Search icon

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.
  • Microsoft 365 Copilot AI Introduction

    The most useful training I have had in a decade. The trainer was very knowledgeable and used very practical exercises to show theory and functionality. The training venue was great. Highly recommend.

    Chance UK (Charity)
    May 2026
  • The course was exactly what I needed at this point and our trainer was superb. But I've come to expect this from Transmedia who I've used for at least 20 years now.

    Rolls Royce
    May 2026
  • Excellent training session with a knowledgeable instructor.

    Gallagher
    May 2026
  • Really helped me get to grips with After Effects. Covered lots over the two days, with one to one help when needed :)

    Ella M
    June 2026
  • Outstanding bespoke training delivered by Nick at Transmedia. Nick's level of knowledge on FileMaker Pro teamed with his incredible teaching skills have set my colleague and I up for success.

    Techedology
    February 2026
  • I have been very impressed with the trainer and I thought the course was very good.

    Leaders Roman Group
    April 2026
  • My trainer was really helpful on the Captivate training and showed plenty of options to look at and use throughout my work.

    Greenwich Leisure Ltd
    April 2026
  • Course was delivered very well, I absolutely learned some useful tricks and tools in order to improve my presentations

    May 2026
  • A great 2 days. A very professional and thorough time covering InDesign and Photoshop. Course was extremely well tailored to our needs and went at just the right pace for us.

    Mirror Group
    April 2026
  • The trainer really knew his stuff. Did a great job in showing us the basics of getting around a Mac. Very well organised; quick to respond to enquiries and gave real life examples of issues.

    Hargreaves Lansdown Fund Managers Limited
    May 2026
  • Excellent training course. Very valuable use of my time. Lee was great and went at at the right speed for me to keep up. Now I need an extra day to make a project to put it all into practice.

    Financial Ombudsman Service
    February 2026
  • Our training was brilliant and we've already been talking about how we can use it to improve our workflows. Hoping to return for Premier Pro training in a few month's time.

    Department For Business And Trade
    May 2026
  • Just finished a bespoke course in Photoshop and AI. Learned an awful lot. My trainer was very knowledgeable and was very happy to answer lots of questions that I had throughout. Highly recommend.

    Rachel P
    June 2026
  • We found we were able to cover a lot of ground in 2 days of bespoke training. We learned loads and were able to immediately put what we were taught into practice. I recommend it to everyone!

    Backbase
    May 2026
  • It was interesting to see how I can take Excel beyond basic functions and find lots of shortcuts that will make normal use easier and quicker.

    Structural Soils Ltd
    February 2026
  • Microsoft 365 Copilot AI Introduction

    The most useful training I have had in a decade. The trainer was very knowledgeable and used very practical exercises to show theory and functionality. The training venue was great. Highly recommend.

    Chance UK (Charity)
    May 2026
  • The course was exactly what I needed at this point and our trainer was superb. But I've come to expect this from Transmedia who I've used for at least 20 years now.

    Rolls Royce
    May 2026
  • Excellent training session with a knowledgeable instructor.

    Gallagher
    May 2026
  • Really helped me get to grips with After Effects. Covered lots over the two days, with one to one help when needed :)

    Ella M
    June 2026
  • Outstanding bespoke training delivered by Nick at Transmedia. Nick's level of knowledge on FileMaker Pro teamed with his incredible teaching skills have set my colleague and I up for success.

    Techedology
    February 2026
  • I have been very impressed with the trainer and I thought the course was very good.

    Leaders Roman Group
    April 2026
  • My trainer was really helpful on the Captivate training and showed plenty of options to look at and use throughout my work.

    Greenwich Leisure Ltd
    April 2026
  • Course was delivered very well, I absolutely learned some useful tricks and tools in order to improve my presentations

    May 2026
  • A great 2 days. A very professional and thorough time covering InDesign and Photoshop. Course was extremely well tailored to our needs and went at just the right pace for us.

    Mirror Group
    April 2026
  • The trainer really knew his stuff. Did a great job in showing us the basics of getting around a Mac. Very well organised; quick to respond to enquiries and gave real life examples of issues.

    Hargreaves Lansdown Fund Managers Limited
    May 2026
  • Excellent training course. Very valuable use of my time. Lee was great and went at at the right speed for me to keep up. Now I need an extra day to make a project to put it all into practice.

    Financial Ombudsman Service
    February 2026
  • Our training was brilliant and we've already been talking about how we can use it to improve our workflows. Hoping to return for Premier Pro training in a few month's time.

    Department For Business And Trade
    May 2026
  • Just finished a bespoke course in Photoshop and AI. Learned an awful lot. My trainer was very knowledgeable and was very happy to answer lots of questions that I had throughout. Highly recommend.

    Rachel P
    June 2026
  • We found we were able to cover a lot of ground in 2 days of bespoke training. We learned loads and were able to immediately put what we were taught into practice. I recommend it to everyone!

    Backbase
    May 2026
  • It was interesting to see how I can take Excel beyond basic functions and find lots of shortcuts that will make normal use easier and quicker.

    Structural Soils Ltd
    February 2026

This Microsoft 365 Copilot AI Intermediate course includes

  • bullet point icon Authorised Certificate
  • bullet point icon Lifetime support after your course
  • bullet point icon Course materials
  • bullet point icon Live Instructor-led training
  • bullet point icon Refreshments all day
  • bullet point icon Latest Mac or PC ready to go
  • bullet point icon Authorised Trainers
  • bullet point icon 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.

Request dates

Video success stories

Adobe Rishi
Elena
Adobe Max
Julia from Letters by Julia
Sage Francesca
Adobe Lemeeka
NHM Emma
Danielle
Adobe Claudia
Roze and Erin
Adobe Sven and Stephane
Adobe Quintijn
Josie and Vanessa
Exeter University Gloria
Adobe Carlo

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
Show more

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.

Prices for bespoke sessions with our expert trainers start at £595 + VAT, depending on the course and number of people.
Costs include all preparation time to customise the course to your exact requirements.

Private One-to-One Training

One-to-one tuition tailored to your exact requirements. Your choice of duration, dates and content.

Book Now

Team Training for Companies

Group bookings provide you with the most cost-effective way to train your team.


Book Now

Our Clients

hsbc logo bbc logo university of oxford logo clarks logo raf logo banking standards board logo natural history museum logo usaid logo hmpps logo university of cambridge logo nhs logo hiscox logo victoria and albert museum logo formula 1 logo five cowries logo dyson logo s4c logo apollo tyres logo game of thrones logo british library logo wcrf logo rapha logo

Latest Blog Articles

Why Transmedia?

Icon of an activity line

Unlimited Training Support

We offer unlimited training support after your course.

Icon of an activity line

Bespoke Training Solutions

Customised training and software solutions based on your exact requirements.

Icon of an activity line

Worldwide Creative Skills Training

Join our authorised training courses live online from anywhere in the world.

Icon of an activity line

Authorised Training Professionals

Our experts are accredited by Adobe, Apple and Claris and bring years of experience and real-world expertise.