Course Objective & Scope
After rolling out Microsoft 365 Copilot licences, many teams stop at simple email summaries, missing the real value: cross-app workflows that move from a Teams meeting to a Word brief, from Word to a PowerPoint deck, or from a SharePoint file to an Outlook reply. This course shows how to reference Microsoft Graph context accurately to speed up everyday office work.
Participants practice their own workflows across Outlook, Teams, Word, Excel and PowerPoint, and set up shared team standards with Copilot Pages and prompt galleries. Permissions, sensitivity labels and human review are built into every exercise.
Who Should Attend?
- Business units using or preparing to roll out Microsoft 365 Copilot licences
- Managers, project leads and administrative/operations teams
- Sales, finance, HR and account management specialists
- Internal champions driving Copilot adoption
Key Takeaways
- Ground prompts in people, files, meetings and emails from Microsoft Graph using
/references - Extract decisions, open issues and owner-assigned actions from Teams meetings
- Generate new reports and decks in Word and PowerPoint from existing corporate files
- Summarise long Outlook threads and draft replies in the right tone
- Use Copilot in Excel for formulas, conditional formatting and pivot analysis
Curriculum
Microsoft 365 Copilot Architecture and Effective Prompting
- The Goal, Context, Source, Expectation (GCSE) prompt structure
- Referencing files, meetings and people in Business Chat with
/
Communication and Meetings in Outlook and Teams
- Inbox triage, thread summaries and reply coaching
- Teams meeting recaps, catching up on missed parts and action tracking
Document Creation in Word and Copilot Pages
- Drafting from reference files, rewriting and converting text to tables
- Collaborating with the team in Copilot Pages
From Analysis to Presentation in Excel and PowerPoint
- Querying tables, generating formulas and surfacing insights in Excel
- Turning a Word document into an on-template PowerPoint deck
Cross-App Workflows and Safe Usage
- End-to-end lab from meeting to report to presentation
- SharePoint permissions, sensitivity labels and verification habits
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