AI
Microsoft 365 Copilot AI Introduction
Write effective prompts and automate repetitive tasks across Word, Excel, Teams and Outlook using Microsoft 365 Copilot AI.
Format
Live instructor-led
Hands-on, question-led sessions
Location
London NW10 or online
9 Station Terrace, NW10 5RT
Level
Introduction level
Small groups, hands-on, expert-led
Upcoming dates
Fri 7 August 2026
Classroom
£375£395
Tue 8 September 2026
Live Online
£375£395
Tue 6 October 2026
Classroom
£375£395
Fri 6 November 2026
Live Online
£395
Mon 7 December 2026
Classroom
£395
Booking for a team? Want a different date?
Get team trainingInvoice payment available · Prices subject to VAT
Who this course is for
This course is ideal for office professionals, managers and administrators who use Microsoft 365 in their daily work and want to learn how to use AI-powered Copilot tools to write more effective prompts, automate routine tasks and boost their productivity across applications like Word, Excel, Teams and Outlook.
Prerequisites
No prior experience needed.
What you'll learn
Understanding Microsoft 365 Copilot's role, enabling professionals to apply AI safely within everyday business workflows.
How to write effective Copilot prompts that improve content optimisation speed accuracy and decision making at work.
Applying Copilot Chat across documents emails and meetings, helping teams retrieve knowledge faster and reduce manual searching.
How to use Copilot in Teams to summarise meetings track actions and support clearer collaboration outcomes.
Understanding Copilot in Word and Outlook, empowering professionals to draft edit and prioritise communication more confidently.
How to analyse data with Copilot in Excel, using AI analytics to surface insights without replacing core spreadsheet skills.
Managing responsible Copilot adoption, enabling productivity gains while respecting permissions governance and human review requirements.
Course outline
What you’ll cover
Microsoft 365 Copilot Foundations and AI Context
- Explaining how Copilot fits within Microsoft 365 rather than treating it as a standalone chatbot
- Understanding how Copilot accesses organisational data securely using Microsoft 365 permissions (via Microsoft Graph)
- Clarifying what Copilot can and cannot do reliably in real workplace scenarios
- Recognising differences between Copilot, Copilot Chat and consumer AI tools
Copilot Prompting Skills and Output Control
- Writing outcome-focused prompts that guide tone length and structure
- Refining prompts iteratively to improve clarity and relevance
- Understanding how context files and references influence results
- Identifying when Copilot output requires human review or correction
Copilot Chat for Cross-App Knowledge and Planning
- Using Copilot Chat to retrieve information across documents emails and meetings
- Organising conversations using Pages and reusable prompts
- Summarising complex topics or project histories quickly
- Using Copilot Chat for planning drafts outlines and decision support
Copilot in Microsoft Teams for Meetings and Collaboration
- Preparing for meetings by summarising agendas and prior discussions
- Reviewing meeting outcomes including actions decisions and follow-ups
- Querying chat and channel history efficiently
- Using Copilot with Teams Phone and recorded meetings where available
Copilot in Outlook for Email and Time Management
- Drafting professional emails based on context rather than templates
- Improving clarity tone and structure using Copilot suggestions
- Summarising long email threads to identify priorities
- Supporting scheduling and response decisions more confidently
Copilot in Word for Drafting and Document Development
- Creating structured first drafts from briefs notes or reference files
- Rewriting content to suit different audiences or purposes
- Extracting summaries tables or key points from long documents
- Reviewing documents by questioning Copilot about content accuracy
Copilot in PowerPoint for Rapid Slide Creation and Editing
- Generating presentations from outlines documents or meeting notes
- Adding slides images and speaker notes efficiently
- Reorganising decks to improve narrative flow
- Summarising presentations for review or sharing
Copilot in Excel for Insight and Analysis Support
- Asking natural-language questions about datasets
- Generating formulas and explanations directly within worksheets
- Highlighting trends outliers and summaries automatically
- Understanding where Copilot complements rather than replaces Excel skills
Responsible Copilot Use Governance and Adoption
- Managing trust accuracy and over-reliance on AI output
- Understanding data security permissions and compliance considerations
- Deciding when Copilot speeds work and when manual methods are safer
- Building personal guidelines for responsible daily Copilot use
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 Introduction course suitable for me?
This course is designed for people who are new to Copilot or have been using Copilot for a while but have never had formal training or who would like to learn best practice in the fundamentals of Copilot.
How is the content taught throughout the Microsoft 365 Copilot AI Introduction course?
Our Microsoft 365 Copilot AI Introduction course is extremely interactive. You will be using Copilot throughout the day, working through examples and live projects under the guidance of our trainer, who will be supporting you through each step.
Should I attend the Microsoft 365 Copilot AI Introduction 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 is the recommended number of people for the class when I attend the Microsoft 365 Copilot AI Introduction course?
For private classes in Microsoft 365 Copilot AI Introduction, 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.
What support is available after I attend the Microsoft 365 Copilot AI Introduction course?
We offer ongoing support to our Microsoft 365 Copilot AI Introduction 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 Introduction course?
Yes, you'll receive a certificate of completion from Transmedia, demonstrating your knowledge and attendance on our Microsoft 365 Copilot AI Introduction course. Our certificates note our Authorised Training Centre status.
Reviews
Gorgeous premises and lovely, knowledgeable team. I really enjoyed my course (Adobe Firefly) - the tutor was friendly and professional and happy to answer any questions and tailor the course (I was the only student so had my own private session). The class room and the whole building is really well done, modern, clean and professional space that reflects the overall approach. They have fast and modern machines available to use or you can use your own devices. Highly recommended.
Quadrotech — 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
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
I wish all training courses were run this well!
RPS Design — 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
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
The course itself was really informative and trainer was excellent. Poor communication and organisation between transmedia and QA meant my course was cancelled twice. I hope you improve this relationship. To be honest I would prefer to book direct through you next time, avoiding QA.
Deborah M — June 2026
The session on the 25th was brilliant, thank you. The SE's found it very useful and loved Tony's tips and tricks to help us update our prototypes quickly.
Salesforce — May 2026
I thought the course and the location were perfect
MOD — May 2026
Wonderful trainer Lisa - fun, friendly, informative and comprehensive course! Thank you very much indeed.
Structural Soils Ltd — May 2026
I have taken part in several Transmedia courses and will likely take part in a few more. From start booking to training Transmedia are brilliant to work with. Happy to answer all questions ahead of booking to help make sure you're on the right course (thank you Jo). The training itself is very thorough and the instructor, (Lee in my case) was happy to stop and go through any parts that were a struggle during the course.
Reach plc — 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
Very thorough course and enthusiastic trainer who was very helpful and responsive to individual needs.
NVIDIA — 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
Great tutor well worth the money will definitely keeping in contact and very recommended
Workplace Options — 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
Great course! Instructor went at a good pace and broke down complex functions into simple steps.
Adam W — 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?
We train teams at their offices across London and the UK. Call us or email to discuss.