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Training course

AI 202

Advanced Copilot.

Move from basic Copilot usage to repeatable, higher-value Microsoft 365 workflows.

Course promise

What you will be able to do.

By the end of this course, participants will use Microsoft Copilot for advanced analysis, document creation, automation, and business workflows.

This is a build-first workshop rather than traditional software training. Participants leave with advanced Copilot workflows, source-material patterns, and review practices they can apply to real work today.

Help business users move beyond basic Copilot usage into more advanced, repeatable work across Microsoft 365.

Platforms / technology

  • Microsoft Copilot
  • Outlook
  • Word
  • Excel
  • PowerPoint
  • Teams
  • SharePoint

Fit

Who this class is for.

Audience

  • Microsoft 365 users with basic Copilot experience
  • Managers
  • Analysts
  • Power users
  • Teams standardizing Copilot practices

Not a fit if

  • Participants who have not used Copilot before.
  • Teams ready for broader AI workflow or assistant design.

Prerequisites

  • AI 102 - Copilot Fundamentals or equivalent Microsoft Copilot experience.

Common pain point

Teams use Copilot for isolated tasks but have not turned it into dependable business workflows.

Outcomes

What you will learn.

Learning outcomes

  • Use Copilot with better context and source material.
  • Produce higher-quality documents, summaries, analyses, and presentations.
  • Combine Copilot capabilities across Microsoft 365 applications.
  • Identify repeatable business workflows that Copilot can support.
  • Apply review, privacy, and governance practices to Copilot output.

What teams walk away with

  • Save more time in Microsoft 365.
  • Improve quality of Copilot-assisted work.
  • Design more repeatable Copilot-supported processes.

Agenda

Topics and hands-on work.

Topics

  • Advanced Copilot prompting.
  • Working with documents, meetings, and shared files.
  • Copilot for analysis and presentation creation.
  • Cross-application workflows.
  • Data, privacy, and quality review.
  • Preparing for AI workflow design.

Hands-on exercises

  • Create a document or briefing from provided source material.
  • Turn meeting and file context into follow-up actions.
  • Build an analysis and presentation flow using Microsoft 365 tools.

Use cases

Where this class shows up at work.

  • Advanced document creation.
  • Meeting follow-up.
  • Analysis and presentation workflows.
  • Knowledge synthesis across files.

Recommended next course

Class schedule

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