Copilot
Microsoft 365 Copilot AI Intermediate
Automate multi-app workflows, build intelligent agents and refine advanced prompts across the Microsoft 365 suite.
Format
Live instructor-led
Hands-on, question-led sessions
Location
London NW10 or online
9 Station Terrace, NW10 5RT
Level
Intermediate level
Small groups, hands-on, expert-led
Private / bespoke course
Select a date that suits you or your team.
Content fully customised. We'll quote based on group size, location and any bespoke material you'd like covered.
Book as team training Reserve a date for me 020 8269 4260Invoice payment available · Prices subject to VAT
Who this course is for
This intermediate course is ideal for Microsoft 365 users who already have foundational experience with Copilot and want to develop more sophisticated AI skills, including automating complex multi-app workflows, building custom agents and mastering advanced prompt engineering techniques to drive greater efficiency across their organisation.
Prerequisites
You should be comfortable with the fundamentals of Microsoft 365 Copilot and prompt engineering, or have attended our Microsoft 365 Copilot AI Introduction course.
What you'll learn
Applying structured prompt frameworks, ensuring every AI output meets specific professional tone and formatting constraints perfectly.
How to design reliable Copilot Agents, creating bespoke automated workflows that resolve complex instruction conflicts efficiently.
Analysing multi-sheet Excel data, empowering managers to generate precise KPI commentary and audit automated dashboards.
How to map narrative structures in PowerPoint, helping designers produce visually consistent slides using advanced composition prompts.
Synthesising cross-app data from Teams and Outlook, allowing teams to turn fragmented threads into structured project reports.
How to build searchable Copilot Pages, enabling professionals to link files and agents into high-performing knowledge hubs.
Identifying AI hallucinations using fact-checking sequences, providing the technical confidence to maintain absolute data accuracy throughout.
Course outline
What you’ll cover
Advanced Prompting Techniques
- Structured prompts (Role > Goal > Inputs > Process > Output format)
- Multi-step reasoning prompts
- Constraint-based prompts (limits, audience, tone, format)
- Iterative refinement (”Improve > Critique > Improve”)
Copilot Agents - Beyond Basics
- Designing reliable, multi-purpose agents
- Knowledge pack structure and versioning
- Avoiding instruction conflicts
- Creating agent-specific workflows
- When to use Agents vs Chat
Cross-App Workflows Using Copilot Work
- Combining inputs from emails, meetings and files
- Generating multi-app project packs
- Workflow templates (updates, reports, summaries)
- Using Copilot to maintain shared team processes
Excel Intermediate Analytics
- Multi-sheet analysis
- KPI generation and commentary
- Creating assumption tables for Copilot
- Copilot-assisted dashboard creation
- Error-checking and audit prompts
PowerPoint Storytelling and Design Strategy
- Narrative structure (Problem > Insight > Action)
- Message mapping before slide generation
- Visual consistency and style prompts
- Advanced image prompting (style, colour, composition)
Teams and Outlook Automation Workflows
- Inbox prioritisation models
- ”Communication packs”
- Turning threads into structured reports
- Cross-source synthesis (chat, email, meeting and files)
- Copilot Pages - Knowledge Systems
- Building team knowledge hubs
- Structuring information for searchability
- Linking Pages, Agents and Files
- Maintaining content with refresh prompts
Quality Control, Accuracy and Troubleshooting
- Identifying hallucinations
- Fact-checking prompt sequences
- Clean context prompting
- Using Temporary Chat strategically
Included
- Live expert-led instruction
- Practical exercises and workflow examples
- Live Q and A and troubleshooting with the trainer
- Follow-up support guidance
Frequently asked questions
Is this Microsoft 365 Copilot AI Intermediate course suitable for me?
This course is designed for people who have experience in Copilot or have already attended one of our Copilot training courses or who would like to further their knowledge of best practice in the use of Copilot. If you are have any questions about whether the course could meet your needs, please speak to our customer service team, who will be delighted to advise you.
How is the content taught throughout the Microsoft 365 Copilot AI Intermediate course?
Our Microsoft 365 Copilot AI Intermediate course is extremely interactive. You will be using Copilot throughout the day, working through examples and prompting challenges under the guidance of our trainer, who will be inviting questions and supporting you through each step.
How many people are likely to be in the class when I attend the Microsoft 365 Copilot AI Intermediate course?
For private classes in Microsoft 365 Copilot AI Intermediate, we recommend a maximum of 8 to 10 people from the same company in the class. Please ask our customer service team to help you find the right balance of people per class and the number of days training you need.
Should I attend the Microsoft 365 Copilot AI Intermediate course in person or live online?
For in-person courses at our London training centre, you will receive a warm personal welcome, your choice of the latest Mac or PC and morning and afternoon refreshments. If you prefer to attend remotely, rest assured that you will be taught live by the same experts that deliver our in-person courses, covering the same training content, using the same exercises and materials. A second monitor is recommended but not essential.
What support is available after I attend the Microsoft 365 Copilot AI Intermediate course?
We offer ongoing support to our Microsoft 365 Copilot AI Intermediate course attendees through email and by arrangement, phone calls. You are welcome to ask any questions on topics covered during training. Our trainer will always do their best to explain principles and help you with any issues you encounter.
Will I receive a certificate upon completion of my Microsoft 365 Copilot AI Intermediate course?
Yes, you'll receive a certificate of completion from Transmedia, demonstrating your knowledge and attendance on our Microsoft 365 Copilot AI Intermediate course. Our certificates note our Authorised Training Centre status.
Reviews
Just finished a bespoke course in Photoshop and AI. Learned an awful lot. My trainer was very knowledgeable and was very happy to answer lots of questions that I had throughout. Highly recommend.
Rachel P — June 2026
Gorgeous premises and lovely, knowledgeable team. I really enjoyed my course - the tutor was friendly and professional and happy to answer any questions and tailor the course.
Quadrotech — June 2026
The trainer was excellent. He kept the course interactive and engaging. The small sessions made it easy to get clarifications. The pleasant office is well situated, so easy to find and get to.
UNICEF — June 2026
Fantastic and super valuable training! Our trainer shaped the training fully to our needs, adapted, accelerated and deep diving when needed. I learned so much these past days with tangible examples.
Adobe — June 2026
The training was great, thank you. My trainer was very thorough with everything and I definitely left with new knowledge and skills. And thanks for sending the materials across.
Live Union — June 2026
Our trainer was great. Very knowledgeable and also flexible with adjusting to our very specific questions and scenarios. I learned loads and look forward to using my new Figma skills.
Adobe — June 2026
One of the better training sessions I've had in years. I highly recommend anyone who wants to learn more about Figma, but also any other Adobe Creative Cloud application, to take courses here.
Adobe — June 2026
I wish all training courses were run this well!
RPS Design — June 2026
The course was excellent - exactly to my company's needs. All questions were answered and concepts explained very clearly.
Hannah Griffiths — June 2026
First class - The trainer was extremely knowledgeable and answered all our questions.
MOD — June 2026
We found the course very useful and wished that we had more time. I was really impressed by our trainer's expertise in software that's being updated very frequently.
Baillie Gifford — May 2026
Very thorough course and enthusiastic trainer who was very helpful and responsive to individual needs.
NVIDIA — May 2026
Excellent training session with a knowledgeable instructor.
Gallagher — May 2026
Great course! Instructor went at a good pace and broke down complex functions into simple steps.
Adam W — May 2026
The trainer's knowledge was very strong and he was able to answer all my questions. Admin staff were very friendly and helpful.
VCCP — May 2026
Very helpful, informative training. Relaxed atmosphere and felt very comfortable asking questions.
The White Company — May 2026
Our trainer was very approachable and knowledgeable.
Bond Pearce — May 2026
Learnt so much - great training! Thank you
John R — May 2026
Probably the best course I have been on. Very thorough and entertaining.
Cancer Research UK — May 2026
10/10. Incredible knowledge, AMAZING hints and tips - Tony is a game changer, made everything so simple to understand but taught us so much that will really change the way we present!
Broadwick Studio — May 2026
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Need a bespoke course or group booking?
We train teams at their offices across London and the UK. Call us or email to discuss.