AI Across Microsoft 365: Excel, Word, Outlook, Teams & PowerPoint

Overview

Option 1 - Complete Microsoft 365 Workflow Focus: This session, led by Ray, shows you how Copilot works across Excel, Word, Outlook and PowerPoint as one connected workflow, not four separate tools. You start with the essentials and licensing, then apply Copilot to real tasks in each app before learning to move context and content seamlessly between them. By the end, you'll see exactly how this applies to the mix of apps you move between every day, with nothing left theoretical. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later.

Key Benefits:

• See Copilot working as one connected workflow across four apps
• Apply real tasks in Excel, Word, Outlook and PowerPoint in a single session
• Move context and content between apps without starting over

OR

Option 2 - Practical Everyday Productivity Focus: Built for professionals who use all four Microsoft 365 apps regularly and want Copilot working consistently across each, this session is guided by Ray. You learn prompting techniques that transfer between apps, then apply Copilot to data, documents, email and presentations with data-privacy essentials covered throughout. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to the mix of apps you move between every day, ready to use straight away.

Key Benefits:

• Use Copilot with consistent skill across all four everyday apps
• Apply prompting techniques that transfer between tasks
• Handle business data responsibly in every app

OR

Option 3 - Easy Start Across Microsoft 365 Focus: A clear, no-jargon starting point for using Copilot across Excel, Word, Outlook and PowerPoint, delivered by Ray. You cover the essentials, then apply Copilot to real tasks in each app so nothing stays theoretical and attendees leave confident using it everywhere. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to the mix of apps you move between every day, ready to use straight away. Expect a hands-on pace, plenty of real examples, and time to ask questions specific to your own role. By the end, you'll see exactly how this applies to the mix of apps you move between every day, with nothing left theoretical.

Key Benefits:

• Get a simple, practical starting point across four everyday apps
• Learn techniques that work from your very first task in each
• Build confidence using Copilot everywhere you already work

Why should you Attend

• Understand how Copilot works as one connected tool across four apps
• Learn Copilot licensing, costs and limits before rolling it out more widely
• Apply Copilot to real tasks in Excel, Word, Outlook and PowerPoint
• Move context and content between apps without starting over
• Write prompts that transfer well across every app
• Understand data privacy and responsible-use essentials across the board
• Build a genuinely connected, everyday Copilot workflow

Areas Covered in the Session

• Microsoft 365 Copilot Explained - how it works and where it fits across Excel, Word, Outlook and PowerPoint
• Reusable Project Toolkit - keep a running record of your strongest prompts using the referenced template provided, so you can organise and reuse them across every AI platform
• Projects - Understand, Create and Manage - bring your files, instructions and conversations together like a power user, for genuine everyday efficiency
• Upload a File for Analysis - learn when to upload a file to a project versus a single chat, and why it matters
• Copilot Plans, Costs and Licensing - understand Microsoft 365 Copilot licensing and key limitations
• Copilot in Excel - analyse data, generate formulas and summarise workbooks
• Copilot in Word - draft, rewrite and summarise documents quickly
• Copilot in Outlook - draft, reply to and triage email faster
• Copilot in PowerPoint - build and refine presentations in minutes
• Move Work Between Apps with Copilot - carry context and content across your everyday workflow
• Data Privacy and Responsible Use - practical essential protections across every app
• Build Your Everyday Cross-App Workflow - combine all four confidently for maximum productivity

NOTES:

• Topic sequence may be subject to slight variation
• All Learning Guides include a wide range of keyboard shortcuts for Windows and Mac

Who Will Benefit

• Microsoft 365 Users who regularly work across Excel, Word, Outlook and PowerPoint and want Copilot supporting the whole workflow, not just one app
• Administrative Staff
• Business Users
• Analysts
• Managers
• Anyone working across the full Microsoft 365 suite will benefit