Applied Microsoft 365 Copilot for Working Professionals

Why Choose Garranto Academy for Your Microsoft 365 Copilot Training?

Garranto Academy delivers practical, hands-on Microsoft 365 Copilot training designed for modern professionals seeking to leverage AI-powered productivity tools in their daily work. Led by experienced trainers, this programme combines real-world business scenarios, guided exercises, and role-based activities to ensure participants can immediately apply Copilot across Outlook, Teams, Word, Excel, and PowerPoint. The training emphasizes responsible AI usage, effective prompting techniques, and measurable workplace productivity improvements.

Course Overview

This intensive one-day programme introduces participants to Microsoft 365 Copilot and its practical applications within Outlook, Teams, Word, Excel, PowerPoint, and Copilot Chat. Participants will learn how to automate routine tasks, improve communication, accelerate document creation, enhance meeting productivity, and generate insights from data using natural language prompts. Through hands-on labs and real-world business scenarios, learners will develop confidence in integrating Copilot into their daily workflows while maintaining compliance, governance, and data security standards.

Course Objectives

• Understand Microsoft 365 Copilot capabilities, limitations, and business applications
• Apply effective prompting techniques using the BRAT framework
• Improve productivity in email management, meetings, document creation, and reporting
• Utilize Copilot responsibly while adhering to organizational governance and compliance requirements
• Develop practical workflows integrating Copilot into daily business operations
• Build confidence in using AI-powered tools across Microsoft 365 applications

Prerequisites

• Basic familiarity with Microsoft 365 applications including Outlook, Teams, Word, Excel, and PowerPoint
• An active Microsoft 365 Copilot license
• General workplace experience involving communication, reporting, documentation, or collaboration
• No coding or technical background required

Target Audience

• Relationship Managers and Client Service Officers
• Compliance, Risk, and Regulatory Affairs professionals
• Operations and Transaction Services teams
• Wealth Management and Advisory professionals
• Finance, Reporting, and FP&A professionals
• Managers and Team Leads responsible for communication and reporting
• Business professionals seeking to improve productivity using AI tools

Course Outlines

Key Learning Outcomes

• Confidently navigate and utilize all major Microsoft 365 Copilot applications
• Write effective prompts using the BRAT framework
• Handle emails, meetings, and communication tasks more efficiently
• Create professional documents and presentations from rough inputs
• Analyze data and generate business insights using natural language
• Develop a reusable library of role-specific Copilot prompts
• Apply responsible AI practices in professional environments

Training Approach

• 60:40 hands-on to theory learning ratio
• Instructor-led demonstrations and guided exercises
• Real-world business and financial services scenarios
• Role-based activities aligned to participant responsibilities
• Interactive labs using Microsoft 365 applications
• Immediate workplace application of learned skills

Course Outcomes

• Increase personal and team productivity through effective use of Microsoft 365 Copilot
• Automate repetitive communication and documentation tasks
• Create high-quality reports, presentations, and business communications faster
• Leverage AI-driven insights for improved decision-making
• Build sustainable workflows incorporating Copilot into daily operations
• Return to work with a practical prompt playbook ready for immediate use

Benefits of Microsoft 365 Copilot Training

Microsoft 365 Copilot empowers professionals to work smarter by combining the power of generative AI with familiar Microsoft applications. By mastering Copilot, participants can significantly reduce time spent on routine tasks, improve the quality of communications and documentation, enhance collaboration, and gain faster insights from business data. This programme equips learners with practical AI skills that can be applied immediately to drive productivity, efficiency, and innovation in the workplace.