This instructor-led training provides a hands-on introduction to Microsoft 365 Copilot Chat. Learners will:
Launch and navigate Copilot Chat,
Craft context-aware prompts,
Embed AI-powered collaboration tools into workflows.
Through real-world labs and simulations, participants will discover how Copilot Chat streamlines communication, document creation, and data analysis securely and effectively.
Basic knowledge of Microsoft 365 apps (Word, Excel, Teams, Outlook)
Familiarity with cloud-based collaboration in Microsoft 365 environments
IT professionals, collaboration leads, and business users adopting Copilot Chat
Individuals driving AI-enhanced productivity while maintaining governance standards
By the end of this training, you will have gained knowledge and skills in the following areas:
Use Copilot Chat across supported apps (desktop & online)
Write prompts that deliver accurate and context-aware responses
Streamline workflows (document creation, email, data visualization, scheduling)
Integrate Copilot Chat into Teams for collaboration
Apply secure and responsible AI practices
1. Introduction to Copilot Chat
Features, benefits, and integration within Microsoft 365
Common use cases for individuals and teams
Permissions, tenant setup, and access configuration
2. Prompt Engineering Best Practices
Writing effective, context-aware prompts
Managing context, follow-ups, and iterations
Evaluating AI outputs for tone, accuracy, and relevance
3. Productivity Across Microsoft 365 Apps
Outlook: Drafting, summarizing, refining emails
Word: Creating outlines and structured content
Excel: Generating summaries and visualizations
Calendar: Automating scheduling and follow-ups
4. Real-Time Collaboration with Teams
Using Copilot Chat during meetings
Summarizing discussions and action items
AI-powered co-authoring in real time
5. Governance, Compliance & Security
Microsoft 365 security features for Copilot Chat
Privacy and compliance best practices
Managing permissions and AI usage policies
6. Hands-On Labs
Persona-based scenarios (marketing, finance, etc.)
Prompt design improvement exercises
Guided instructor feedback
7. Wrap-Up & Next Steps
Review of key skills
Intro to advanced features (Graph, Power Automate)
Resources for ongoing learning