Copilot in Microsoft 365
Learn to use Copilot in your Microsoft 365 applications to prepare documents, summarise information and review results before sharing them with others.
Find your starting point
A good fit when you want to apply Copilot to documents and communication within your available Microsoft 365 applications and licences.
Another option to consider
Prompting for generative AIIf you want to improve instructions without focusing on Microsoft 365, choose generative AI prompting.- Hours and sessions
- 8 hours live · 4 sessions of 2 h.
- Group size
- Up to 12 participants per trainer as a reference, adjusted to the practice and feedback.
What you will learn
- 01
Recognise the Copilot features available in the agreed applications.
- 02
Prepare a draft or summary with a stated objective and context.
- 03
Review references and content before using or sharing the result.
A proposed programme
You will work with a project document and a follow-up email: give Copilot context, review its suggestions and leave useful material for someone else. Practice and feedback are included in the eight hours.
We adapt the selection and depth of the modules to the group's starting point and goals.
01Place Copilot in your work
Applications, information access and differences in availability according to the licence.
You will work on
- Identify the Word and Outlook features available with your account.
- Choose authorised information and distinguish supplied content from other sources.
- Define the reader, objective and format before requesting a result.
- Practice
- Review the practice environment and prepare the project notes that will serve as the source.
- How you will check it
- You can explain what content Copilot will use and which access and features have been checked.
02Prepare materials with context
Drafts and summaries in applications such as Word or Outlook where enabled.
You will work on
- Summarise a document in Word, stating what the reader needs to know.
- Separate confirmed agreements, tasks and open questions.
- Prepare a follow-up draft in Outlook using the reviewed context.
- Practice
- Turn the Atlas project notes into a short update and a follow-up email.
- How you will check it
- The summary and draft preserve the agreements, owners and dates actually recorded in the notes.
03Check and share
Review sources, omissions and how well the content suits its intended reader.
You will work on
- Check each relevant fact against the original document and any available references.
- Correct a conclusion presented as confirmed without supporting evidence.
- Save the instructions used and a checklist for repeating the task.
- Practice
- Review the draft, keep an unconfirmed date explicit and prepare a version another person can check.
- How you will check it
- You can justify each commitment and identify what still needs confirmation before sharing.
A clear project update, even for those who missed it.
Teaching example
You will prepare a work item in an agreed application, check its content against the original information and document instructions for repeating the task.
Fictional classroom case: the Atlas project team is preparing an internal guide. Marta will review the draft and Diego will write an update for the team. We work with prepared notes, without using real emails or meetings.
- Starting point
- The notes mix progress, tasks and a date that is not yet confirmed. We need a team summary and a follow-up email.
- First attempt
- The example's first draft describes the guide as approved and sets delivery for Friday. Neither conclusion is supported by the notes.
- What we review
- We return to the document: Thursday is Marta's review, not an approval. Delivery is still unconfirmed. We ask for both claims to be corrected and check the text again.
- Result
- The summary and email distinguish the draft, the planned review and the unconfirmed date. Diego keeps the email as a draft, ready for review before sharing.
Atlas project notes
- Internal guide
- Draft prepared.
- Review
- Marta will review it on Thursday.
- Team delivery
- To be confirmed after the review.
- Communication
- Diego prepares the email; it has not been sent.
Summarise these notes for the team and prepare a follow-up email. Separate confirmed and pending information and retain owners and dates. Flag any missing information; do not fill it in.
The draft we review
The internal guide is already approved. We will deliver it to the team on Friday.
After checking the source
The guide's draft is prepared. Marta will review it on Thursday. Team delivery remains unconfirmed until after the review. Diego is preparing the follow-up email.
These texts are teaching examples for a fictional case, not a guaranteed Copilot response.
Before calling it complete
- Each name, date and commitment can be checked against the source.
- Confirmed and pending information stay separate, without filling gaps with assumptions.
- The email and instructions are reviewed before they are used or shared.
Four sessions to put it into practice.
Reference edition · 8 h live
Eight hours across four two-hour sessions. This is a reference edition: we agree on applications, pace and practice according to the group and the features available in your environment.
- Session 12 h
Prepare the context
Access, enabled features and usage guidance. We identify the project information, objective and intended reader.
By the endAuthorised practice notes and an instruction with an objective, source and format.
- Session 22 h
Summarise a document
We work on the notes in Word, refine the request and distinguish agreements, owners and open questions.
By the endA summary checked against the original document.
- Session 32 h
Prepare the follow-up
We bring the reviewed context into an Outlook draft and adjust its structure, tone and next steps.
By the endAn email that communicates the agreements without inventing commitments.
- Session 42 h
Review and repeat
We complete the case, identify errors or omissions and review the result with the trainer's feedback.
By the endA reviewed version and reusable instructions for the task.
If your team needs to go further
- Extend practice to other Microsoft 365 applications, with agreed objectives, access and time.
- Work on another type of team document or communication, using authorised information.
Learn with someone who works with Microsoft Copilot.
Borja Martínez
The Optimal Flow consultant
Over two years of experience developing projects for companies across industries and sizes.
Borja will teach this edition. The proposal confirms the schedule, language and his availability.
With guidance, practice and support.
Each delivery includes working materials, feedback on practical work and assessment against the agreed objectives.
Materials you can keep
Downloadable, versioned guides, exercises and review criteria for internal use.
To prepare and complete the delivery
A short recommendation, an editable communications kit and a group learning report.
TOF’s own certificate
A certificate of achievement after the agreed assessment. It is not a vendor certification.
A month of email support
On the content covered, up to two accumulated hours for the whole group.
Your team carries out the practice. Implementation services are agreed separately. See the scope →