AI Workforce Enablement

Driving Organizational Efficiency with Microsoft 365 Copilot

Program Objective 

The AI Awareness and Copilot Enablement Program is designed to onboard organizations to Microsoft Copilot by increasing AI literacy and demonstrating real-world usage. The program helps users understand how AI affects business workflows and how Copilot can streamline everyday tasks. 

Why This Training?

  • Accelerate AI Adoption: Ensure teams effectively use Microsoft 365 Copilot.
  • Enhance Productivity: Enable faster content creation, research, and automation.
  • Improve Decision-Making: Utilize AI-driven insights for better business outcomes.
  • Tailored to Business Needs: Adapt training to industry, department, or role-specific use cases. 

Data Insights & Visualization Professional Certificate Program

Benefits of the Program

Program Scope 

Organizations that have purchased, or are considering purchasing, Microsoft Copilot licenses and are seeking to enable employees to confidently and effectively use Copilot in their day-to-day work. 

The program includes: 

  • Optional customization & coaching session
  • AI literacy fundamentals
  • Hands-on use of Copilot across Microsoft 365 applications (Word, Excel, PowerPoint, Teams, etc.)
  • Prompt engineering and practical prompt-writing exercises 

Expected Outcomes & ROI 

  • Confidently use Copilot for content generation, automation, and collaboration 
  • Develop high-quality prompts that yield relevant and accurate results
  • Apply AI-driven insights to improve both tactical and strategic workflows
  • Accelerate AI onboarding and boost operational efficiency 

The AI Awareness and Copilot Enablement Program is comprised of the following modules:

Overview:

Before beginning training, organizations can engage in a focused consultation with a Microsoft Copilot Subject Matter Expert (SME) to ensure course content aligns with their unique business priorities and workflows. 

What’s Included: 

  • A pre-course consultation to identify key productivity and workflow challenges.
  • Guided walkthrough of course content and Copilot features by an SME.
  • Tailored recommendations on how to map Microsoft 365 Copilot capabilities to real-world scenarios relevant to your organization.
  • Customization of use case examples and hands-on activities to better reflect your team’s daily tasks. 

Benefits: 

  • Maximize the relevance and impact of the training experience. 
  • Enable stronger adoption and ROI by grounding Copilot in your specific business context.
  • Empower internal champions with a clear vision for how Copilot can be used across teams. 

Foundational-level overview of key AI concepts to build baseline understanding across roles. 

Learning Objectives: 

  • Understand what Artificial Intelligence is and how it's used in modern business applications.
  • Differentiate between Machine Learning, Deep Learning, and Generative AI.
  • Gain hands-on experience with no-code machine learning and generative AI tools.
  • Explore the relationship between AI, cybersecurity, and responsible innovation. 

Topics Covered: 

  • Introduction to Artificial Intelligence
  • Machine Learning & Deep Learning Concepts
  • Hands-on Exercise: Create a No-Code Machine Learning Model
  • Chatbots and Generative AI  
  • Hands-on Exercise: Explore Generative AI Tools
  • AI and Its Impact on Cybercrime & Security
  • Principles of Responsible AI 

Gain a practical understanding of how Microsoft 365 Copilot enhances productivity across Teams, Outlook, and Office applications. 

Learning Objectives: 

  • Understand the core functionality and architecture of Microsoft 365 Copilot.
  • Explore how Copilot integrates into Microsoft 365 apps to streamline communication and content creation.
  • Apply best practices to use Copilot efficiently in day-to-day tasks.
  • Learn how to extend Copilot using plugins and Microsoft Graph connectors 

Topics Covered: 

  • Introduction to Microsoft 365 Copilot
    • What is Microsoft 365 Copilot?
    • What Can Microsoft 365 Copilot Do?
    • How Does Microsoft 365 Copilot Work?
  • Hands-on Exercise: Explore Microsoft 365 Copilot in Action
  • Using Microsoft 365 Copilot with Microsoft Teams and Outlook
  • Hands-on Exercise: Manage Email, Chat, and Online Meetings with Copilot
  • Using Microsoft 365 Copilot with Microsoft Word, Excel, PowerPoint, and OneDrive
  • Hands-on Exercise: Create and Manage Office Documents with Copilot
  • Best Practices for Using Microsoft 365 Copilot
  • Extending Microsoft 365 Copilot with Plugins and Graph Connectors

Learn how to interact with Microsoft 365 Copilot more effectively through clear, contextual, and goal-oriented prompts. 

Learning Objectives: 

  • Master prompt crafting techniques to maximize Copilot’s effectiveness.
  • Explore prompt use cases for summarizing, drafting, editing, and analyzing content.
  • Gain hands-on experience with real-world scenarios to build prompt confidence. 

Topics Covered: 

  • How to Effectively Prompt Microsoft 365 Copilot
  • Summarize with Microsoft 365 Copilot
  • Hands-on Exercise: Summarize Content Using Microsoft 365 Copilot
  • Create and Draft with Microsoft 365 Copilot
  • Edit and Transform Content with Microsoft 365 Copilot
  • Hands-on Exercise: Create and Transform Content Using Microsoft 365 Copilot
  • Ask Questions and Analyze Content with Microsoft 365 Copilot 

Bonus Resources Included 

To support ongoing adoption after the program, participants will receive: 

  • A Prompt Writing Cheat sheet for quick reference
  • Copilot Quick Start Guide covering key workflows in Word, Outlook, Teams, and more
  • A curated Microsoft Learning Library, including the "Start Your Copilot and Agent Learning Journey" guide and other official Microsoft resources 

Learning Tree International

For over 50 years, Learning Tree has helped more than 65,000 organizations around the world – both commercial and government, large and small – train experts and leaders in a range of technical and business skills. We have heard directly from thousands of organizations about what they need most in leaders and where the biggest gaps exist. 

Learning Tree is centered around empowering individuals and businesses to harness the potential of data visualization as a solution to effectively utilize data for informed decision-making. By mastering the art of storytelling through data visualization, organizations can simplify complex information, identify hidden patterns and trends, enhance communication of data insights, and facilitate data-driven decision-making. 

The Learning Tree Way

AI Awareness & Copilot Enablement Frequently Asked Questions

Coaching is available as part of Step 1: Optional Add-On: Aligning Copilot Scenarios with Client Needs. Ask your representative about adding this consultative session to your training experience.

All sessions are Instructor-Led Training (ILT) and can be attended either in person or remotely, depending on your organization’s preference. 

Yes. Much of the program content is curated from Microsoft Official Content and Microsoft Learn. It has been reviewed, enhanced, and tailored by Learning Tree SMEs to maximize relevance and business impact. 

This program is ideal for organizations that have purchased—or are considering purchasing—Microsoft 365 Copilot licenses and want to enable their workforce to use Copilot effectively. 

Absolutely. Through the optional Step 1 customization session, your organization can work with a subject matter expert to align scenarios, exercises, and content to your specific use cases. 

No technical background is required. This program is designed for business users, with foundational AI concepts and hands-on Copilot usage explained in accessible terms. 

The program includes exercises across Microsoft Teams, Outlook, Word, Excel, PowerPoint, and OneDrive—giving participants a well-rounded Copilot experience. 

The core program is delivered over 1.5 days, with an optional pre-course consultation and post-course coaching available separately. Your organization can choose a delivery date that works best for your employees. The program can also be run in shorter modular sessions to accommodate different schedules. 

Need Help Growing AI Awareness and Copilot Adoption?

Learning Tree empowers your teams to transform how your organization accesses, presents, and leverages data—unlocking the full potential of AI and Microsoft Copilot.

Contact us to learn more.

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