Most staff open Copilot once, get an average answer and go back to doing it the old way. In one hands-on day they use it on their own Word documents, Excel sheets, inbox and Teams meetings, and they leave knowing where it saves time and where it doesn't.
No feature tour. Every app gets one job your staff already do, done with Copilot on their own files, so the habit sticks after the trainer leaves.
Point Copilot at last quarter's report and this quarter's notes, get a first draft of the management update, then cut it down to one page for the boss. Staff learn to brief it properly instead of accepting the first draft.
Ask which branch or product moved most against last month, get the helper column and the chart, then check the numbers yourself. We show where Copilot in Excel is strong and where you still verify by hand.
Summarise a long thread with a vendor or customer, pull out what was agreed and what's still open, then draft the reply in your company's tone.
After a recorded and transcribed meeting, get the decisions, the action items and who owns each one. Then ask what was said about the topic you missed.
Copilot Studio is Microsoft's tool for building your own agents: you describe what it should do in plain language, connect it to your company's documents, and publish it where staff already work, such as Teams.
Need the flows behind the agent too, like approvals and form submissions? That's Power Automate. See Power Automate with AI training.
"Copilot" means different things depending on the licence. Half the frustration we see comes from staff being shown features their licence doesn't include. We check this during scoping.
Available to staff on business Microsoft 365 plans. It covers web-grounded chat, work with files they upload, and Copilot in Outlook. Since 15 April 2026, companies with more than 2,000 users lose Copilot Chat inside Word, Excel and PowerPoint unless staff have the paid licence; smaller companies keep it, with usage limits at busy times.
Adds Copilot inside Word, Excel, PowerPoint and Teams, answers grounded in your emails, meetings, chats and files, and more advanced agents.
In Copilot, the label under their name shows which tier they have. Ask them to check before the session, or tell us and we'll check during scoping.
Microsoft changes Copilot packaging often. Microsoft's own page is the source of truth. Mixed groups are fine: we design the day so staff on both tiers have something to do.
| When | What happens |
|---|---|
| Before | Short scoping call: which licences, which departments, which tasks matter. We write the outline around your answers. |
| Morning | How to brief Copilot properly, then Word and Outlook on staff's own documents and emails. |
| Afternoon | Excel and Teams, a first Copilot Studio agent, and your one-page usage rules. |
| After | Slides, the prompt list built during the day, and the attendance records for your HRD Corp claim. |
Participants bring a laptop and sign in with their work Microsoft account.
Approvals, forms and reports that run on their own.
Details → Finance & opsFormulas, macros and the monthly reporting pack.
Syllabus → EveryoneThe two-day flagship, for staff ready to go deeper.
Syllabus → All AIChatGPT, Claude, Gemini and Copilot, by department.
Browse →We prepare the course outline, trainer profile and quotation your HR team needs for the grant application. Apply at least 14 days before the training date.
100% HRD Corp claimable programmes.
How HRD Corp claiming works →Yes, but it's a different day. We focus on Copilot Chat, Copilot in Outlook and working with uploaded files, and we show the boss what the paid licence would add so the decision is based on real use, not a sales demo.
Yes. Tell us who has which licence and we plan exercises both groups can do, with the in-app parts for licensed staff only.
Copilot works inside your Microsoft 365 tenant and only shows people what they already have permission to see. The bigger risk is usually files shared too widely, which is why we cover permissions and usage rules in the session.
ChatGPT training is about the AI tool on its own. Copilot training is about AI inside the Microsoft apps your staff use all day, working on your emails, meetings and files. If your company runs on Microsoft 365, Copilot is usually where to start. ChatGPT training is here.
You get back an outline built around your licences and your staff's real work, a quotation, and the documents your HR team needs for an HRD Corp claim.
Tell us which licences you have and which departments need it. We'll come back with an outline and quotation.
