Maximising Productivity with Copilot for Microsoft 365

Course Overview

What you will learn

In this course, you will learn how to use Copilot for Microsoft 365 to streamline your work, optimise your results, and boost your efficiency. You will discover how Copilot can assist you in different scenarios, such as writing an email, creating a PowerPoint slide, editing a Word document, analysing an Excel workbook, or collaborating in Teams. You will also learn how to customise Copilot to suit your preferences and needs.

Course timetable

Introduction to Microsoft (365) Copilot

• Overview of Copilot: Understanding what Copilot is and its capabilities.
• Accessing Copilot:
• Introduction to how Copilot seamlessly integrates with Microsoft 365 applications – (Excel, Word, PowerPoint, Outlook and Teams)
• Best Practices for Using Copilot: To maximise productivity while ensuring accuracy and security in your work.

Using Copilot in Microsoft Outlook

• Copilot in Email Composition: Using Copilot to compose emails more efficiently, including suggested responses and formatting tips.
• Inbox Management with Copilot: Using Copilot to arrange emails by priority, create follow-up reminders, and organise your inbox effectively.
• Calendar Assistance: Using Copilot to schedule meetings, set reminders, and manage your calendar seamlessly.

Using Copilot to catchup in Microsoft Teams

• Catch up on meetings: Using Copilot to catch up on meetings.
• Summarise message threads: Type a prompt and use Copilot to summarise message threads.
• Chat assistance: Use Copilot to ensure timely chat follow-ups, while staying focused on others.

Getting Started in Excel using Copilot

• Formulas: Using Copilot to perform and generate formula suggestions.
• Data Analysis: Using existing Copilot prompts or creating your own.
• Data Visualisation: Highlighting interesting portions of data and showing insights of your data as an Excel chart and Pivot Table.

Boosting Productivity in Word with Copilot

• Writing Assistance in Word: Summarising a document.
• Responding to questions: Asking about your document.
• Generating content: Get help with writing a Word document.

Enhancing Presentations with Copilot in PowerPoint

• Smart Slide Creation: Using Copilot to generate slide content, design suggestions, and layout improvements.
• Speech Guidance: Using Copilot to provide speech prompts, suggestions for engaging the audience, and improving presentation delivery.
• Collaborative Editing: Leveraging Copilot for real-time collaboration on presentations, including content suggestions and feedback.

Related courses

• Introduction to ChatGPT and Other AI Tools — You will get hands-on experience with popular free AI applications like ChatGPT. Delve into the future possibilities of AI tools, understand their limitations, and discuss the ethical implications of AI in our world today.
• The Art of AI Prompt Engineering — This half-day course emphasises exploring the nuances of crafting effective prompts, discussing OpenAI's guidelines, and discovering how prompts yield varied results across different AI models.

The Small Print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven't received this email then please contact our team.

Learners should log into the training session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy's HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

Mac Users

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.

The happy Guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course. We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

If you have any questions or concerns, our friendly team are available Monday to Friday, 9am to 5pm. You can leave a message on 020 7375 7300 or email us at hello@happy.co.uk.