Microsoft 365 Copilot
Copilot trainingfor productiveworkflows.
Using the features available in your Microsoft 365 environment, your employees learn to apply Copilot effectively in Word, Excel, PowerPoint, Outlook and Teams, verify results and tackle recurring tasks systematically.
One-day tool training · online or on site · for adoption or rollout
Starting point
Rolling out or using Copilot: productive workflows do not emerge automatically.
There is a learning process between acquiring a licence, first use and establishing a robust workflow. Teams need clarity about which tasks are suitable, what information Copilot needs and how results should be verified.
Unclear starting point
Employees see many possible features but do not know which ones are genuinely relevant to their daily tasks.
Too little context
Short, unspecific instructions produce superficial results that still require extensive rework.
Missing routines
Without shared examples, verification steps and guardrails, Copilot remains an occasional add-on rather than part of the workflow.
Learning outcomes
What your team develops during the Copilot training.
The training combines prompting fundamentals with typical Microsoft 365 tasks and a realistic view of quality and limitations.
Structure Copilot requests with a clear objective, context, source material and desired format
Edit documents in Word and prepare presentation drafts in PowerPoint
Process emails and meeting content effectively in Outlook and Teams
Assess appropriate applications in Excel and verify results carefully
Document recurring processes and define human review steps
Who the training is for
- Companies already using Microsoft 365 Copilot
- Teams preparing for a planned rollout
- Business functions and project teams with recurring Microsoft 365 tasks
Prerequisites
- Access to Copilot is recommended for practical exercises
- Available features and internal policies are clarified in advance
- Your own typical tasks provide the basis for relevant exercises
Content & exercises
Use Copilot where the work already happens.
The most useful exercises depend on the features available in your Microsoft 365 environment and the tasks performed by the target audience.
Give Copilot effective instructions
Copilot Chat and prompting fundamentals: describe tasks, context, available files and output formats clearly.
Exercise: Improve a typical request by adding context and clear verification criteria.Word & PowerPoint
Structure documents, revise content and prepare a presentation draft from existing material.
Exercise: Create a draft, review it critically and refine it with purpose.Outlook & Teams
Summarise and structure communication and meeting content, then turn it into clear next steps.
Exercise: Develop a reliable follow-up from supplied material.Excel, quality & workflows
Assess data-related tasks realistically, verify results and document recurring Microsoft 365 processes.
Exercise: Sketch one of your own Copilot workflows, including human review.Format
Tool training tailored to your Microsoft 365 environment.
Before the training, we clarify which access, features, tasks and internal guardrails apply to the participants.
- Duration
- One-day practical training
- Delivery
- Online via Microsoft Teams or on site at your company
- Applications
- Word, Excel, PowerPoint, Outlook and Teams – based on actual availability
- Customisation
- Exercises and workflows drawn from the participants' day-to-day work
How we work
How we make Copilot training work in your environment.
Access and objectives are clarified in advance so the practical training time can be used effectively.
- 01
Clarify the setup & objectives
We discuss the audience, licence and feature status, internal policies and relevant applications.
- 02
Translate tasks into exercises
Typical workflows are turned into suitable exercises for the Copilot features available to your team.
- 03
Apply & verify
Participants try Copilot, compare results and develop approaches they can transfer to their work.
FAQ
Frequently asked questions.Clear answers.
Still have a question? We can discuss your situation in a free consultation.
01Is the training intended for a rollout or for active users?
Both are possible. The training is suitable for companies already using Copilot as well as teams preparing thoroughly for a rollout.
02Does every participant need access to Copilot?
Access is recommended for practical exercises. We clarify in advance which learning format is appropriate if individual access is not available.
03Are Word, Excel, PowerPoint, Outlook and Teams covered?
These applications can be included in the training. The selection depends on the audience's tasks and on which Copilot features are available in your specific Microsoft 365 environment.
04Are data protection and result verification addressed?
Yes. The exercises incorporate the handling of company information, existing permissions, output quality and human review. Your internal policies remain the decisive standard.
05Can the training be tailored to our processes?
Yes. During the initial consultation, we collect typical tasks, applications in use and objectives. These become relevant exercises and examples for your team.
Next step
Where should Copilot provide concrete support to your team?
In the free initial consultation, we clarify the available features, audience and most relevant workflows for your training.