This one-day course takes you beyond the basics of Microsoft Copilot, exploring advanced tools, strategy and best practice to enable effective use of these revolutionary technologies in organisations.
This course is intended for anyone who is looking at deploying Copilot in their organisation and would like to gain a more thorough understanding of what is on offer and the different components available within the Copilot suite.
By actively participating in this course, you will learn how to:
Introducing AI in the Workplace
Using Copilot across Applications
Agents and Copilot Studio
How to use Copilot in Marketing & Sales Strategies
Enhancing productivity with AI
Copilot for Microsoft 365 requires the user to have a prerequisite base license assigned. For our Virtual Classroom training you will need a laptop or PC with a working microphone. A webcam is also recommended for the best experience!
Module 1: Foundations and AI Concepts
Introduction to AI in the Workplace
How AI transforms workflows and boosts productivity
Ethical and responsible AI use in organisations
AI Limitations and Challenges
Understanding AI biases and mitigation strategies
Managing expectations with AI tools like Copilot
Overview of Copilot Capabilities and Architecture
How Copilot integrates with Microsoft 365 apps
The role of OpenAI’s GPT technology in Copilot
Module 2: Deep Dive into Microsoft Copilot
What is Copilot? Beyond the Basics
Key differences between Microsoft Copilot and other AI tools
Comparing different versions of Copilot
Tour of Copilot 365 Across Applications
Real-world case studies
Use cases - Improving productivity across using Copilot integration in Word, Excel, PowerPoint, Teams, and Outlook
Requirements for Using Copilot for 365
Licensing, deployment, and organisational readiness checklist
Module 3: Advanced Tools: Agents and Copilot Studio
Introduction to Copilot Studio
Customising AI models and responses to meet organisational needs
Creating templates and automating workflows with Copilot Studio
Building Agents with Copilot Studio
What are AI Agents, and how do they function?
Setting up task-specific Agents for HR, Marketing, and IT Support
Practical demonstration: Building an Agent for e-mail automation
Integrating Agents with Microsoft Teams and Power Platform
Using Power Automate with Agents to streamline tasks
Real-time collaboration with AI-powered agents in Teams
Module 4: Strategy and Best Practices
Using Copilot for Advanced Marketing and Sales Strategies
Creating customer avatars
Creating personalised outreach campaigns
Creating content plans
Best Practices for Security, Compliance, and Privacy
Securing AI-generated content and protecting sensitive information
Compliance considerations for organisations using Copilot
Module 5: Enhancing Productivity with AI
Prompting techniques
Advanced prompting techniques and tips
Boosting Individual and Team Efficiency
Time-saving AI tips for repetitive and complex tasks
Identifying workflows to automate with Copilot and Agents
Lessons Learned
Common pitfalls and how to avoid them
Module 6: Vision and Review
Future Trends in AI and Copilot Development
Exploring upcoming features in Copilot and Microsoft 365 ecosystem
Key Takeaways and Q&A
Recap of key lessons and applications
Open Q&A session to address attendee-specific questions
