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Course Description

This course equips business professionals with the practical skills needed to integrate Microsoft Copilot into daily workflows. Participants learn to leverage generative AI for document creation, data analysis, and communication management. Professionals gain the ability to automate routine tasks and enhance decision-making through prompt engineering and responsible AI practices.

Course Objectives

  • Identify core capabilities and use cases for Microsoft Copilot across business applications​
  • Apply effective prompt engineering techniques to generate accurate business outputs
  • Analyze data and create visualizations using Copilot in Excel
  • Develop professional communications, summaries, and presentations using Copilot in Word, Outlook, and PowerPoint
  • Implement responsible AI standards and data privacy protocols when using enterprise tools

Who Should Attend?

Business professionals, managers, and administrative staff seeking to improve daily productivity and workflow efficiency using Microsoft 365 AI tools.

Course Agenda

Day 1 – Foundations of Microsoft Copilot and Prompt Engineering

  • Overview of Microsoft Copilot architecture and enterprise security
  • Core principles of effective prompt engineering for business contexts
  • Using Copilot in Microsoft Teams to summarize meetings and action items
  • Managing email threads and drafting responses with Copilot in Outlook
  • Hands-on: Draft a series of structured prompts to summarize a recorded meeting transcript and generate a professional follow-up email.

Day 2 – Content Creation and Data Analysis

  • Drafting, editing, and restructuring business documents using Copilot in Word
  • Analyzing datasets, identifying trends, and generating formulas with Copilot in Excel
  • Translating written reports into slide decks using Copilot in PowerPoint
  • Maintaining data accuracy and verifying AI-generated output
  • Hands-on: Analyze a raw sales dataset in Excel using Copilot prompts and convert the findings into a PowerPoint presentation draft.

Day 3 – Advanced Workflows, Governance, and Next Steps

  • Integrating Copilot across multiple Microsoft 365 applications for complex workflows​
  • Understanding enterprise compliance, data privacy, and ethical AI usage
  • Troubleshooting common output errors and refining prompt strategies
  • Course wrap-up, Q&A, and personal action planning for ongoing implementation
  • Hands-on: Design and execute a multi-app workflow scenario to solve a business case study, followed by creating an individual action plan.

Assessment Methodology

All courses conducted by EdTech will begin with a Pre-evaluation and end with a Post-evaluation. The instructor will evaluate the knowledge and skills of the participants according to the feedback given by participants. This will help to recognize the benefits and the level of knowledge gained by participants through the course.

Training Methodology

Facilitated by a highly qualified specialist, who has extensive knowledge and experience; this program will be conducted using extensively interactive methods, encouraging participants to share their own experiences and apply the program material to real-life work situations in order to stimulate group discussions and improve the efficiency of the subject coverage.

Percentages of the total course hour classification are:

  • ​40% Theoretical lectures, Concepts and approach
  • 20% Motivation to develop individual skill and Techniques
  • 20% Case Studies and Practical Exercises
  • 20% Topic General Discussions and interaction

Course Manual

Participants will be provided with comprehensive presentation material as reference manual. This presentation material is a compilation of core valuable information, references, presentation methods and inspiring reading which will be used as a part of the material guide.

Course Certificate

At the completion of the course, all participants who successfully accomplished the required contact hours will receive an EdTech Training Participation Certificate as a testimony to their commitment to professional development and further education.

Why Edtech ?

  • Industry Experienced; Internationally Qualified Trainers
  • Hands-on Practical Sessions & Assignments
  • Intensive Study materials
  • Flexible Schedules
  • Realistic training methodology
  • High-Quality Training in Affordable Course Fees
  • Achievement Certificate, as approved by the Ministry of Education (Abu Dhabi Center for Technical and Vocational Education Training - ACTVET), HABC, AWS, IAOSHE, SHRM, etc.