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Course details (PDF) »Copilot For Business Training Course
Master Microsoft Copilot for business users
Course Details & Enrolment
| Course Details | |
|---|---|
| We deliver in-company training for businesses and organisations. | Enquire Now |
| Course length: 1 day (9.30am - 4.30pm) includes digital copies of materials & certification | |
Benefits
After attending this course, you will understand:
- The necessity for AI literacy and adoption in the workplace
- How Copilot leverages AI within the Microsoft 365 environment
- How to apply structured frameworks to craft clear, effective, and contextual prompts for optimal Copilot outputs
- Powerful prompting scenarios, including multi-step reasoning, role-play and complex task decomposition to solve business challenges
- Real-world workflow enhancements by integrating Copilot's functionality across core Microsoft 365 applications
- The mindset for identifying and implementing AI-driven solutions within your organisation
- Best practices for data privacy and ethical considerations when using Copilot
- How to translate learning into immediate action by designing a low-risk pilot project anchored by a robust ethical mitigation strategy
All attendees receive attendance certification and a digital copy of course materials
Course Overview
In today's rapidly evolving business landscape, the integration of Artificial Intelligence is no longer an option, but a necessity for maintaining a competitive edge. While the potential of AI tools like Microsoft Copilot is immense, many organisations struggle to harness its full power effectively and responsibly.
This intensive one-day course is designed for business professionals - from decision-makers and managers to general team members - who are ready to integrate Microsoft Copilot seamlessly into their professional workflows.
Throughout the course, practical demonstrations will show how Copilot can enhance real-world workflows across different Microsoft 365 tools and specialist applications like Copilot for Sales or Service. The course will also include guidance on ethical governance and responsible AI adoption, addressing issues such as bias, data privacy, and intellectual property.
Through a blend of foundational knowledge and practical skill-building and ethical governance principles, participants will gain the confidence to leverage Copilot for increased productivity and strategic advantage.
Course Programme
The AI Imperative
- Understanding the current economic and professional necessity for AI literacy and adoption
- Acknowledging the AI Opportunity - reviewing the latest impact statistics to help us make informed business decisions
- Challenging our preconceptions - AI as an amplification of human talent and “Myth vs. Reality”
AI Fundamentals & Copilot Landscape
- Defining key AI terminology and understanding Copilot's role within Microsoft 365
- Clarifying the distinction between Predictive and Generative AI
- Introducing Microsoft Copilot - exploring its core function within Microsoft 365 (Outlook, Word, Excel, PowerPoint, Teams)
- Navigating licensing options and pricing
- Review specialised integrations for role-specific Copilot solutions - i.e Copilot for Sales, Copilot for Service, Copilot for Security and how they extend functionality beyond the core 365 suite
- Understanding the value of secure integration with organisational data via the Microsoft Graph
The Core Skill of Prompt Engineering
- Applying structured frameworks to craft clear, effective, and contextual prompts for optimal Copilot outputs
- Quality In, Quality Out - The principle of precise input for precise output
- Iterative Prompting and experimentation mindset
Advanced Prompting Techniques and Copilot in Practice
- Mastering powerful prompting scenarios, including multi-step reasoning, role-play and complex task decomposition
- Introducing four core advanced techniques: The Guidance Guru - question-led prompting, AI Roleplay, AI Architect & Communication Chameleon
- Experiencing real-world workflow enhancements by integrating Copilot's functionality across core Microsoft 365 applications
- Live practical demonstrations of Copilot features in: Outlook/Teams, Word, Excel and more
- Discussion Point: How Copilot accelerates quality with processes that should remain human-led
Ethical Governance and Personal AI Pilot
- Translating learning into immediate action by designing a low-risk pilot project anchored by a robust ethical mitigation strategy
- Watchouts & Ethics overview: a critical summary of Hallucinations, Inherent Bias, Intellectual Property and Data Privacy/GDPR
- The "Human-in-the-Loop" Principle: reconfirming human's role in review and accountability
- Learning to Action: Guided personal reflection on bottlenecks and application ideas
- Solo/Team Action Planning your "AI Pilot Project" - defining bottlenecks, designing a pilot project and drafting an ethical mitigation plan
Audience
The Copilot for Business course is designed for a broad range of business professionals, looking to effectively and responsibly integrate the tool into their professional workflows.
Typical attendees range from strategic decision-makers, to managers and end users. The course caters to a broad range of skills, from individuals with limited experience of generative AI or Copilot, to those looking to enhance their existing skills.
Each course is honed to your specific skills gaps, learning requirements and experience.
Trainer
The Copilot For Business course will be led by Jonathan Saipe.
Jonathan has worked in the digital agency sector for over 23 years and has delivered hundreds of workshops and courses to digital teams in every key sector including retail, government, not-for-profit, manufacturing, engineering, professional services, and marketing and communications.
Prior to founding Emarketeers, he was head of digital at Publicis Technology and following this, he went on to co-found FIFO, a leading boutique web design and development agency.
As an agency veteran, Jonathan has always been at the cutting edge of tech, with a very strong focus on Google and Meta's tech stack, as well as the latest AI tools and innovations.
Read more about Jonathan Saipe »
