AI skills are quickly becoming workplace skills. Copilot in Action gives you practical experience using Microsoft 365 Copilot to tackle the kinds of tasks you may encounter in a real working environment. Designed for beginners, this hands on course takes you beyond simple AI prompts. Through an engaging workplace challenge, you will use Copilot to plan a company retreat and build a persuasive proposal for CEO approval. As the project develops, you will use Copilot to research ideas, compare options, write professional communications, create a Word business case, prepare an Excel budget, generate visuals and infographics, and develop a professional PowerPoint presentation. Along the way, you will learn how to write better prompts and use Copilot as an everyday AI assistant for writing, researching, organising information, developing ideas and creating professional content. Whether you are looking for work, changing careers, returning to the workforce or simply wanting to strengthen your digital skills, this course provides an accessible introduction to using Copilot across Microsoft 365. Please note: You need a paid Copilot Premium licence to attend this course.

DELIVERY MODE

Face to face

COURSE RESOURCES

• A paid Microsoft 365 Copilot Premium licence, and experience using Windows and Office applications
• Your own Windows laptop with Microsoft 365, a paid Copilot Premium licence and the Office desktop applications installed (Word, Excel, PowerPoint and Outlook), signed in to your Microsoft account.
• This course is proprietary intellectual property developed by Trainers Direct. Participants receive a PDF reference guide to support their learning after the workshop.

COURSE OUTLINE

Workshop scenario: Use Copilot to plan a company year-end staff retreat in Bali and prepare a pitch to gain CEO approval.

• Setting the scene: create an initial concept with Copilot, and learn about Copilot security and the different ways to access Copilot, including the desktop app and everyday Office applications
• Prompting for better results: move beyond basic prompts, use the prompt library, and turn a basic prompt into a stronger business prompt
• Researching and developing a concept: use Copilot to research options, compare ideas and develop a stronger recommendation
• Drafting business emails: summarise email threads, suggest action items and replies, and adjust tone and length for different audiences
• Creating a business case in Word: turn the concept into a structured proposal
• Creating images and visuals: create professional images to support a business message
• Creating an infographic: summarise benefits, processes or recommendations visually
• Creating the PowerPoint pitch: bring everything together using templates, summarise content, rewrite slide text, generate images and prepare for audience questions

Along the way, you'll also prepare an Excel budget and keep all your planning outputs together in a Copilot Notebook.

LEARNING OUTCOMES

By the end of this course, students should be able to:

• Understand how Microsoft 365 Copilot works within everyday Office applications, and write more effective prompts.
• Use Copilot to research ideas and draft professional emails, documents and a business case.
• Create images, infographics and a PowerPoint presentation to pitch ideas persuasively.