Module 1: Understanding Microsoft Copilot 365

Learning Objectives

• Understand what Copilot is and how it integrates across Microsoft 365
• Learn where Copilot appears in each app
• Explore the fundamentals of prompt engineering
• Understand data security, privacy, and responsible AI use

Topics

• Overview of Copilot capabilities
• Copilot architecture and integration across apps
• Writing effective prompts
• Reviewing and validating AI generated content

Module 2: Copilot in Word — Writing & Document Creation

Learning Objectives

• Draft, edit, and refine documents using Copilot
• Summarize long documents and generate structured content
• Adjust tone, clarity, and style

Topics

• Drafting reports, letters, proposals
• Rewriting content for different audiences
• Summarizing and extracting key points
• Formatting and structuring documents

Hands On Exercises

• Draft a document from a prompt
• Rewrite content for a specific tone

Module 3: Copilot in Excel — Data Analysis & Automation

Learning Objectives

• Use Copilot to generate formulas and calculated columns
• Analyse data with pivot tables and charts
• Clean and transform datasets

Topics

• Natural language formula creation
• Sorting, filtering, and conditional formatting
• Creating charts and summaries
• Advanced formulas and data insights

Hands On Exercises

• Build a pivot table from a prompt
• Clean a dataset using Copilot

Module 4: Copilot in PowerPoint — Presentation Creation & Design

Learning Objectives

• Generate slide decks from prompts or documents
• Refine slide content and apply design themes
• Create visuals, diagrams, and speaker notes

Topics

• Drafting full presentations
• Rewriting slide content
• Generating images and diagrams
• Improving slide design and structure

Hands On Exercises

• Create a 5-slide deck from a prompt
• Apply a consistent design theme

Module 5: Copilot in Outlook — Communication & Inbox Management

Learning Objectives

• Draft and refine emails using Copilot
• Summarize email threads and extract action items
• Manage scheduling and follow ups

Topics

• Writing and rewriting emails
• Summarizing conversations
• Creating tasks and reminders
• Scheduling meetings with natural language

Hands On Exercises

• Summarize a long email thread
• Draft a professional response

Module 6: Copilot in Teams — Meetings & Collaboration

Learning Objectives

• Summarize meetings and chats
• Generate action items and follow ups
• Use Copilot to support team communication

Topics

• Live meeting summaries
• Post meeting recaps
• Drafting messages and updates
• Creating tasks and plans from conversations

Hands On Exercises

• Generate a meeting summary
• Create a follow up plan

Module 7: Cross App Workflows with Copilot

Learning Objectives

• Use Copilot to connect workflows across apps
• Move content between Word, Excel, PowerPoint, Outlook, and Teams
• Automate multi step tasks

Topics

• Turning documents into presentations
• Creating reports from Excel data
• Generating project updates from Teams activity
• Using Copilot to streamline end to end workflows

Hands On Exercises

• Convert a document into a slide deck
• Generate a project summary from multiple sources

Module 8: Advanced Prompt Engineering

Learning Objectives

• Craft precise prompts for complex tasks
• Use iterative prompting to refine results
• Understand how Copilot interprets context

Topics

• Structured prompts
• Constraints and examples
• Troubleshooting incorrect outputs
• Best practices for consistent results

Hands On Exercises

• Rewrite weak prompts into strong ones
• Compare prompt styles across apps

Module 9: Real World Scenarios & Capstone Project

Scenarios

• Executive reporting
• Project management
• Sales and marketing workflows
• Data analysis and visualization
• Communication and collaboration

Capstone Activity

Participants complete a full Microsoft 365 workflow using Copilot:

1. Summarize a Teams meeting
2. Draft a follow up email
3. Build a report in Word
4. Analyse data in Excel
5. Create a presentation in PowerPoint

Course Wrap Up

• Review of key skills
• Common pitfalls and how to avoid them
• Tips for integrating Copilot into daily work
• Final Q&A or assessment