COURSE
Copilot Chat
The Copilot training course equips participants with essential skills for leveraging Copilot’s features across Microsoft 365 applications. It covers key topics such as accessing Copilot, effective prompt writing, and practical use cases for drafting, summarising, and idea generation, while emphasising responsible and secure use within your organisation.
Introduction
- • Welcome and session objectives
- • Benefits of Copilot
- • Corporate strategy / aims (where applicable)
Overview of Copilot Chat
- • What is Copilot?
- • Licensing overview (what’s included)
- • Responsible AI use and enterprise data protection
Accessing Copilot Chat
- • How to access Copilot Chat in Microsoft 365 and Edge
- • Signing in and navigating the interface
- • Overview of conversation history and saving prompts for reuse
Creating role based access
- • Adding and deleting users to specific admin tool features
Everyday Use Cases
- • Best practices for writing effective prompts
- • Quick drafting (emails, documents, presentations)
- • Summarising content (including web pages and documents)
- • Generating ideas and answering general queries
- • Turning meeting notes into action plans
- • Using role-based prompts and saving them for future use
Governance, Compliance & Responsible Use
- • Data security, privacy, and compliance with organisational policies
- • Access control and permissions
- • Highlighting responsible use and AI policy reminders
