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Copilot in Word, Excel, Outlook and Teams
Microsoft 365 Copilot training
Microsoft 365 Copilot training helps licensed users get dependable results from Copilot in Word, Excel, PowerPoint, Outlook and Teams.
predeploy teaches it on your own documents, meetings and permissions, so people learn what Copilot can reach in your tenant and how to check what it produces.
Get role-based Copilot sessions in the Microsoft 365 apps your teams use, with prompts, checks and permission awareness built in.
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 in Word, Excel, Outlook and Teams
what does Microsoft 365 Copilot training cover?
Copilot in each Microsoft 365 app, plus checking and permissions.
Sessions cover drafting and revising in Word, analysing data in Excel, summarising threads in Outlook and catching up on meetings in Teams.
Each exercise ends with a check of the output, because Copilot can be wrong or incomplete.
Training also explains the difference between Copilot Chat and the licensed Microsoft 365 Copilot experience, which Microsoft describes in its Copilot overview.
Word, Excel, Outlook, Teams.
Output checking every time.
Copilot Chat versus licensed Copilot.
Copilot in Word, Excel, Outlook and Teams
why do permissions matter in Copilot training?
Microsoft 365 Copilot training must cover permissions, because Copilot can surface anything a user can already access.
Microsoft states that Copilot's data access is scoped to the signed-in user's permissions.
That means overshared files and sites can appear in answers, so training should cover how to recognise and report unexpected content.
IT and data owners should review sharing settings alongside training rather than after it.
Copilot in Word, Excel, Outlook and Teams
how should Microsoft 365 Copilot training differ by role?
Each role practises on the documents and meetings it handles.
Finance teams practise on spreadsheets and reports, HR on policies and correspondence, and project teams on meeting notes and status updates.
Managers practise reviewing Copilot-assisted work, which is a different skill from producing it.
IT teams need a separate session on administration, data protection and adoption reporting.
| Check | What to establish |
|---|---|
| 1 | Exercises by function. |
| 2 | Reviewing as a skill. |
| 3 | Separate IT session. |
Copilot in Word, Excel, Outlook and Teams
what do users need to know about Copilot and data?
Microsoft 365 Copilot training explains what is stored, what is not used for model training and what still needs care.
Microsoft states that prompts, responses and Microsoft Graph data are not used to train the foundation models.
Interactions are stored and can be subject to your retention policies, so users should treat prompts as business records.
Your own rules on personal and confidential information still apply; see the ICO guidance on AI and data protection.
Copilot in Word, Excel, Outlook and Teams
how is Microsoft 365 Copilot training delivered?
In role groups, on site or remotely, with follow-up clinics.
Groups are organised by role so exercises stay relevant.
Follow-up clinics a few weeks later answer the questions people only discover in real use.
The wider Copilot programme, including Copilot Chat for unlicensed users, is on Microsoft Copilot training, and you can contact predeploy to plan sessions.
Role groups.
Follow-up clinics.
Licensed and unlicensed users covered.
Make the decision concrete
What does the current task cost in time?
Choose a task connected to microsoft 365 copilot training 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 microsoft 365 copilot training.
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 ↗
Background reading on the broader field of artificial intelligence. Wikipedia: artificial intelligence ↗
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