Course Details

Microsoft 365 Copilot for Teams

This course teaches participants how to use Copilot to improve collaboration, meeting management, and project communication in Microsoft Teams. It helps users reduce meeting overload, keep track of decisions, and stay aligned on team actions while improving follow-up and accountability.

The content is designed for professionals who live in meetings, chats, and channels and need a more efficient and organized way to manage collaboration outcomes. It focuses on practical workflows for project teams, managers, and knowledge workers.

Target Audience

  • Team leads and project coordinators
  • Staff who depend on Teams for collaboration and meetings
  • Managers who need better follow-up, team alignment, and decision tracking
  • Professionals working in fast-moving, information-heavy environments

Summary

This course gives participants a practical and efficient way to use Copilot in Teams to improve communication, reduce administrative overhead, strengthen accountability, and support better decision-making across collaborative work.

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

  • Summarize meetings and identify action items, decisions, and risks
  • Catch up on missed discussions from chats and channels more efficiently
  • Draft team updates, recap messages, and follow-ups with less manual effort
  • Track project decisions and responsibilities more clearly
  • Ask better prompts to get more relevant summaries and insights from collaboration data
  • Review AI-generated outputs for completeness, tone, and business context
  • Apply governance, privacy, and responsible use practices in collaborative workflows

8:30 AM – 9:00 AM | Welcome and Teams fundamentals

  • Course overview and key collaboration scenarios
  • Copilot experience in meetings, chats, and channels
  • Understanding where Copilot adds value in teamwork

9:00 AM – 10:30 AM | Meeting summaries and live collaboration

  • Capturing key points, decisions, and action items from meetings
  • Asking Copilot follow-up questions and requesting decision summaries
  • Supporting team alignment during active discussions

10:30 AM – 10:45 AM | Break

10:45 AM – 12:15 PM | Action items, decisions, and follow-up drafting

  • Turning conversation into clear accountability and ownership
  • Drafting recap emails, project updates, and status notes
  • Reviewing outputs for clarity, completeness, and business fit

12:15 PM – 1:15 PM | Lunch

1:15 PM – 2:45 PM | Chats, channels, and team communication workflows

  • Summarizing long conversation histories and key updates
  • Drafting status updates, announcements, and team communications
  • Reinforcing project communication across teams and stakeholders

2:45 PM – 3:00 PM | Break

3:00 PM – 4:15 PM | Project-based workshop and governance considerations

  • Simulated collaboration scenarios
  • Handling confidentiality, sensitive discussion, and shared context appropriately
  • Responsible AI and governance practices for Teams collaboration

Wrap-up and next steps

Course Information

Course Level: 
Credit: 8 CPE hours
Fee: $395Klarna
Length: 1 day
Hours: 8:30 a.m. - 4:15 p.m.
Delivery: Virtual Group Training/Virtual Open Enrollment
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