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Digital Innovation and Transformation

Microsoft Copilot for Business Productivity

Microsoft Copilot is reshaping how professionals work with documents, email, meetings, presentations, spreadsheets, and organizational information. The greatest productivity gains come from knowing which tasks are suitable for AI assistance, how to communicate requirements effectively, and how to review Copilot-generated outputs before they influence business decisions. This Microsoft Copilot for Business Productivity course focuses on practical workplace applications across Microsoft 365. Participants learn how to use Copilot capabilities in Word, Excel, PowerPoint, Outlook, and Teams, while developing effective prompting techniques and AI-assisted workflows for research, communication, meetings, reporting, analysis, and content creation. The programme also addresses data protection, permissions, accuracy, responsible AI use, and methods for measuring productivity improvements.

DIT-014Digital Innovation and Transformation
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Why Attend

Microsoft Copilot is reshaping how professionals work with documents, email, meetings, presentations, spreadsheets, and organizational information. The greatest productivity gains come from knowing which tasks are suitable for AI assistance, how to communicate requirements effectively, and how to review Copilot-generated outputs before they influence business decisions.

This Microsoft Copilot for Business Productivity course focuses on practical workplace applications across Microsoft 365. Participants learn how to use Copilot capabilities in Word, Excel, PowerPoint, Outlook, and Teams, while developing effective prompting techniques and AI-assisted workflows for research, communication, meetings, reporting, analysis, and content creation. The programme also addresses data protection, permissions, accuracy, responsible AI use, and methods for measuring productivity improvements.

Course Objectives
  • Understand how Microsoft Copilot supports business productivity across Microsoft 365
  • Develop effective prompts for professional tasks and workplace scenarios
  • Use Copilot in Word to draft, summarize, restructure, and improve business documents
  • Apply Copilot capabilities in Excel to support data exploration and business analysis
  • Use Copilot in PowerPoint to accelerate presentation development and refinement
  • Improve email, meeting, and collaboration workflows using Outlook and Teams
  • Design reusable AI-assisted workflows for recurring business activities
  • Evaluate Copilot-generated content for accuracy, relevance, and completeness
  • Apply responsible AI, data protection, and information governance principles
  • Measure productivity improvements and identify high-value Copilot use cases
Designed for

This program is intended for professionals involved in Digital Innovation and Transformation.

  • Managers and team leaders
  • Executive and administrative professionals
  • Business analysts and reporting professionals
  • Finance and commercial teams
  • Human resources professionals
  • Marketing and communications teams
  • Project and operations professionals
  • Microsoft 365 users seeking to improve productivity with Copilot
Course Methodology

The programme combines instructor demonstrations, guided Microsoft Copilot exercises, business scenarios, prompt workshops, document and spreadsheet activities, meeting simulations, and workflow redesign exercises. Participants work through realistic Microsoft 365 tasks and learn how to integrate Copilot into everyday business processes while maintaining appropriate human review and information controls.

Course content
Day1

Microsoft Copilot, Prompting and AI-Assisted Workflows

  • Understanding Microsoft Copilot and its role within the Microsoft 365 work environment
  • Identifying suitable Copilot use cases across documents, communication, meetings, presentations, and business analysis
  • Understanding how organizational content, context, and user permissions affect Copilot responses
  • Structuring effective prompts using goals, context, source information, audience, constraints, and expected outputs
  • Improving responses through follow-up prompts, refinement, verification, and human judgment
  • Practical exercise: Mapping recurring workplace activities and identifying opportunities for Copilot-assisted productivity
Day2

Copilot in Word and PowerPoint for Business Content

  • Using Copilot in Word to draft reports, proposals, briefing documents, policies, and professional correspondence
  • Summarizing lengthy documents and extracting decisions, risks, actions, and important business information
  • Rewriting and restructuring content for different audiences, purposes, formats, and levels of detail
  • Using Copilot in PowerPoint to support presentation creation from prompts and available source material
  • Refining presentation structure, messaging, slide content, and executive-level communication
  • Practical workshop: Transforming business source material into an executive document and management presentation
Day3

Copilot in Excel for Business Analysis and Decision Support

  • Preparing business data for effective analysis and understanding the importance of structured, reliable information
  • Using Copilot capabilities to explore spreadsheet data and support analytical questions
  • Identifying trends, patterns, exceptions, relationships, and performance differences in business datasets
  • Supporting formula development, calculations, summaries, and interpretation while validating analytical outputs
  • Applying Copilot-assisted analysis to finance, sales, operations, performance, and management reporting scenarios
  • Case study: Analyzing business performance data and converting findings into management insights and recommended actions
Day4

Copilot in Outlook and Teams for Communication and Meetings

  • Using Copilot to support email summarization, response preparation, and professional communication in Outlook
  • Extracting important information, commitments, questions, and follow-up requirements from communication threads
  • Using Copilot capabilities in Teams to support meeting preparation, discussion review, and follow-up activities
  • Identifying decisions, responsibilities, unresolved questions, and action items from meeting information
  • Converting meetings and communications into structured tasks, summaries, briefings, and stakeholder updates
  • Practical scenario: Managing a complex project communication cycle using Copilot-assisted email and meeting workflows
Day5

Copilot Adoption, Responsible AI and Business Productivity

  • Designing repeatable Copilot workflows for recurring individual and team responsibilities
  • Identifying high-value opportunities for AI-assisted productivity across different business functions
  • Understanding permissions, information access, confidentiality, and organizational data considerations when using Copilot
  • Managing risks related to inaccurate content, unsupported conclusions, sensitive information, and excessive reliance on AI
  • Measuring Copilot value through time savings, work quality, consistency, adoption, and process improvement indicators
  • Capstone exercise: Developing a Microsoft Copilot Business Productivity Plan covering priority use cases, prompts, workflows, controls, and measurable outcomes
The certificate

SPARK Training Certificate of Completion is awarded to participants who attend and complete the full training course.

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