Explore Microsoft 365 Copilot Chat Training in United States of America

This instructor-led course provides a practical introduction to Microsoft 365 Copilot Chat. Designed for professionals looking to enhance productivity through AI, the course guides learners through launching and navigating Copilot Chat, crafting context-aware prompts, and embedding AI-powered collaboration tools into daily workflows. Attendees will explore how Copilot Chat supports secure, real-time teamwork across Microsoft 365 apps such as Teams, Word, Excel, and Outlook. Real-world labs reinforce how to use this AI capability to streamline communication, document creation, and data analysis—securely and effectively.

Learners should have:

• A basic understanding of Microsoft 365 applications, including Word, Excel, Teams, and Outlook
• Familiarity with cloud-based collaboration practices within Microsoft 365 environments

Target audience

This course is ideal for:

• IT professionals, collaboration leads, and business users preparing to adopt Microsoft 365 Copilot Chat
• Individuals responsible for driving AI-enhanced productivity and maintaining governance standards

Introduction to Copilot Chat

• Overview of Copilot Chat capabilities, benefits, and integration within Microsoft 365
• Common use cases for individuals and teams
• Setting up permissions, tenant configuration, and user access

Prompt engineering best practices

• Writing prompts that yield useful, context-aware responses
• Managing context, follow-ups, and iterative clarification
• Evaluating AI-generated content for accuracy, tone, and business relevance

Boosting productivity across Microsoft 365 apps

• Drafting, summarising, and refining emails with Copilot Chat in Outlook
• Generating structured content and outlines in Word
• Creating insights, summaries, and visualisations in Excel
• Automating recurring tasks such as scheduling meetings and sending follow-ups

Real-time collaboration with Teams

• Using Copilot Chat within Teams meetings to capture key discussion points
• Generating summaries and action items from collaborative sessions
• Co-authoring documents with AI assistance in real time

Governance, compliance, and security

• Overview of Microsoft 365 security features supporting Copilot Chat
• Best practices for maintaining data privacy and compliance
• Monitoring and managing user permissions and AI usage policies

Hands-on labs and real-world scenarios

• Persona-based labs for roles such as marketing manager or finance analyst
• Realistic tasks simulating use of Copilot Chat across different departments
• Guided prompt design improvement exercises based on scenario feedback

Wrap-up and next steps

• Review of key concepts and applied skills
• Introduction to advanced Copilot features and integrations (e.g., Microsoft Graph, Power Automate)
• Resources for continued learning and internal adoption

Exams and assessments

There are no formal exams associated with this course. Learners will engage in guided labs, scenario-based exercises, and knowledge checks to assess understanding and application of course content.

Hands-on learning

This course features practical lab work and real-world simulations to reinforce skills. Participants will interact with Copilot Chat in various Microsoft 365 environments, solve business challenges based on realistic personas, and receive instructor feedback on prompt quality and workflow design.