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Microsoft Copilot for Business Productivity

Digital Innovation and Transformation 0 live dates

UPCOMING SEMINAR Contact us Get up to 50% Discount for Group Participants.

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UPCOMING SEMINAR €1,850.- Get up to 50% Discount for Group Participants.

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Date Dates on request

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Venue and date

Venue on request

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Seminar content

What you will learn

Why Attend

Microsoft Copilot is reshaping how professionals work with documents, email, meetings, presentations, spreadsheets, and organizational information. The greatest productivity gains come from knowing which tasks are suitable for AI assistance, how to communicate requirements effectively, and how to review Copilot-generated outputs before they influence business decisions.

This Microsoft Copilot for Business Productivity course focuses on practical workplace applications across Microsoft 365. Participants learn how to use Copilot capabilities in Word, Excel, PowerPoint, Outlook, and Teams, while developing effective prompting techniques and AI-assisted workflows for research, communication, meetings, reporting, analysis, and content creation. The programme also addresses data protection, permissions, accuracy, responsible AI use, and methods for measuring productivity improvements.

Professional Problems This Course Is Designed to Solve

Time-consuming document creation: Reducing the effort required to draft, summarize, restructure, and refine reports, proposals, policies, and other business documents.
Email and communication overload: Using Copilot to summarize conversations, prepare responses, organize information, and identify important actions more efficiently.
Inefficient meetings: Improving meeting preparation, capturing discussions, identifying decisions, and turning meeting information into follow-up actions.
Slow presentation development: Converting business information and source material into structured presentations while maintaining human control over the final message.
Difficulty extracting value from business data: Supporting analysis and interpretation of spreadsheet information to identify patterns, comparisons, and performance issues.
Inconsistent AI results: Improving Copilot outputs through better prompting, contextual instructions, iterative refinement, and human verification.
AI governance and information risks: Managing permissions, sensitive information, inaccurate outputs, overreliance, and responsible use of AI within Microsoft 365 environments.

Course Methodology

The programme combines instructor demonstrations, guided Microsoft Copilot exercises, business scenarios, prompt workshops, document and spreadsheet activities, meeting simulations, and workflow redesign exercises. Participants work through realistic Microsoft 365 tasks and learn how to integrate Copilot into everyday business processes while maintaining appropriate human review and information controls.

Course Objectives

By the end of this course, participants will be able to:

Understand how Microsoft Copilot supports business productivity across Microsoft 365
Develop effective prompts for professional tasks and workplace scenarios
Use Copilot in Word to draft, summarize, restructure, and improve business documents
Apply Copilot capabilities in Excel to support data exploration and business analysis
Use Copilot in PowerPoint to accelerate presentation development and refinement
Improve email, meeting, and collaboration workflows using Outlook and Teams
Design reusable AI-assisted workflows for recurring business activities
Evaluate Copilot-generated content for accuracy, relevance, and completeness
Apply responsible AI, data protection, and information governance principles
Measure productivity improvements and identify high-value Copilot use cases

Target Audience

This course is suitable for:

Managers and team leaders
Executive and administrative professionals
Business analysts and reporting professionals
Finance and commercial teams
Human resources professionals
Marketing and communications teams
Project and operations professionals
Microsoft 365 users seeking to improve productivity with Copilot

Target Competencies

Participants will develop competencies in:

Microsoft Copilot
Microsoft 365 productivity
AI prompting
AI-assisted document creation
Business data analysis
Presentation development
Email and meeting productivity
Workflow optimization
Responsible AI use
Human-AI collaboration

Benefits

Why attend this seminar

Build current, practical knowledge in digital innovation and transformation.
Translate the course ideas into actions you can use immediately at work.
Review real schedule options across 13 venues and live dates.
Connect course detail, venue, and category routes in one workflow.

Methodology

How the course is delivered

Structured seminar input and guided discussion.
Applied examples using current business situations.
Focused explanations based on the stored overview and outline.
Clear next steps for implementation after the course.

Target audience

Who this is for

Professionals responsible for digital innovation and transformation.
Managers, specialists, and team leads who need applied skills.
Participants looking for a focused route into Microsoft Copilot for Business Productivity.

Seminar details

Detailed outline

Day 1: Microsoft Copilot, Prompting and AI-Assisted Workflows

Understanding Microsoft Copilot and its role within the Microsoft 365 work environment
Identifying suitable Copilot use cases across documents, communication, meetings, presentations, and business analysis
Understanding how organizational content, context, and user permissions affect Copilot responses
Structuring effective prompts using goals, context, source information, audience, constraints, and expected outputs
Improving responses through follow-up prompts, refinement, verification, and human judgment
Practical exercise: Mapping recurring workplace activities and identifying opportunities for Copilot-assisted productivity

Day 2: Copilot in Word and PowerPoint for Business Content

Using Copilot in Word to draft reports, proposals, briefing documents, policies, and professional correspondence
Summarizing lengthy documents and extracting decisions, risks, actions, and important business information
Rewriting and restructuring content for different audiences, purposes, formats, and levels of detail
Using Copilot in PowerPoint to support presentation creation from prompts and available source material
Refining presentation structure, messaging, slide content, and executive-level communication
Practical workshop: Transforming business source material into an executive document and management presentation

Day 3: Copilot in Excel for Business Analysis and Decision Support

Preparing business data for effective analysis and understanding the importance of structured, reliable information
Using Copilot capabilities to explore spreadsheet data and support analytical questions
Identifying trends, patterns, exceptions, relationships, and performance differences in business datasets
Supporting formula development, calculations, summaries, and interpretation while validating analytical outputs
Applying Copilot-assisted analysis to finance, sales, operations, performance, and management reporting scenarios
Case study: Analyzing business performance data and converting findings into management insights and recommended actions

Day 4: Copilot in Outlook and Teams for Communication and Meetings

Using Copilot to support email summarization, response preparation, and professional communication in Outlook
Extracting important information, commitments, questions, and follow-up requirements from communication threads
Using Copilot capabilities in Teams to support meeting preparation, discussion review, and follow-up activities
Identifying decisions, responsibilities, unresolved questions, and action items from meeting information
Converting meetings and communications into structured tasks, summaries, briefings, and stakeholder updates
Practical scenario: Managing a complex project communication cycle using Copilot-assisted email and meeting workflows

Day 5: Copilot Adoption, Responsible AI and Business Productivity

Designing repeatable Copilot workflows for recurring individual and team responsibilities
Identifying high-value opportunities for AI-assisted productivity across different business functions
Understanding permissions, information access, confidentiality, and organizational data considerations when using Copilot
Managing risks related to inaccurate content, unsupported conclusions, sensitive information, and excessive reliance on AI
Measuring Copilot value through time savings, work quality, consistency, adoption, and process improvement indicators
Capstone exercise: Developing a Microsoft Copilot Business Productivity Plan covering priority use cases, prompts, workflows, controls, and measurable outcomes

Dates and locations

Available seminar dates

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Course certificate

Certificate awarded on completion

Every participant who completes this seminar receives a professional course certificate from INFORAMTECH.

Participants receive an INFORAMTECH certificate for completing Microsoft Copilot for Business Productivity.
The certificate recognises attendance and successful participation in the seminar.
It can support professional development records within digital innovation and transformation and related functions.

Verify a certificate

Information about

Frequently asked questions

When is my seat confirmed?

Your seat is confirmed once full payment has been received.

Do you offer group discounts?

Yes, we offer the following discounts for group bookings:

2 participants: 20% discount
3 participants: 35% discount
5 or more participants: 50% discount

Can discounts be combined with other offers?

No, discounts cannot be combined unless explicitly stated.

What payment methods do you accept?

We accept bank transfers, credit/debit cards, and selected online payment methods.

When do I need to pay?

Full payment must be completed before the course start date to secure your participation.

Is VAT included in the course fee?

VAT treatment depends on your location and status:

EU Companies (with valid VAT number): VAT may be reverse charged (0%)
EU Individuals (without VAT number): VAT is applicable based on local regulations
Non-EU Participants: VAT is generally not applicable (0%)

Can I get a VAT invoice?

Yes, all participants receive an official invoice. EU companies must provide a valid VAT number.

Can I cancel my registration?

Yes, cancellations must be submitted in writing.

What is your refund policy?

More than 14 days before the course: Full refund
7-14 days before the course: 50% refund
Less than 7 days before the course: No refund

Can I transfer my seat to another person?

Yes, substitutions are allowed at no extra cost if requested before the course start date.

What happens if the course is postponed or canceled?

We reserve the right to reschedule or cancel a course due to unforeseen circumstances. In such cases, you may:

Transfer to another date
Receive full refund

Will I receive a certificate?

Yes, all participants will receive a certificate of completion after attending the course.

Is attendance mandatory?

Yes, full attendance is required to receive certification.

Are your courses online or in-person?

We offer both in-person and virtual (live online) training options.

Will course materials be provided?

Yes, all participants receive training materials in digital format.

Are travel and accommodation included?

No, participants are responsible for their own travel and accommodation unless otherwise stated.

Can you deliver customized or in-house training?

Yes, we offer tailored training programs based on your organization's needs.

How can I contact you for support?

You can reach us via email info@inforamtech.uk or through our contact form. Our team will respond promptly.

Testimonials

“

The structure of Microsoft Copilot for Business Productivity made the topic practical and easy to apply immediately.

Course participant

Digital Innovation and Transformation

“

The venue and date options made planning the right session straightforward.

Seminar attendee

Venue on request

“

Clear content, relevant examples, and useful follow-up topics for the next training step.

Learning manager

Professional development