Work Smarter with Microsoft 365 Copilot: A Practical AI Workshop

Essential Microsoft 365 Copilot Skills for Working Professionals in the Age of AI

Note: Some hands-on activities may be limited due to corporate laptop restrictions. Step-by-step guidance and screenshots will be provided. Participants are encouraged to bring a laptop with a Microsoft 365 Copilot license for full practical experience; otherwise, the session can be attended for theory only.

Today’s professionals are expected to leverage AI tools within Microsoft 365 to enhance productivity, automate workflows, and improve decision-making. This one-day practical workshop equips participants with the essential skills to effectively use Microsoft 365 Copilot across applications such as Excel, Word, PowerPoint, Outlook, and Teams.

Participants will learn how to interact with Copilot using effective prompts, automate daily tasks, generate insights, and streamline business processes. The workshop is highly practical, featuring step-by-step guidance, real-world business use cases, and hands-on exercises.

Learners are required to bring a wifi-enabled laptop with Microsoft 365 Copilot license.

Course Objectives
  • Understand how Microsoft 365 Copilot works within the Office ecosystem
  • Use Copilot effectively across Excel, Word, PowerPoint, Outlook, and Teams
  • Apply structured prompting techniques to improve output quality
  • Automate repetitive tasks and workflows using AI
  • Generate reports, summaries, and presentations efficiently
  • Enhance communication and collaboration using Copilot
  • Develop practical, reusable AI workflows for the workplace
Course Outline

Module 1: Introduction to Microsoft 365 Copilot

  • Overview of Copilot across Microsoft 365
  • How Copilot integrates with Office apps
  • Capabilities and limitations
  • Business use cases and value proposition

Module 2: Copilot in Word & Outlook

  • Drafting emails and documents
  • Summarising long content
  • Improving tone and clarity
  • Managing communications efficiently

Module 3: Copilot in Excel

  • Data analysis using natural language
  • Generating formulas and insights
  • Creating summaries and trends
  • Automating data tasks

Module 4: Copilot in PowerPoint

  • Generating presentation slides
  • Structuring content effectively
  • Design and storytelling with AI
  • Editing and refining slides

Module 5: Copilot in Teams & Workflow Automation

  • Meeting summaries and action items
  • Chat and collaboration enhancement
  • Task tracking and follow-ups
  • Integrating Copilot into daily workflows

Module 6: Hands-On Practical Workshop

  • Build real-world use cases
  • Apply Copilot across multiple apps
  • Create reusable workflows
  • Optimise and refine outputs

Module 7: Best of Copilot!

  • Researcher, Notebook and some!

Module 8: Review

  • Key takeaways
  • Q&A
  • Applying Copilot in your workplace
Who should attend
  • Business Executives
  • Managers and Professionals
  • Administrative and Operations Staff
  • Anyone looking to improve productivity using Microsoft 365
Training Methodology
  • Short, focused concept briefings
  • Step-by-step guided demonstrations
  • Hands-on practical exercises
  • Real-world business scenarios
  • Application and review
Testimonials

“Game changing AI tutelage that transformed how I approach work.”

“Simplifies complex tools into very easy-to-understand steps.”

“Highly practical and immediately applicable to my daily tasks.”

“Engaging, insightful, and full of real-world examples.”

About the Trainer

A person with short dark hair wearing a dark blazer and light shirt is smiling and posing with their right arm crossed over their chest against a plain light background.

Bernard Peh – Data Scientist / A.I Engineer / Principal Trainer [ACLP]

Bernard Peh is a Master Trainer, Curriculum Author, and Hedge Fund Manager with over 20 years of concurrent experience in Finance and Data Science. He specialises in AI, Data Analytics, Power BI, and workplace automation, helping organisations translate AI capabilities into tangible business value.

Formerly a Financial Services Director for 15 years, Bernard brings real-world industry experience into the classroom, including financial analytics and hedge fund strategies.

He is ACLP certified and delivers WSQ, IBF, and SkillsFuture-funded programmes. Known for his engaging teaching style, Bernard consistently receives top learner ratings for simplifying complex concepts and delivering highly practical, business-relevant training.

Bernard has trained extensively across Singapore’s leading institutions and corporates, including NTUC LearningHub, Singtel, and CapitaLand.