Microsoft 365 Copilot Training: learn to use AI effectively in your daily work
Practical in-company training in which your team learns to use Microsoft 365 Copilot productively and responsibly in Word, Excel, PowerPoint, Outlook and Teams. Tailored, aligned with your organisation.
The impact of Copilot on the workplace
Research from Forrester and the UK Government shows: trained Copilot users achieve measurably better results.
Choose the training that suits your team
Microsoft 365 Copilot is available in two variants: the Essentials training of one day for an immediately applicable foundation, and the Complete training of two days for those who want to master all capabilities in depth, including agents. In a pre-conversation we determine together which variant best fits your team and schedule.
Microsoft 365 Copilot Essentials · 1 day
The basics of Microsoft 365 Copilot
Understand how Copilot works and what it means for your organisation.
- How Copilot works and how it differs from AI chatbots
- Microsoft Graph: how Copilot uses your organisational data
- Data privacy and security within Microsoft 365
- Responsible AI use and the EU AI Act
- Work-safe mode and what you do and do not share
Safe use & avoiding AI pitfalls
Use AI effectively and responsibly: what is allowed, what is possible and where are the risks?
- Recognise hallucinations and critically verify output
- Privacy, GDPR and handling sensitive information
- Common AI mistakes and how to avoid them
- Know Copilot's limits and stay realistic
- Translate AI policy into daily work practice
Working with Copilot Chat
The universal AI assistant that works in every situation.
- Copilot Chat in the web and work environment
- Write prompts using the GCSE framework (Goal, Context, Source, Expectations)
- Iterate and follow up for better output
- Upload and summarise files
- Applications: texts, analyses, brainstorming and translation
Outlook & Teams in practice
The communication tools where Copilot delivers the most time savings daily.
- Outlook · summarise, reply to and triage emails
- Teams · summarise meetings, create notes and action points
- Copilot Pages for collaboration
- Directly applicable tips for your communication flow
Optional deepening moduleOptional · to be chosen in consultation
Add one deepening module that best suits your team. When a module is added, Outlook or Teams may be dropped to keep within the available time.
- Word · draft, rewrite and summarise documents
- PowerPoint · create presentations from prompts or documents
- Excel · generate formulas, analyse and visualise data
- Agents · use built-in agents and build your own with the Agent builder
Essentials or Complete?
Not sure which programme fits best? The Complete two-day training offers the full programme in one go, with no choices required upfront. If you opt for the Essentials training, a tailored follow-up day is an excellent next step: diving deeper into specific topics and covering the remaining applications, fully aligned to your team.
Does your organisation not (yet) have a paid Copilot licence? Then our Copilot Chat training is the ideal starting point: a half or full day focused on the free Copilot Chat, including agents, without a separate licence.
Day 1: Foundation & core skills
AI fundamentals & Copilot introduction
Understand how Copilot works, what it can and cannot do, and how your data stays secure.
- How generative AI and Microsoft Graph work together
- Data privacy and security within Microsoft 365
- Responsible AI use and the EU AI Act
- Copilot Chat as a universal AI assistant
Prompt engineering
Learn the art of the right request: the skill with the greatest impact on your results.
- The four building blocks: Goal, Context, Source, Expectations
- Iteratively refine prompts for better output
- Common mistakes and how to avoid them
- Critically evaluate and validate AI output
Copilot in Word, Excel & PowerPoint
Hands-on work with Copilot in the three core applications for document creation and data analysis.
- Word · draft, rewrite and summarise documents
- Excel · generate formulas, analyse and visualise data
- PowerPoint · create presentations from prompts or documents
Reflection & own practice
End the day by translating theory into your own daily work.
- Identify tasks suitable for AI support
- Share initial experiences and discuss questions
- Homework assignment: apply Copilot in your own work
Day 2: Deepening & application
Copilot in Outlook & Teams
The communication and collaboration tools where Copilot makes a daily difference.
- Outlook · summarise, answer and triage emails
- Teams · summarise meetings, create notes and action points
- Copilot Pages and Notebooks for collaboration
Role-specific scenarios
Deepening per job function: discover how Copilot specifically enriches your work.
- Use cases tailored to your function and department
- Work with your own documents, emails and data
- Best practices and pitfalls per application
Copilot Agents: use & build your own
From Copilot to autonomous task execution: discover how agents can further automate your work.
- What are Copilot Agents and when do you use them?
- Use built-in agents (Researcher, Analyst and more)
- Deploy agents in Teams and Copilot Chat
- Build your own agent with the Agent builder (no extra licence needed)
- Share agents within your organisation
- SharePoint agents for knowledge sharing
Practice lab & action plan
Independent practice on your own cases, followed by a concrete plan to put the learning into practice right away.
- Independent practice with trainer guidance
- Optimise your own workflows with Copilot
- Share experiences and learn from each other
- Personal action plan: get started tomorrow
- Tips for sustaining new ways of working
- Evaluation and closing
No paid Copilot licence yet?
Does your organisation not (yet) have a Microsoft 365 Copilot licence? Then our Copilot Chat training is the ideal starting point: a half or full day focused on the free Copilot Chat, including agents, without a separate licence.
Why choose this Copilot training?
No standard story, but training that fits how your team really works.
Directly applicable
A good mix of theory and practice. You practise with your own documents, emails and data, not fictional examples.
100% tailored
In a pre-conversation, we map your industry, activities and knowledge level. The training is tailored accordingly.
Experienced Microsoft trainer
More than 15 years of experience with Microsoft 365 training. Up-to-date with the latest Copilot features.
Copilot for every function in your organisation
Microsoft 365 Copilot supports virtually every department. Choose your function below and discover the practical scenarios covered in the training.
Media and analyst relations
Respond faster with data-backed messaging and crisis communication.
- Prepare for media interviews
- Draft press kits and Q&A documents
- Sentiment analysis of media coverage
- Streamline crisis communications
Internal communications
Consistent and effective communication within large or distributed teams.
- Draft and review internal messages faster
- Prepare all-hands meetings
- Analyse engagement with internal messages
- Optimise communication planning
Content creation and personalisation
Publish faster by tailoring content to different audience segments.
- Draft social media copy
- Write blog posts and newsletters
- Personalise content per audience
- Generate press releases and campaign texts
Problem resolution
Handle complaints faster and increase customer satisfaction.
- Analyse and respond to customer complaints
- Personalised cross-sell and upsell
- AI-powered service agent support
- Prioritise and assign cases
Issue diagnosis
Find root causes faster by combining documentation and expertise.
- Root cause analysis with Copilot
- Analyse communication logs
- Query and supplement the knowledge base
- Build consistent resolution strategies
Case assignment and management
Automatic sorting and prioritisation of customer enquiries.
- Predict customer satisfaction
- Document compliance checks
- Manage and direct service agents
- Smart routing of service requests
Internal communications
Consistent messaging from management to the organisation.
- Prepare all-hands meetings
- Draft organisation-wide updates
- Generate strategic summaries
- Tailor messaging per audience
Strategic overview
Copilot as a thinking partner for the daily challenges of leadership.
- A day as CEO: oversight and prioritisation
- A day as CTO: technology decisions
- A day as CIO: information management and innovation
- A day as CDO: data-driven decision making
Risk management and compliance
Respond faster to market changes and compliance requirements.
- Update guidance documents
- Identify spend anomalies
- Automate financial query management
- Evaluate accounting documents
Procure to pay
More efficient invoice processing and procurement approvals.
- Contract management and review
- Handle invoice exceptions
- Collections coordination
- Accelerate procurement insights
Record to report
Faster reporting by combining data from different sources.
- Balance sheet reconciliation
- Analyse business performance
- Reconcile financial data for period closing
- Analyse cashflow variances
Planning and analysis
Proactively respond to customer and market trends with AI insights.
- Optimise financial operations
- Intelligent sales forecasting
- Build business cases
- Generate financial insights
Recruiting
Smarter hiring with AI-powered candidate selection and screening.
- Streamline the recruiting process
- Search and match candidates
- Analyse hiring practices
- Draft job postings and descriptions
Learning and development
Better onboarding and personalised learning paths.
- Improve onboarding and development processes
- Smart onboarding agent
- Personalised learning agent
- Create training materials and assessments
Compensation and benefits
Data-driven insights for fair and competitive compensation.
- Update policy documents
- Leave-of-absence compliance
- Timesheet reconciliation
- Automate benefits queries
Employee engagement
Self-service and digital assistance for HR queries and processes.
- Resolve employee issues independently
- Implement awards and recognition
- Improve organisational health metrics
- Unlock the internal knowledge base
Service desk
Faster response times and self-service options for end users.
- IT support agent and self-service
- Root cause analysis
- Outage communications
- IT helpdesk automation
Device and app management
More efficient management of devices, apps and technology strategy.
- Manage application installations
- Update technology strategy
- Evaluate and purchase IT solutions
- Monitor device health and licences
Change management
Drive adoption of new tools and realise ROI.
- Onboard and train new users
- Create project plans
- Measure technology engagement
- Guide device acquisition
Security and compliance
Faster incident response and improved vulnerability analysis.
- Conduct vulnerability impact assessments
- Analyse security scripts
- Perform security incident investigations
- Guide network upgrades
Advisory services
Deliver legal advice faster with AI-powered research.
- Develop compliance materials
- Protect and create intellectual property
- Provide quicker legal guidance
- Search legal precedents and regulations
Contracts
Faster contract review and more efficient lifecycle management.
- Review and analyse contracts
- Negotiate licensing agreements
- Manage the contract lifecycle
- Compare amendments and changes
Litigation
More efficient document discovery and strategy development.
- Case and precedent analysis
- Develop legal strategy
- Accelerate document research
- Assess litigation risks
Customer insights and strategy
More complete customer profiles by combining data from multiple sources.
- Streamline market research and strategy
- Collect and share product feedback
- Enrich customer profiles
- Deploy a market research assistant
Campaign execution
More efficient campaign coordination and real-time adjustment.
- Track campaign performance
- Create marketing briefs
- Set up targeted campaigns
- Guide product launches
Transform creative workflows
Faster from idea to publication with AI-powered content creation.
- Create and edit content
- Build a marketing Bill of Materials
- Adapt and localise content
- Compliance checks on marketing materials
Demand generation
More targeted campaigns that convert better.
- Develop new offerings
- Refine audience segmentation
- Optimise lead generation
- Improve conversion rates
Planning
Better demand forecasting and supply chain management.
- Create change management plans
- Draft supplier RFPs
- Improve demand forecasts
- Model operational scenarios
Reporting
Faster and more accurate operational reporting.
- Simplify operational tasks
- Conduct business reviews
- Ensure data quality
- Generate dashboards and overviews
Scheduling
Smarter resource allocation through better collaboration.
- Execute project reviews
- Optimise capacity planning
- Improve cross-team collaboration
- Track progress and milestones
Customer engagement
More effective sales conversations through personalised preparation.
- Accelerate customer research and sales preparation
- Create personalised pitches
- Respond to RFPs with AI support
- Improve customer meetings
Lead generation
More targeted prospecting with higher conversion rates.
- Research the market landscape
- Targeted prospecting
- Create unsolicited proposals
- Optimise lead targeting
Negotiation and closing
Data-driven negotiations that accelerate the pipeline.
- Create personalised offers
- Prepare negotiation strategies
- Analyse customer needs
- Assess deal risks
Post-sale follow-up and upsell
Structured follow-up that doesn't miss opportunities.
- Post-sale customer insights
- Accelerate CRM updates and responses
- Identify upsell opportunities
- Monitor customer satisfaction
Inclusive workplace
Copilot helps employees with diverse needs work more effectively.
- Focus assistance for employees with ADHD
- Participate in meetings with hearing loss
- Make content accessible for blind users
- Reduce typing for mobility disabilities
Neurodivergence and wellbeing
AI support for reading, communication and daily structure.
- Reading assistance for dyslexia
- Understanding tone and intent with autism
- Mental wellbeing: simplify your day and stay focused
- Collaborate as a non-native speaker
Operations and maintenance
AI-optimised maintenance and more efficient resource deployment.
- Preventive maintenance strategies
- Optimise energy and resource management
- Analyse IoT and sensor data
- Improve operational efficiency
Reporting
Collect, analyse and report sustainability data.
- Collect and structure ESG data
- Draft sustainability reports
- Monitor environmental targets
- Ensure regulatory compliance
Everything you need to know
Approach
The training combines short theory sessions with extensive hands-on exercises. We use recognisable examples from your own working environment, so you can apply what you've learned the same day.
Prior knowledge
Basic knowledge of Microsoft 365 applications (Word, Excel, Outlook, Teams) is desired. Experience with AI or Copilot is not required. The training starts at the basics and builds to advanced level. In the pre-conversation, we assess the knowledge level of participants.
Copilot licenses
For full hands-on participation, participants need an active Microsoft 365 Copilot license. Your organisation should arrange this beforehand. We're happy to advise you on the possibilities.
Materials & aftercare
After the training, each participant receives a comprehensive summary, practical use cases for their function and a reference card per application. If you have questions after the training, you can always contact us.
Customisation & combination
Want to combine this training with other topics, such as Advanced Excel or effective communication? Or a deepening session specifically for management? We're happy to compile a custom programme.
From enquiry to results
Every Copilot training is carefully prepared and tailored to your organisation.
Get to know
A short conversation to understand your wishes, target group, industry and Copilot license situation. No obligation.
Customise
We design a programme with examples and exercises from your own working environment and industry.
Deliver training
Interactive, practical and lively. Online or on-site. Immediately applicable tips and techniques.
Aftercare
Summary, practical use cases and the opportunity for follow-up. So the learning sticks.
What participants say
"Very educational training delivered enthusiastically. Interactive, room for own case contributions and lots of helpful tips & tricks that I can get started with straight away."
"Received a lot of information about more efficient ways to achieve the same results. The skill gap on the shop floor was large, but the trainer was able to handle this flexibly."
"Finally I understand how to use Copilot effectively. The prompt exercises were an eye-opener. I had no idea that the way you ask makes such a difference."
All about the Microsoft 365 Copilot training
The training is suitable for anyone who works daily with Microsoft 365: secretaries, assistants, managers, leaders, HR professionals, financial professionals, marketers and IT key users. No AI experience required. In the pre-conversation, we adjust the level to the participants.
Basic knowledge of Microsoft 365 applications such as Word, Excel, Outlook and Teams is desired. Experience with AI or Copilot is not required. The training starts at the basics and builds to advanced level.
A Microsoft 365 Copilot license is required for full hands-on participation. Your organisation should arrange this beforehand. Feel free to contact us if you want advice on the licensing options.
Yes. Microsoft 365 also includes a free Copilot Chat that works without a separate licence. For teams who want to start there, we offer a dedicated Copilot Chat training of a half or full day. Ideal for gaining experience with AI inside Microsoft 365 before purchasing paid licences, and a solid way to meet the AI literacy obligation under the EU AI Act.
You can choose between two variants. The Essentials training takes one day and covers the core of Microsoft 365 Copilot: the basics, safe use, Copilot Chat and Outlook & Teams, plus an optional deepening module of your choice. The Complete training takes two days and covers all capabilities in depth, including Word, Excel, PowerPoint, Outlook, Teams, role-specific scenarios and a full module on Copilot Agents. In the pre-conversation we determine together which variant best suits your team.
Yes, all our Copilot trainings are available in-company, at your location or online. We tailor content, examples and exercises entirely to your organisation, industry and job function.
Since February 2, 2025, the EU AI Act (Article 4) requires organisations that deploy AI systems to ensure sufficient AI literacy among their employees. Structured Copilot training helps meet this legal requirement.
Microsoft 365 Copilot operates within Microsoft's security boundaries. Your data is encrypted, is not used to train AI models and respects existing file permissions and sensitivity labels. We pay extensive attention to this during the training.
Absolutely. Copilot combined with Advanced Excel, or Copilot with effective communication? We compile a programme that fits exactly what your team needs. Contact us to discuss the possibilities.
Book the Microsoft 365 Copilot 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.