Prompt with purpose
Define the task, relevant context, source material, and what a useful result should look like.
Microsoft 365 / Employee productivity
Microsoft 365 Copilot Training for Teams
Help employees use Microsoft 365 Copilot in the work they already do: drafting documents, understanding information, creating presentations, and following through on meetings. Practice clear prompting, useful context, and careful review in a private team workshop.
Learning outcomes
What your teamwill practice.
Work across Microsoft 365
Practice workflows in Word, Excel, PowerPoint, Outlook, and Teams, based on the features your organization has enabled.
Review before sharing
Check factual claims, calculations, source grounding, privacy, and whether the output fits the business task.
Repeat what works
Turn a successful workflow into a reusable prompt and a simple team review checklist.
Sample agenda / Adapted to your team
From a real taskto a repeatable workflow.
Start with a real task
Choose a recurring document, meeting, communication, or analysis task. Establish the input and the quality standard.
Prompt, refine, and compare
Practice giving Copilot enough context, asking for alternatives, and refining an output against the original brief.
Apply across the workday
Work through relevant document, spreadsheet, presentation, email, and meeting scenarios in your enabled apps.
Review and build a repeatable workflow
Verify outputs, record effective prompts, and choose one workflow to practice after the session.
Illustrative hands-on exercise
Make somethingyour team can review.
Turn a meeting brief or approved source document into a reviewed summary, a presentation outline, and a follow-up message. Record the prompt, corrections, and final quality checks.
Example work products
- A reusable prompt set for one recurring role-specific task
- A reviewed work sample using approved source material
- A practical accuracy and responsible-use checklist
The final exercise and work products are confirmed in your training plan.
Planning and prerequisites
Set the team upto participate.
Participants need access to the relevant Microsoft 365 apps and the Copilot features used in the agreed agenda. We review licenses, enabled apps, permissions, and approved sample data with your internal administrator before delivery.
Bring a laptop, an approved account, and a workflow your team wants to improve. Use approved sample information for the hands-on work. We align exercises with your organization’s policies and data boundaries.
Hands-on cohort size and instructor support are agreed during scoping. Pricing depends on participant count, delivery format, customization, and follow-up requirements.
Build a broader pathway
Connect practical toolsto deeper capability.
See applied AI learning examples ↗Build your team’s training plan.
Tell us your roles, current tools, priority workflows, and preferred timing. We’ll recommend the right scope and delivery plan.