Microsoft 365 Copilot in Practice: Build Your Own AI Productivity Partner
Live Online | Practical and Interactive | 3.5-Hour Workshop with Agents, Analyst and Notebooks
Move beyond asking Copilot questions. Learn how to build AI-powered workflows that work for you.
This hands-on workshop shows you how to get substantially more value from Microsoft 365 Copilot by applying it to real business tasks and workflows.
You will work through realistic business scenarios from start to finish, learning how to use effective prompting, build agents for recurring tasks, use the Analyst agent to turn data into meaningful business insights, and bring information from multiple sources together in Copilot Notebooks.
Rather than simply exploring what Copilot can do, you will practise using its capabilities to solve everyday business problems, from analysing data and preparing executive summaries to organising complex information and streamlining repetitive tasks.
No technical background is required.
A full MS Copilot license is required to attend this training.
This session is for professionals who have access to Microsoft 365 Copilot and want to move beyond occasional use to getting consistent, meaningful value from it in their daily work.
It is particularly well suited to:
- Managers and team leaders who need to turn data and documents into clear summaries and decisions quickly.
- Operations, programme and business analysts who spend significant time preparing reports, updates and analysis.
- Finance, HR, sales, marketing and other functional specialists who want to reduce repetitive manual work.
- Executive assistants and business support professionals who coordinate information across teams and want to streamline recurring tasks.
- Professionals who are unsure how far Copilot can support their role and want practical experience using it to solve genuine workplace challenges.
No technical background is required.
By the end of the workshop, participants will be able to:
- Use Microsoft 365 Copilot more effectively through stronger prompting and practical workflows
- Turn data and information into useful insights using Copilot Analyst
- Build and apply Copilot agents to support recurring tasks and streamline everyday workflows
- Organise and work with complex information using Copilot Notebooks
- Identify practical opportunities to use Copilot to save time, improve consistency and support better business decisions
1. Turn Data into Decisions
- Apply effective prompting techniques to business data and documents
- Analyse datasets with the Analyst agent to uncover meaningful insights
- Transform raw and unstructured information into structured analysis
- Generate clear, executive-ready summaries from complex information
2. Build Agents That Work for You
- Identify tasks and workflows that can be supported by Copilot agents
- Build agents to handle specific business needs and recurring tasks
- Turn manual processes into guided, repeatable workflows
- Configure agents to provide consistent support for everyday activities
3. Bring Your Knowledge Together with Copilot Notebooks
- Bring information from multiple sources into a single workspace
- Organise documents and content around a specific topic or project
- Summarise large volumes of information quickly
- Connect related information to uncover relevant insights
Sunny Sangha - With 20 years of professional experience spanning technology, foreign exchange, retail, software and finance, Sunny brings extensive practical expertise in Agile transformation, technology adoption, AI and organisational change.
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