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Microsoft & Productivity · The WorkingSm@rt Journey

WorkingSm@rt with Microsoft Copilot (Premium)

WorkingSm@rt with Microsoft Copilot (Premium) Overview

Leveraging Copilot for a better way to work. This workshop is designed to empower professionals with the knowledge and tools to integrate Microsoft Copilot into their daily workflows. Participants explore its capabilities and learn how to automate routine tasks, enhance communication and streamline their processes.

This edition covers the paid Copilot subscription and its integration across the Microsoft 365 suite. By the end of the workshop participants are equipped with practical knowledge and skills to leverage Copilot, improving their processes and staying ahead in a rapidly evolving workplace.

What we cover

  • Unit 1: Laying the Foundation The evolution of work with AI. What Copilot is. Best practices for prompt engineering. Ethics, privacy and AI best practices. Using Viva Insights.
  • Unit 2: A Day in the Life Managing email overload and daily priorities. Creating email summaries. Turning emails into collaborative meetings. Running an effective meeting with real-time AI feedback. Extracting post-meeting AI notes and assigning action items.
  • Unit 3: Advanced Copilot Application Completing data analysis in Excel. Creating documents in Word. Building slide decks in PowerPoint. Following through on action items.

What you will leave able to do

  • Prioritizing: manage tasks, set priorities and organize workflows with To Do, Planner and Outlook
  • Writing: draft, refine and enhance written content with Word, Editor and Copilot
  • Data analysis: organize, visualize and generate insights with Excel, Power BI and Copilot
  • Template creation: design reusable templates in Word, PowerPoint and Excel
  • Summarizing: generate concise summaries of documents, emails and meeting notes with Copilot in Word, OneNote, Teams and Outlook

Every private session is adjusted to your tools, your files and the outcomes you are trying to hit. The final agenda is confirmed with your facilitator before delivery.

For organizations that have bought Copilot licences and want adoption to follow: less time on email, faster documents and analysis, and meetings that end with clear actions.

  • Teams on Copilot Pro or Microsoft 365 Copilot
  • No prior AI experience required
  • Comprehensive Learning Guide
  • Ongoing support through a responsive AI chat resource to reinforce learning
  • A refresher seat in any public WorkingSm@rt workshop, any time, for life, free
  • Live online — instructor-led, fully interactive, no travel
  • In-person — at your offices or a venue of your choice
  • Half-day session, normally delivered virtually

Pricing depends on delivery mode, group size and how much customisation you want. Tell us the shape and we will quote it.