Copilot training

Copilot for Microsoft 365 training

Drafting, summarising, analysing, preparing a meeting: your staff learn to use Microsoft's AI assistant in the tools they already open every day.

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Why train your teams on Copilot?

Copilot only gives good results when it gets good requests. Without a method, people try it once, get a vague answer and go back to their old habits. The training builds the reflexes that save time every day: what to ask, how to phrase it, and how to check what the assistant suggests.

Copilot sees what each user can already see. If sensitive folders are shared too widely, it can bring them up in its answers. Before rollout, we review access rights to your documents with you.

Training programme

The content is tailored to your licences and your line of work. Exercises are based on everyday tasks from your business.

Copilot Chat

Asking the assistant questions, summarising a document, preparing a meeting and, with a Microsoft 365 Copilot licence, finding information in your emails, files and meetings.

Word

Drafting a first version from your notes, rephrasing a passage, summarising a long document or adjusting its tone.

Excel

Analysing a table, getting help with a formula, highlighting trends and creating a chart in plain language.

PowerPoint

Creating a presentation from a Word document, adding a slide, summarising a presentation you have received.

Outlook

Summarising a long thread, preparing a reply, adjusting the tone of a message before sending it.

Teams

Getting a meeting recap, the list of decisions and tasks, or catching up on what was said while you were away.

Writing good requests

Giving context, the goal and the expected format, then refining the answer in a few exchanges rather than starting over.

Using AI with confidence

Knowing what Copilot can access, what not to share with it, and why every answer should be reviewed before it is used.

Prerequisites

No technical skills are required.

  • A Microsoft 365 business account.
  • Access to Copilot: Copilot Chat, included with Microsoft 365, or a Microsoft 365 Copilot licence for the full feature set.
  • Everyday use of Word, Excel, Outlook or Teams.

What we offer

We organise the training around your team and your licences, from a first trial to a company-wide rollout.

  • Remote session on Teams or at your premises
  • Programme tailored to your licences and line of work
  • Hands-on exercises based on your everyday tasks
  • A method for writing effective requests
  • Copilot in Word, Excel, PowerPoint, Outlook and Teams
  • Confidentiality and fact-checking rules
  • Prior review of access rights to your documents
  • Activation and management of your Copilot licences

The training builds on our Microsoft 365 and security services: licences, access rights and data protection are handled by the same team.

Frequently asked questions about Copilot training

Do we need a Copilot licence to take the training?

Not necessarily. Copilot Chat is included with Microsoft 365 business subscriptions and is enough to get started with the assistant. The Microsoft 365 Copilot licence adds access to your emails, files, meetings and chats, and fuller features in each application. Microsoft's offers change often, so we review your licences with you before the training.

Can Copilot access all of the company's data?

No. Copilot only shows content the user is already allowed to view. According to Microsoft, your requests, its answers and the data it accesses are not used to train the AI models behind Copilot. The real risk is overly broad sharing: a folder open to everyone becomes easy to find. That is why we review access rights before rollout.

Are technical skills required?

No. The training is for anyone who uses Microsoft 365 every day. It starts from their usual tasks, not from the technology.

Can Copilot make mistakes?

Yes. Its answers are often accurate and well written, which makes errors all the harder to spot. The training teaches staff to check figures, sources and names, and to keep the final decision, especially for legal, medical or financial content.

Is the training adapted to our business?

Yes. Examples and exercises are based on real tasks from your line of work: letters, quotes, minutes, tracking spreadsheets. A law firm, a medical practice and an industrial SME do not use Copilot in the same way.

Arrange a training session

No commitment. Response within 24h.