Getting Efficient Using Microsoft Copilot 11th November 2026

COPILOT FOUNDATIONS

Part 1: How is Copilot structured?

• The role of AI inside everyday Microsoft tools
• Overview of the M365 Copilot App
• How Copilot works inside Microsoft 365
• What is Microsoft Graph?
• The difference between commands and collaboration
• Copilot is a layer not a feature
• Privacy, security and data safety

AUTOMATE WORKFLOWS WITH COPILOT

• Outline examples of using Copilot with email and Teams.
• Shifting from “Doing Tasks” to “Directing Tasks”

GENERATE CONTENT WITH COPILOT

Part 2: Using Copilot in Word documents

Work on a range of documents applying updates and changes using Copilot.  Delegates will also create and enhance their own work-based theme documents.

Collaborate with Copilot to:

• Draft a simple memo and specify its structure and layout
• Rewrite the structure of an existing document using Copilot
• Automatically create a short summary of a document
• Add new headings and text using Copilot
• Generate images using Copilot
• Move, size and position images correctly within documents
• Add justification, page breaks and page borders
• Extend an existing report adding more detail with Copilot
• Change text styles using Copilot
• Create bulleted list of summary points with Copilot
• Add and format a table using Copilot
• Add a table of contents and index using Copilot
• Extract information from one document to another using Copilot.

Part 3: Using Copilot in PowerPoint presentations

Course delegates will create a presentation from an existing source of information and use Copilot to structure and refine the requirements in a correct manner.  Delegates will also create their own work-based theme presentation using Copilot.

Collaborate with Copilot to:

• Create a presentation from information in a Word document.
• Add a new slide using Copilot requesting additional information.
• Update a slide with supporting images generated by Copilot
• Add a new slide with statistical details generated by Copilot
• Add a chart slide based on statistical details generated by Copilot
• Add a slide with a map generated by Copilot
• Automatically add detailed text to speaker notes on a slide
• Ask Copilot to predict questions from an audience based on a presentation
• Add a range of objects onto slides and apply animation
• Apply slide transitions and slide timings
• Insert video clips onto slides.

ANALYSE DATA WITH COPILOT

Course delegates will use a range of commands and collaborate with Copilot in Excel to request various types of analysis from a data range.  Delegates will also be able to practice using Copilot on an Excel table data range.

Part 4: Using Copilot in Excel spreadsheets

Understanding data through questions not formulas

• The benefits of having your data structured as an Excel table
• Examine the various editing options with Copilot
• Add a new columns with a formula using Copilot
• Apply filters and sort data using Copilot
• Apply conditional formatting to data with Copilot

Analyse Data with Copilot

• Check that your data is structured correctly using Copilot
• Ask Summary Questions of data using Copilot
• Request Comparison information using Copilot
• Ask Copilot to display trends within data
• Turn answers into visual charts using Copilot
• Use an IF function using Copilot
• Create a pivot table and pivot chart using Copilot