This comprehensive, trainer-led course transforms participants from hesitant observers to confident, security-conscious power users of Microsoft Copilot. Spanning a full day, the curriculum balances deep-dive theory on data boundaries and prompt engineering with high-energy, practical simulations across Outlook, Word, Excel, PowerPoint, Teams, and Loop. Participants will master the CLEAR and TONE frameworks, navigate ethical dilemmas, and execute cross-app workflows that deliver immediate workplace ROI.
Are you still watching Microsoft Copilot from the sidelines while others race ahead? Stop hesitating and start leading. Transform from a cautious observer into a security-conscious power user in just one day. Our trainer-led course delivers immediate workplace results, not just theory. You will master prompt engineering, eliminate errors, and streamline your entire workflow across Outlook, Word, and Teams. Gain the confidence to handle complex data boundaries and ethical dilemmas with ease. Whether you choose an open course, a closed group session, or dedicated one to one coaching, we tailor the experience to your needs. This intensive session counts towards six CPD hours, ensuring your professional development stays on track. Don’t let your team fall behind. To find out more, contact us at lets talk at e q v dot co dot uk.
Counts towards 3 CPD Hours Half Day Open Public & Closed Group
Please reflect on one or more of the questions below and come prepared to discuss your responses during the session.
Self-Assessment: On a scale of 1–10, how would you rate your current skill level in this subject? What factors influenced your rating?
Development Focus: Identify one specific behaviour, skill, or capability you would like to improve or develop further.
Relevant Examples: If possible, bring one or two relevant examples or scenarios from your experience that you would be willing to share with the group.
What You Will Learn
Navigate the Copilot ecosystem, verifying license status and understanding data source boundaries within the tenant.
Apply the CLEAR framework to construct precise prompts that eliminate ambiguity and hallucinations.
Utilise Copilot in Outlook to summarise threads, draft empathetic replies, and manage inbox overload efficiently.
Generate, rewrite, and reformat complex documents in Word while strictly maintaining brand tone and structure.
Create, modify, and brand PowerPoint presentations instantly using existing Word documents and natural language.
Clean, analyse, and visualise complex datasets in Excel using natural language commands without formula syntax.
Leverage Copilot in Teams, OneNote, Whiteboard, and Loop to enhance meeting efficiency and collaborative workflows.
Identify and mitigate security risks, understanding exactly what data Copilot can and cannot access.
Your Post-Course Challenge
Within 7 days, use Copilot to summarise your longest email thread of the week.
Create a presentation using the ‘Create from Word’ feature for your next meeting.
Apply the CLEAR framework to every prompt you write for the next month.
Counts Towards 3 CPD Hours
This course contributes 3 hours of Continuing Professional Development. Delegates can log these hours as evidence of structured learning for professional bodies and employers.
This comprehensive training programme is designed for professionals across all sectors who wish to harness the full potential of Microsoft Copilot within their daily workflows. It is particularly suited for individuals seeking to enhance productivity, streamline communication, and maintain robust data security while adopting generative AI tools.
This course is ideal for:
Administrative professionals who need to manage high volumes of emails and documents with greater efficiency
Project managers looking to accelerate reporting, summarise meeting notes, and coordinate team collaboration
Sales and marketing staff aiming to draft compelling content, analyse customer data, and create presentations rapidly
HR and people managers seeking to draft empathetic communications and streamline internal policy documentation
Finance and data analysts who want to interpret complex datasets and generate visual insights without relying on manual formulas
IT administrators and security leads responsible for understanding data boundaries and ensuring safe AI adoption across the organisation
No prior experience needed
Whether you are a complete beginner to generative AI or an existing user looking to refine your skills, this course is accessible to all. We assume no prior technical knowledge, ensuring that every delegate can engage with the material confidently regardless of their current digital proficiency.
What you will take away
Upon completion, delegates will leave with the confidence to integrate AI assistance seamlessly into their everyday tasks, resulting in immediate time savings and reduced administrative burden. You will gain a clear understanding of how to produce higher-quality outputs, make data-driven decisions faster, and navigate the ethical and security implications of using AI in a professional environment.
For Groups & Teams
We can deliver this training session in several ways to suit your organisation’s needs:
Open Public Course
Join delegates from other organisations on a scheduled date
Closed Group
Exclusively for your team, using your real scenarios
In Person
Face-to-face at your premises or a venue of your choice
Virtual
Live, interactive online delivery via Teams or Zoom
One-to-One Coaching
Personalised sessions tailored entirely to you
Have two or more people to train?
You may want to consider a closed group course. Benefits include:
Cost effective for teams
Choose a date to suit you
Customise content and timings
No minimum delegate numbers
Uses your real-world scenarios
Builds shared language in your team
Contact us on [email protected] to discuss specific dates and delivery requirements.
How Our Tutor-Led Courses Are Delivered
Before the day
Delegates are given pre-work to complete before attending. This ensures everyone arrives with relevant context and real scenarios from their own experience, so learning is immediately relevant and actionable from the first minute.
On the day
Our sessions are participative and highly interactive. We don’t do “death by PowerPoint” — instead, the day includes a variety of engaging activities throughout:
Real-world casework using your scenarios
Practical hands-on exercises
Real Play (not role play) simulations
Peer learning and group discussion
Case studies and scenario work
Facilitated discussion and structured reflection
What you leave with
Participants leave with:
Practical tools — frameworks and models you can use straight away
Clear action plans — specific next steps tailored to your role
Greater confidence — built through intensive, realistic practice
Skills you can apply immediately — not theory, but techniques tested during the day
After the day
Post-session measurements and a 30-day challenge ensure that learning is embedded and behaviour change is sustained.
Key Features
Course Duration is Half Day (Paid For Licenses)
Comprehensive course materials
Certificates of attendance
Access to Customer Portal (course bookers)
Course Guarantee
Priced per delegate per day for virtual open public course
£295.00 Plus VAT
Can’t see a suitable date? Please request a date here
Payment available via all major credit cards or Invoice. All options available during the online booking process.
