Copilot Essentials: Copilot for Microsoft 365 and Copilot Studio in the Workplace

One-day training course aimed to provide attendees with an understanding of how to leverage Copilot in the workplace

Course Duration: 1 Day

Copilot is an AI-powered assistant designed to enhance productivity and streamline tasks. As AI continues to revolutionise the workplace, it empowers users to work smarter and more efficiently.
This is an instructor led 1-day training course aimed to provide attendees with an understanding of how to leverage Copilot in the workplace. This training will begin with a demonstration of Copilot Microsoft 365, where attendees will gain insights on how Copilot in Word, PowerPoint, Excel, Teams and the web can help with their day-to-day productivity.
Attendees will then gain hands-on experience with Copilot Studio, which is a no-code tool that allows users to create their own custom copilots. With Copilot Studio, attendees will learn how to connect a copilot to sources such as SharePoint, public websites and other connectors such as Dataverse/Dynamics 365, to surface relevant information to users and take action on their behalf.
The training will conclude with an overview of Project Sophia, which is an upcoming AI-powered business research canvas where you can ask questions across every business domain in your organisation.

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Session Topics

  • Overview  of Microsoft Copilot
  • Using Copilot for Microsoft 365- Word, PowerPoint, Excel, Teams, Web
  • Introduction to Copilot Studio
  • Create a custom copilot with Copilot Studio
  • Overview of Project Sophia

Outcomes (individual and business):​

  • Understand the value of Copilot for Microsoft 365 and how it can help with your productivity and daily tasks
  • Streamline internal processes and knowledge sharing with Copilot Studio
  • Build a custom copilot that leverages generative AI to surface information from sources such as SharesPoint and websites
  • See how copilots can take action in external systems such as D365 on behalf of users
  • Understand how the upcoming Microsoft product, Project Sophia, can easily allow users to gain answers complex, business related problems
Prerequisites: Customer participants provide their own laptops for the training. Barhead will provide access to a trial environment for hands-on component of training.​​

Barhead provides global-enterprise level services

  • Power Platform tools – Power Apps, Power Automate, Power BI and Microsoft Copilot Studio

  • Business solutions for standalone apps, or apps that extend existing Microsoft solutions

  • Pre-built solutions from Barhead’s research and development team

  • Deployment models, best practices and governance

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Offerings and Delivery Models that are Tailored to Specific Demands

Leverage Microsoft Solutions and Realise Value Faster

Foundation Modules

  • Introduction to Dynamics 365 Sales – One-day hands-on workshop to introduce attendees to Dynamics 365 Sales
  • Introduction to Dynamics 365 Customer Service​ – One-day hands-on workshop to introduce attendees to Dynamics 365 Customer Service
  • Introduction to Dynamics 365 Customer Insights – Journeys​ – One-day hands-on workshop to introduce marketers to Dynamics 365 Customer Insights – Journeys
  • Power Up with Power Apps – Build custom business applications with Dataverse and Power Apps
  • Power Up with Power Apps for IT Professionals – One-day hands-on workshop to build custom business applications via the low-code, no-code capabilities of Power Platform
  • Dynamics 365 Sales Pre-Project Training​ – One-day training session on Dynamics 365 Sales for project stakeholders and end users
  • Dynamics 365 Customer Insights – Journeys Pre-Project Training​​​ – One-day training session on Dynamics 365 Customer Insights – Journeys​ for project stakeholders and end users
  • Dynamics 365 Customer Service Pre-Project Training​​​ – One-day training session on Dynamics 365 Customer Service for project stakeholders and end users

Trainer Enablement

  • Train the Trainer​ – Training session delivered to a select group of the client project team, who will be responsible for training the rest of their staff on the system

User Training Program

  • End User Training​ – Training session delivered to the client’s system end users towards completion of a project. The aim is to prepare attendees with how to use the solution built to do their job.

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