web browser with internet access
• Microsoft 365 tenant with Copilot license (required for hands-on exercises)
• Copilot Studio access (helpful but instructor demos available if access is limited)

Duration

2 Days