This session introduces participants to Microsoft Copilot and how it can be used across Microsoft 365 to improve productivity and streamline everyday work. Attendees will learn how to access Copilot, structure effective prompts, and use its conversational AI to search across Microsoft 365 and the web for information related to their work.
By the end of the session, participants will feel confident navigating Copilot’s core features and applying them to real workflows, including organizing work with agendas and notebooks. The training also covers practical prompting techniques that help users get more accurate and useful responses from Copilot in their daily tasks.
What You’ll Learn in This Session
Understanding the Copilot Platform
- Overview of Microsoft Copilot and how it works across Microsoft 365
- Where Copilot appears across the platform (desktop app, browser, Teams, Outlook)
- How Copilot securely accesses organizational data through Microsoft Graph
- Understanding Work vs Web Copilot environments
Navigating the Copilot Interface
- Accessing Copilot through Microsoft 365, Edge, or the Copilot desktop app
- Touring the Copilot interface including Chat, Search, Prompt Gallery, and Settings
- Understanding suggested prompts and response modes
- Customizing Copilot preferences and response styles
Searching and Finding Information with Copilot
- Using Copilot to locate files, emails, chats, and documents across Microsoft 365
- Filtering search results and reviewing recommended files
- Asking natural language questions to locate business content
- Finding related documents and conversations quickly
Working with Prompts and Responses
- Writing effective prompts to get better results from Copilot
- Editing, copying, and saving prompts for future use
- Generating summaries, reports, emails, and research documents
- Understanding citations, sources, and response formatting
Managing Conversations and Productivity
- Reviewing and organizing Copilot chat history
- Searching past Copilot conversations for information
- Renaming and organizing chats for easier reference
- Sending Copilot responses to collaborative pages or shared workspaces
Introduction to Copilot Agents
- Understanding what Copilot agents are and how they help automate workflows
- Examples of productivity agents such as Researcher, Writing Coach, and Analyst
- Demonstrating how agents can analyze documents and generate insights
- Overview of creating custom agents for business processes
Practical Productivity Tips
- Using Copilot with Outlook, Teams, OneNote, and SharePoint
- Sending Copilot responses to notebooks for organized documentation
- Leveraging shortcuts and commands for faster navigation
- Applying Copilot to real-world research, reporting, and collaboration scenarios
