Microsoft 365 Copilot for Business Professionals

Overview:

Option 1 - Copilot Foundations and Everyday Productivity Focus: Turn Microsoft 365 Copilot into a daily time-saver, not just a novelty.

Ray gives business professionals a practical, easy-to-follow start with Copilot and shows exactly how it earns its keep across Word, Excel, Outlook and PowerPoint - what it costs, what it can't do, and how to navigate it with confidence. You then put it to work on real tasks: draft and summarise documents, analyse Excel data, clear your inbox faster and build slides in minutes. Sharper prompts and simple data-privacy habits round out the session. By the end, you'll see exactly how this applies to your daily mix of documents, data and email, with nothing left theoretical.

Key Benefits:

• Build real confidence using Copilot across the Microsoft 365 apps you use every day
• Sharpen your prompts so Copilot delivers accurate, useful results the first time
• Leave with a repeatable, responsible approach you can apply immediately

OR

Option 2 - Practical Skills Across Word, Excel, Outlook and PowerPoint Focus: Built for professionals ready to put Copilot to work across the tools they already use, Ray walks you through framing prompts that actually get results and understanding what Copilot's licensing covers - then applying it to real tasks: rewriting in Word, crunching numbers in Excel, clearing email in Outlook and building slides in PowerPoint. The session closes with data-privacy essentials and a personal prompt library you'll keep using long after the webinar. By the end, you'll see exactly how this applies to your daily mix of documents, data and email, with nothing left theoretical. Expect a hands-on pace, plenty of real examples, and time to ask questions specific to your own role.

Key Benefits:

• Use Copilot with real skill across Word, Excel, Outlook and PowerPoint
• Get more from every prompt with tested, practical techniques
• Walk away with a personal prompt library ready for ongoing reuse

OR

Option 3 - Easy Start with Microsoft 365 Copilot Focus: A clear, no-jargon starting point for attendees new to Copilot, delivered by Ray. You cover the essentials - what it is, what it costs, how to navigate it, how to prompt it well and how to use it responsibly - then apply it straight away to Word, Excel, Outlook and PowerPoint so nothing stays theoretical. Every part of the session is built to have attendees using Copilot with confidence from their very first task. By the end, you'll see exactly how this applies to your daily mix of documents, data and email, with nothing left theoretical.

Key Benefits:

• Get a simple, practical starting point for Microsoft 365 Copilot
• Learn techniques that work, backed by better prompting
• Build confidence and reusability across everyday work tasks

Why you should Attend:

• Understand what Microsoft 365 Copilot is and where it earns its keep in your everyday apps
• Learn Copilot licensing, costs and limits before you roll it out more widely
• Navigate Copilot with confidence in Word, Excel, Outlook and PowerPoint
• Write clearer prompts so Copilot gives you accurate, useful results the first time
• Apply Copilot to real business tasks - drafts, data analysis and summaries
• Understand data privacy and responsible-use essentials for everyday Copilot use
• Build a personal prompt library you can reuse and refine over time

Areas Covered in Session:

• Microsoft 365 Copilot Explained - how it works and where it fits across Word, Excel, Outlook and PowerPoint
• Reusable Project Toolkit - capture your best prompts and responses in the referenced project record file template provided, ready to organise and reuse across any AI platform
• Projects - Understand, Create and Manage - organise your files, instructions and conversations into one professional space for faster, more efficient work
• Upload a File for Analysis - know the real differences between uploading a file to a project versus a chat
• Copilot Plans, Costs and Licensing - understand Microsoft 365 Copilot licensing, included applications and key limitations
• Navigate Copilot - find Copilot in each app and understand the chat pane and ribbon prompts
• Data Privacy and Responsible Use - practical essential protections when using Copilot with business data
• Write Effective Prompts for Copilot - frame clear requests that produce accurate, useful results
• Copilot in Word - draft, summarise and rewrite documents professionally in seconds
• Copilot in Excel - analyse data, generate formulas and summarise complex workbooks
• Copilot in Outlook - draft emails, summarise threads and manage your communications efficiently
• Copilot in PowerPoint - create and refine engaging slide decks confidently

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:

• Business professionals who want a practical and easy-to-understand introduction to Microsoft 365 Copilot, along with real examples of how it supports everyday work across Word, Excel, Outlook and PowerPoint. Administrative staff, business users, analysts, coordinators, finance staff, managers and anyone who regularly works in Microsoft 365 will benefit from the combined focus on Copilot prompting and practical everyday application