Copilot Introduction
Boost your productivity with Microsoft Copilot by learning how to automate tasks, generate content, and work more efficiently across Microsoft 365.
In this course, you will learn how to:
- Use Microsoft Copilot to gather, summarise and extract information
- Write effective prompts using Copilot chat and the prompts gallery
- Use Copilot in Outlook to draft, adjust and summarise emails
- Apply Copilot in Teams meetings and chats to support collaboration
- Create presentations, documents and visuals using Copilot tools
- Understand how Copilot works across work and web contexts
Who is this course for?
Professionals using Microsoft 365 who want to understand how Copilot can support everyday tasks, improve productivity and reduce manual effort. Ideal for those new to Copilot with no prior AI experience required.
Enquire NowFrequently Asked Questions
What is Microsoft Copilot and what does it do in Microsoft 365?
Who should attend Microsoft Copilot Introduction training?
What will I learn on the Microsoft Copilot Introduction course?
Do I need a Microsoft Copilot licence to attend this course?
How practical is this Microsoft Copilot training?
How is the Copilot Introduction course delivered and what support is included?
Course Outline
Course overview
Duration: 1 day (6.5 hours)
Our Copilot course is designed to provide you with a comprehensive understanding of Microsoft Copilot, its capabilities, and how it can enhance your productivity and creativity.
We will look at using it online and within a variety of office applications to support and automate common tasks.
Prerequisites
You must have a fully operational and up-to-date version of Office 365 along with Copilot Pro on the same Microsoft account.
Objectives
By the end of the course you will be able to:
- Use Office 365 Copilot to gather and extract information
- Use Visual Creator to generate graphics
- Use Copilot in Outlook
- Use Copilot in Teams meeting and chats
- Use Copilot to create and summarise PowerPoint presentations
- Use Copilot to create formulas and analyse data in Excel
- Use Copilot with documents in Word
- Use Copilot to generate Forms
Content
Office 365 Copilot
- Using Copilot chat
- Work vs web
- Creating chats
- Writing prompts
- Using the prompts gallery
- Adding content to the prompts
- Managing chats
Visual Creator
- Creating images, animations and icons
- Refining creations
- Using pages
Using Copilot in Outlook
- Drafting new emails
- Using the coach
- Adjusting content
- Using Chat in Outlook
Using Copilot in Teams
- Using in meetings
- Working with transcriptions
- Using in Chats
Using Copilot in PowerPoint
- Drafting a new Presentation with Copilot
- Using a company template
- Referencing documents or links
- Using Chat in PowerPoint
Using Copilot in Excel
- Excel data requirements for Copilot
- Creating formulas
- Adding conditional formatting
- Analysing data
Using Copilot in Word
- Summarising documents
- Creating documents
- Finding images
Using Copilot in Forms
- Generating questionnaires
- Getting help with individual questions
Why Choose Underscore for Microsoft Copilot Training?
Underscore Group delivers practical, instructor-led digital skills training that helps teams use everyday workplace tools with confidence and accuracy. Based in Sussex and supporting organisations across the UK, we specialise in hands-on learning that improves productivity and makes complex software feel simpler and more intuitive.
We tailor every session to your organisation’s systems, workflows and real-world use cases, ensuring people can apply what they learn immediately. Our corporate Microsoft 365 and Copilot training is trusted by organisations across finance, aviation, healthcare, construction and professional services.
- Trusted by leading UK organisations
- Expert trainers with real business experience
- Small-group sessions (6–8 people)
- Practical, hands-on learning approach
- Virtual & onsite delivery across the UK
- Six months of post-course support
Get in Touch
Still have questions about this course?
Click Enquire Now and our team will share full details on content, dates, and pricing — and help you decide if it’s the right fit for you or your organisation.
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