Working with AI (Microsoft 365 Copilot)

1) Basics & Introduction to Copilot

• Role of Copilot within the Microsoft 365 ecosystem: benefits, limitations, and typical use cases.

• Prompting fundamentals: purpose, context, role, examples – how to write effective prompts.

• First hands-on session: test prompts, evaluate results, and improve iteratively.

2) Copilot in the M365 Apps (Teams, Outlook, Word, Excel, PowerPoint)

• Overview: where Copilot provides support and what it’s best used for in each app.

• Word & PowerPoint: drafts, structure, tone/style, and visual suggestions.

• Excel: understanding data, generating analyses, creating chart suggestions.

• Outlook & Teams: summarizing messages, drafting responses, extracting tasks.

3) Task-Based Usage & M365 Chat

• Writing, summarizing, analyzing, visualizing – best practices for common tasks.

• M365 Chat as a universal assistant: combining files, emails, and chats with context.

• Ten effective standard workflows (e.g., meeting briefings, status reports, proposal drafts, research summaries, to-do lists).

• Achieving reliable results: cite sources, specify steps, communicate boundaries transparently.

4) Collaboration & Team Workflows with Copilot

• Joint editing, task coordination, handovers, and review processes.

• Making meetings more efficient: preparation, live notes, minutes, action items.

• Establishing team standards: naming conventions, file storage, review routines.

• Hands-on activities with individual transfer and application.

5) Responsible AI Use, Data Protection & Quality Assurance

• Do’s & don’ts: confidentiality, copyright, bias, basic compliance rules.

• Fact-checking & source handling: validate, cite correctly, identify gaps.

• End-user data privacy: sharing permissions, links, external guests.

• Team quality routines: prompt libraries, feedback loops, quality criteria.

6) Productivity Boosters & Personal Work Organization

• Outlook flow: prioritizing, summarizing, drafting replies, and follow-ups.

• Teams meetings: agenda prompts, live transcripts, Planner/To Do integration.

• Document workflows: first drafts and structure in Word/PowerPoint; fast checks in Excel.

• M365 Chat as command center: cross-app queries, task creation, smart summaries

With this seminar, you will create the basis for using Copilot in a targeted and safe manner in your day-to-day work. You will achieve noticeable time savings, increase the quality of your results and make your workflow reliably reproducible with clear routines.

• Immediate applicability thanks to a real training environment with personal Copilot access
• Increase productivity through intelligent automation and smart text and data processing
• Improved teamwork through AI-supported collaboration
• Sustainable efficiency gains through proven application examples and best practices
• Competent use of AI-supported tools as a future-oriented additional qualification

The course is based on a balanced mix of keynote speeches, demonstrations, interactive exercises and group work. Participants receive step-by-step instructions on how to experiment independently with Copilot and try out different application scenarios directly. Didactically, great emphasis is placed on active learning and practice-orientated teaching - including feedback and question rounds for in-depth discussion. The focus is on case clinics from your work context: short impulses, directly followed by individual application steps and peer feedback. In this way, participants build up a routine in small steps - from initial prompts to more complex workflows across several M365 apps. Optionally, we work with anonymised examples from the participants in order to depict realistic framework conditions (data situation, deadlines, coordination). Micro-exercises, measurable success criteria and short reflection rounds ensure the transfer to everyday life.

This course is aimed at specialists and managers, project managers, Office usersand anyone who works with Microsoft 365 in their day-to-day work and would like to expand their potential by using AI solutions such as Copilot. Previous knowledge of Microsoft 365 is an advantage, but not a prerequisite. Teams that regularly create texts, tables, presentations or emails, research information and coordinate votes in Teams/Outlook will benefit in particular. The seminar is aimed at beginners through to advanced users: we start with a solid Prompt foundation and lead specifically to advanced use cases - without prior admin knowledge. On request, we can include industry-specific examples (e.g. sales, project management, assistance, HR) so that all participants have customised "aha" experiences.

Would you like to offer the Working with AI (Microsoft 365 Copilot) seminar as an in-house training at your company?
Absolutely! We are happy to prepare a customized offer tailored to your content focus, time frame, and specific needs.
Please feel free to send your inquiry to: [email protected]