AI in Action: Boosting Efficiency with Microsoft 365 Copilot
Understanding the implications of using Artificial intelligence (AI) in your organisation is a must-have skill. Leaders overseeing AI adoption need to engage the business in a conversation that will often involve new ideas and concepts, some of which are still in development.
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Description
In AI in Action: Boosting Efficiency with Microsoft 365 Copilot, you will gain the knowledge and confidence necessary to effectively and responsibly use AI in your daily work. You will learn how to create clear instructions (prompts) that improve results and speed up your work.
Outline
- Welcome and context
- Introduction to Microsoft 365 Copilot (free vs paid; where it shows up)
- Building everyday confidence (dos/don’ts, myths, practical use cases)
- Prompt engineering 101 (good prompts, simple framework, multi‑step prompting plus quick activity)
- Art of the possible (Notebooks, Pages and a quick workflow demo)
- Wrap‑up and Q&A (3 C’s and next‑day challenge)
Learning outcomes
Following the completion of this course you will be prepared to effectively work with Microsoft 365 Copilot inside your business environment:
- Understand where Microsoft 365 Copilot lives across their tools and the difference between free and paid capabilities, including Notebooks and Pages.
- Gain confidence using Copilot for everyday tasks such as drafting, summarising, extracting metrics, and restructuring information.
- Apply responsible AI practices by following clear dos and don’ts, validating outputs, and protecting sensitive information.
- Write clear, effective prompts using a simple framework and improve results with multi‑step prompting (prompt chaining).
- Build a basic, repeatable workflow in Copilot (using Notebooks for paid users) and understand how Pages can centralise knowledge and turn content into actions.
- Identify at least one immediate workflow in your role where Copilot can save time and improve first‑draft quality, and plan a next‑day experiment to measure impact.
Audience
- General staff, with a varying degree of technical expertise.
Outline
What is a consultant?
- What do consultants offer?
- What consultants do?
What are the qualities of a good consultant?
Managing the consulting process
- Objectives
- Approach
- Scope
- Deliverables
- Assumptions
- Reporting
Working with Clients
- Communication skills
- Asking questions
- Dealing with politics
- Managing conflict
Critical thinking
- Evaluating evidence
- Clarifying issues and arguments
- Checking for consistency
- Thinking methods
Client service
- Understanding your clients
- Client service
Key consulting skills
- Sales and marketing
- Meetings and workshops
- Report writing and proposals
- Time management
Learning outcomes
Following the completion of this course, students will:
- Understand the role of consultants and be able to identify the qualities of a good consultant
- Be able to use a consulting ‘statement of work’ to effectively manage the consulting process
- Be more effective at communicating and working with, as well as providing excellent service to, clients
- Apply critical thinking skills to work through client problems.
Audience
Anyone who is:
- Moving into an internal or external consulting role
- Seeking to balance specialist or technical skills with client-facing consulting skills.
Prerequisites
There are no prerequisites for this course.
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