Microsoft Copilot Training
Move beyond first-prompt experimentation. In three focused half-days, learn how to make Microsoft Copilot a reliable part of how you and your team work across Word, Excel, Outlook, Teams, PowerPoint, and beyond.
Course Format and Delivery
All sessions are delivered live by an expert instructor in a fully interactive online environment. 20% off for group bookings when booking 3 or more attendees from the same organization on the same course dates in the same transaction.
About this course
Are you ready to turn Microsoft Copilot from a novelty into a workflow you can rely on?
Microsoft Copilot is reshaping the way work gets done across Microsoft 365 — from drafting documents in Word and analyzing data in Excel, to summarizing Teams meetings, triaging Outlook inboxes, and generating PowerPoint decks. But getting consistent, accurate, and on-brand results requires more than typing into a prompt box.
Our Microsoft Copilot Integration & Workflow Development course is designed to bridge the gap between casual Copilot use and deliberate, repeatable workflows. You'll learn how Copilot works under the hood, how to write prompts that produce reliable output, how to ground Copilot in your own organization's content using files and SharePoint, and how to build re-usable patterns your team can adopt with confidence.
Whether you're looking to reclaim hours in your week, improve the quality of your written work, or roll Copilot out responsibly across a team, this course gives you the practical skills and the judgment to do it well.
What you will earn
13 PMI® Professional Development Units (PDUs) — 10 Ways of Working and 3 Business Acumen — contributing toward your chosen PMI certification.
You'll also leave with a personal Copilot playbook: prompt templates, workflow patterns, and a self-assessment you can apply to your role immediately.
What you will learn
- Prompt engineering techniques that get reliable, on-brand output from Microsoft Copilot — in Word, Excel, Outlook, Teams, and PowerPoint.
- How Copilot grounds its responses in your Microsoft 365 content (files, emails, meetings, SharePoint) and how to use that to your advantage.
- Common Copilot pitfalls — hallucinations, inconsistent output, over-summarization, and bias — and how to design prompts and reviews that catch them.
- How to build repeatable Copilot workflows for high-value tasks: meeting follow-ups, report drafting, inbox triage, spreadsheet analysis, and slide generation.
- The basics of Copilot extensibility — Copilot agents, Copilot Studio, and connecting Copilot to your own data sources and tools.
- Responsible, ethical, and secure AI practices, including data handling, sensitivity labels, and what Copilot does (and doesn't) do with your information.
- How to evaluate Copilot output critically and integrate human review at the right points in your workflow.
- A framework for rolling Copilot out across a team or department — identifying high-value use cases, training peers, and measuring impact.
What you will need
To get the most out of this course, participants should have day-to-day familiarity with the Microsoft 365 suite (Word, Excel, Outlook, Teams, and PowerPoint). Prior experience with Microsoft Copilot is helpful but not required — foundational concepts are covered. Access to a Microsoft 365 Copilot license is recommended so you can practice during sessions, though instructor demos will be provided for those without a license.
This course is great for
Knowledge workers and managers
Anyone who wants to use Microsoft Copilot effectively as part of their daily workflow across Word, Excel, Outlook, Teams, and PowerPoint.
Team leads and project managers
Leaders responsible for rolling Copilot out across their team or department and turning it into a real productivity gain.
Functional specialists
Business analysts, marketers, finance pros, HR practitioners, and operations leads designing Copilot workflows for their domain.
IT and M365 administrators
Microsoft 365 admins and IT leaders preparing their organization for responsible, secure Copilot adoption.
Topics Covered
Three half-day sessions, each building on the last.
Foundations & Prompt Engineering for Copilot
- Introduction to Microsoft Copilot and the M365 Copilot architecture
- How Copilot grounds in your tenant data — files, emails, chats, meetings
- Prompt engineering techniques specific to Copilot: instruction, context, examples, format
- Working with Copilot in Word, Outlook, and Teams — first practical workflows
- Understanding Copilot's strengths, limits, hallucinations, and bias
Building Repeatable Copilot Workflows
- Copilot in Excel: analyzing data, generating formulas, and surfacing insights
- Copilot in PowerPoint: drafting decks from documents and refining them
- Copilot in Teams: meeting recaps, action items, and follow-up drafting
- Grounding Copilot in your own content using files, SharePoint, and Loop
- Designing prompt templates and re-usable workflow patterns
- Controlling response structure, tone, and quality
Extending Copilot & Responsible Adoption
- Copilot agents and an introduction to Copilot Studio
- Connecting Copilot to organizational data and external tools
- Responsible AI, security, and data handling in the Microsoft 365 ecosystem
- Sensitivity labels, permissions, and what stays inside your tenant
- Capstone exercise: design a Copilot workflow for your own role
- Measuring impact and planning a rollout to your team
Questions about this course?
Phone: 1-800-373-7028 | Email: info-us@softed.com
We'd love the opportunity to discuss how we can help your team get more value from Microsoft Copilot.
Facilitated By
George Churchwell
Facilitator
As a visionary in AI LLMs, Prompt Engineering, and AI for Excellence, George has used AI to create new and innovative solutions, including purpose-built GPTs. His creation of AI applications, from sales intelligence scripts targeting a $1 billion market to AI-assisted eLearning content for Cisco, underscores a unique blend of technical prowess and strategic insight. His journey from launching startups to guiding them to successful exits is a testament to his unwavering passion for strategic innovation and steadfast commitment to team building.
Questions about this course?
Phone: 1-800-373-7028
Email: info-us@softed.com
We'd love to have the opportunity to discuss how we can assist your business.