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Microsoft 365 Copilot for Advanced Users

Level: Advanced, Intermediate

Master Advanced Microsoft 365 Copilot Skills
Build & Customise AI Agents with Copilot Studio
Automate Business Processes & Intelligent Workflows
Apply Advanced Prompting for Better AI Results
Welsh Government Funding Accepted

Course Overview

Duration: 1 Day (9:30am-4:00pm) Accredited: No Exams: N/A Funding: ReAct Type: Classroom, Onsite, Virtual Company group booking discount available
This full-day course is designed for professionals who already have a basic understanding of Microsoft 365 Copilot and want to explore its more advanced capabilities, automation features and strategic business applications. Building on core Copilot skills, the course focuses on helping learners maximise productivity, improve collaboration and create intelligent workflows [...]

This full-day course is designed for professionals who already have a basic understanding of Microsoft 365 Copilot and want to explore its more advanced capabilities, automation features and strategic business applications. Building on core Copilot skills, the course focuses on helping learners maximise productivity, improve collaboration and create intelligent workflows across Microsoft 365. Delegates will learn advanced prompting techniques, automate routine activities, and leverage AI-powered tools to support decision-making, content creation, and knowledge management. A key focus of the course is using Copilot Studio and AI agents. Learners will explore how to create, customise and deploy AI agents that support specific business processes, improving efficiency and reducing manual effort. The course also covers governance, security, compliance and responsible AI practices, ensuring organisations can adopt AI safely and effectively. Through practical demonstrations, hands-on exercises and real-world business scenarios, delegates will learn how to apply advanced Microsoft 365 Copilot capabilities across Word, Excel, PowerPoint, Outlook and Teams to deliver measurable business value.

Target Audience

  • Existing Microsoft 365 Copilot users looking to develop more advanced skills
  • Managers and team leaders seeking to improve productivity and collaboration using AI
  • Business professionals responsible for process improvement and automation
  • IT professionals supporting Microsoft 365 Copilot deployment and adoption
  • Project managers, operational teams and business analysts looking to streamline workflows
  • Professionals interested in building and managing AI agents using Copilot Studio

By the End of This Course, You Will Be Able To:

  • Understand the advanced capabilities and limitations of Microsoft 365 Copilot
  • Apply advanced prompting techniques to generate more accurate and useful results
  • Build, customise and deploy AI agents using Copilot Studio
  • Automate routine business processes and workflows across Microsoft 365 applications
  • Use Copilot to improve collaboration, communication and productivity
  • Leverage advanced features within Word, Excel, PowerPoint, Outlook and Teams
  • Implement best practices for governance, security and responsible AI usage
  • Identify opportunities to scale AI adoption across teams and organisations
  • Create practical AI-powered solutions that deliver measurable business value
This full-day course is designed for professionals who already have a basic understanding of Microsoft 365 Copilot and want to explore its more advanced capabilities, automation features and strategic business applications. Building on core Copilot skills, the course focuses on helping learners maximise productivity, improve collaboration and create intelligent workflows [...]

This full-day course is designed for professionals who already have a basic understanding of Microsoft 365 Copilot and want to explore its more advanced capabilities, automation features and strategic business applications. Building on core Copilot skills, the course focuses on helping learners maximise productivity, improve collaboration and create intelligent workflows across Microsoft 365. Delegates will learn advanced prompting techniques, automate routine activities, and leverage AI-powered tools to support decision-making, content creation, and knowledge management. A key focus of the course is using Copilot Studio and AI agents. Learners will explore how to create, customise and deploy AI agents that support specific business processes, improving efficiency and reducing manual effort. The course also covers governance, security, compliance and responsible AI practices, ensuring organisations can adopt AI safely and effectively. Through practical demonstrations, hands-on exercises and real-world business scenarios, delegates will learn how to apply advanced Microsoft 365 Copilot capabilities across Word, Excel, PowerPoint, Outlook and Teams to deliver measurable business value.

Target Audience

  • Existing Microsoft 365 Copilot users looking to develop more advanced skills
  • Managers and team leaders seeking to improve productivity and collaboration using AI
  • Business professionals responsible for process improvement and automation
  • IT professionals supporting Microsoft 365 Copilot deployment and adoption
  • Project managers, operational teams and business analysts looking to streamline workflows
  • Professionals interested in building and managing AI agents using Copilot Studio

By the End of This Course, You Will Be Able To:

  • Understand the advanced capabilities and limitations of Microsoft 365 Copilot
  • Apply advanced prompting techniques to generate more accurate and useful results
  • Build, customise and deploy AI agents using Copilot Studio
  • Automate routine business processes and workflows across Microsoft 365 applications
  • Use Copilot to improve collaboration, communication and productivity
  • Leverage advanced features within Word, Excel, PowerPoint, Outlook and Teams
  • Implement best practices for governance, security and responsible AI usage
  • Identify opportunities to scale AI adoption across teams and organisations
  • Create practical AI-powered solutions that deliver measurable business value

Welcome and Introduction

  • Overview of the day

  • Objectives and what to expect

  • How AI and Copilot are transforming the modern workplace

AI Fundamentals, including Key Terms

  • Key AI concepts: Large Language Models, Machine Learning, Natural Language Processing

  • What is an AI Agent? What is Prompt Engineering?

  • Understanding the differences between general AI tools and specialised Copilot functionality

AI in Business and its Capabilities

  • How AI enhances productivity, creativity, and decision-making

  • Ethical and responsible AI use in organisations

  • AI limitations: biases, risks, and how to manage expectations

Case Studies

  • Real-world examples of Copilot success

Exploring Copilot

  • Demonstration of Copilot

  • Exploration of Copilot Features and integration in Word, Excel, PowerPoint, Teams, and Outlook

Copilot Use Cases

  • Use Cases in Business

    • Document creation, presentation design, email summaries, and data analysis

    • Building agents for specific functions (e.g., HR, Marketing, IT support)

  • Creation of Visuals

    • Best practices for generating photos, social media content, and infographics

Best Practices

  • Best Practices for Using AI

    • Understanding AI capabilities and setting realistic expectations

    • Lessons learned and common pitfalls to avoid

  • Security and Data Privacy

    • Protecting sensitive data, managing compliance, and secure deployments

  • Advanced Techniques for Prompting

    • Persona, context, constraints, and iterative prompting

Integration and Future Planning

  • Implementation Tips

  • Licensing and deployment considerations
  • Future trends in AI and Microsoft 365

Q&A and Wrap-Up

Welcome and Introduction

  • Overview of the day

  • Objectives and what to expect

  • How AI and Copilot are transforming the modern workplace

AI Fundamentals, including Key Terms

  • Key AI concepts: Large Language Models, Machine Learning, Natural Language Processing

  • What is an AI Agent? What is Prompt Engineering?

  • Understanding the differences between general AI tools and specialised Copilot functionality

AI in Business and its Capabilities

  • How AI enhances productivity, creativity, and decision-making

  • Ethical and responsible AI use in organisations

  • AI limitations: biases, risks, and how to manage expectations

Case Studies

  • Real-world examples of Copilot success

Exploring Copilot

  • Demonstration of Copilot

  • Exploration of Copilot Features and integration in Word, Excel, PowerPoint, Teams, and Outlook

Copilot Use Cases

  • Use Cases in Business

    • Document creation, presentation design, email summaries, and data analysis

    • Building agents for specific functions (e.g., HR, Marketing, IT support)

  • Creation of Visuals

    • Best practices for generating photos, social media content, and infographics

Best Practices

  • Best Practices for Using AI

    • Understanding AI capabilities and setting realistic expectations

    • Lessons learned and common pitfalls to avoid

  • Security and Data Privacy

    • Protecting sensitive data, managing compliance, and secure deployments

  • Advanced Techniques for Prompting

    • Persona, context, constraints, and iterative prompting

Integration and Future Planning

  • Implementation Tips

  • Licensing and deployment considerations
  • Future trends in AI and Microsoft 365

Q&A and Wrap-Up

This course has no formal examination or assessment. Instead, learners will develop and demonstrate their skills through a series of practical exercises, hands-on activities and real-world business scenarios completed throughout the training day. Delegates will have the opportunity to apply advanced prompting techniques, build and customise Copilot agents, automate business processes and explore practical use cases across Microsoft 365 applications. These activities are designed to reinforce learning and help participants gain the confidence to apply Microsoft 365 Copilot effectively and responsibly within their organisation.

This course has no formal examination or assessment. Instead, learners will develop and demonstrate their skills through a series of practical exercises, hands-on activities and real-world business scenarios completed throughout the training day. Delegates will have the opportunity to apply advanced prompting techniques, build and customise Copilot agents, automate business processes and explore practical use cases across Microsoft 365 applications. These activities are designed to reinforce learning and help participants gain the confidence to apply Microsoft 365 Copilot effectively and responsibly within their organisation.

  • One day of instructor-led training delivered by NILC’s experienced trainers
  • Comprehensive course materials and presentation slides
  • Course recording and training summary provided after the course (virtual live delivery only)
  • NILC course completion certificate
  • One day of instructor-led training delivered by NILC’s experienced trainers
  • Comprehensive course materials and presentation slides
  • Course recording and training summary provided after the course (virtual live delivery only)
  • NILC course completion certificate
  • A good understanding of Microsoft 365 applications such as Outlook, Teams, Word, Excel and PowerPoint
  • Previous experience using Microsoft 365 Copilot for everyday tasks
  • Familiarity with basic prompting techniques and AI-assisted workflows
  • No coding or development experience is required
  • An interest in applying AI to improve business processes and productivity
  • A good understanding of Microsoft 365 applications such as Outlook, Teams, Word, Excel and PowerPoint
  • Previous experience using Microsoft 365 Copilot for everyday tasks
  • Familiarity with basic prompting techniques and AI-assisted workflows
  • No coding or development experience is required
  • An interest in applying AI to improve business processes and productivity

Who is the Microsoft 365 Copilot for Advanced Users course suitable for?

The course is designed for professionals who already use Microsoft 365 Copilot and want to develop more advanced skills. It is particularly suitable for managers, team leaders, IT professionals, HR, marketing and operations staff who want to use Copilot more strategically within their organisation.

How much Microsoft 365 Copilot experience do I need?

You should already be familiar with the basic capabilities of Microsoft 365 Copilot and have some experience using AI tools in the workplace. The course builds on this knowledge rather than introducing Copilot from the beginning.

What is the difference between the Introduction and Advanced Microsoft 365 Copilot courses?

The Introduction course focuses on the fundamentals of using Microsoft 365 Copilot and is suitable for beginners. The Advanced course goes further into areas such as advanced prompting, AI agents, automation, security, compliance and implementing Copilot across business processes.

View all FAQs

Who is the Microsoft 365 Copilot for Advanced Users course suitable for?

The course is designed for professionals who already use Microsoft 365 Copilot and want to develop more advanced skills. It is particularly suitable for managers, team leaders, IT professionals, HR, marketing and operations staff who want to use Copilot more strategically within their organisation.

How much Microsoft 365 Copilot experience do I need?

You should already be familiar with the basic capabilities of Microsoft 365 Copilot and have some experience using AI tools in the workplace. The course builds on this knowledge rather than introducing Copilot from the beginning.

What is the difference between the Introduction and Advanced Microsoft 365 Copilot courses?

The Introduction course focuses on the fundamentals of using Microsoft 365 Copilot and is suitable for beginners. The Advanced course goes further into areas such as advanced prompting, AI agents, automation, security, compliance and implementing Copilot across business processes.

View all FAQs

Dates & Prices

Upcoming Courses
Live Instructor-Led Virtual
Spaces: Available Start Date: Thu 17 September 2026
£350.00 excl. VAT
Live Instructor-Led Virtual
Spaces: Available Start Date: Thu 15 October 2026
£350.00 excl. VAT
Live Instructor-Led Virtual
Spaces: Available Start Date: Thu 12 November 2026
£350.00 excl. VAT
Live Instructor-Led Virtual
Spaces: Available Start Date: Thu 10 December 2026
£350.00 excl. VAT

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How we deliver our courses

Virtual

Our virtual courses allow you to access live instructor-led training from the same expert instructors that deliver our classroom courses, without leaving the comfort of your home or office. All virtual courses are fully interactive, and learners can communicate with their trainer and peers at any time.

Many of our virtual courses are also recorded, so you can recap over the content you learnt as many time as you wish.

Find out more about Virtual learning

Classroom

Our classroom courses allow you to learn and interact face-to-face with our expert instructors in a comfortable and modern training environment. All of our classroom based courses take place at NILC centers, or high quality training facilities, and include all required IT and physical equipment.

We also limit our class sizes to help promote better discussions and to ensure your learning experience is comfortable as possible.

Find out more about Classroom learning

Onsite

Save time and hassle by arranging for one of our expert instructors to come to you. Our onsite courses allow you to learn in a location of your choosing, and you can train as many or as few people as you want – from a single person or team to whole departments. We can also fully customize the course content to the specific requirements of your business or project.

We offer onsite courses throughout the UK and it can be a great team building opportunity for colleagues to come together, bond and discuss.

Find out more about Onsite learning

Online

Our Online Self Paced courses allow you to learn new skills from our expert instructors, in your own time and at your own pace. Our flexible online learning platform allows you to access content on your computer, tablet or mobile device, whether you’re on the move or at home. All our online courses come with immediate access and you can start learning straight away, from any internet enabled compatible device.

We also offer online email support from our expert instructors, so they’re always on hand and happy to help you with any questions which may arise.

Find out more about Online learning

Why choose NILC for your training?

Award-Winning Training with Industry-Leading Customer Satisfaction

Trusted Training Partner by Colleges, Government Organisations and Businesses

UK-Based Trainers with Real-World Industry Experience

Family-Run Business with Customer Service at Its Core

Rated Excellent on Trustpilot with 950+ Customer Reviews

Our learners rate us 'Excellent' on Trustpilot

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Frequently Asked Questions

The course is designed for professionals who already use Microsoft 365 Copilot and want to develop more advanced skills. It is particularly suitable for managers, team leaders, IT professionals, HR, marketing and operations staff who want to use Copilot more strategically within their organisation.

You should already be familiar with the basic capabilities of Microsoft 365 Copilot and have some experience using AI tools in the workplace. The course builds on this knowledge rather than introducing Copilot from the beginning.

The Introduction course focuses on the fundamentals of using Microsoft 365 Copilot and is suitable for beginners. The Advanced course goes further into areas such as advanced prompting, AI agents, automation, security, compliance and implementing Copilot across business processes.

You will explore advanced prompting techniques, AI agents, automation, and more sophisticated ways to use Copilot across Word, Excel, PowerPoint, Teams, and Outlook. The course also explores how to customise and scale Copilot to meet broader organisational requirements.

Yes. AI agents are an important part of the course. You will explore how to create agents for specific business functions and how to use tools such as Copilot Studio to build and deploy custom AI agents.

Yes. You will learn how to improve your prompts using techniques involving personas, context, constraints and iterative prompting. These techniques can help you produce more relevant and useful outputs from Copilot.

Yes. The course includes practical demonstrations, exercises and business-focused examples. You will explore how Copilot can support document creation, presentations, email management, data analysis, collaboration, and task automation.

Yes. You will explore the security and data privacy considerations of using AI within an organisation, including protecting sensitive information, compliance considerations, and best practices for secure Copilot deployment.

Yes. The course goes beyond individual productivity and explores wider implementation considerations, including licensing, deployment, security, customisation and identifying appropriate business use cases for Microsoft 365 Copilot.

Yes. Eligible learners may be able to access funding through ReAct+. Please contact NILC to discuss your eligibility.

Frequently Asked Questions

The course is designed for professionals who already use Microsoft 365 Copilot and want to develop more advanced skills. It is particularly suitable for managers, team leaders, IT professionals, HR, marketing and operations staff who want to use Copilot more strategically within their organisation.

You should already be familiar with the basic capabilities of Microsoft 365 Copilot and have some experience using AI tools in the workplace. The course builds on this knowledge rather than introducing Copilot from the beginning.

The Introduction course focuses on the fundamentals of using Microsoft 365 Copilot and is suitable for beginners. The Advanced course goes further into areas such as advanced prompting, AI agents, automation, security, compliance and implementing Copilot across business processes.

You will explore advanced prompting techniques, AI agents, automation, and more sophisticated ways to use Copilot across Word, Excel, PowerPoint, Teams, and Outlook. The course also explores how to customise and scale Copilot to meet broader organisational requirements.

Yes. AI agents are an important part of the course. You will explore how to create agents for specific business functions and how to use tools such as Copilot Studio to build and deploy custom AI agents.

Yes. You will learn how to improve your prompts using techniques involving personas, context, constraints and iterative prompting. These techniques can help you produce more relevant and useful outputs from Copilot.

Yes. The course includes practical demonstrations, exercises and business-focused examples. You will explore how Copilot can support document creation, presentations, email management, data analysis, collaboration, and task automation.

Yes. You will explore the security and data privacy considerations of using AI within an organisation, including protecting sensitive information, compliance considerations, and best practices for secure Copilot deployment.

Yes. The course goes beyond individual productivity and explores wider implementation considerations, including licensing, deployment, security, customisation and identifying appropriate business use cases for Microsoft 365 Copilot.

Yes. Eligible learners may be able to access funding through ReAct+. Please contact NILC to discuss your eligibility.

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