Microsoft 365 Copilot for Word & Outlook

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

This course helps professionals use Copilot to improve business writing, document drafting, and email communication across Microsoft 365. Participants will learn how to use Copilot to create polished business documents in Word and manage high-volume communication more effectively in Outlook.

The focus is on real productivity workflows for business users, including executive summaries, proposals, document revisions, inbox triage, and communication quality review. The course is designed for hands-on learning and is suited to professionals who want to work faster while maintaining clarity, accuracy, and professionalism.

Target Audience

Managers and professionals who write frequently
Administrative staff and office support teams
Anyone who spends significant time working in Word and Outlook
Team members who want to improve communication quality and productivity using AI

Summary

This course gives participants a practical and current introduction to Copilot for business writing and communication. Learners leave with the skills to draft faster, communicate more clearly, and evaluate AI output with confidence in a professional workplace setting.

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

Draft, refine, and restructure business documents, reports, and proposals in Word
Use Copilot to summarize long email threads and highlight key decisions, actions, and risks
Write clearer, more professional emails in Outlook with improved tone and focus
Apply better prompting techniques to produce more relevant and useful AI outputs
Review and validate AI-generated content for accuracy, quality, and business appropriateness
Work responsibly with organizational information, privacy expectations, and shared content

8:30 AM – 9:00 AM | Welcome and setup

Course objectives and environment check
Overview of Copilot in Microsoft 365
How Copilot supports writing, communication, and productivity workflows

9:00 AM – 10:30 AM | Copilot in Word: drafting and document structure

Building documents from notes, source material, or rough outlines
Creating polished business writing with stronger structure and flow
Using prompts to improve clarity, tone, audience fit, and executive readability

10:30 AM – 10:45 AM | Break

10:45 AM – 12:15 PM | Writing, rewriting, and summarizing documents

Converting rough content into executive-ready material
Summarizing reports, policies, and technical information for a business audience
Reviewing draft quality, checking accuracy, and correcting factual issues

12:15 PM – 1:15 PM | Lunch

1:15 PM – 2:45 PM | Copilot in Outlook: triage, summaries, and email drafting

Summarizing long message threads and identifying decisions
Drafting professional replies, follow-ups, and meeting recaps
Prioritizing communications and reducing inbox overload

2:45 PM – 3:00 PM | Break

3:00 PM – 4:15 PM | Practical communication workflows and responsible AI practices

Turning email notes and raw content into formal Word documents
Reviewing AI outputs for tone, correctness, and business appropriateness
Using Copilot responsibly with sensitive information and organizational data
Closing exercises, recap, and next-step 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