Microsoft Copilot in Microsoft 365 (Practical Applications of AI)

Overview

This workshop focuses on the practical applications of Copilot in the key Microsoft 365 applications: Word, Excel, PowerPoint, Outlook, Teams, and OneNote. Participants will learn to integrate AI across various work areas—from document creation and data analysis to communication, meetings, and information organization. A core element is the ability to formulate effective prompts (prompt engineering) and critically verify AI results against business standards.

Learning Objectives

The goal of this course is to demonstrate how to fully leverage the capabilities of artificial intelligence (Microsoft Copilot) within the Microsoft 365 ecosystem to work faster, more efficiently, and more creatively. Participants will discover how Copilot supports daily tasks, reduces time-consuming activities, and facilitates decision-making in both individual and team environments.

Target Audience

The course is designed for individuals working in the Microsoft 365 environment who wish to increase productivity through AI, including specialists and managers (sales, HR, finance, administration, projects), project teams, professionals creating documents, presentations, and communicating with clients or within their organization.

Prerequisites

Basic familiarity with Microsoft 365 applications (Word, Excel, Outlook, Teams). It is recommended that participants have access to a Microsoft 365 environment with an active Copilot license if the training is to be conducted in a fully hands-on manner using live tools (subject to organizational licensing policy).

Learning Outcomes and Validation

After the course, participants will be able to:

• select the appropriate use of Copilot for the task (creation, analysis, summarization, communication, work organization),
• create effective prompts that include purpose, context, audience, and format,
• automate and shorten the preparation of documents, reports, presentations, and communications,
• utilize Copilot in Outlook/Teams to organize work and follow up after meetings,
• critically verify AI results and adapt them to business standards (quality, coherence, style).

Validation of outcomes is conducted through practical tasks performed during the training (minimum 3 exercises) and assessment of results based on a quality checklist (purpose, completeness, format, coherence). An optional pre- or post-training knowledge quiz may also be used.

Methods and Materials

Training methods:

• Practical workshops in Microsoft 365 applications
• Exercises and mini-business case studies
• Trainer feedback and result discussion

Participant materials:

• A collection of example prompts for Word, Excel, PowerPoint, Outlook, Teams, and OneNote
• Quality checklists and format templates (report, proposal, meeting notes, follow-up, action plan)

Organizational Notes

Technical requirements for remote participation: computer with access to Microsoft 365, stable internet connection, microphone (camera recommended). Links and access instructions are sent to participants prior to the start of the training.

Word

Automated document creation, content generation based on prompts and input materials, and accelerated preparation of reports, proposals, and summaries.

Excel

Data analysis using AI, quick creation of summaries, charts, and reports, along with intelligent insights and conclusions for business data.

PowerPoint

Rapid creation of professional presentations, structural and content suggestions for slides, organizing the narrative, and tailoring the message to the audience.

Outlook

Better management of email and calendar, prioritization of messages, thread summarization, and creation of responses in various tones and formats.

Teams

Summaries of meetings and conversations, generation of notes, action item lists, task assignments, and streamlining team collaboration.

OneNote

Intelligent creation and organization of notes, quick summaries, checklists, and action plans, unifying knowledge documentation.

Negotiations and Analysis (Practical Bonus)

Support for decision-making processes, information analysis, preparation of arguments, and business conversation variants.

Module 1. Copilot in Microsoft 365 – Fundamentals of Efficient Work

• Capabilities and limitations of Copilot; common AI usage errors.
• Principles of effective prompts: purpose, context, audience, format, and style.
• Quality checklists and content verification of results.

Module 2. Word – Documents, Reports, and Proposals

• Content generation and editing, summarization, and document organization.
• Creating executive summary versions, client-facing versions, and internal versions.
• Standardizing language and coherence (tone, style, structure).

Module 3. Excel – Data Analysis and Reporting

• Data queries: interpretation, insights, and recommendations.
• Summaries and visualizations supporting decision-making.
• Creating a managerial communication summary based on data spreadsheets.

Module 4. PowerPoint – Presentations and Narrative

• Building presentations from scratch or based on a document/brief.
• Presentation logic: problem – solution – plan – next steps.
• Tailoring content to the audience (management, clients, team).

Module 5. Outlook and Teams – Communication, Meetings, Collaboration

• Email prioritization, thread summarization, and quick replies.
• Meeting summaries, notes, agreements, tasks, and follow-ups.
• Assigning task owners and streamlining collaboration.

Module 6. OneNote – Notes and Knowledge Management

• Note structures: projects, clients, meetings.
• Summaries, checklists, and action plans.
• Sharing and standardizing information documentation.

Module 7. Analysis and Negotiations – Practical Case

• Preparing arguments, counterarguments, and conversation variants.
• Decision option analysis: risks, alternatives, priorities.
• Ready-made formats: agenda, meeting notes, summary, follow-up.