Copilot Training For Businesses

Microsoft Copilot is a powerful tool, but most businesses are only scratching the surface of what it can actually do. Our Microsoft Copilot training helps your team understand how it works, where it adds value and how to use it confidently.

Get The Most Out Of Microsoft Copilot

We see it in businesses of all sizes and across all industries, AI isn’t being adopted the way it should be. Because people simply don’t know how to utilise it. Teams are struggling to integrate it and employees aren’t confident in using it, so businesses are missing out on its potential. But that’s where we can help.

Optimising IT’s practical Microsoft Copilot training is designed for businesses like yours who are looking for ways to help their team work smarter with the tools they already use everyday.

It’s not a generic workshop and we don’t stuff it with overcomplicated AI jargon, we just focus on real examples, live demos and ways you can save time across Microsoft 365.

It doesn’t matter if your team is completely new to Copilot or already using it in some way or another, we can help them learn how to use it confidently, securely, and productively.

What We Cover In The Training Session

Our Microsoft Copilot training sessions are designed to be interactive and hands-on because we want your team to be fully engaged and walking away knowing that they’ve learned the things that will really make a difference.

Topics can include:

  • What Copilot is and where it lives
  • How Copilot for Microsoft 365 works
  • Work vs Web – choosing the right experience
  • Prompting best practices and getting better responses
  • Everyday productivity examples your team can actually use
  • Understanding security, confidentiality, and permissions
  • Using Copilot responsibly within your business
  • Using Copilot Chat and AI Agents – including simple, advanced, and prebuilt agents

All sessions also include a live Q&A, so your team are free to ask questions and get any specific information based on their own roles and workflows.

Live Demos Inside Microsoft 365

The best way to understand Copilot and find your way around it is to see it in action. We’ll show your team around the Microsoft 365 tools that they’re already using every day, to show how Copilot can save time, reduce admin and help them work more efficiently.

We can adapt this to your needs, but generally we will offer demos in:

Outlook

Everyone could benefit from spending less time managing their emails and more time getting work done. We’ll walk through how Copilot can draft replies, summarise long email threads, prioritise key messages and generally stay on top of busy inboxes.

Word

It’s time to spend less time staring at a blank Word doc wondering where to start, and we’ll show your team how Copilot can help to generate first drafts, rewrite content, summarise documents, and simplify everyday admin and documentation tasks.

Excel

Formulas needn’t be that complex with the help of Copilot. We’ll take a look at how it can analyse spreadsheets, identify trends, build formulas and answer questions using simple prompts.

PowerPoint

Creating presentations no longer needs to mean starting from scratch every time because we’ll educate your team on how Copilot can help generate slides, structure content and turn ideas into presentations in minutes.

Teams

AI notetakers have revolutionised meetings. We’ll make sure your team never have to worry about taking meeting notes again with Copilot, showing them how it can capture action points, answer follow-up questions and help them collaborate more effectively.

Copilot Chat

Copilot Chat can quickly become an everyday productivity assistant for your whole business. We’ll explore how it can help with research, brainstorming, content creation, task management and day-to-day workflows.

Agents

There’s more to Copilot than just chat. We’ll introduce simple, advanced and prebuilt agents that can automate repetitive tasks, streamline processes and support teams more efficiently across the business.

Understanding Security and Confidentiality

One of the biggest concerns that many businesses have around AI is security, and we get it. But we want to make sure your team don’t fear AI tools, while also making sure they’re using them safely.

We help explain the difference between Microsoft Copilot and public AI tools, including how Microsoft 365 permissions, data handling, and confidentiality work within the platform.

This gives teams confidence to use Copilot properly, while understanding where AI fits safely into your organisation.

Copilot Training Tailored To Your Team

We work with many businesses so we know that all of them use Microsoft 365 differently, so all of our Copilot sessions can be adapted to suit your team and the needs of your organisation.

Whether you’re introducing Copilot to senior leadership, exploring department-specific use cases, or helping employees build confidence with AI tools for the first time, we tailor each session to match your goals, workflows and level of experience.

From high-level introductions to deeper hands-on guidance, all sessions can be shaped around your business.