Training Course: June 10-12, 2025

Mastering Microsoft Copilot: AI for Small & Medium Organizations

Boost productivity, Elevate business outcomes, Thrive in the AI era.

Unlock the power of AI in Microsoft 365. Practical, hands-on training built for busy small and medium-sized business owners, founders, and teams.

CoPilot Training
CoPilot training by AICS

Transform the Way You Work with Microsoft 365 Copilot

Learn Practical AI Skills That Drive Real Business Results

This live, interactive training is built for business owners, founders, and professionals who are ready to harness the full power of Microsoft Copilot. Across three focused sessions, you’ll gain hands-on experience with AI tools inside Word, Excel, and PowerPoint — all while learning how to write effective prompts and build custom AI agents for your specific business needs. 

With expert guidance and real-world examples, you’ll walk away equipped to save time, improve decision-making, and lead your organization into the future of work.

Why This Course Will Change the Way You Work

Why Join the Copilot Course?

  • Hands-on Learning: Live demos, exercises, and real-world use cases.

  • Built for Busy Professionals: Practical, time-saving strategies.

  • Future-Proof Your Skills: Master AI prompts, build agents, and stay competitive.

Microsoft CoPilot Training by AICS - for teams

Course Overview

What You’ll Master in 3 Engaging Zoom Sessions

1

Day 1: Copilot Foundations

Microsoft 365 Copilot Overview
  • Introduction to Copilot
  • Key features & benefits
  • Real-world use cases tailored to founders, owners, and employees
Prompt Engineering + Web vs Work Modes + GenAI Risks (WEIGHING RISKS VS OPPORTUNITIES)
  • How to write effective prompts for different tools
  • PROMPT Structure, clarity, role-based prompts, tone, and format
  • Hands-on: Rewrite, summarize, AND generate tone variations
  • Navigating Web Mode vs Work Mode
  • Real-world guidance: When to use internal vs public data
  • Embedding GenAI risk considerations into prompt writing
Microsoft Word + Copilot
  • Draft client letters, proposals, & reports
  • Revise, summarize, adjust tone
  • Hands-on: Create and revise a one-page proposal
2

Day 2: Present & Analyze

Microsoft PowerPoint + Copilot
  • Create slides from prompts, documents, or outlines
  • Editing slide content, adding speaker notes
  • Adding AI images into slides
  • Hands-on: Turn a service or product pitch into slides
Microsoft Excel + Copilot
  • Use natural language to analyze, clean, and visualize data
  • Create charts and pivot tables
  • Generate formulas and spot trends
  • Hands-on: Rapidly analyze Excel content
Generating Outputs in Multiple Formats
  • Create outputs in multiple formats: text, table, chart, image, video
  • Utilize your organization’s templates & branding colors
  • When to use which format (email vs report vs visual)
  • Hands-on: Create a summary in 3 formats
3

Day 3: AI Agents in Action

Build and Deploy Your Own AI Agents
  • What are AI agents? (e.g. meeting summarizer, report drafter, FAQ builder)
  • Utilizing AI agents provided by Microsoft
  • Building new AI agents
  • Providing organizational context to agents
  • Defining a fixed scope for agents
  • Utilizing Agents in Microsoft Office applications
  • Replicating custom GPTs inside Microsoft Copilot
  • Preview of Microsoft Copilot Studio
  • Hands-on: Create an advisor for small business owner
Turn Copilot into a Business Growth Engine
  • Identifying use cases for each department
  • Resources to continue learning Copilot & GenAI tools
  • Final Q&A
  • Course Feedback

Hands-On Practical Skills

Turn AI into Your Competitive Advantage

Draft Proposals and Client Letters with Microsoft CoPilot

Create Data Visualizations in Minutes with Microsoft CoPilot

Design Presentations Using AI with Microsoft CoPilot

Build a Personal or Team AI Assistant with Microsoft CoPilot

Meet Your Trainers

Learn from World-Class Experts

Course Trainer

Michele Smith

With over 20 years of experience in leadership coaching, facilitation, and organizational development, she is a leading expert in leadership development, change management, and process improvement. She has trained and coached thousands of professionals through workshops and executive coaching programs, and is widely recognized for transforming organizational culture and delivering measurable business outcomes across healthcare, finance, and corporate sectors.

Manoj Kulwal partner in AI Cloud Strategists

Course Trainer

Manoj Kulwal

With 12 years of experience in starting and growing a small business with a global footprint, he is a leading global expert in risk management, compliance, and Generative AI. He has trained over 1,000 professionals through both classroom and online courses, and was honored with the “Best Use of AI for Transforming Business” award by Mindvalley in 2024.

What Our Participants Are Saying

Real Success Stories from Professionals Who Transformed Their Work with Copilot

Copilot Course Details

As a prerequisite, participants must have access to Microsoft 365 Copilot for hands-on activities.

Mastering Microsoft Copilot: AI for Small & Medium Organizations

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