INTRODUCTION MICROSOFT COPILOT IN THE WORKPLACE
This course introduces participants to Microsoft Copilot and its applications across workplace scenarios. From Excel data analysis to presentations, research, image generation, and email writing, participants will learn practical techniques to improve productivity. The course also addresses AI policy, risks, and responsible use, ensuring participants apply Copilot effectively and ethically in their organizations.
Microsoft Copilot represents the next generation of AI integration in the workplace. As part of Microsoft 365, it transforms how professionals work with familiar tools like Word, Excel, PowerPoint, Outlook, and Teams. Instead of manually performing repetitive tasks, Copilot helps generate insights, summarize content, create visual reports, and automate communications. This course not only teaches how to use Copilot, but also focuses on developing the right mindset for responsible AI adoption in daily workflows. Participants will gain confidence in applying Copilot to boost efficiency and innovation, while maintaining accuracy and compliance in their work processes.
LEARNING OUTCOMES
By the end of the training, participants will be able to:
- Use Copilot effectively for data analysis and visualization in Excel
- Generate AI-assisted images and designs for reports and marketing
- Leverage Copilot to create and enhance presentations
- Conduct research and summarization tasks with Copilot
- Write and refine professional emails with Copilot
- Understand and apply AI policies, risks, and ethical practices
These outcomes are designed to ensure that every learner leaves with hands-on, applicable skills that can be implemented immediately in their workplace. Each session includes guided practice, case studies, and examples relevant to real-world corporate environments.
WHO SHOULD ATTEND
- Professionals using Microsoft 365 apps daily
- Business analysts, managers, educators, admin staff
- Anyone wanting to improve productivity with AI-assisted workflows
This training is ideal for individuals seeking to enhance their digital literacy and efficiency using artificial intelligence. Whether you are a beginner exploring Copilot for the first time or a frequent Microsoft user wanting to integrate AI into your workflow, this course offers structured learning and practical exercises to support your growth.
COURSE OUTLINE
Session 1 (9:00 – 9:30 AM) | Introduction to Microsoft Copilot
- What is Copilot? How it integrates across Office apps
- Versions & availability (Copilot in Microsoft 365)
- Live Demo: Simple Copilot prompt vs advanced Copilot workflow
Session 2 (9:30 – 11:00 AM) | Copilot in Excel – Data Analysis Made Easy
- Using Copilot for:
- Formula creation (SUM, IF, XLOOKUP, etc.)
- Automated insights & pivot table generation
- Data visualization with recommended charts
- Hands-on: Analyze a sales dataset with Copilot (summary + chart + recommendations)
Session 3 (11:15 – 12:15 PM) | Copilot for Image Generation & Design
- Copilot in Word & Designer for image support
- Creating infographics, report visuals, and marketing images
- Hands-on: Generate 3 workplace visuals with Copilot (poster, infographic, report graphic)
Session 4 (12:15 – 1:00 PM) | Copilot in Presentations
- Copilot in PowerPoint:
- Turn Word documents into presentations
- Auto-generate slides, layouts, and speaker notes
- Smart design suggestions
- Hands-on: Create a 5-slide presentation in 10 minutes using Copilot
Lunch Break (1:00 – 2:00 PM)
Session 5 (2:00 – 3:00 PM) | Copilot in Research & Summarization
- Using Copilot to:
- Summarize research papers or reports
- Generate meeting notes & action items
- Create comparison tables and summaries
- Hands-on: Research a business trend and create a summary with references
Session 6 (3:00 – 3:45 PM) | Copilot in Email Writing & Communication
- Drafting, refining, and summarizing emails
- Tone adjustments: formal, concise, persuasive
- Hands-on: Write 3 types of emails – client proposal, internal update, and reply draft
Session 7 (3:45 – 4:30 PM) | AI Policy, Ethics & Responsible Use
- AI risks: over-reliance, misinformation, and data privacy
- Ethical considerations in workplace AI adoption
- Best practices: verify results, ensure compliance, protect sensitive data
- Group Discussion: “When should you NOT use Copilot?”
Session 8 (4:30 – 5:00 PM) | Final Integration Activity
- Capstone Hands-On Project:
Each participant applies Copilot to:- Analyze data in Excel
- Generate an image for reporting
- Create a 3-slide presentation
- Write a summary email of findings
- Group sharing & feedback
