Home / Non-Accredited / Artificial Intelligence & Copilot / Microsoft Copilot for Productivity (1 day)
Quick Look Course Summary:Microsoft Copilot for Productivity (1 day)
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Length: 1 day(s)
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Price (at your venue): 1 Person R 5,654 EX VAT 3 Person R 3,982 EX VAT 10 Person R 2,940 EX VAT
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Certification Type:Non-Accredited
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Locations & Venues: Off-site or in-house. We train in all major city centres throughout South Africa.
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Microsoft Copilot for Productivity (1 day)
Staff use Copilot in the Microsoft 365 apps they already work in all day, and check its output before anything goes out.
Many South African organisations now pay for Microsoft 365 Copilot, yet most staff use it for little more than the occasional email. The licence is in place; the habits are not. This one-day Microsoft Copilot training takes delegates through Copilot in Word, Excel, Outlook, Teams and PowerPoint on the kind of work they do every day, so the time savings show up in the first week rather than the first year.
The day moves app by app. Delegates draft and rewrite documents in Word, explore a data table and get formula help in Excel, summarise long threads and draft replies in Outlook, capture meeting recaps and action items in Teams, and build a first-draft deck in PowerPoint. Between the apps they learn a simple prompt structure and use Copilot Chat to pull together information from files, emails and meetings.
The day ends with the rules that keep Copilot use safe: checking output against the source, protecting confidential and personal information under POPIA, and knowing what Copilot can see in your organisation's data. Delegates practise on their own work accounts, so they learn on the features your licences include.
Why this course
For your organisation
- More daily value from Microsoft 365 Copilot licences you already pay for
- Faster turnaround on documents, email replies, meeting follow-ups and decks
- Fewer manual slips in Excel reports and management packs
- Consistent house style across Copilot-assisted documents and slides
- Staff who check AI output and protect confidential data before sending
For your delegates
- Hands-on practice in each Microsoft 365 app, on your own account
- One prompt structure that works across Word, Excel, Outlook, Teams and PowerPoint
- Inbox and meeting routines that save time from the next morning
- A checklist for reviewing Copilot's output before it leaves your desk
What delegates will be able to do
- Explain what Microsoft Copilot is, where it appears in Microsoft 365 and what it can see
- Draft, rewrite and summarise Word documents, adjusting tone and length to a brief
- Ask questions of an Excel table and have formulas suggested and explained
- Summarise long Outlook threads and draft clear replies in your own voice
- Capture Teams meeting recaps, decisions and action items, and turn them into follow-ups
- Generate a first-draft PowerPoint deck from a Word document, then restructure it
- Write precise prompts that return specific, usable output
- Check Copilot's output and keep confidential and personal information protected
Who should attend
Anyone who works in Microsoft 365 and wants to get real use out of Copilot in Word, Excel, Outlook, Teams and PowerPoint: administrators, personal assistants, analysts, professionals, team leaders and managers in any department. It suits all levels and needs no previous AI experience. It works best for organisations that have Microsoft 365 Copilot licences in place or are rolling them out.
Course outline
Day 1 – Copilot across Microsoft 365
Getting started with Copilot
- What Microsoft Copilot is and how it works across Microsoft 365
- Copilot Chat and Copilot inside the apps: what each one does
- What Copilot can see: your files, emails, chats and meetings, within your existing permissions
- Which features your organisation's licences switch on
- A simple prompt structure: goal, context, source and format
Copilot in Word
- Drafting a document from a brief or an existing file
- Rewriting for tone, length and plain English
- Summarising a long report into its key points
- Reviewing and editing the draft before it goes out
Copilot in Outlook and Teams
- Summarising a long email thread and drafting a reply
- Checking a draft email for tone and clarity
- Meeting recaps: summary, decisions and action items
- Catching up on chats and meetings you missed
- Turning a recap into follow-up tasks with owners
Copilot in Excel
- Formatting data as a table so Copilot can work with it
- Asking questions about the data in plain language
- Formula suggestions and explanations
- Highlighting totals, trends and outliers
- Checking each answer against the source data
Copilot in PowerPoint
- A first-draft deck from a Word document or a prompt
- Restructuring slides and adding speaker notes
- Summarising a long deck for a busy audience
- Keeping to your organisation's template
Safe use and next steps
- Where Copilot gets it wrong: invented facts, stale data and wrong figures
- Confidential and personal information: POPIA in prompts and outputs
- Oversharing risks: permissions, links and shared files
- A review checklist before anything leaves your desk
- Five tasks to hand to Copilot next week
How it is delivered
One day, 08:30-16:00. In person at your offices anywhere in South Africa, at a BOTI venue, or live online. One delegate or a group of up to 20. Delegates work hands-on on laptops signed in to their own Microsoft 365 work accounts, so they practise on the Copilot features your licences include; laptops can be supplied on request, but delegates still sign in with their work account. Workbook, prompt sheet and review checklist included. We deliver it at your offices in Johannesburg, Pretoria, Durban, Cape Town and anywhere else in South Africa, at a BOTI venue in Johannesburg, or live online for teams in different places.
What our clients say
“The facilitator effectively encouraged participation and used practical examples, discussions and interactive activities to ensure that the concepts were understood and could be applied in the workplace.”
“Business Optimization Training Institute facilitated Microsoft Excel Training for our company. The course was efficiently scheduled and planned around our timetable. We were impressed by the quality of training.”
“The training was very informative and practical, leaving our employees feeling confident in their ability to leverage Excel more effectively.”
Frequently asked questions
Do delegates need a Microsoft 365 Copilot licence?
For the full exercises inside Word, Excel, Outlook, Teams and PowerPoint, yes – each delegate needs a Microsoft 365 Copilot licence on their work account. If your organisation only has Copilot Chat, tell us beforehand: we adapt the exercises and show clearly which features need the paid licence.
Can you run this course at our offices?
Yes. Most Copilot groups are trained at the client's premises anywhere in South Africa, on their own network and accounts. We can also deliver it at a BOTI venue or live online.
How many people can attend?
From one delegate to groups of 20. The price per delegate drops as the group grows – see the price table, or ask us for a quote.
Is it accredited?
No – it is a non-accredited short course, and delegates receive a BOTI certificate of attendance.
Is there a longer version?
Yes. Microsoft Copilot at Work (2 days) covers the same apps on day one and adds a second day on prompting craft, data work in Excel, team workflows, quality control and a responsible-use policy.
Can the exercises use our own documents?
Yes. Send us a few of your team's recurring documents, reports or meeting types (with anything confidential removed) and the facilitator builds the exercises around them.
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