Microsoft Office
Microsoft Copilot and AI Productivity for Microsoft 365
This practical course helps professionals use Microsoft Copilot and AI features across Microsoft 365 to improve writing, email, meetings, analysis, presentations, and daily productivity. Participants learn how to prompt effectively, review AI outputs, protect confidential information, and build repeatable AI-assisted workflows.
Objectives
- Use Copilot and Microsoft 365 AI features for daily workplace tasks.
- Create effective prompts for Word, Outlook, Excel, PowerPoint, and Teams.
- Review AI-generated content for accuracy, tone, privacy, and quality.
- Build reusable workflows for meetings, reports, emails, and presentations.
- Apply practical controls for confidential information and responsible use.
- Improve personal and team productivity with AI-supported routines.
Target audience
- Administrative and office professionals
- Managers, supervisors, and team leaders
- HR, finance, sales, procurement, and operations teams
- Microsoft 365 users who want practical AI productivity skills
- Executive assistants and support teams
Program outline
A clear structure for the learning journey.
Outline points are grouped in one designed block instead of being treated as separate module cards.
01Copilot and Microsoft 365 AI Essentials3 topics
- How Copilot supports Word, Excel, PowerPoint, Outlook, and Teams
- Strengths, limitations, privacy considerations, and review requirements
- Prompting basics for business users
02Writing, Email, and Communication3 topics
- Drafting, rewriting, summarizing, and adapting tone in Word and Outlook
- Creating clear email responses and follow-ups
- Reviewing AI outputs for accuracy and professionalism
03Meetings and Team Collaboration3 topics
- Preparing agendas, summaries, action lists, and decisions
- Using Teams meeting outputs responsibly
- Turning meeting notes into action plans and status updates
04Excel, Data, and Reporting Support3 topics
- Using AI for formula support, analysis ideas, and explanations
- Creating summaries from tables and reports
- Checking assumptions and validating AI-supported analysis
05Presentations and Productivity Workflows3 topics
- Building PowerPoint drafts, speaker notes, and executive summaries
- Reusable prompt libraries for recurring tasks
- Workshop: Designing a personal Copilot productivity system
Materials provided
- ○ Slides used during the sessions
- ○ Group activities and exercises
- ○ Worksheets and templates
- ○ Case studies relevant to the course
- ○ 4D Certificate of Completion issued by 4D Training & Consultancy
- ○ Post-course support for technical queries and guidance
Training Options
Programs can be delivered in-house, online, or in a blended format depending on your team's schedule, location, and learning objectives. When an external certificate or exam is included, certification rules and fees remain under the relevant awarding body's policies, while 4D provides the training and preparation support.
Why choose 4D
At 4D Training & Consultancy, we do not believe in one-size-fits-all training. Each program is tailored around your organization’s goals, industry realities, team maturity, and operational challenges. Our trainers and consultants use practical case studies, interactive exercises, and workplace-focused discussions so participants can apply what they learn immediately.
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