Unlock the power of AI in your business: discover how to save time, streamline tasks, and empower your team to work smarter with Copilot Chat in Microsoft 365.
This practical workshop introduces Copilot Chat already included in Microsoft 365 Business plans — no full Copilot licence required. Learn how to use it confidently and effectively within Microsoft’s secure, enterprise-grade environment.
Copilot Chat is web-based (https://m365.cloud.microsoft/chat) and built into Word, Excel, PowerPoint and OneNote desktop apps, with general access in the web versions of Outlook and Teams.
Designed for Microsoft 365 business users, this session provides clear, practical guidance you can apply immediately.
CONTENT COVERED:
- What Copilot Chat is and how it differs from the paid version of Copilot.
- Use of Copilot Chat’s web interface including: Personalise Copilot Chat.
- Dangers and limitations of all AI Chatbots.
- How to use Copilot Chat Pages.
- How to use Microsoft’s prompt system: Goal, Context, Source, Expectation (GCSE).
- How to use some of Microsoft’s free Agents in Copilot Chat.
- Practice using relevant, authentic business scenarios in Copilot Chat and some of the Microsoft apps.
REQUIREMENTS:
This is an intermediate level workshop and while participants do not need any AI or Copilot experience, they should be regular users of Microsoft Excel, Word and Outlook.
Licensing: Requires a Microsoft 365 Business plan Basic/Standard/Premium/Enterprise) with access to Copilot Chat at https://m365.cloud.microsoft/chat








