MS Copilot application in business processes

Master the Copilot app and integrate AI support into your business processes!

MS Copilot - AI application in business processes

With the launch of Microsoft Copilot, Microsoft 365 offers not only a more efficient way of working, but also a new way of thinking about everyday office and project work. How can I use Copilot as a real assistant, not just „try it out”? What tasks can it help me with, from document creation and analysis to email management and meeting summaries? And how can I formulate prompts that deliver a truly useful, business-relevant result?

These issues are becoming increasingly important for anyone working in a Microsoft 365 environment who wants to take advantage of the potential of generative AI to reduce their daily workload. During our one-day, hands-on Copilot training, participants will gain a comprehensive understanding of how Microsoft Copilot works, what data it uses, and how it can be integrated securely and efficiently into organisational processes.

The training takes a hands-on approach, allowing participants to learn how to use Copilot effectively in real business situations.

Find the programme on the training map:

Recommended for project managers working in an international environment

MS Copilot application in business processes

We also offer online courses using digital and video conferencing tools!

Our experts

Who do we recommend it for?

The training is primarily designed for senior project and program managers who want to make more effective use of generative AI within the Microsoft 365 environment. It is particularly useful for those who want to reduce administrative workload, speed up document creation and communication, and use AI more consciously in their daily workflows.

The training takes a hands-on approach and participants learn how to use Microsoft Copilot in real business situations.

No prior IT or AI knowledge is required to participate, but participants must have one of the following Microsoft subscriptions to put the training into practice:

  • Microsoft 365 Copilot or Microsoft 365 Copilot for Business

Training agenda

Introduction to Microsoft 365 Copilot

  • What is Microsoft 365 Copilot?
  • Which artificial intelligence technologies does it build on?
  • Availability across Microsoft 365 applications
  • Access rights and data security principles

Prompting essentials

  • The importance of prompts, principles
  • Structuring prompts for different tasks
  • Identifying common mistakes and tips for getting quick, relevant answers

Copilot in Teams - More effective communication and collaboration

  • Real-time meeting summaries and note-taking
  • Automatic report generation, highlighting key points
  • Identifying action items - highlighting important tasks and responsibilities
  • Summarising chats and channels, adding context, identifying actions

Copilot in Outlook - Email management with artificial intelligence

  • Drafting emails and generating replies in various styles
  • Summarising long emails, highlighting the main points
  • Calendar management, scheduling proposals and meeting coordination
  • Integrating meeting summaries

Copilot in Word - New dimensions in document creation

  • Quick document summaries and content generation
  • Style refinement, grammar enhancement, multilingual support
  • Preparation of draft documents
  • Rephrasing or regenerating an existing document or text

Copilot in Power Point - Presentations in seconds

  • Convert content from notes or emails into presentations
  • Automatic structuring of presentations and design suggestions
  • Revision and optimisation of existing presentations

Copilot in Excel - Data management and analysis

  • Analyzing datasets, generating filters and visualization
  • Automatic proposal of formulas and functions
  • Analysis and summary of data sets

What is an agent and how does it work in Copilot?

  • Basic concepts, role and differences compared to traditional Copilot functions
  • Create and customise agents

Copilot AI integration in project management

  • Project planning support using Copilot
  • Enhancing project execution
  • Monitoring progress and reporting

Questions and answers, advanced tips and tricks

  • What tasks are ideal for Copilot — and what should not be delegated to it?
  • Tips and tricks for even more effective Copilot usage
  • Future opportunities and developments at Copilot
  • Summary and answering remaining questions

Satisfaction guarantee

We are confident about the quality of our programme, but if you are still dissatisfied and report it during the first training block, you will of course not have to pay! We invoice you after the training, we do not charge anything in advance.

Training information

We offer discounts for PMSZ members, groups of two or more applicants, and individuals!

In case of 4 or more applicants, please contact us for a customized proposal, in which case the schedule and topics can be flexibly adjusted! 

 

Our programme consists of 1 day (9.00-17.00) of online training.

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MS Copilot application in business processes

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"I really liked it, it was a well structured training. I had some experiences during the training, which helped me to integrate the knowledge, as it was not just a lecture. I liked the exercises, the atmosphere was good, I got answers to my questions, it was interactive, great!"

Important

Knowledge of IT tools and the use of AI capabilities is now a standard requirement for project managers.

10 reasons why you should choose us

Location

H-1118 Budapest, Kelenhegyi str. 29/b.
tel.: +36 70 787 6328 
mail: info@promanconsulting.hu