An Intensive 5-day Training Course

Mastering Microsoft Copilot for
Productivity and Innovation

Empowering Professionals to
Work Smarter, Faster and More Creatively

INTRODUCTION TO THE COURSE

Artificial Intelligence is transforming how we work, communicate and create. Microsoft Copilot, integrated across the Microsoft 365 suite, is at the forefront of this revolution, helping professionals draft content, analyse data, manage meetings and automate routine tasks. This Mastering Microsoft Copilot for Productivity and Innovation training course equips delegates with the skills, confidence and understanding to harness Copilot effectively in their daily work, enhancing productivity and creativity while reducing time spent on repetitive activities.

Through guided demonstrations, live exercises and workplace-based simulations, participants will explore how to use Copilot in Word, Excel, PowerPoint, Outlook and Teams. The Mastering Microsoft Copilot for Productivity and Innovation training course also provides a concise strategic overview of how Copilot supports digital transformation, data governance and responsible AI adoption in modern organisations.

COURSE DETAILS

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OBJECTIVES

  • Understand the core capabilities and limitations of Microsoft Copilot within Microsoft 365.
  • Apply Copilot tools to enhance efficiency in document creation, data analysis, presentations and communication.
  • Automate repetitive processes using AI prompts, templates and integrations.
  • Manage information securely and responsibly when using AI-assisted tools.
  • Contribute to organisational innovation by adopting AI-driven ways of working.
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TRAINING METHODOLOGY

The Mastering Microsoft Copilot for Productivity and Innovation training course is highly interactive and experiential, combining demonstrations, real-world exercises, guided practice and short strategic discussions. Delegates will work through simulated workplace tasks using Microsoft Copilot tools, supported by the facilitator’s feedback and best-practice guidance.

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ORGANISATIONAL IMPACT

  • Improved productivity and collaboration across departments.
  • Reduced time spent on administrative and repetitive tasks.
  • Enhanced quality, consistency and creativity in business documents and reports.
  • Stronger digital literacy and readiness for enterprise-level AI integration.
  • Increased adoption of Microsoft 365 features, maximising return on investment.
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PERSONAL IMPACT

  • Greater confidence in using AI tools to improve work outcomes.
  • Ability to manage workload more effectively through automation.
  • Enhanced analytical and presentation capabilities using Copilot in Excel and PowerPoint.
  • Clear understanding of data privacy, accuracy and ethical AI use.
  • Competitive advantage in the evolving digital workplace.
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WHO SHOULD ATTEND?

  • Professionals across all functions who use Microsoft 365 in their daily work.
  • Team Leaders, administrators and analysts seeking to streamline tasks.
  • Executives and Managers exploring practical AI adoption.
  • Anyone interested in building digital productivity and AI literacy skills.

DAILY AGENDA

Day 1: Introduction to Microsoft Copilot and AI in the Workplace
  • Understanding AI and its role in modern productivity tools
  • Overview of Microsoft Copilot and its integration across Microsoft 365
  • Setting up your Copilot environment and user settings
  • Prompt design: how to ask Copilot effectively
  • Practical exercises: Copilot for email drafting and meeting summaries
Day 2: Working Smarter with Copilot in Word and Outlook
  • Drafting reports, proposals and letters using Copilot in Word
  • Editing, rewriting and summarising large documents
  • Generating templates and formatting support
  • Managing inboxes and correspondence using Copilot in Outlook
  • Exercise: creating a professional business report using Copilot
Day 3: Copilot in Excel: AI-Driven Data Analysis and Insights
  • Exploring Copilot’s analytical functions and data interpretation tools
  • Cleaning, summarising and visualising data automatically
  • Building dynamic dashboards and formulas using prompts
  • Predictive analysis and trend identification
  • Exercise: transforming raw data into an executive-ready report
Day 4: Copilot in PowerPoint and Teams
  • Designing engaging presentations using natural language prompts
  • Turning Word and Excel content into slides automatically
  • Storytelling with AI: structure, tone and visual consistency
  • Using Copilot in Teams for meeting preparation, notes and task tracking
  • Exercise: creating and presenting a data-driven slide deck
Day 5: Strategy, Ethics and the Future of AI-Enhanced Work
  • Integrating Copilot into personal and team workflows
  • Managing information responsibly: data privacy and bias
  • AI governance and organisational readiness
  • Future roadmap: Copilot updates and advanced integrations (Power BI, Loop, Planner)
  • Capstone exercise: designing an AI-enabled workflow for your role
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Certificate

On successful completion of this training course, KC ACademy Certificate will be awarded to the delegates.

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