Courses & Workshops

Getting Hands-On with Microsoft 365 + Copilot

Work Smarter with Microsoft 365 and Explore the Future of AI-Driven Productivity

“Getting Hands-On with Microsoft 365 + Copilot” is a practical, real-world workshop designed to help professionals get more done using the Microsoft tools they already rely on—Word, Excel, Outlook, Teams, and PowerPoint. Through guided, hands-on exercises, participants will learn how to write, summarize, analyze, and create content more efficiently using Copilot’s built-in capabilities. The session also includes a strategic showcase of AI agents and custom knowledge workflows (RAG), helping participants understand how Copilot can evolve from a productivity assistant into a powerful business tool integrated with internal processes, data, and systems.

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Course Objective

By the end of this workshop, participants will know how to use Microsoft Copilot inside Word, Excel, Outlook, and PowerPoint to complete everyday business tasks more efficiently. They can draft emails and documents, summarize threads, analyze data, and create presentations using AI support. Participants will also begin building a personal Copilot prompt library, explore how agents and Retrieval-Augmented Generation (RAG) can extend Copilot’s functionality, and identify opportunities for integrating Copilot into their internal processes. This foundation will empower them to lead conversations about intelligent automation and strategic AI adoption within their teams.

Who is this course for?

This workshop is designed for business professionals across departments—including operations, administration, sales, HR, marketing, customer service, and more—who use Microsoft 365 tools daily and want to work more efficiently with AI support. It’s ideal for those curious about how Copilot fits into their workflow and teams exploring the broader potential of AI-powered productivity and automation. Whether you’re an individual contributor, team lead, or business stakeholder, this session equips you with the hands-on skills and strategic awareness needed to make the most of Microsoft Copilot.

Key Topics Covered

Microsoft Copilot overview: what it can and can’t do: Understand the core capabilities and limitations of Microsoft Copilot across Word, Excel, Outlook, and PowerPoint for everyday business use.

Using Copilot to write, summarize, visualize, and automate: Learn how to apply Copilot to draft content, summarize information, create visuals, and reduce manual work in your daily workflow.

Document generation and formatting in Word: Explore how to generate well-structured documents using Copilot, leveraging templates, tone control, and contextual prompts for professional results.

Data analysis and forecasting in Excel with Copilot: Learn how to ask Copilot to explain data, identify trends, and generate insights or forecasts from spreadsheets without needing complex formulas.

Prompt optimization and best practices: Discover how to write clear, effective prompts that guide Copilot to deliver relevant, accurate, and usable outputs across different Microsoft 365 apps.

Introduction to AI agents and custom workflows using RAG: Gain a non-technical understanding of how Copilot can integrate with internal data and systems through AI agents and custom knowledge workflows.

Learning Outcomes

Use Copilot in Word, Excel, Outlook, and PowerPoint to speed up key business tasks: Learn how to complete common work activities—like drafting, summarizing, analyzing, and creating—faster and more effectively using built-in AI support.

Draft documents and emails, analyze data, and create presentations with AI support: Practice using Copilot to streamline writing, review data, and build presentations with smart suggestions and formatting tools.

Build a personal Copilot prompt library tailored to recurring work scenarios: Start collecting and customizing prompts you can reuse across your tasks to improve consistency, accuracy, and efficiency.

Understand how AI agents and RAG can extend Microsoft Copilot’s capabilities: Gain insight into how Copilot can evolve beyond individual tasks by connecting with your company’s internal data, systems, and workflows.

Identify opportunities to integrate Copilot more deeply with internal processes: Recognize business functions and workflows that could benefit from deeper Copilot integration or automation using agents and custom knowledge.

Begin conversations with stakeholders and vendors about intelligent automation: Build confidence in discussing Copilot’s potential with your team, leadership, or solution partners to support broader AI adoption strategies.

Course Prerequisites

There are no formal prerequisites for this course. It is designed for business professionals of all technical levels who are familiar with using Microsoft 365 applications like Word, Excel, Outlook, and PowerPoint. While no prior experience with AI or Copilot is required, participants should have basic proficiency with Microsoft Office tools and bring a device with Microsoft 365 + Copilot access to fully engage in the hands-on portion of the workshop.

Additional Materials

Participants will need to have the following materials and tools for this course:

A Microsoft 365 + Copilot license for hands-on access to Word, Excel, Outlook, and PowerPoint with Copilot features

A laptop with the latest desktop versions of Microsoft Word, Excel, Outlook, and PowerPoint installed

Internet access for connecting to cloud-based Microsoft 365 services

If participants do not have a license, Business Logix can provide one upon request

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