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Microsoft 365 Copilot AI Intermediate — course hero image

AI

Microsoft 365 Copilot AI Intermediate

Microsoft

Automate multi-app workflows, build intelligent agents and refine advanced prompts across the Microsoft 365 suite.

1 day Classroom — London NW10 Live online available

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 4260

Invoice 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

5.0 out of 5

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

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 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! Fantastic and super valuable training! Tony shaped the training fully to our needs, adapted, accelerated and deep diving when needed. I learned so much these past days with tangible examples Tony provided.

Adobe — June 2026

The trainer, Lee, was excellent. He rattled through the key elements of Premiere Pro while keeping the course interactive and engaging. The small sessions made it easy to get 1:1 support or clarifications. The pleasant and well equipped office is well situated in Kensal Rise, so easy to find and get to. I learnt a alot - and now feel up to date with latest Premiere Pro options and AI integrations.

UNICEF — 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

Hi Brook, Sorry for the delay - I was on AL yesterday! The training was great, thank you. Tony was very thorough with everything and I definitely left with some new knowledge and skills. I'll leave a review later today. Thanks for sending the materials across. Have a lovely rest of your day!

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

The Design and Development areas of Clarks shoes has been using Transmedia as a training partner for eight years now, mainly in the 'creative' Adobe applications - Photoshop, Illustrator, InDesign and Premiere. In that time we have built an excellent working relationship with the management and admin teams and several of their core trainers. This has had a major influence in raising the skill levels and quality of our artwork across our design teams- recently extending across the Atlantic, delivering training to our US based designers. Staying with Transmedia has given us continuity and enabled the trainers to really come to understand what Clarks require and thus able to deliver real value for money. The staff are always friendly and a pleasure to deal with - whilst being efficient and professional throughout. Nothing is ever too much trouble. I really can't recommend Transmedia highly enough.

Clarks International — 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

Wonderful trainer Lisa - fun, friendly, informative and comprehensive course! Thank you very much indeed.

Structural Soils Ltd — May 2026

Very much appreciated and enjoyed the introductory course. It was very in-depth and Tony did a fantastic job of covering each individual section of Figma in great detail; no stone was left unturned. Tony is clearly passionate about what he does, which made the course that much more enjoyable and valuable. Looking forward to the advanced course next month - eager to continue learning more from him.

Wren Kitchens — May 2026

I really enjoyed my course. Tony is a really good trainer and tailored the day according to my level and needs.

Delegate — May 2026

Very thorough course and enthusiastic trainer who was very helpful and responsive to individual needs.

NVIDIA — May 2026

Very helpful, informative training. Relaxed atmosphere and felt very comfortable asking questions.

The White Company — May 2026

Need a bespoke course or group booking?

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