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Microsoft Copilot Overview for IT Professionals

  • Course Code M55616A
  • Duration 1 day

Course Delivery

Company Event Price

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Course Delivery

This course is available in the following formats:

  • Company Event

    Event at company

  • Public Classroom

    Traditional Classroom Learning

  • Virtual Learning

    Learning that is virtual

Request this course in a different delivery format.

Course Overview

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This one day course focuses on the core concepts of Microsoft Copilot, its benefits and methods to leverage and manage the technologies in organisations.

 

Updated July 2026

Company Events

These events can be delivered exclusively for your company at our locations or yours, specifically for your delegates and your needs. The Company Events can be tailored or standard course deliveries.

Course Schedule

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Target Audience

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This course is intended for anyone who is looking at deploying Copilot in their organisation and would like to start by gaining a better understanding of what is on offer and the different components available within the Copilot suite.

Course Objectives

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By actively participating in this course, you will learn about the following:

  • What is Copilot?
  • Using Copilot in Microsoft Edge and Windows 11
  • Using Copilot in Microsoft 365 Applications
  • Using Copilot in Microsoft 365 Dynamics 

Course Content

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Lesson 1: What is Copilot?

  • History of AI
  • What is Microsoft Copilot?
  • How Does Microsoft Copilot Work?
  • Vocabulary
  • Key components of Microsoft Copilot
  • How Does Microsoft 365 Copilot Work?
  • Semantic Index
  • What Copilots exist?


Lesson 2: Copilot in Microsoft Edge & Windows 11

  • Copilot in Edge
  • Manage Bing Chat Enterprise within Copilot in Edge
  • Enable Windows Copilot in Windows 11
  • Copilot in Windows
  • Interact with Copilot in Windows
  • Chatting with Copilot in Windows
  • How Copilot in Windows can help you be more efficient
  • Manage Windows 11 Copilot


Lesson 3: Copilot in Microsoft 365

  • The Microsoft 365 Copilot System: Enterprise-ready AI
  • Get ready for Microsoft 365 Copilot – Prerequisites
  • Prepare your data for Copilot searches
  • Data governance considerations
  • Microsoft 365 Copilot Licences
  • How does Microsoft 365 Copilot help me?
  • Microsoft’s commitment to responsible and ethical AI


Lesson 4: Copilot in Microsoft 365 Apps for Enterprise

  • Copilot in Microsoft 365 Apps for Enterprise
  • Compose and summarize documents with Copilot in Word
  • Summarize and draft emails with Copilot in Outlook
  • Design captivating presentations with Copilot in PowerPoint
  • Analyze and transform data with Copilot in Excel
  • Elevate productivity with Copilot in Team
  • Copilot in Loop
  • Expand functionality with Microsoft 365 Chat


Lesson 5: Optimize and Extend Microsoft 365 Copilot

  • Review best practices for using Microsoft 365 Copilot
  • Prompting Advice
  • Understanding Copilot’s Limitations
  • Extend Microsoft 365 Copilot with plugin
  • Explore Microsoft Graph connectors
  • Extend Copilot for your scenario


Lesson 6: Copilot for Dynamics 365

  • Microsoft Sales Copilot
  • Sales Copilot Architecture Overview
  • Sales Copilot User Experience
  • Copilot for Customer Service


Lesson 7: Other Copilots

  • Security Copilot
  • Copilot Studio
  • Copilot for Power BI
  • Github Copilot

Course Prerequisites

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Candidates should have experience using Microsoft 365 applications and a general understanding of Microsoft Copilot concepts.

Test Certification

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None

Follow on Courses

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