Digital Innovation and Transformation

Microsoft Copilot for Business Productivity

This course equips professionals with practical skills to leverage Microsoft Copilot for enhancing business productivity. Participants will explore its integration within Microsoft 365 applications, focusing on automating tasks, improving collaboration, and generating insights to drive efficiency and innovation in their organisations.

5 days Classroom or live online English

Smart Horizon Certified - Global Leadership Consultants

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Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

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Why attend

From knowledge to real-world impact.

Many businesses struggle with inefficiencies due to manual processes and fragmented workflows. Microsoft Copilot offers a solution by automating repetitive tasks and enhancing productivity across Microsoft 365 applications. Understanding how to effectively utilise this tool can significantly impact team performance and overall organisational effectiveness. Participants will learn how to implement Copilot in real-world scenarios, enabling them to automate document creation, streamline communication, and extract valuable insights from data. This knowledge is crucial for making informed decisions that enhance business outcomes and drive competitive advantage in a rapidly evolving market.

Engaging with Microsoft Copilot allows professionals to transform their daily operations by reducing the time spent on mundane tasks. Participants will practice integrating Copilot into their workflows, allowing for improved collaboration and efficiency within teams. They will develop capabilities to create automated reports, summarise meetings, and analyse data effectively. By the end of the course, attendees will be equipped to leverage Copilot's features to enhance productivity, foster innovation, and contribute to their organisation's strategic objectives. This practical experience will empower them to implement Copilot solutions that align with their specific business needs.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

Difficulty translating subject knowledge into practical workplace decisions.
Inconsistent approaches to the activities covered in the course outline.
Lack of a structured plan for applying and reviewing new skills.

Course methodology

How you will learn.

The course employs a blend of interactive workshops, practical demonstrations, and scenario-based exercises to build participants' capabilities. Each day includes hands-on activities where participants apply Microsoft Copilot features to solve specific business challenges. For example, they will automate document generation, streamline team communication, and analyse data using Copilot's AI capabilities. Outputs include automated reports, collaborative documents, and data analysis presentations, providing tangible evidence of their learning and application of skills. This approach ensures that participants not only understand the theoretical aspects of Copilot but also gain practical experience in using it to enhance productivity in their roles. Each exercise is designed to reinforce learning and encourage immediate application in their work environments.

Course objectives

What you'll take away.

By the end of this course, participants will be able to:

Demonstrate Copilot's features within Microsoft 365 applications to enhance productivity.
Automate document creation processes using Copilot to save time and reduce errors.
Integrate Copilot into team collaboration tools to improve communication efficiency.
Generate data-driven insights using Copilot to inform business decisions.
Assess the impact of Copilot on workflow efficiency and team performance.
Design a project plan incorporating Copilot features to streamline operations.

Target audience

Who should attend.

This course is suitable for:

Business Analysts: Enhance data analysis and reporting capabilities using Copilot.
Project Managers: Improve project documentation and communication through automation.
Administrative Professionals: Streamline routine tasks and document management with Copilot.
IT Professionals: Facilitate the integration of Copilot into existing workflows.

Target competencies

Capabilities you will build.

Participants will develop competencies in:

Utilising Microsoft Copilot for task automation.
Enhancing collaboration through integrated tools.
Generating insights from data analysis.
Improving document management processes.
Streamlining project workflows with technology.
Facilitating team communication using digital tools.

Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1Introduction to Microsoft Copilot

Applied activity: Participants will explore Microsoft Copilot's interface and features, identifying specific tasks they wish to automate in their roles. They will create a detailed list of potential use cases relevant to their work, considering both individual and team applications.

Output: A personalised list of Copilot use cases tailored to individual roles and team needs.

09:00–09:54Overview of Microsoft Copilot and its capabilities in business contexts.
09:54–10:48Understanding the integration with Microsoft 365 applications for productivity enhancement.
10:48–11:00Identifying specific business productivity challenges Copilot can effectively address.
11:00–11:30Coffee break
11:30–12:12Identifying specific business productivity challenges Copilot can effectively address. (continued)
12:12–13:06Exploring examples of successful Copilot implementation in various industries.
13:06–14:00Setting up Microsoft Copilot for personal and team use.

Day 2Automating Document Creation

Applied activity: Participants will create a detailed report using Copilot to automate data input and formatting. They will apply templates and content suggestions to enhance the document's quality and ensure it meets organisational standards.

Output: An automated report generated using Microsoft Copilot, demonstrating effective use of templates and AI suggestions.

09:00–09:54Using Copilot to generate reports and presentations efficiently and accurately.
09:54–10:48Creating templates for consistent and professional documentation across teams.
10:48–11:00Leveraging AI for content suggestions and improvements in writing quality.
11:00–11:30Coffee break
11:30–12:12Leveraging AI for content suggestions and improvements in writing quality. (continued)
12:12–13:06Integrating Copilot with Word and PowerPoint for enhanced productivity and collaboration.
13:06–14:00Best practices for establishing automated document workflows to save time.

Day 3Enhancing Team Collaboration

Applied activity: Participants will use Copilot within Teams to summarise a fictional meeting and generate a follow-up action plan. They will collaborate on a shared document to assign tasks and set deadlines, ensuring clarity and accountability.

Output: A meeting summary and action plan created with Copilot's assistance, ready for team distribution.

09:00–09:54Integrating Copilot with Microsoft Teams for seamless communication and collaboration.
09:54–10:48Utilising Copilot for generating meeting summaries and actionable follow-up items.
10:48–11:00Collaborative document editing with Copilot assistance for team projects and tasks.
11:00–11:30Coffee break
11:30–12:12Collaborative document editing with Copilot assistance for team projects and tasks. (continued)
12:12–13:06Managing tasks and deadlines using Copilot features effectively to improve accountability.
13:06–14:00Exploring Copilot's role in enhancing remote team dynamics and productivity.

Day 4Data Analysis and Insights Generation

Applied activity: Participants will analyse a provided dataset using Copilot in Excel, generating visualisations and insights to present to stakeholders. They will create a dashboard summarising key findings and recommendations based on their analysis.

Output: A data analysis report and interactive dashboard created with Copilot, showcasing insights and visualisations.

09:00–09:54Using Copilot to analyse data in Excel and Power BI effectively and efficiently.
09:54–10:48Automating data visualisation and reporting processes with Copilot's capabilities.
10:48–11:00Generating actionable insights from complex datasets with AI assistance.
11:00–11:30Coffee break
11:30–12:12Generating actionable insights from complex datasets with AI assistance. (continued)
12:12–13:06Creating interactive dashboards that reflect real-time data for stakeholders and decision-makers.
13:06–14:00Best practices for data-driven decision making using Copilot to enhance outcomes.

Day 5Integrated Application of Copilot

Applied activity: Participants will design a comprehensive project plan that incorporates multiple Copilot features across different applications, addressing specific business objectives and workflows. They will present their plans to the group for feedback and discussion.

Output: A comprehensive project plan that integrates Microsoft Copilot features, ready for implementation.

09:00–09:54Combining Copilot features across Microsoft 365 applications for comprehensive productivity solutions.
09:54–10:48Developing a detailed project plan using Copilot to streamline workflows and processes.
10:48–11:00Evaluating the effectiveness of Copilot in improving overall productivity and efficiency.
11:00–11:30Coffee break
11:30–12:12Evaluating the effectiveness of Copilot in improving overall productivity and efficiency. (continued)
12:12–13:06Identifying areas for further Copilot integration in business processes and operations.
13:06–14:00Preparing for future developments in AI and productivity tools within organisations.

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

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Confirmed dates accept registration requests. Tentative dates are enquiry only.

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon certificate of attendance. Smart Horizon programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

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