Copilot Chat training: make the most of AI you already have
Practical in-company training for the free Copilot Chat within Microsoft 365. No licence needed — get started tomorrow with safe AI use and AI literacy. Tailored to your organisation.
The free AI your organisation already has
Copilot Chat is built into Microsoft 365 and goes largely unused in many workplaces. Yet it saves time immediately and makes AI literacy tangible in one go.
Two variants, one goal: AI that works
Choose the variant that fits your team. In a pre-conversation we map knowledge level and work practice, so the content fits seamlessly.
What is Copilot Chat?
A clear introduction to the free AI chat that is already part of Microsoft 365.
- How Copilot Chat works within Microsoft 365
- Difference with consumer chatbots (ChatGPT, Gemini) and the paid M365 Copilot
- Recognising work-safe mode and why it matters
- Privacy, GDPR and what you do and do not share with Copilot
- EU AI Act (Article 4) and the AI literacy obligation made concrete
Your first effective prompts
Learn to ask questions that deliver useful answers right away.
- Formulate clearly, specifically and concretely
- Provide context: who, what and why
- Iterate and follow up for better results
- Common beginner mistakes and how to avoid them
- Recognise hallucinations and critically verify AI output
Daily applications that pay off immediately
Put Copilot Chat to work in your own day-to-day.
- Draft, rewrite and adjust the tone of emails
- Summarise reports and documents (upload or paste)
- Brainstorm, structure ideas and generate checklists
- Look up and compare information with web grounding
- Translate and localise texts
Agents: a first introduction
Discover what Copilot Agents are and how to build your own assistant with the Agent builder.
- What are agents and how do they differ from regular Copilot Chat?
- When do you choose an agent instead of direct chat?
- Build your first agent with the Agent builder
- Personal action plan: three concrete steps for the week ahead
What is Copilot Chat?
A clear introduction to the free AI chat that is already part of Microsoft 365.
- How Copilot Chat works within Microsoft 365
- Difference with consumer chatbots and the paid M365 Copilot
- Recognising work-safe mode and why it matters
- What Copilot Chat can and cannot do
- Why your organisation already has this, without knowing it
Your first effective prompts
Learn to ask questions that deliver useful answers right away.
- Formulate clearly, specifically and concretely
- Provide context: who, what and why
- Iterate and follow up for better results
- Common beginner mistakes and how to avoid them
- Practise with recognisable tasks from your own work
Daily applications that pay off immediately
Put Copilot Chat to work in your own day-to-day.
- Draft, rewrite and adjust the tone of emails
- Summarise reports and documents
- Brainstorm, structure ideas and generate checklists
- Look up and compare information with web grounding
- Translate and localise texts
Safe, responsible and legally correct
Use AI wisely: what is allowed, what is possible and where are the risks?
- Work-safe versus consumer mode: what you do and do not share
- Privacy, GDPR and data security in practice
- Recognise hallucinations and verify output
- EU AI Act (Article 4) and AI literacy made concrete
Microsoft prompting framework
Prompt the way Microsoft teaches it: the method that delivers the most consistent Copilot output.
- The four building blocks: Goal, Context, Source, Expectations
- Format instructions: lists, tables and step-by-step explanations
- Give Copilot Chat a persona and style
- Source grounding: upload files and steer Copilot to the right source
- Build prompt templates the whole team can reuse
Advanced prompting for professional use
In-depth techniques for those who want to get more out of Copilot Chat.
- Chain-of-thought: force step-by-step reasoning
- Prompt chaining: link several sub-questions together
- Critically evaluate and A/B-test prompts
- Role-specific scenarios: HR, Finance, Operations, Communications
- Build a personal prompt library for your own function
Copilot Agents: build and apply
From theory to practice: learn to build and deploy your own agents for your specific work context.
- What are agents and when does an agent deliver more than direct chat?
- Agent builder step by step: your first personal knowledge assistant
- Adding knowledge sources: link files and SharePoint sites
- Work through practical case studies by job area (HR, Finance, Communications, Operations)
- Share agents with colleagues and deploy them within the team
Always tailored, including for your team
Both variants are fully tailored to your organisation, industry and job roles. We decide together which topics deliver the most value and which examples are most recognisable.
Does your organisation have a paid Microsoft 365 Copilot licence and do you want integration in Word, Excel, PowerPoint, Outlook and Teams? Then our more extensive Microsoft 365 Copilot training fits your situation better.
Why choose this Copilot Chat training?
No abstract AI theory, but a training that lets your team work with AI you already have right away.
Start straight away, no licence
Copilot Chat is already in your Microsoft 365 environment. No upfront investment, no purchasing process. Your team starts working the moment the training ends.
Work-safe within your tenant
Work-safe mode ensures company data is not used to train AI models. Your team learns to recognise when that mode is active.
Covers AI literacy obligation
Article 4 of the EU AI Act requires AI literacy for everyone who uses AI. This training meets that obligation in a structured way, with proof of attendance.
Fully tailored
In a pre-conversation we map your industry, activities and knowledge level. The training is tailored accordingly, with examples your team recognises.
Experienced Microsoft trainer
More than 15 years of experience with Microsoft 365 training. Up-to-date with the latest Copilot Chat features and prompting techniques.
Materials & aftercare
Every participant receives a summary and a tailored prompt library. If you have questions after the training you can always get in touch.
Is the Copilot Chat training for you?
This training is designed for organisations that do not yet have a paid Copilot licence, but do want to get started with responsible AI use right away.
Organisations without a Copilot licence
You want to gain experience with AI before investing in licences. Copilot Chat is the ideal starting point: free, safe and instantly available.
Employees & teams
Your team already uses AI, knowingly or not. This training professionalises that use: safer, more effective and with concrete agreements.
HR & L&D leads
You are responsible for AI literacy across the organisation. This training provides a concrete learning programme that demonstrably meets the EU AI Act.
Managers & leaders
You want to give your team a first AI foundation without a large investment. And keep a grip on what happens with work data inside AI tools.
Secretaries & assistants
Copilot Chat as a daily assistant: draft emails, structure notes and prepare meetings. Save hours per week on routine tasks.
Service desk & support
Answer tickets faster, summarise knowledge articles and break down complex questions. Copilot Chat as an extension of your knowledge base.
Everything you need to know
Approach
The training combines short theory sessions with extensive hands-on exercises. Participants work directly with Copilot Chat on scenarios from their own work. They leave with concrete knowledge and a personal prompt library.
No licence required
Copilot Chat is the free AI chat within Microsoft 365. Participants only need their standard Microsoft 365 work account. Does your organisation have a paid Microsoft 365 Copilot licence? Then our more extensive Microsoft 365 Copilot training is a better fit.
Prior knowledge
Basic knowledge of Microsoft 365 applications is desired. Experience with AI or Copilot is not required. The training starts at the basics. In the pre-conversation we assess the knowledge level of participants.
Half day or full day?
The half day gives a solid foundation: introduction, first effective prompts, daily applications and safe use. The full day adds three deepening sessions: the Microsoft prompting framework, advanced prompting techniques and a complete module on Copilot Agents — including building your own agent with the Agent builder. Ideal for teams that want to work at a higher level and unlock the full potential of Copilot.
Materials & aftercare
After the training, each participant receives a comprehensive summary and a tailored prompt library. If you have questions after the training, you can always contact us.
Customisation & combination
Want to combine this training with other topics, such as ChatGPT, Claude or a broader AI strategy for your organisation? We're happy to compile a custom programme that fits exactly what you need.
From enquiry to results
Every Copilot Chat training is carefully prepared and tailored to your organisation.
Get to know
A short conversation to understand your wishes, target group, industry and current AI use. No obligation.
Customise
We select the right variant and design a programme with examples from your own working environment.
Deliver training
Interactive, practical and lively. Online or on-site. Tips and techniques you can apply right away.
Aftercare
Summary, prompt library and the opportunity for follow-up. So the learning sticks.
What participants say
"We finally know what we can do with that AI button in our Microsoft environment. No expensive licence, immediate results. Everyone now uses Copilot Chat daily."
"The prompting framework was an eye-opener. I had no idea that the way you ask makes such a difference. My daily emails and summaries are now twice as fast."
"Great that there is finally attention to what you can and cannot share with AI. Our employees now have a clear picture of the limits. Our AI policy has become concrete."
All about the Copilot Chat training
Copilot Chat is the free AI chat within Microsoft 365, available without a separate licence. You work from a chat interface with a powerful language model, in a work-safe mode. Microsoft 365 Copilot is the paid version that is integrated into Word, Excel, PowerPoint, Outlook and Teams, and uses Microsoft Graph to access your organisational data. For the extensive variant see our Microsoft 365 Copilot training.
No. Copilot Chat is freely available to anyone with a Microsoft 365 work account. No additional licences or costs are needed. We're happy to advise you on the possibilities within your current Microsoft 365 environment.
In work-safe mode, your data is not used to train AI models and stays within Microsoft's security boundaries. During the training, participants learn how to recognise that mode, what they can and cannot share and how this fits within your AI policy.
Looking for a solid introduction after which everyone can get started immediately? Then the half day is enough. Do you also want your team to master the Microsoft prompting framework and advanced prompting, so AI consistently delivers better output? Then the full day is the right choice. In the pre-conversation we help you make this decision.
AI literacy is the ability to use AI tools effectively, responsibly and critically. Since 2 February 2025, Article 4 of the EU AI Act requires organisations that deploy AI to ensure this literacy among employees. Because Copilot Chat is already used in many organisations, this obligation applies automatically. This training meets that obligation in a structured way, including proof of attendance.
Microsoft recommends a fixed structure for good Copilot prompts, built from four building blocks: Goal, Context, Source and Expectations. By consciously including these elements, you get much more consistent and useful output. We cover this framework in depth in the full-day variant.
Yes, all our trainings are available in-company, at your location or online. We tailor content, examples and exercises entirely to your organisation, industry and job function.
Absolutely. For example Copilot Chat combined with ChatGPT, Claude or a broader AI strategy for your organisation. We're happy to compile a custom programme that fits exactly what your team needs.
Book the Copilot Chat training for your team
Fill out the form on our contact page or call directly. We will contact you within two business days to discuss your wishes. No obligation.