Working Smarter in Teams with Microsoft Copilot

Duration:
1
Cost:
1000
Class Size:
500

This one-hour session shows how Microsoft Copilot enhances productivity directly inside Microsoft Teams. Participants will learn how to draft messages, summarize conversations and meetings, extract insights from shared files, and generate follow-up actions using natural language prompts.

Through practical demonstrations, attendees will see how Copilot can streamline communication, reduce time spent catching up on chats and meetings, and help teams stay organized and focused on the work that matters most.

What You’ll Learn in This Session

Introduction to Copilot in Microsoft Teams

  • Understand how Microsoft Copilot integrates directly into the Teams environment you already use every day
  • See where Copilot appears across chats, channels, meetings, and shared files
  • Learn how Copilot securely accesses your Microsoft 365 data through Microsoft Graph while respecting existing permissions
  • Understand the differences between Copilot, Copilot Pro, and Microsoft 365 Copilot and what features are available in Teams

Using Copilot in Chats and Channels

  • Draft and refine messages quickly using the “Help Me Write” feature in Teams
  • Adjust the tone of messages (professional, casual, friendly, concise) before sending
  • Catch up instantly on long conversations by asking Copilot to summarize chat or channel threads
  • Ask Copilot questions about conversations to quickly find important information
  • Use Copilot to reference files or links shared within a Teams discussion

Copilot in Meetings

  • Access Copilot during meetings to generate live summaries and meeting highlights
  • Ask Copilot questions like “What have I missed?” if you join a meeting late
  • Automatically identify action items, decisions, and key discussion points during the meeting
  • Use Copilot to capture notes while staying focused on the conversation
  • Understand how meeting transcripts enable Copilot to generate summaries and insights

Post-Meeting Recaps and Follow-Ups

  • Review the Copilot meeting recap that includes summaries, decisions, action items, and mentions
  • Ask Copilot follow-up questions about what was discussed in a meeting
  • Draft post-meeting emails or Teams messages summarizing key takeaways
  • Quickly turn meeting outcomes into task lists or next-step plans

Copilot with Files in Teams

  • Use Copilot to summarize Word, PowerPoint, Excel, and PDF documents shared in Teams
  • Ask Copilot questions about file content without opening the entire document
  • Identify deadlines, responsibilities, and key insights inside shared files
  • Understand file requirements for Copilot (OneDrive or SharePoint storage and supported formats)

Practical Prompting and Productivity Tips

  • Learn how to write clear prompts to get more accurate results from Copilot
  • Discover common prompts that save time in daily Teams workflows
  • Use Copilot to turn conversations into action items or task lists
  • Develop simple habits that help teams collaborate more effectively with AI

Who Should Attend

  • Professionals who use Microsoft Teams daily for communication and meetings
  • Team leads, project managers, and operations staff who want to improve collaboration
  • Microsoft 365 users with a Copilot license looking to get more value from AI tools

After This Session, You Will Be Able To

  • Navigate Copilot features inside Microsoft Teams
  • Use Copilot to summarize conversations and meetings
  • Draft messages and follow-ups faster with AI assistance
  • Extract insights from shared documents without manual review
  • Apply practical Copilot workflows to everyday communication and collaboration