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Copilot for Microsoft 365: Empowering End Users with AI Productivity

Duration

Course Code

2 Days

IV-DA-008

About the Course

This 2-day immersive training is designed for professionals who want to unlock the full potential of Copilot in Microsoft 365. From writing smarter emails in Outlook to generating reports in Excel and summarizing meetings in Teams, Copilot transforms how users work—making tasks faster, smarter, and more intuitive.


Through engaging demos and hands-on labs, participants will learn how to collaborate with AI across Word, Excel, PowerPoint, Outlook, Teams, and OneNote. This course is ideal for business users, executive assistants, analysts, and anyone looking to boost productivity using AI tools built into their Microsoft 365 subscription.


Prerequisite


Active Microsoft 365 subscription with Copilot access.


What will you learn?


  1. Boost productivity with AI-powered assistance across daily tasks.

  2. Reduce manual work through intelligent automation and content generation.

  3. Enhance communication with smarter writing, summarization, and meeting insights.

  4. Gain confidence in using Copilot responsibly and effectively.

  5. Stay ahead in a workplace increasingly shaped by AI.


Outcomes


At the end of the training, participants will receive:

  1. Certificate of Completion from Invictus Technology Solutions.

  2. A personalized Copilot prompt library.

  3. A productivity playbook tailored to their role.

  4. Confidence to use Copilot daily with impact.

  5. Training delivered by a Microsoft Certified Professional and Trainer.



Course Outline


Day 1: Copilot Foundations and Core Apps

  • Welcome and Course Overview.

  • Introduction to Copilot in Microsoft 365.

  • Copilot in Microsoft Word.

  • Lab: Drafting reports, rewriting content, and summarizing documents.

  • Copilot in Microsoft Excel.

  • Lab: Generating formulas, analyzing trends, and creating dashboards.

  • Copilot in Microsoft PowerPoint.

  • Lab: Creating presentations from prompts, refining slides.

  • Copilot in Microsoft Outlook.

  • Lab: Writing emails, summarizing threads, scheduling follow-ups.

  • Copilot in OneNote.

  • Lab: Organizing notes, summarizing meetings, tagging action items.


Day 2: Collaboration, Customization, and Responsible Use


  • Copilot in Microsoft Teams.

  • Lab: Summarizing meetings, generating action items, and chat assistance.

  • Real-World Scenarios.

  • Group Exercise: "AI Assistant for a Day" workflow simulation.

  • Responsible AI Use.

  • Discussion: Data privacy, prompt hygiene, ethical considerations.

  • Customizing Prompts for Better Results.

  • Lab: Crafting effective prompts across apps.

  • Productivity Hacks with Copilot.

  • Tips: Keyboard shortcuts, integrations, and time-saving workflows.

  • Capstone Lab and Certificate Ceremony.

  • Final Lab: Solve a business scenario using Copilot across apps.


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