Using Copilot with Microsoft Suite

Audience

Microsoft Office users interested in leveraging Copilot for productivity and transcription

Objectives

  • Understand Copilot’s integration within Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
  • Learn best practices for using Copilot’s features
  • Master using Copilot for transcribing meetings in Microsoft Teams

Format

Virtual based.  Trainer led.  Interactive with opportunity for questions and discussion.

Course Content

Introduction to Copilot and AI Productivity Tools

  • What is Microsoft Copilot?
  • Overview of AI integration in Microsoft 365
  • Use cases for Copilot

    Copilot in Microsoft Word

  • Generating text and content suggestions
  • Summarizing and rephrasing documents
  • Visualizing text as a table
  • Referencing other documents
  • Hands-on Tasks: Drafting, editing and summarizing a document with Copilot

    Copilot in Microsoft Excel

  • Analysing data and using Copilot to assist with formula
  • Generating charts and visualizations automatically
  • Extracting insights and identifying trends
  • Creating Pivot Tables
  • Filter, sort and organize data
  • Hands-on tasks: Extract insights from a report, add formula and pivot tables

    Copilot in Microsoft PowerPoint

  • Generating presentation outlines and slides
  • Design suggestions and visual enhancements
  • Automated content summarization
  • Create a presentation from a file
  • Hands-on tasks: Creating a presentation draft with Copilot and add agenda and summary slides.

To book a place, please email [email protected] 

CEF Members £195+VAT

Grant may be available from CITBNI for this course

Copilot in Microsoft Outlook

  • Composing emails with AI assistance
  • Summarizing email threads
  • Drafting replies
  • Coaching for tone and clarity
  • Hands-on tasks: Efficient email management with Copilot

    Copilot for Teams: Transcription and Meeting Productivity

  • Introduction to Copilot in Microsoft Teams
  • Enabling and setting up transcription
  • Using Copilot to summarize meetings and action items
  • Searching and referencing transcribed content
  • Running a live meeting with Copilot transcription and summarization

    Wrap Up and Q&A

  • Privacy and data considerations
  • Common pitfalls and how to avoid them
  • Q&A

 


When
30/06/2026 09:30 - 12:30
GMT Daylight Time
Where
UNITED KINGDOM
Registration
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