Master intermediate Microsoft 365 Copilot techniques, prioritise your cross-app workflows and build intelligent agents.
1 day course 10am - 5pm Live Online or Classroom-based
What you will learn
- Applying structured prompt frameworks, ensuring every AI output meets specific professional tone and formatting constraints perfectly.
- How to design reliable Copilot Agents, creating bespoke automated workflows that resolve complex instruction conflicts efficiently.
- Analysing multi-sheet Excel data, empowering managers to generate precise KPI commentary and audit automated dashboards.
- How to map narrative structures in PowerPoint, helping designers produce visually consistent slides using advanced composition prompts.
- Synthesising cross-app data from Teams and Outlook, allowing teams to turn fragmented threads into structured project reports.
- How to build searchable Copilot Pages, enabling professionals to link files and agents into high-performing knowledge hubs.
- Identifying AI hallucinations using fact-checking sequences, providing the technical confidence to maintain absolute data accuracy throughout.
This Microsoft 365 Copilot AI Intermediate course includes
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Authorised Certificate
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Lifetime support after your course
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Course materials
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Live Instructor-led training
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Refreshments all day
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Latest Mac or PC ready to go
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Authorised Trainers
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Hands-on exercises
Book this course
We offer Microsoft 365 Copilot AI Intermediate as a private course.
You can select a date which suits you or your team.
The course content can be fully customised to your exact learning requirements.
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Course Outline for Microsoft 365 Copilot AI Intermediate
Advanced Prompting Techniques
- Structured prompts (Role > Goal > Inputs > Process > Output format)
- Multi-step reasoning prompts
- Constraint-based prompts (limits, audience, tone, format)
- Iterative refinement (”Improve > Critique > Improve”)
Copilot Agents - Beyond Basics
- Designing reliable, multi-purpose agents
- Knowledge pack structure and versioning
- Avoiding instruction conflicts
- Creating agent-specific workflows
- When to use Agents vs Chat
Cross-App Workflows Using Copilot Work
- Combining inputs from emails, meetings and files
- Generating multi-app project packs
- Workflow templates (updates, reports, summaries)
- Using Copilot to maintain shared team processes
Excel Intermediate Analytics
- Multi-sheet analysis
- KPI generation and commentary
- Creating assumption tables for Copilot
- Copilot-assisted dashboard creation
- Error-checking and audit prompts
PowerPoint Storytelling and Design Strategy
- Narrative structure (Problem > Insight > Action)
- Message mapping before slide generation
- Visual consistency and style prompts
- Advanced image prompting (style, colour, composition)
Teams and Outlook Automation Workflows
- Inbox prioritisation models
- ”Communication packs”
- Turning threads into structured reports
- Cross-source synthesis (chat, email, meeting and files)
- Copilot Pages - Knowledge Systems
- Building team knowledge hubs
- Structuring information for searchability
- Linking Pages, Agents and Files
- Maintaining content with refresh prompts
Quality Control, Accuracy and Troubleshooting
- Identifying hallucinations
- Fact-checking prompt sequences
- Clean context prompting
- Using Temporary Chat strategically
FAQs about the Microsoft 365 Copilot AI Intermediate course
Is this Microsoft 365 Copilot AI Intermediate course suitable for me?
This course is designed for people who have experience in Copilot or have already attended one of our Copilot training courses or who would like to further their knowledge of best practice in the use of Copilot. If you are have any questions about whether the course could meet your needs, please speak to our customer service team, who will be delighted to advise you.
How is the content taught throughout the Microsoft 365 Copilot AI Intermediate course?
Our Microsoft 365 Copilot AI Intermediate course is extremely interactive. You will be using Copilot throughout the day, working through examples and prompting challenges under the guidance of our trainer, who will be inviting questions and supporting you through each step.
How many people are likely to be in the class when I attend the Microsoft 365 Copilot AI Intermediate course?
For private classes in Microsoft 365 Copilot AI Intermediate, we recommend a maximum of 8 to 10 people from the same company in the class. Please ask our customer service team to help you find the right balance of people per class and the number of days training you need.
Should I attend the Microsoft 365 Copilot AI Intermediate course in person or live online?
For in-person courses at our London training centre, you will receive a warm personal welcome, your choice of the latest Mac or PC and morning and afternoon refreshments. If you prefer to attend remotely, rest assured that you will be taught live by the same experts that deliver our in-person courses, covering the same training content, using the same exercises and materials. A second monitor is recommended but not essential.
What support is available after I attend the Microsoft 365 Copilot AI Intermediate course?
We offer ongoing support to our Microsoft 365 Copilot AI Intermediate course attendees through email and by arrangement, phone calls. You are welcome to ask any questions on topics covered during training. Our trainer will always do their best to explain principles and help you with any issues you encounter.
Will I receive a certificate upon completion of my Microsoft 365 Copilot AI Intermediate course?
Yes, you'll receive a certificate of completion from Transmedia, demonstrating your knowledge and attendance on our Microsoft 365 Copilot AI Intermediate course. Our certificates note our Authorised Training Centre status.
Microsoft 365 Copilot AI Intermediate — Team and Bespoke Training
Booking a private training session allows you to focus on your exact needs on dates that work best for you or your team.
- Sessions can be run online or in person, on your site or at our London training centre.
- We manage training for many of the UK’s largest companies, taking care of all the admin, working with you to ensure the perfect course.
- Our expert trainers will first understand your requirements and then tailor each session to your exact specification.
- We offer a free consultation service to work out every detail of your course.
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