Microsoft Copilot Training

Description

Microsoft Copilot Training (2 Days- £1,990 for up to 8 Delegates)

In the evolving AI landscape, Microsoft Copilot is a powerful tool to streamline and elevate your productivity within Microsoft 365. This course will teach you how to harness Copilot’s full capabilities, enabling automation of complex workflows, quick decision-making, and advanced data handling. You’ll leave with actionable skills that directly impact your daily tasks, from automated report generation to data insights.

Foundations of Generative AI and Microsoft Copilot

• Understanding AI and Copilot: Learn how Copilot integrates with Microsoft 365 and its role in supporting decision-making and automation.
• Exploring Copilot Variants: Overview of Copilot, Copilot Pro, and Microsoft 365 Copilot to understand each tool’s best-use scenarios and select the ideal tool for specific needs.

Mastering Prompt Engineering for Workflow Automation

• Crafting Effective Prompts: Develop the ability to construct prompts that yield precise, actionable outputs from Copilot.
• Advanced Prompting Techniques: Explore prompt tuning to ensure Copilot-generated responses align with specific requirements for tasks like data analysis, summarization, and project updates.

Automating Microsoft Outlook and Teams

• VBA and Copilot-Generated Scripts: Learn how to use Copilot to generate VBA scripts for automating email responses, meeting scheduling, and calendar management in Outlook.
• Teams Workflow Automation: Use Copilot for summarizing discussions, automating follow-ups, and managing group activities, enhancing team communication.

Advanced Document and Presentation Automation

• Automated Summaries with Copilot: Implement automated summaries for large documents, generating quick insights in Word and PowerPoint.
• Using Copilot to Build Presentation Templates: Create structured, AI-enhanced templates for standard reports and presentations to ensure consistency and save time.
• Automating Content Creation with VBA: Use Copilot to create VBA scripts that automate document formatting, data insertion, and repetitive tasks.

Advanced Data Processing and Analysis in Excel

• Excel Data Automation with VBA and Copilot: Write advanced VBA scripts with Copilot’s assistance to automate data imports, cleaning, and reporting.
• AI-Driven Data Analysis: Explore how Copilot can generate insights from complex data sets, perform trend analyses, and generate visual summaries.
• Custom Dashboard Creation: Learn to build dynamic dashboards, using Copilot to help create formulas, charts, and formatting scripts for real-time data updates.

Content Creation and Enhancement Across Microsoft 365

• Automated Writing and Editing: Use Copilot for drafting, refining, and proofreading documents, emails, and presentation notes with minimal manual input.
• Generating Ready-to-Use Content Snippets: Create reusable content snippets for emails, presentations, and reports, tailored to different audiences and contexts.
• Building Customizable Content Frameworks: Design adaptable content frameworks for reports, proposals, and newsletters using Copilot.

Real-World Project – End-to-End Workflow Automation

• Creating a Long Corporate Document: Build a large-scale document, such as a report or prospectus, using a streamlined, automated approach.
• Developing an Excel Control File: Set up a “control file” in Excel with prompts and settings for document generation.
• Applying Custom Tags for Formatting: Use Copilot to create custom tags that ensure consistent formatting across all sections.
• Automating Document Creation with VBA: Use a VBA script to loop through the control file, generating separate document sections automatically.
• Assembling the Final Report: Compile all sections into a single cohesive document using VBA, producing a polished final report.

Security, Compliance, and AI Ethics in Automation

• AI Governance and Data Privacy: Understand how to maintain data privacy and compliance while using AI-driven tools.
• Ethical Prompting Techniques: Explore responsible prompt crafting to avoid generating biased or sensitive content.
• Security in Automated Workflows: Learn best practices to secure automated processes, including using access controls and audit logs for tracking script usage.

Key Outcomes

After completing this course, you’ll be able to:

• Write and refine VBA scripts using Copilot to automate tasks across Microsoft 365 apps.
• Develop and execute prompts for a wide range of use cases, from data analysis to email automation.
• Build advanced, AI-driven automation projects with minimal supervision.
• Make informed decisions using AI-generated insights while upholding ethical and security standards.

This course takes Copilot skills beyond fundamentals, empowering you to implement complex, productivity-enhancing workflows in your workplace.