Mastering Microsoft Copilot in the Microsoft 365 environment

This training is designed for employees using Microsoft 365 daily, managers, team leaders, support functions (HR, admin, finance, marketing, sales), as well as project managers and decision-makers. No technical background is required.

The training focuses exclusively on Microsoft Copilot integrated into Microsoft 365 (Word, Excel, PowerPoint, Outlook, Teams, etc.), and not on Copilot.com, which is a general-purpose web-based version. The use cases covered are strictly professional and rely on the company’s Microsoft 365 data.

At the end of the training, participants will be able to:

• Understand the fundamentals of generative AI and the specific positioning of Microsoft Copilot integrated into Microsoft 365 in a professional context
• Distinguish Microsoft Copilot integrated into Microsoft 365 from general-purpose AI tools and adopt best practices for business use (data, limitations, reliability)
• Identify everyday tasks that can be delegated to AI in order to achieve real time savings and productivity gains
• Use Microsoft Copilot effectively within Microsoft 365 tools (Word, Excel, PowerPoint, Outlook, Teams) for writing, analysis, summarization, and content structuring
• Formulate clear and effective prompts to improve the relevance and quality of Copilot’s outputs
• Avoid common pitfalls and apply best practices for reliable and consistent professional use
• Leverage advanced Copilot features, including agents, to move toward more structured and scalable use cases
• Deploy concrete, immediately applicable use cases within their work environment

1. Introduction to Generative AI

Objective: establish solid foundations and align all participants.

This first part aims to clearly explain what generative AI is, how it works, and how it differs from traditional tools. The goal is to demystify the topic without unnecessary technical complexity, while comparing Microsoft Copilot with other tools such as ChatGPT or Gemini. Strengths, limitations, and best practices in a professional context will also be addressed.

. Identifying What Can Be Delegated to AI

Objective: move beyond the “gadget” effect and achieve real time savings.

This section focuses on identifying concrete tasks that employees can delegate to generative AI in their daily work. Participants will explore what works well and what does not with Copilot, as well as how to prioritize use cases to focus on areas with the highest added value, supported by real business examples.

. Core Features of Microsoft Copilot for Microsoft 365

Objective: understand where and how Copilot integrates into the Microsoft 365 ecosystem.

This session provides a practical overview of Copilot’s integration points within Microsoft 365. Participants will learn how to use Copilot in Word for writing and summarization, in Excel for data analysis and insights, and in PowerPoint to structure and generate presentations. Special attention will be given to interacting with Copilot directly within the Microsoft 365 environment.

. Prompting & Best Practices

Objective: learn how to “talk” to AI to achieve better results.

This part focuses on prompting best practices. Participants will learn how to formulate clear, structured, and actionable requests to improve the quality and relevance of Copilot’s outputs. Practical examples will be shared, along with common mistakes to avoid in order to save time and ensure useful results.

. Advanced Features

Objective: go further for teams looking to scale and industrialize usage.

This final section explores advanced Microsoft Copilot features, including agents. It covers creating custom agents, using research and analysis agents, and advanced use cases designed to structure and scale AI usage within the organization.

Practical and interactive approach combining targeted theoretical input, live demonstrations, and hands-on exercises. Participants work on real business use cases within Microsoft 365 to ensure immediate and operational application.

A certificate of attendance and an attendance sheet will be provided to support the preparation of the government co-financing application.