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AI010 Microsoft Copilot for Outlook and Teams Training (1 Day)

Description

AI010 Microsoft Copilot for Outlook and Teams Training (1 Day)

Overview

Microsoft Copilot is transforming how we work — and this course is your gateway to using it effectively in Microsoft Outlook and Teams. Whether you’re sending emails, managing meetings, or collaborating across channels, Copilot helps streamline your day and reduce manual effort.

This full-day, hands-on course introduces Copilot in a practical, accessible way. You’ll learn how to write smarter, meet better, and collaborate faster — all using the tools you already work with every day.

If you use Outlook and Teams, this course is for you

  • 89% positive reviews (312)
  • 2084 students

This program can be tailored to your specific business needs.

A little bit of personalization goes a long way. Ask us for a no-obligation Training Needs Analysis (TNA) so we can tailor this, or any other CSG program to meet your learning outcomes.

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Objectives

At the end of the training, participants would be able to:

  • Draft and refine professional emails
  • Summarize threads and inboxes to find what matters fast
  • Catch up on chats, meetings, and projects in Teams
  • Prompt Copilot Chat to retrieve updates and insights
  • Automate meeting prep and follow-up
  • Create announcements, posts, and shared content with AI assistance
  • Save time with repeatable, high-impact prompts

1 Day

  • Executives
  • Managers
  • Supervisors
  • Team Leaders
  • Professionals interested in AI literacy and smart workplace adaptation

Modules:

Module 1: Introduction to Copilot for M365
  • What is Copilot for M365?
  • How does Copilot M365 work?
  • Overview of integration across Word, Excel, Outlook, etc.
  • Drafting and replying to emails using Copilot
  • Rewriting emails for tone, clarity, and professionalism
  • Summarizing long email threads
  • Prioritizing emails and managing your inbox intelligently
  • Using smart prompts to query across your email history
  • Finding information and tracking commitments with AI assistance
  • Guided practice on using Copilot in Outlook
  • Reflection and group sharing on time-saving applications
  • Understanding where Copilot fits within Teams collaboration
  • Integrating Copilot across messaging, meetings, and content creation
  • Summarizing chat threads, mentions, and tasks
  • Preparing for meetings: agendas, documents, and context
  • Participating and following up: generating notes, action items, and summaries
  • Creating announcements and collaborative documents
  • Brainstorming ideas and structuring team communications
  • Crafting effective prompts in Copilot Chat
  • Using context-aware questions to get better results
  • Hands-on exercises using Copilot in Teams
  • Sharing use cases and lessons learned

Program Methodology

  • Hands-on Activities: Practical exercises to reinforce theoretical concepts.
  • Group Discussions: Opportunities for peer-to-peer learning and exchange of ideas.
  • Role Plays: Simulations of realistic situations to build practical skills.
  • Feedback Sessions: Reviews and reflections to encourage improvement.
  • Problem-solving Exercises: Develop critical thinking and decision-making skills.
  • Experiential Learning: Learning by doing, promoting active involvement.
  • Interactive Lectures: Engaging presentations by experts in the field.
  • Case Studies: Real-world scenarios for learners to apply their knowledge.
  • Quizzes & Tests: Regular assessments to track learning progress.

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