Maximise Your Productivity with Copilot for Microsoft 365

Copilot is a secure AI assistant in Microsoft 365. It can help you speed up many of your day-to-day tasks at work. For example, Copilot can help you to write emails, create formulas, and produce beautiful presentations.

By the end of this course, you will learn what is possible with Copilot in Outlook, Microsoft Teams, Excel, Word and PowerPoint. We will give you tips of where it works best and where it doesn’t, based on our own experiences at Happy and from best practice.

Course Overview

Learn how to get more done with AI-powered support in Microsoft 365. Explore how Copilot can help you save time, enhance communication and work smarter — all within the tools you already use every day. For example, you will learn how Copilot can write an email, create a PowerPoint presentation, edit a Word document, analyse an Excel workbook, and collaborate with your colleagues in Teams. You will also learn how to customise Copilot’s features.

Why take this course?

  • Understand what Copilot is and how it fits into your workflow
  • Learn how to use Copilot in Word, Excel, Outlook, Teams and more
  • Discover how AI can help speed up everyday tasks
  • Reduce time spent on admin, data analysis and writing

Who is this course for?

Anyone who uses Microsoft 365 and wants to work more efficiently using Copilot’s AI-powered assistance — including team members, managers and admins.

Course requirements

To make the most of Copilot’s full capabilities, you should check that your organisation has allocated a full (paid) Copilot licence to your Microsoft 365 account before you attend the course.

If you don’t have a full license, we will cover the limited features of the free version too: attending this course may then help you decide if you could benefit from purchasing one in future, or if the free version is sufficient to help you improve your productivity.

If you would prefer a shorter session about what Copilot can offer, we also offer a one-hour introduction, Microsoft Copilot: A Brief Overview.

Duration

1 day

Classroom size

8 approx.

Location

Online or Classroom

Certificate

1 Certification

Experience

Intermediate

What you will learn

  • What Copilot is and how it integrates with Microsoft 365
  • Using Copilot in Word to draft and refine content
  • Using Copilot in Excel for analysis and data summaries
  • Managing inboxes and writing clearer emails with Copilot in Outlook
  • Getting meeting insights and action points from Teams
  • Best practices for prompting Copilot effectively

How much does it cost?

Option 1

Standard

Standard course rate

£315

per person (+VAT)

Option 2

Public Sector

Discounted rate for public sector organisations, eg. councils

£265

per person (+VAT)

Option 3

Charity

Charities with 31+ staff

£210

per person (+VAT)

Group Training

If you have three or more learners, We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy’s HQ in Aldgate, Central London.

Course Timetable

This course will be taught in the latest version of the software. We can train this in older versions if needed – please get in touch for more information and availability.

Introduction to Microsoft (365) Copilot

  • Overview of Copilot: Understanding what Copilot is and its capabilities
  • Accessing Copilot
  • Introduction to how Copilot integrates with Microsoft 365 applications (Excel, Word, PowerPoint, Outlook and Teams)
  • Best practices for using Copilot

Outlook

  • Email composition
  • Inbox management
  • Calendar assistance

Teams

  • Catch up on meetings
  • Summarise message threads
  • Chat assistance

Excel

  • Perform and generate formula suggestions
  • Data analysis, using existing Copilot prompts or creating your own
  • Data visualisation, using charts or Pivot Tables

Word

  • Writing assistance
  • Asking questions about your document
  • Generating content

PowerPoint

  • Creating and formatting slides
  • Guidance for speeches and talks
  • Collaborative editing

Book now

Live Online Learning There are currently no upcoming public course dates available. Please email our team on hello@happy.co.uk and register your interest for this course. We'll let you know as soon as a date is available.

Please note that your booking is not secured until you checkout. All prices listed in the shopping cart are excluding VAT.

If you are booking at a discounted rate (for example, if you are from a charity), you will see this on the final stage of the shopping cart after you have set up your account or logged in. Discount codes can also be added on this final page.

Testimonials From Happy Learners

Looking for Private Group Training?

If you have three or more learners, a private group training could be cheaper.

We can tailor the content to your team, and host the training remotely, at your workplace or here at Happy’s HQ in Aldgate, Central London.

The Happy guarantee

We want everyone to go away from our courses feeling as though they have learnt useful, practical skills that they can use straight away when they go back to work.

If you don’t feel that your training has been useful or if you are unhappy in any way, please get in touch with our Customer Services team within 30 days of the course.

We will be happy to offer you additional support and training free of charge to help you to gain the skills you need, or if you’d prefer, a full refund.

Why Choose happy?

Because Happiness Works

Joy leads to success, every time,

Expert-Led & Hands-On

Our award-winning training isn’t just theoretical. It’s packed with practical tools you can use straight away.

B Corp Certified & Proud

We don’t just talk about impact — we live it. As a B Corp, we’re committed to making workplaces better for everyone.

Classroom or live online learning available

Both available for public and private dates.

The small print

For Live Online Interactive Learning sessions (webinars)

The course will run remotely for a full day consisting of three 90-minute live online sessions with independent work in between. 

All learners will need to install Zoom on their machines. Full technical requirements are on the Zoom website. Your link will be included in your joining instructions once you have booked your place — if you haven’t received this email then please contact our team.

Learners should log into the session 10 minutes before the start time to ensure that they have downloaded and set up Zoom correctly. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. Unfortunately you will be asked to leave and attend a different day if you arrive more than 15 minutes late for online sessions, and more than 30 minutes late for classroom sessions.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

For classroom sessions

All public classroom sessions take place at Happy’s HQ in London at Robert Dolan House, 9 Alie Street, London E1 8DE. Please see our Contact Us page for full directions and a PDF map.

The course will run from 10am to 4:45pm (lunch is served 1pm to 1:45pm — we offer a choice of 3 cold bowl dishes). Please be careful to arrive by 9:45am for registration and refreshments. The course will start precisely on time and it may not be possible to go back over material missed by late arrivals. If you arrive over 30 minutes late you may be asked to leave and attend another day.

Please ensure you read our Terms and Conditions before booking for our payment terms and cancellation policy.

FAQs

What if I have a Mac?

If you are a Mac user, please let us know when booking. If the course is held in the classroom at Happy, the training is held on PCs so we recommend that you bring your Macbook with you (we are not able to provide an additional monitor). For online training, please let us know when booking and you can use your Mac as normal. We provide a PDF with shortcuts for Mac users and your trainer will refer to this throughout the training.