Overview

In today’s fast-paced business environment, staying ahead of the curve means embracing tools that boost efficiency and collaboration. Our Microsoft Copilot course is designed specifically for professionals looking to optimise their workflows and unlock the full potential of AI-powered tools within the Microsoft 365 suite. Whether you’re a team leader, department head, or business owner, this course will show you how to integrate Copilot into everyday business operations to streamline processes, automate routine tasks, and make data-driven decisions faster. From drafting documents to summarising emails and creating insightful reports, you’ll learn how Copilot can dramatically increase productivity and free up valuable time for strategic initiatives.

Attending this course will also help your business stay competitive by providing practical knowledge of AI’s real-world applications in key functions like HR, IT, Marketing, Sales, and more. You’ll discover how to customise Copilot to suit your business needs, ensuring seamless integration across teams and departments. With a focus on overcoming common challenges like data security concerns and team adoption resistance, this course will equip you with strategies for successful implementation and scaling. Don’t miss the opportunity to harness the power of Microsoft Copilot and transform your business operations for the future!

For the best learning experience and access to the full range of functionality, a paid or enterprise account is recommended.

Learning Outcomes: 

  • Explain AI basics and key concepts such as large language models, generative AI and multimodal AI in clear, workplace-friendly language.
  • Describe what Microsoft 365 Copilot is, where it appears across Microsoft 365, including Word, Excel, Outlook, Teams, PowerPoint and OneDrive, and the licensing and technical requirements for use.
  • Identify practical opportunities to use Copilot to improve efficiency, productivity and quality in everyday tasks such as summarising content, drafting communications, managing meetings and analysing data.
  • Apply prompting best practice to get better results from Copilot.
  • Outline key challenges, risks and safety considerations for AI use, including data privacy, hallucinations, bias and responsible AI guardrails.
  • Leave with at least three clearly defined Copilot use cases relevant to their own role or organisation.

For more information or to make a booking please call 0330 0947 344

Agenda
  •  Welcome and Introduction
    • Course welcome, trainer introduction and housekeeping.
    • Participant discussion: AI journey so far and current tools in use.
  • Understanding AI fundamentals
    • What AI is and how it works in simple terms.
    • AI for business: efficiency, productivity and quality benefits.
    • Key concepts: large language models, natural language processing, generative AI and multimodal AI.
  • Introducing Microsoft 365 Copilot
    • Copilot as an AI-powered assistant in Microsoft 365.
    • Availability, licensing and requirements.
    • Data access and security, including OneDrive, SharePoint and organisation-level permissions.
    • Copilot across Word, Excel, Outlook, Teams, PowerPoint and OneDrive.
  • Break
  • Getting started and live tour
    • Accessing Copilot via Windows apps, web browser and mobile apps.
    • Versions available and what this means in practice.
    • Live tour of Copilot in typical day-to-day workflows.
  • Break
  • Case studies, news and workplace use cases
    • Case studies from private and public sector. Use cases including summarising content, drafting communications, creating templates, data analysis, resource planning, reporting and staff support.
    • Practical examples across Word, Excel, PowerPoint, Outlook, Teams and OneDrive.
    • Exercise 1: Drafting an internal communication or social media post.
  • Best practice: prompting and hands-on exercises
    • Prompting best practice including three-step prompting technique.
    • Exercise 2: Creating and testing a detailed Copilot prompt for a workplace task.
  • AI safety, challenges and guardrails
    • Environmental impact, workforce adaptation, data privacy and security.
    • Hallucinations, deepfakes, bias and fairness.
    • Practical guardrails: access control, verification, approvals, compliance, training and monitoring.
  • Wrap-Up and Closing Remarks
    • Recap of key concepts, tools and use cases.
    • Mini-quiz to recap learning.
    • Q&A plus guidance on next steps and signposting to resources.
Speakers
Trainer Profile: Jonathan Pollinger 

Jonathan Pollinger is an experienced freelance AI Trainer and Consultant based in Cardiff, South Wales. He specialises in AI Alongside digital marketing, social media, helping businesses, charities, colleges, local government and public figures to achieve their objectives through effective use of digital channels. He is also the co-owner of Boost Social Agency, a firm dedicated to creating, managing, and promoting social media content for B2B clients. 

Jonathan holds a BA (Hons) in Modern English Studies with Language and Communication from the University of Wales Institute of Science and Technology (UWIST). With over 15 years of experience, he has become a well-connected figure in the digital marketing industry, regularly sharing his insights on BBC local radio regarding social media, AI and technology. 

Jonathan’s training sessions are known for their engaging and practical approach. His enthusiasm for digital marketing and AI shines through in his dynamic workshops and bespoke sessions, combining theoretical knowledge with hands-on practice. This approach has made him a highly sought-after trainer and consultant. 

Throughout his career, Jonathan has successfully supported a diverse range of clients including BAM Nuttall, Howden Insurance, National Trust, University of the West of England (UWE) and Mind providing them with actionable insights and strategies to enhance their digital presence.  

Pricing
  • Online Fee: £290+VAT