Microsoft Copilot: Turning AI into Everyday Productivity

Microsoft Copilot is rapidly becoming one of the most powerful AI tools available to UK businesses, but many organisations are still unclear on what it actually does, how it fits into Microsoft 365, and how to use it effectively and safely.

This half-day course provides a clear, practical introduction to Microsoft Copilot, showing how it can be used day-to-day to save time, improve output quality, and support staff across the business. The focus is on real-world use cases rather than theory, helping delegates understand not only what Copilot can do, but how to apply it immediately within their own roles and teams.

The session also looks beyond individual productivity to cover governance, controls, and administration, ensuring Copilot is rolled out in a way that is secure, responsible, and aligned with business objectives.

The course will cover:

What is Microsoft Copilot?

• An overview of Copilot features
• How Copilot fits into the Microsoft 365 ecosystem

Copilot licensing explained

• Understanding Copilot licence options
• What functionality is unlocked at each level
• Common licensing pitfalls to avoid

Using Copilot in Outlook

• Learn how Copilot can become your own personal assistant within Outlook, assisting you with tasks such as:
  • Drafting replies to your emails in seconds
  • Summarising long email threads instantly
  • Checking calendar availability and scheduling meetings
  • Booking appointments and managing inbox workload

Copilot + Excel

• Analysing data in seconds using plain English
• Turning raw data into insights without complex formulae
• Turning novice Excel users into Excel pros

Copilot + PowerPoint

• Creating presentation slides in seconds
• Generating structured decks from prompts or documents
• Refining tone, structure, and messaging

Creating copyright-free images

• Using Copilot’s image creator safely for business use
• Creating visuals for presentations, documents, and marketing
• Say goodbye to costly image-subscription services
• Editing images

Practical use-case examples

• Invoice reconciliation and financial admin
• Drafting business content quickly and consistently
• Creating an internal staff chatbot to deal with staff enquiries and free up your HR/admin team

Creating AI Assistants in Copilot

• Building task-specific AI assistants
• Supporting internal workflows and common queries

Hands-on build session

• Creating Copilot Agents – your new digital assistants

Governance, controls, and administration

• Copilot offers incredible functionality, but you may want to control how your staff use it, and which features they have access to. Learn about:
  • Admin settings for IT teams and AI Committees
  • Controlling how staff use Copilot
  • Putting guardrails and permissions in place

Who Should Attend

This course is designed for anyone who uses Microsoft 365 as part of their day-to-day work and wants to understand how Microsoft’s AI tool can significantly amplify productivity and performance.

It is particularly valuable for team leaders, managers and business leaders who want to unlock time savings, improve output quality, and gain a clearer view of what is now possible with AI inside your Microsoft environment and within commonly used applications such as Excel, PowerPoint and Outlook. The course is also relevant for those responsible for rolling out Copilot across their organisation, offering valuable guidance on Copilot features and admin settings to assist with a successful roll out across the organisation.