CopilotCore — 1-Day Microsoft Copilot Foundation Program

Level: Beginner
Duration: 1 Day / 7 Hrs
Delivery: Classroom / Live Virtual
Training Methodology: Learning By Doing (Hands-On Labs)

Course Introduction

A fast-paced foundation day covering Copilot essentials, prompt engineering, and hands-on use across Outlook, Word, Excel, PowerPoint, and Teams.

Course Objective

Get participants comfortable using Copilot in daily workplace tasks — from email drafting to document summarization to meeting follow-ups — with zero prior AI experience needed.

Key Takeaways

  • Confident, everyday use of Copilot across core M365 apps
  • Ability to write clear, effective prompts
  • Practical templates for email, docs, and meeting summaries

Course Modules

Module 1: Introduction to Microsoft Copilot

Topics

  • What is Microsoft Copilot?
  • Types of Copilot
  • Business applications
  • Responsible AI

Suggested Demonstrations

  • Asking Copilot business questions
  • Understanding contextual responses

Illustrative Lab Activities

  • Interact with Copilot using everyday workplace questions.
  • Compare traditional search versus Copilot responses.
  • Explore different styles of AI-generated outputs.

Module 2: Prompt Engineering and Effective Prompting

Topics

  • Anatomy of an effective prompt
  • Context, task, and expected output
  • Refining prompts

Illustrative Lab Activities — Participants may practice:

  • Writing a prompt to draft an email.
  • Improving an incomplete prompt.
  • Refining outputs using follow-up instructions.
  • Creating prompts for their own work scenarios.

Module 3: Copilot in Outlook

Topics

  • Email summarization
  • Drafting responses
  • Action item extraction

Suggested Lab Activities — Participants may:

  • Summarize a lengthy email conversation.
  • Draft a professional response to a supplier.
  • Create a follow-up email.
  • Extract tasks and commitments from emails.

Module 4: Copilot in Word

Topics

  • Document creation
  • Summarization
  • Content enhancement

Suggested Lab Activities — Participants may:

  • Generate a meeting minutes document.
  • Summarize a lengthy report.
  • Rewrite content in a professional tone.
  • Draft a business letter or memo.

Module 5: Copilot in Excel

Topics

  • Data analysis
  • Formula generation
  • Trend analysis

Suggested Lab Activities — Participants may:

  • Analyze sample tabular data.
  • Ask Copilot to identify trends.
  • Generate charts from datasets.
  • Create formulas using natural language.
  • Summarize large spreadsheets.

Module 6: Copilot in PowerPoint

Topics

  • Presentation creation
  • Slide generation
  • Executive summaries

Suggested Lab Activities — Participants may:

  • Create a presentation from a Word document.
  • Generate slide summaries.
  • Produce executive briefing slides.
  • Improve presentation content and structure.

Module 7: Copilot in Teams

Topics

  • Meeting summaries
  • Action tracking
  • Collaboration

Suggested Lab Activities — Participants may:

  • Review meeting transcripts.
  • Generate meeting summaries.
  • Extract action items and responsibilities.
  • Draft follow-up communications.

Note: Labs are illustrative. Actual exercises may vary by trainer approach, participant profile, and Microsoft Copilot licensing.