M365 Copilot Training

M365 Copilot Training

INTRODUCTION

Course Duration: 2 x 2 hours 

Description: This course shows construction professionals how to use Microsoft Copilot confidently, safely, and effectively across everyday work inside Microsoft 365. It is practical, hands-on, and designed for immediate application using Copilot in Word, Excel, PowerPoint, Outlook, Teams and Copilot Chat. 

Performance Based Objectives  

Upon successful completion of this course, participants will be able to:

• Use Copilot in your core Microsoft 365 apps to save time and improve quality across emails, meetings, documents, and reporting
• Use Copilot Chat to answer questions using your organisation’s content, and run structured prompts for clearer, more reliable outcomes 
•  Understand what Copilot can and cannot see, and how permissions affect results, so you stay in control of what is shared and surfaced
• Build and reuse simple Copilot Agents and repeatable workflows for consistent outputs, without turning your work into a science project 

Course Outline

M365 Copilot Training is delivered as a live bootcamp session with expert guidance and hands-on throughout. You will see live demos, do guided exercises, and all the examples are drawn from real roles and construction scenarios. 

Session 1

Module 1: Getting more done with Copilot in everyday work

This module helps you get immediate value in the places work actually happens: Outlook and Teams.

You will learn how to:

·        Reduce inbox overload by summarising and prioritising email threads

·        Draft clearer emails faster, with a tone that fits your audience

·        Stay on top of meetings with automatic summaries, actions, and follow-ups

·        Set up meetings so Copilot can help

Module 2: Working smarter with Copilot for data and content

This module focuses on using Copilot in Excel, Word and PowerPoint for faster analysis and stronger outputs.

You will learn how to:

·        Ask questions of your data in plain English to spot trends and outliers

·        Create simple charts and summaries without wrestling formulas (still sanity-checking results)

·        Draft and refine documents with consistent structure and tone

·        Turn notes or an outline into presentation-ready content

Session 2

Module 3: Copilot Chat as your knowledge navigator

This module shows you how to use Copilot Chat when you want insight and synthesis, not just edits inside a file.

You will learn how to:

·        Use structured prompts to get clearer, more reliable outputs

·        Ask questions across your Microsoft 365 content, based on what you already have access to

·        Identify themes, gaps, risks, and action points across documents, emails and Teams conversations

·        Refine outputs with quick critique prompts so you stay the human in the loop

Module 4: Scaling up with Agents and workflows

·        This module introduces Copilot Agents and when they add value over one-off prompts.

·        You will learn:

·        What an Agent is and when not to use one

·        How to build, test, and share a simple Agent for repeatable work

·        How Pages and Workflows help you chain tasks and reduce repeat admin

·        What Copilot Studio adds, and when it is relevant for bigger organisational needs

·        The emphasis is on sustainable value, controlled automation.

Who Should Attend: This course is for any construction professional who wants to learn how to get the full power of Copilot in their work. It is suitable for those with no experience and those who wish to hone their skills by building real world agents. 

Book your place today: Daria Choromanska – daria@cita.ie – admin@cita.ie or phone: 086 014 4853