Key details

Microsoft Copilot is a generative AI assistant that integrates with Windows and the Microsoft 365 apps.

This short course provides a thorough grounding in Copilot, teaching techniques for saving time, streamlining tasks and boosting productivity, making your workday more efficient.

Through practical, worked examples, you’ll learn to use Copilot when carrying out everyday tasks in the key Office 365 apps:

• Outlook: create, summarise and improve emails.
• Teams: summarise meetings, chats and documents.
• PowerPoint: create and edit slides.
• Word: write, refine, amend and reformat documents.
• Excel: analyse, manage and understand data.

Throughout the course you’ll be advised on:

• Techniques for asking clear, effective questions to maximise the potential Copilot brings.
• Best practice for safe and effective use of AI in the workplace.

This course is ideal for:

• Professionals who want to use Copilot to boost productivity using Microsoft 365.
• Teams already working in Microsoft Office who want to use Copilot effectively.
• Managers who need better tools for meetings, reports and communication.

Upcoming course dates

How will I learn?

Copilot training is hands-on and practical.

Our trainers teach the necessary theory and demonstrate step-by-step. You then practice to cement the knowledge and build your confidence.

There’s plenty of time to ask questions and discuss your specific requirements.

In-class or online

This course is available in-class at eight centres or live online.

Course times are 9.30am–4.30pm in both formats.

Expert trainers

Copilot courses are hosted by AI experts. See Expert trainers. 

Copilot version

Training is based on Microsoft 365 Copilot Premium. Many of the techniques taught can’t be carried out using the free version of Copilot available in Windows.

As well as using the Copilot app, you’ll use the Office 365 apps (Excel, Word, PowerPoint and Outlook) and Microsoft Edge.

Training guide and certificate

Course delegates receive:

• A practical Copilot training guide, to refer to during the course and use as a refresher after. Choose from a printed guide or PDF.
• An e-certificate confirming successful completion of a Copilot – Essential skills for business training course.

After course support

Following Copilot training, delegates are entitled to 30 days’ email support from their trainer to help with any post-course issues. For further details, see Support.

Prerequisites

You should be familiar with the techniques taught in our introductory-level course, Copilot – Essential skills for business.

Our guarantees to you

We offer:

• A price guarantee that you’re getting the best value for money.
• A training guarantee that you’ll learn the concepts and skills you need.

On-request AI training available

Copilot – Essential skills for business training is also available on-request, i.e. one-to-one training or a ‘closed course’ for your group, hosted at one of our centres, your venue or online.

On-request AI training can be tailored to take into account any existing knowledge you have, and the work you’re going to be doing. Please contact us for a quote.

General information

Payment

Payment for AI training can be made by:

• Bank transfer. Please call 01527 834783 for our bank details.
• Card. Visa, Mastercard and American Express cards accepted. Payment can be made securely online or over the phone. Armada doesn’t record or store your card details.
• Buy now pay later. Available for private bookings; pay in 4 x interest-free fortnightly instalments. Facility provided by Clearpay. For details, see Clearpay terms of service.

Purchase orders

We accept purchase orders from UK registered companies with turnover £1m+, and public sector organisations.

Cancellations and transfers

You can cancel a booking on a scheduled training course, or transfer to a later course, without penalty providing you give us 10 working days’ notice. Any fees already paid will be refunded.

If you cancel a booking on a scheduled Copilot – Essential skills for business course giving less than 10 working days’ notice, or request a transfer to a later course, a cancellation/transfer fee is payable. The fee charged depends on the notice period given. For details, see cancellation terms.

Different terms apply for the cancellation or postponement of an on-request course (one-to-one training or a ‘closed course’ for your group). For details, see course cancellations.

Terms and conditions

Training course bookings are subject to our terms and conditions.

Expert trainers

Simon Dry

Simon is a highly-experienced design professional and AI expert, whose previous roles have included Designer, Project Manager and Creative Director. He has expert knowledge of a range of applications, including Adobe InDesign, Illustrator and Photoshop, hosting courses in these applications at all levels. Simon continues to work as a graphic designer, working on a variety of projects for Blue-Chip clients in areas including press and digital ads, photography, website design, social media.

Course content

Advanced Prompting Techniques

• Structured prompts.
• Multi-step reasoning prompts.
• Constraint-based prompts.
• Iterative refinement.

Copilot Agents – Beyond Basics

• Designing reliable, multi-purpose agents.
• Knowledge pack structure and versioning.
• Avoiding instruction conflicts.
• Creating agent-specific workflows.
• When to use Agents vs Chat.

Cross-App Workflows Using Copilot Work

• Combining inputs from emails, meetings, and files.
• Generating multi-app project packs.
• Workflow templates.
• Using Copilot to maintain shared team processes.

Excel Intermediate Analytics

• Multi-sheet analysis.
• KPI generation and commentary.
• Creating assumption tables for Copilot.
• Copilot-assisted dashboard creation.
• Error-checking & audit prompts.

PowerPoint Storytelling and Design Strategy

• Narrative structure.
• Message mapping before slide generation.
• Visual consistency & style prompts.
• Advanced image prompting (style, colour, composition).

Teams and Outlook Automation Workflows

• Inbox prioritisation models.
• “Communication packs”.
• Turning threads into structured reports.
• Cross-source synthesis (chat, email, meeting and files).

Copilot Pages – Knowledge Systems

• Building team knowledge hubs.
• Structuring information for searchability.
• Linking Pages, Agents and Files.
• Maintaining content with refresh prompts.

Quality Control, Accuracy and Troubleshooting

• Spotting hallucinations.
• Fact-checking prompt sequences.
• Clean context prompting.
• Using Temporary Chat strategically.

Live online training