New course · 2026

M365 Copilot AI Skills

Use Microsoft Copilot confidently, safely, and effectively across everyday work inside Microsoft 365. Practical, hands-on, and designed for immediate application.
FORMAT
Tech check + half-day live workshop + 1-hour hackathon
AUDIENCE
Microsoft 365 users across all roles
DELIVERY
Live online · UK/IRE times
REQUIRES
Microsoft 365 Copilot license (business or enterprise)

€ 600 

per person.
inc. hackathon
Tech check
Optional · 1 week before
27 July
Session 1
3 August
Session 2
Hackathon
10 August
Secure your spot
Payments powered by Stripe

What you'll learn

This course shows you how to use Microsoft Copilot confidently, safely, and effectively across everyday work inside Microsoft 365: in Word, Excel, PowerPoint, Outlook, Teams and Copilot Chat.

You will move from "I've tried it a bit" to confident, capable Copilot use, with practical patterns you can repeat across your working week.

  • Use Copilot in your core M365 apps to save time across emails, meetings, documents, and reporting
  • Reduce overload by letting Copilot summarise, organise, and create strong first drafts
  • Use Copilot Chat to answer questions using your organisation's content
  • Understand what Copilot can and cannot see, and how permissions affect results
  • Build and reuse simple Copilot Agents for consistent, repeatable outputs

Microsoft 365 users who want to get real value from Copilot, not just dabble with it. No technical background required.

Knowledge workers
You spend significant time in Outlook, Teams, Word and Excel. This course shows you how Copilot can cut the repetitive work and improve the quality of your outputs.
Team and department leads
You want your team to use Copilot consistently and effectively. This course gives you the fluency to lead adoption and identify the highest-value use cases for your context.
IT and AI adoption leads
You're rolling out Copilot across your organisation and need a course that moves people from licence holders to confident users — fast.

Course structure

Pre-course ·  27 July
Tech check

Delivered as a live half-day session with a bonus hackathon one week later. Hands-on throughout with live demos, guided exercises, and practical examples drawn from real roles and scenarios.

Module 1: Email and meetings with Copilot ·3 August
Reduce reading time and improve response quality
  • Summarise long or complex email threads to extract decisions and actions
  • Review inbox content by topic, by person, or across a time period
  • Identify what genuinely needs a response
  • Draft clear, professional emails while keeping control of tone and content

The focus is on spending less time reading and more time acting.

Module 2: Working smarter with data in Excel · 3 August
Ask questions instead of writing formulas
  • Ask plain‑English questions of Excel data
  • Add calculated columns, flags and categories using Copilot
  • Identify trends, comparisons and outliers
  • Create tables and charts directly from prompts
  • Analyse across multiple Excel files using Copilot Chat

Both in‑file analysis and cross‑file analysis are covered.

No items found.
Module 3: Documents and presentations · 3 August
Create and improve content faster
  • Draft structured documents in Word from a clear brief
  • Rewrite and improve existing content
  • Control tone, structure and level of detail
  • Create PowerPoint decks from prompts or existing documents
  • Improve existing slide decks using Claude for editorial refinement

Clear guidance is given on when to use Copilot and when Claude is the better tool.

Module 4: Copilot Chat as a knowledge tool · 3 August
Ask questions across your organisation’s content
  • Use Copilot Chat to analyse across files and datasets
  • Reference documents and spreadsheets directly
  • Ask business questions that span teams or time periods
  • Produce short management summaries from complex material

This is where Copilot moves beyond task support into decision support.

No items found.
No items found.
Bonus Session
Copilot hackathon 10 August
Included in price
One week after the course, bring your own projects and we'll help turn them into simple, repeatable workflows. Fix and improve your workflows, turn recurring chores into templates, and see how colleagues in different roles are working. You'll leave with one task fully set up and a library of your own prompts — tailored to the way you and your team actually work.

What They're Saying...

Go further with the AI Institute
Our team builds automations. Your team runs them.
Agent Build
This course is where it starts, not where it ends. For those who are ready to go further, the AI Institute works directly with estate agency teams to build automations  - listing workflows, tenant screening pipelines, client communication sequences  - and hands them back through targeted training so your team can run and maintain them without depending on outside support.

About the instructor

Beau Warren

Microsoft Copilot specialist

Beau Warren leads IT and AI adoption at The Panel since 2022 and has worked with the AI Institute since 2024 to bring practical AI skills to professionals. Beau is known for sharing real-world ways to use AI that people can put to work straight away.

Frequently asked questions
Which Copilot licence do I need?
You need Copilot for Microsoft 365 (or Copilot Pro for personal accounts). We'll confirm your licence during the optional tech check one week before the course.
Do I need any technical background?
None at all. This course is specifically designed for working professionals who want practical AI skills without needing a technical background.
Will sessions be recorded?
Yes. All live sessions are recorded and available to access for 90 days after the course finishes, so you can revisit any section at your own pace.
What's included in the course materials?
All course materials — including video recordings, presentation decks, and workbooks — are available online and yours to access for a full 90 days after the course finishes.
What if our organisation uses Microsoft 365 but hasn't deployed Copilot yet?
Contact us before booking. We can advise on whether this course is the right fit and what steps you'd need to take to be ready.

M365 Copilot

Two sessions. One project. Outputs you'll actually use at work.
Tech check ·
27 July
Session 1 ·
3 August
Session 2 ·
Hackathon ·
10 August
Secure your spot
Payments powered by Stripe