Microsoft 365 Copilot Training
Expert Microsoft 365 Copilot training, delivered in-house or online. ENQUIRE NOW
How Microsoft 365 Copilot Helps Your Team Get Value From the Licence
Your business pays for Microsoft 365 Copilot. The question is whether your team uses Copilot. Most do not, beyond a first try. The AI-powered assistant is capable. The habit is missing.
We train your team to work with Copilot in their real work, across the Microsoft Office tools they already open every day, from Outlook and Teams to Word and Excel. Hands-on, real-world applications, not a feature tour.
In one line: Microsoft 365 Copilot training teaches your team to use Copilot inside Outlook, Teams, Word, Excel and PowerPoint, so the licence you already pay for starts to pay back in productivity.
What is Microsoft 365 Copilot?
Microsoft 365 Copilot is the generative AI assistant built into the Microsoft 365 tools your team works in. Email, meetings, documents, spreadsheets and presentations. It uses Microsoft Graph to draw on your organisation’s own emails, files and chats, so its answers can reflect your real work.
Many organisations also have Microsoft 365 Copilot Chat, which works on the web without the full licence. Knowing which version your team has, and what each can see, is the first thing a learner needs to understand.
Some teams call it M365 Copilot, Copilot 365 or Copilot for Office 365. Whatever the name, the potential of Microsoft 365 Copilot only shows when business users know which Copilot features to use for which task. That is what our Copilot course is designed to unlock.
Get in Touch For Microsoft 365 Copilot Training Today
What our Copilot course covers
The course covers two things together. The skills, such as writing clear prompts and getting a useful result first time. And the judgement, such as knowing the difference between Web Mode and Work Mode, when to trust an answer and what never to put into the tool.
We build each session around your team’s real tasks. We use realistic examples with fictional data, so nothing touches live client or staff information. We deliver in-house, in person or live online.
Why Copilot skills matter for your business
Copilot is not hard to open. It is hard to use well. The result is a common pattern. A business buys the licence across the team, a few people try it, most go back to old habits, and the cost stays without the return.
The gap is rarely the software. It is that nobody showed the team what good use looks like for their job. A manager uses Copilot differently from a salesperson or an administrator. Generic guidance helps none of them.
There is a second reason that matters in regulated and security-conscious work. Staff who have not been trained put the wrong things into the tool. The difference between Web Mode and Work Mode is the first thing we teach, because it decides where your data goes. Training sets the rules before a mistake happens.
How our Microsoft Copilot sessions work
We build every session around your team. The shape is the same each time.
We start with a short call to confirm which tools your team uses most and which business processes you want Copilot to help with. We design each module around those tasks. We deliver it in person or live online. Each module includes a live demonstration, using fictional data, so your team sees the tool work on the kind of job they actually do. They leave able to repeat it. Microsoft adds new Copilot features every month, so we can also run a short follow-up session to cover what has changed and check how your team is using it.
We train by role where it helps. Managers, sales teams, admin teams and senior leaders each get content built for their work. A beginner starts with the fundamentals. Experienced Copilot users move on to advanced prompting and agents in Microsoft 365.
Copilot in each Microsoft 365 app
We tailor every session. These are the modules we cover most often.
Copilot in Outlook
Drafting and replying to email, summarising long threads and finding what matters in a full inbox.
Copilot in Teams
Meeting summaries, action points and catching up on a meeting you missed.
Copilot in Word
First drafts, rewriting and summarising long documents into clear points.
Copilot in Excel
Making sense of data, spotting patterns and building formulas without the syntax fight.
Copilot in PowerPoint
Building a presentation from a standing start and turning a document into slides.
Effective prompts that work
How to craft prompts, get a useful result first time and refine it.
Web Mode, Work Mode and privacy
What each mode is, where your data goes, and how to stay inside your AI policy.
Copilot for Sales, managers and administrators
How each role fits Copilot into its own workflow and masters the tasks it repeats most.
Agents and Copilot Studio
An introduction to Copilot agents and Copilot Studio for teams ready to streamline repeat tasks.
Real examples and results
We have delivered Copilot programmes inside some of the hardest environments to train in. It is the same practical approach we have used across more than 25 years of in-house training, in over 80 countries.
Pico. We delivered firm-wide Microsoft Copilot training. The session covered Web Mode and Work Mode, prompt engineering, privacy guardrails and practical use cases across Microsoft 365.
A global asset manager. As part of its 2024 Graduate Programme, we ran “Working Smarter with Copilot”. It covered prompt strategies and integration across Outlook, Word, Excel and Teams, alongside how to use AI critically.
A UK regulated bank. We delivered a Copilot leadership programme for sixteen senior leaders, focused on confidence and judgement, delivered inside the bank’s own environment and rules.
Related AI training: AI Training for Businesses, AI Sales Training and AI Workflow Automation Training.
How we can help
Tell us which Microsoft tools your team uses most and what you want Copilot to help them do. We will build a session around it.
Call our team on +44 (0) 1704 889325, email info@salestrainingint.com or fill in the form on this page, and we will be happy to help.
Please note: we do not run courses for one person. We deliver in-house company training, and we also offer one-to-one coaching.
Frequently asked questions about Copilot
Do you train on the version of Copilot we have?
Yes. We confirm your setup before the session, whether that is the full Microsoft 365 Copilot licence or Copilot Chat, and train on what your team can actually use.
Is this suitable for beginners?
Yes. We start from the beginning for new users and move faster for teams already using Copilot. Every learner leaves able to improve productivity with Microsoft 365 Copilot in their own work.
Is the training in person or live online?
Both. We deliver in-house at your offices or live online over Teams. Many clients blend the two.
Is our data safe during the session?
Yes. We use fictional data in live demos so nothing touches personal, client or confidential information. We teach the Web Mode and Work Mode distinction so your team understands where data goes.
Can you train senior leaders separately from staff?
Yes. Leaders and staff use Copilot differently, and Copilot shows each of them different things. We split programmes by role where that works better.
How is this different from ChatGPT training?
ChatGPT is a separate tool. Copilot works inside your Microsoft 365 apps and your organisation’s data. We train on the one your team uses, or both.
Is this a Microsoft certification course?
No. It is practical, in-house training built around your work, not an exam-based certification.
How much does a Copilot course cost?
Cost depends on format, group size and how much we tailor the content. Group prices apply for up to 15 people. Contact us for a quote built around your team.
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