Microsoft 365 Copilot for SharePoint & OneDrive

1 day
8:30 a.m. - 4:15 p.m.
Introductory

This course focuses on using Copilot to find, organize, and synthesize information across shared files, team document libraries, and personal content stores. It is designed for knowledge workers who need to locate the right content quickly, compare versions, and build on organizational knowledge without losing time to search and file review.

The emphasis is on practical enterprise productivity, including document retrieval, multi-file summarization, knowledge gathering, and responsible access to shared information. This course helps learners use Copilot as a strategic productivity tool for managing enterprise content.

Target Audience

Knowledge workers and document managers
Staff who work with shared files and internal repositories
Team members responsible for collaboration, information retrieval, and document governance
Professionals who need a faster, more reliable way to find and use organizational knowledge

Summary

This course helps participants use Copilot to work more effectively with enterprise content, improving the speed and quality of information retrieval, synthesis, and knowledge sharing while reinforcing secure and responsible use of organizational information.

Upon completion of this course, participants should be able to:

Find and retrieve relevant information across SharePoint and OneDrive
Summarize and compare multiple documents, files, and versions
Prepare internal content using organizational knowledge and shared information
Improve file organization, document discovery, and information retrieval practices
Develop more effective prompts for searching, summarizing, and synthesizing content
Understand permissions, access boundaries, and governance considerations for enterprise content
Review AI-generated findings for accuracy, context, and appropriateness before using them

8:30 AM – 9:00 AM | Welcome and enterprise content overview

Understanding content sources and how Copilot accesses them
SharePoint, OneDrive, and team content in daily workflows
Common enterprise search and knowledge-sharing scenarios

9:00 AM – 10:30 AM | Searching and retrieving content across libraries

Finding records, policies, and project information faster
Using prompts to narrow in on the most relevant results
Moving from search to useful evidence and action-oriented summary

10:30 AM – 10:45 AM | Break

10:45 AM – 12:15 PM | Multi-file summarization and knowledge synthesis

Comparing documents, identifying changes, and pulling out key points
Bringing information together from multiple sources
Turning fragmented knowledge into concise summary content

12:15 PM – 1:15 PM | Lunch

1:15 PM – 2:45 PM | SharePoint content creation and file organization

Drafting team communications, knowledge summaries, and internal updates
Creating better document structures and retrieval practices
Improving documentation quality and discoverability across shared spaces

2:45 PM – 3:00 PM | Break

3:00 PM – 4:15 PM | Permissions, security, governance, and responsible use

Understanding access, sensitivity, and permission issues
Reviewing governance practices for shared content and internal knowledge
Checking outputs for accuracy, context, and responsible business use
Wrap-up and participant action planning

Course Information

Course Level: Introductory

Credit: 8 CPE hours

Fee: $395

Length: 1 day

Hours: 8:30 a.m. - 4:15 p.m.

Delivery: Virtual Group Training/Virtual Open Enrollment