Microsoft Copilot in M365 for Small Businesses

The course at a glance

Build skills you can put to work.

Many small businesses use Microsoft 365 every day yet continue to spend valuable time managing emails, creating documents, preparing presentations, analyzing information, and following up on meetings. This hands-on workshop demonstrates how Microsoft 365 Copilot can help automate routine tasks, improve productivity, and support better decision-making across Outlook, Word, Excel, PowerPoint, Teams, and other Microsoft 365 applications. Participants will learn practical techniques, real-world business use cases, and responsible AI practices that can help them work more efficiently and get greater value from their Microsoft 365 investment.

Course objective

Many small businesses use Microsoft 365 every day yet continue to spend valuable time managing emails, creating documents, preparing presentations, analyzing information, and following up on meetings. This hands-on workshop demonstrates how Microsoft 365 Copilot can help automate routine tasks, improve productivity, and support better decision-making across Outlook, Word, Excel, PowerPoint, Teams, and other Microsoft 365 applications. Participants will learn practical techniques, real-world business use cases, and responsible AI practices that can help them work more efficiently and get greater value from their Microsoft 365 investment.

Who is this course for?

This workshop is designed for small business owners, entrepreneurs, managers, administrative professionals, and employees who use Microsoft 365 as part of their daily work. It is ideal for individuals and teams who want to improve productivity, streamline communication, reduce repetitive tasks, and learn how to use Microsoft 365 Copilot to support document creation, data analysis, collaboration, and decision-making across the Microsoft 365 ecosystem.

What we'll cover

Key topics

Introduction to Microsoft 365 Copilot
Effective Prompting for Business Users
Using Copilot Chat
Using Copilot in Outlook, Word, and PowerPoint
Using Copilot in Excel and Data Analysis
Practical Business Use Cases, Security, and Responsible AI
Building Copilot Agents
Exploring Copilot Cowork

What you'll take away

Learning outcomes

Explain how Microsoft 365 Copilot works and identify opportunities to apply it across everyday business activities.
Create effective prompts that generate more accurate, relevant, and useful results across Microsoft 365 applications.
Use Copilot to draft, summarize, and improve business communications and documents in Outlook, Word, and PowerPoint.
Analyze business data and generate insights using Copilot in Excel, helping support reporting and decision-making activities.
Leverage Copilot in Teams and Business Chat to summarize meetings, track action items, find information, and improve collaboration.
Identify practical use cases and implement responsible AI practices that improve productivity, reduce repetitive work, and support secure AI adoption within their organization.

Before you join

Come prepared

Prerequisites

Participants will need to have a Copilot for M365 subscription