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Copilot in Teams

This course introduces learners to Microsoft Copilot in Teams and demonstrates how AI can
enhance communication, meetings, collaboration, and team productivity.

Participants will learn how to use:

  • natural language prompts to summarize meetings
  • generate action items
  • draft messages
  • analyse chat threads
  • streamline teamwork.

By the end of the course, learners will be able to integrate Copilot into their daily Teams
workflows to save time and improve clarity across conversations and meetings.

Microsoft Copilot

Course Content

Description: 2 days

Module 1: Introduction to Copilot in Teams

Learning Objectives

  • Understand what Copilot is and how it integrates with Microsoft Teams
  • Access Copilot in chats, channels, and meetings
  • Learn the fundamentals of writing effective prompts

Topics

  • Overview of Copilot capabilities
  • Where Copilot appears in Teams (chat, channels, meetings, calls)
  • Understanding context-aware AI responses
  • Best practices for reviewing AI-generated content

Module 2: Using Copilot in Chats and Channels

Learning Objectives

  • Summarize long chat threads
  • Draft and refine messages
  • Extract key decisions, tasks, and deadlines

Topics

  • Summarizing conversations
  • Drafting replies with Copilot
  • Rewriting messages for tone, clarity, or audience
  • Identifying action items from chat history

Hands-On Exercises

  • Summarize a busy channel conversation
  • Rewrite a message for a different tone

Module 3: Copilot in Meetings

Learning Objectives

  • Use Copilot to summarize meetings in real time
  • Generate action items, decisions, and follow-ups
  • Ask Copilot questions about what happened during the meeting

Topics

  • Live meeting summaries
  • Post-meeting recaps
  • Extracting tasks, owners, and deadlines
  • Asking Copilot questions like “What questions were asked?” or “What risks were discussed?”

Hands-On Exercises

  • Generate a meeting summary
  • Create a follow-up plan from a meeting transcript

Module 4: Collaboration and Workflow Support

Learning Objectives

  • Use Copilot to support teamwork across Teams apps
  • Generate documents, plans, and ideas directly from Teams
  • Integrate Copilot with shared files and channels

Topics

  • Drafting project updates
  • Creating task lists and plans
  • Brainstorming ideas with Copilot
  • Using Copilot with shared documents (Word, Excel, PowerPoint)

Hands-On Exercises

  • Create a project update using Copilot
  • Generate a task list from a conversation

Module 5: Advanced Copilot Applications in Teams

Learning Objectives

  • Automate repetitive communication tasks
  • Use Copilot to analyse team activity
  • Improve decision-making with AI-generated insights

Topics

  • Creating summaries for absent team members
  • Analysing sentiment or themes in conversations
  • Using Copilot to prepare reports or updates
  • Ethical considerations and limitations

Hands-On Exercises

  • Generate a weekly team summary
  • Use Copilot to identify risks or blockers in a project

Module 6: Prompt Engineering for Teams

Learning Objectives

  • Craft precise prompts for meetings, chats, and collaboration
  • Use iterative prompting to refine results
  • Understand how Copilot interprets context in Teams

Topics

  • Writing clear, structured prompts
  • Using constraints (e.g., “3 bullet points,” “executive summary”)
  • Troubleshooting vague or incorrect outputs
  • Best practices for consistent results

Hands-On Exercises

  • Rewrite weak prompts into strong ones
  • Compare different prompt styles and outcomes

Module 7: Real-World Scenarios and Practice

Scenarios

  • Managing a project team
  • Running weekly stand-ups
  • Supporting leadership communication
  • Handling cross-functional collaboration
  • Preparing for and following up on meetings

Capstone Activity

Participants complete a full workflow using Copilot:

  1. Summarize a chat thread
  2. Draft a message
  3. Generate a meeting summary
  4. Create follow-up tasks
  5. Produce a team update

Course Wrap-Up

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

We’re a team of expert trainers dedicated to empowering teams through live, interactive Microsoft Office and computer literacy workshops

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