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AI012 Microsoft Copilot for Word (1 Day)

Description

AI012 Microsoft Copilot for Word (1 Day)

Overview

Copilot for Microsoft Word is your AI-powered writing assistant — and this course will show you how to make the most of it. Learn how to draft, edit, summarise, and refine documents using natural language prompts, all within Microsoft Word.

Whether you’re preparing reports, internal communications, or client documents, Copilot can help you save time, enhance quality, and maintain consistency. This practical, hands-on course is designed for professionals who want to boost productivity and write more effectively using Microsoft 365 Copilot.

  • 90% positive reviews (192)
  • 1672 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:

  • Activate and access Copilot in Microsoft Word
  • Use prompts to generate, summarise, and rewrite content
  • Apply consistent formatting and improve readability
  • Integrate data from Excel, Outlook and Teams
  • Conduct AI-powered research and insert citations
  • Adapt tone, clarity and structure for different audiences
  • Manage security and compliance when using AI
  • Troubleshoot common issues and optimise Copilot responses

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.
  • Importance of consistent formatting and document structure
  • Applying consistent formatting with Copilot
  • Using consistent writing style and tone
  • Practical Task: Formatting a document with Copilot
  • Importing and merging data from Excel, Outlook, and Teams
  • Best practices for data integration
  • Practical Task: Merging data with Copilot
  • Enhancing research workflows with Copilot
  • Finding and referencing information
  • Summarizing research from external sources
  • Troubleshooting research-related tasks
  • Practical Task: Conducting research and adding references with Copilot
  • Rewriting and summarizing text
  • Enhancing clarity and structure
  • Converting content into bullet points
  • Adapting tone for different audiences
  • Practical Task: Transforming and summarizing content with Copilot
  • Generating and refining drafts
  • Expanding content while maintaining consistency
  • Troubleshooting drafting issues
  • Practical Task: Drafting and refining content with Copilot
  • Structuring prompts for better outcomes
  • Prompts for content creation, summarization, and refinement
  • Best practices for prompt design
  • Practical Task: Crafting and refining prompts
  • Managing data security and compliance
  • Preventing unauthorized sharing of information
  • Addressing security issues in document collaboration
  • Practical Task: Securely handling documents with Copilot
  • Common access and formatting issues
  • Improving response accuracy
  • Techniques to optimize Copilot performance
  • Practical Task: Troubleshooting and optimizing Copilot

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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