Leveraging Copilot for a Better Way to Work
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Do you find it difficult to distill lengthy documents and meeting outputs into concise, actionable summaries?
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Are you looking for smarter ways to triage your inbox, prioritize the day, and stay focused?
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Do you struggle to craft polished emails, documents, or slide decks quickly while maintaining high quality?
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Do collaborative meetings often leave you with fragmented notes and unclear action items—and wish there was a better way?
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Do you feel left behind by the rapid rise of AI tools like Microsoft Copilot and wonder how to harness them effectively and ethically?
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Are you eager to enhance your workflow with AI support in tools like Excel, Word, PowerPoint, OneNote, Outlook, Teams, and Viva Insights?
If so, then the Working Sm@rt with Microsoft Copilot programme will help you.
AT A GLANCE
Who Should Attend:
Professionals looking to enhance their efficiency and effectiveness through the integration of Copilot in their daily operations. This workshop is exploring Microsoft Copilot 365, a paid subscription version.
This workshop is designed to empower professionals with the knowledge and tools to integrate Copilot into their daily workflows. Participants will explore the capabilities of Microsoft Copilot 365, learning how to automate routine tasks, enhance communication, and streamline their processes.
Outcome:
By the end of this workshop, participants will be equipped with
practical knowledge and skills to leverage Copilot, improving
their processes and staying ahead in the rapidly evolving workplace.
Before the course begins, all participants should have access to Microsoft Copilot paid account for hands-on exercises.
Format
- Half day, instructor-led virtual classroom session
What’s Included
- Ongoing support through a responsive AI chat resource to reinforce learning
- Comprehensive Learning Guide
- LearningLink: Enrolment for Our monthly productivity newsletter to keep you updated.
Leveraging Copilot for a Better Way to Work
Designed to empower professionals to feel confident using Microsoft Copilot. This workshop provides a deep dive into Microsoft Copilot Pro for users already embedded in the M365 ecosystem. Learn how to integrate Copilot across Outlook, Teams, Word, Excel, and PowerPoint to optimize productivity, enhance collaboration, and reduce manual effort.
This course will help you:
- Understand the evolution of work with AI and the role of Copilot
- Master best practices for prompt engineering to enhance AI interactions
- Create email summaries and transform emails into collaborative meetings
- Utilize Viva Insights for improved productivity and well-being
- Manage email overload and daily priorities effectively
What you will learn
Laying The Foundation
The Evolution of Work with AI
• What is Copilot?
• Best Practices for Prompt Engineering
• Ethics, Privacy & AI Best Practices
• Using Viva Insights
A Day In the Life
• Managing Email Overload & Daily Priorities
• Creating Email Summaries
• Turning Emails into Collaborative Meetings
• Running an Effective Meeting with
Real-Time AI Feedback
• Extracting Post-Meeting AI Notes & Assigning
Action Items
Being Productive Using AI
• Practice using proven AI solutions applied to
time-consuming tasks we do every day.
• Incorporate AI tools like Microsoft Copilot to
automate routine tasks.
• Understand how to leverage AI in your daily workflow.
Advanced Copilot Application
• Completing Data Analysis in Excel
• Creating Documents in Word
• Building Slide Decks in PowerPoint
• Following Through on Action Items
Detailed Synopsis
Course Overview: By the end of this workshop, participants will be equipped with practical knowledge and skills to leverage Copilot, improving their processes and staying ahead in the rapidly evolving workplace.
- Prioritizing: Using Copilot within Outlook to review incoming
emails, triage and prioritize your day. -
Writing: Leveraging Microsoft Word, Editor, and Copilot for
drafting, refining, and enhancing written content. -
Data Analysis: Utilizing Excel, Copilot, and Python for data
organization, visualization, and insights generation. -
Document Creation: Leveraging Copilot to integrate content from other 365 tools (Word, Excel, and PPT), enabling seamless creation
of insights, outlines, documents, and presentations. -
Data & Insights: Analyze customer data, uncover trends, and prepare impactful reports to support decision-making.
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Summarizing: Using Copilot in Word, OneNote, Teams, and Outlook
to generate concise summaries of documents, emails, and meeting notes.
This technical training course is made available to you through our strategic partnership with “Professional Training Solutions Limited”. Thanks to this partnership we can deliver top-notch technical training for both beginners and experts.
Our technical training programs are tailored to help you keep up with the dynamic business environment through state-of-the-art training and continuous support. With our training, you can rest assured that your business is current and efficient.
Upcoming Public Courses
If you want to sample our courses, you can join the public ones with one or two colleagues from your organisation. These public courses are available to book now. However, we recommend that the best way to learn is with courses that are tailored for you and your co-workers, because learning in groups is proven to be more effective. For large groups or teams, we recommend that you contact us to arrange a course that suits your needs and availability.
Public Courses available in December 2025–November 2026
- There are no events scheduled during these dates.
