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Copilot training materials
Copilot training resources
Copilot training resources help people keep learning after a course ends, and help trainers build consistent materials for their teams.
This page lists the kinds of resources worth collecting and how to turn them into internal Copilot training materials that match your rules.
Assemble a small, maintained set of Copilot resources that supports your team's training and day-to-day use.
BBC reporting describes the UK rollout of workplace AI courses. BBC: workplace AI training ↗
Microsoft describes how Copilot Chat and the licensed Copilot experience differ in data grounding and licensing. Microsoft Learn: Microsoft 365 Copilot overview ↗
New to the topic? Read the background on artificial intelligence.
Copilot training materials
which official Copilot training resources should we use?
Microsoft's documentation for facts, and its learning material for features.
Microsoft Learn publishes the authoritative description of how Copilot works, including the Copilot overview, architecture and data, privacy and security pages.
Those pages should be the source for any factual claim in your own materials.
Microsoft also publishes tutorials and learning paths, which change often, so link to them rather than copying them.
Microsoft Learn for facts.
Link, do not copy.
Check for changes regularly.
Copilot training materials
what Copilot training materials should we create ourselves?
The Copilot training resources you create yourselves should be a short rules page, role-based prompts and practice tasks.
A one-page rules sheet should say what information may be used with Copilot and how outputs must be checked.
Role-based prompt examples work better than generic prompt lists because they use your own document types.
Practice tasks built from anonymised real work let people try Copilot safely before using it on live material.
Our AI policy template can be the starting point for the rules page.
The rules page should reflect UK data protection expectations, as set out in the ICO guidance on AI and data protection.
Copilot training materials
how should prompt guides be written?
Prompt guides in your Copilot training resources should be short, task-specific and paired with a check.
Each prompt example should name the task, the input, the instruction and how to check the result.
Avoid long lists of clever prompts, because people rarely use them.
AI prompt training covers the underlying skill if your team needs more than examples.
| Check | What to establish |
|---|---|
| 1 | Task, input, instruction, check. |
| 2 | Few examples, well chosen. |
| 3 | Teach the skill if needed. |
Copilot training materials
how do we keep Copilot training resources current?
Give one person ownership and review on a schedule.
Copilot features and licensing change, so materials go out of date quickly.
Name an owner who checks Microsoft's documentation and updates internal materials on a regular schedule.
Collect questions from users and add answers to the resources, so the set reflects real use.
Copilot training materials
when are resources not enough?
Copilot training resources are not enough when habits differ between teams or adoption stalls.
Resources support people who are already motivated, but they rarely change habits on their own.
If teams use Copilot inconsistently, a short instructor-led session builds shared practice; see Microsoft 365 Copilot training.
For course options, compare Copilot courses, or contact predeploy to build materials alongside training.
Resources support motivated users.
Training builds shared habits.
Combine both.
Copilot training materials
which Copilot training materials suit which audience?
Split Copilot training resources by audience: short guides for users, deeper documents for administrators.
End users need a one-page rules sheet, a few role-based prompt examples and a place to ask questions.
Managers need guidance on reviewing Copilot-assisted work and setting expectations for their team.
Administrators need Microsoft's technical documentation on permissions, data protection and retention.
Keeping materials separate by audience stops users being overwhelmed by detail they do not need.
Users: short guides.
Managers: review guidance.
Administrators: technical documents.
Make the decision concrete
What does the current task cost in time?
Choose a task connected to copilot training resources and enter its current workload. This gives you a baseline to discuss before buying training or commissioning a build.
A baseline is useful even if you decide to keep the process manual. Measure the work that matters, then compare quality and review effort as well as time.
Assess the workflow before changing it, or plan business AI training if the gap is how people use existing tools.
Your current workload
Estimate how much time the existing task takes before discussing copilot training resources.
16 hours per week
People × minutes × weekly tasks ÷ 60. A workload baseline from your inputs, not a prediction of AI time savings. Include review and support time when comparing a proposed workflow.
A useful AI investment leaves your team able to do the work and judge the result.
Continue with the right question
Where should you go next?
Use the overview for context, then follow the pages that match your delivery decision.
See our ai training service or read the ai training for business overview.
FAQ
Questions, answered
Evidence and further reading
Which sources support the guidance?
Source links support the specific background described here. The practical checklists and illustrative examples are predeploy’s guidance.
BBC reporting describes the UK rollout of workplace AI courses. BBC: workplace AI training ↗
Microsoft describes how Copilot Chat and the licensed Copilot experience differ in data grounding and licensing. Microsoft Learn: Microsoft 365 Copilot overview ↗
Microsoft states that Copilot data access is scoped to the signed-in user's permissions. Microsoft Learn: Microsoft 365 Copilot architecture ↗
Microsoft states that prompts, responses and Graph data are not used to train the foundation models. Microsoft Learn: Copilot data, privacy and security ↗
ICO guidance covers AI accountability, transparency and fairness; the guidance is currently under review. ICO: AI and data protection guidance ↗
Background reading on the broader field of artificial intelligence. Wikipedia: artificial intelligence ↗
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