Microsoft 365 Copilot: Draft, Analyze, and Present (One-Day Workshop)

A stand-alone day. One business scenario runs through the day. You run a first prompt before any instruction, learn the GCSE structure, personalization and grounding, and apply them in PowerPoint, Word, Excel and Outlook. The day closes with a capstone in Copilot Notebooks.

What you will do

• Explain how Copilot grounds answers in organization data and how permissions limit what it sees
• Apply the GCSE prompt structure and iterate instead of restarting
• Personalize Copilot and save prompts for reuse
• Build and refine a presentation in PowerPoint, including a branded template
• Draft, refine and compare documents in Word
• Analyze and chart data in Excel and verify the answers
• Summarize threads, draft replies and prepare for meetings in Outlook
• Schedule a recurring briefing prompt
• Build a multi-source workspace in Copilot Notebooks

Copilot license: Copilot Premium (the paid Microsoft 365 Copilot license).

Who it is for: Business users with the Microsoft 365 Copilot license who draft documents, analyze data, build presentations and manage email and meetings.

What you need

• Microsoft 365 Copilot license: the paid add-on, or Microsoft 365 E7, which includes it. The Copilot label under the user’s name reads M365 Copilot (Premium). Word, Excel and PowerPoint desktop apps, new Outlook or Outlook on the web, and OneDrive. Sample files are sent before class. Scheduled prompts are not available in government (GCC) tenants.
• Check before you register: Open Microsoft 365 Copilot with your work account and read the label under your name at the bottom of the page. It must end in (Premium).
• Microsoft 365 Copilot license assigned. Familiar with Word, Excel, PowerPoint and Outlook. No AI experience needed.
• A computer with a reliable internet connection. The online meeting link is sent after you register.

You receive: Lab Exercise Manual with a prompt pattern quick reference, and the sample files.

Length: 1 day (6 hours). Level: Beginner. Format: Instructor-led, hands-on.

Your instructor: Cecil Renshaw is a Microsoft Certified Trainer (MCT) and Project Management Professional (PMP) with more than 18 years of Microsoft 365 training and consulting for government agencies, corporations and small businesses. He writes his own courseware. SharePoint Business Solutions, Inc. (SBSI), sharepointmentoring.com.

Refunds: Full refund up to 7 days before the class. The class runs with at least 4 registrations. If SBSI cancels the class, you get a full refund.

Private sessions: This class can be run for your team, online or on-site. Contact cecil.renshaw@sharepointbiz.com or (217) 741-7165.