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AImation / Microsoft 365 Copilot training

Put Copilot to work. On your own tasks.

Your team practises on tasks from its working day: preparing meeting follow-up, checking data and structuring presentations. We choose the exercises around your tools, experience and approved data.

Your working day / the practice material

From an instruction to a result you can check.

01
Excel

Ask precise questions about an approved dataset. Check calculations against their source.

02
PowerPoint

Prepare a presentation outline from approved content. Review facts and structure before sharing.

03
Meetings

Extract decisions and actions from approved notes. Do not invent missing owners.

9 modules in the learning seriesIn-house format by agreementIncludes expert review of results

Try a learning exercise

A better task. A reviewable result.

Adapted from our lesson “Prompting fundamentals”, module 1.2 of Microsoft 365 Copilot. Try one of its four building blocks: role, goal, context and format.

Your task / 01

Which building block is this?

Return a table with item, source location and follow-up question.

Choose a building block. You will see the explanation here.

Applied to test planning / 02

Make the task specific.

“Check the note” leaves a lot open. These four building blocks define a clearer task. Even a good prompt does not guarantee a correct answer.

A shortened learning exercise with fictional data, no AI request. The full learning series includes further exercises.

Microsoft 365 Copilot →
Explore the related test-report workflow →

From the existing learning materials

Nine modules. Your selection.

We assemble the workshop from the available learning series. Not every team needs every module. Access to supporting materials, duration and scope are agreed for your format.

  1. AI fundamentals for Copilot newcomers
  2. Copilot introduction and the prompt formula
  3. Summarising and rewriting
  4. Working with transcripts and building agents
  5. Planning and organising
  6. Searching and learning
  7. Creating and translating content
  8. Data analysis
  9. Meta-prompting, review and next steps

Before the workshop

Set up the exercise properly.

Copilot capabilities depend on licences, accounts and settings in your organisation. We check which exercises your environment supports before finalising the agenda. No confidential data goes into an unapproved tool.

Microsoft: current requirements ↗
  1. Choose the task

    Bring two or three recurring tasks. Together we define what participants should be able to do afterwards.

  2. Prepare access

    Agree accounts, licences, sample data and rules for use. Check permissions before the workshop.

  3. Practise and check

    Formulate instructions, compare outputs with sources and improve them. Leave with a workflow your team understands.

Before we start

Questions worth asking.

Do we need Microsoft 365 Copilot licences?

That depends on the exercises and the functions to be used. Before the workshop, we check accounts, licences, enabled features and access to sample data with your organisation. Microsoft licences are not included in the training.

Do all nine modules fit into one training day?

The nine modules describe the available learning series, not a promised one-day agenda. We select topics, duration and exercises to fit your team’s experience and goals.

Will we use confidential company data?

Only data approved for the agreed environment should be used. Where approval is missing, we use sample data. Data access and rules for use are settled before the exercises.

Is this an official Microsoft certification course?

No Microsoft certification is promised. AImation offers practical team training assembled from its own learning materials.

Your next step

Start with your own task.

In the free initial call, we discuss your workflow, your team and a useful starting point. We also say when the approach does not fit.

Discuss your team’s training ↗
Microsoft 365 Copilot training for teams | AImation