Introduction to Copilot Chat

Help your Team work Smarter using the Power of

Copilot Chat within Microsoft 365

Excel Training Taranaki is pleased to announce a new two-hour workshop on Copilot Chat in Microsoft 365 business.

Many Taranaki businesses are exploring how AI can save time and increase efficiency—but don’t know where to start. This workshop gives your staff a safe, practical introduction to Copilot Chat already inside Microsoft 365.

Microsoft has recently added Copilot Chat to all Microsoft 365 business plans, giving your staff access to powerful AI capabilities without needing the full Copilot licence.

Copilot Chat is a web based and has a stand-alone interface at (https://m365.cloud.microsoft/chat). It is also in the desktop Microsoft 365 apps: Word, Excel, PowerPoint and Notebook and the General Copilot Chat is available in the web versions of Outlook and Teams

This two-hour workshop introduces business users of Microsoft 365 apps to the AI Copilot Chat within the safety of Microsoft’s enterprise-grade controls.

What your team will learn

By the end of the workshop participants will:

• Understand what Copilot Chat is and how it works inside Microsoft 365 and how it differs from the full Copilot license.

• Use Copilot Chat in the web version and in apps like Word, Excel, Outlook, and Teams.

• Learn best‑practice prompting (including Microsoft’s GCSE method) and responsible AI use.

• Use Copilot Chat to summarise, analyse, edit, and create business content.

• Explore Microsoft’s free Copilot Chat Agents.

• Use the new Pages feature for collaborative planning and documentation.

• Gain the skills needed to step up to the full Copilot for Microsoft 365 when ready.

How this workshop can benefit your business

Copilot Chat can help your team:

• Save time on admin and emails.

• Improve document quality and professional communication.

• Extract insights from reports.

• Brainstorm ideas, draft plans, and summarise information instantly.

• Work within Microsoft’s enterprise‑grade security controls.

The workshop will cover the following

• What is Copilot Chat and how it differs from the paid version of Copilot.

• How to use the Copilot Chat’s web interface including: Personalise Copilot Chat and activate its Memory.

• Be aware of some of the dangers and limitations of all AI Chatbots.

• How to use Copilot Chat Pages feature: “Pages is a feature in Copilot Chat that allows you to create, edit, and share structured documents directly within the chat interface. It transforms your conversation into a collaborative workspace where ideas, plans, and content can be organized and refined without leaving the chat.” (source: Copilot)

• How to use Microsoft’s prompt system: Goal, Context, Source, Expectation (GCSE) and utilise the prompt library.

• How to use some of Microsoft’s free Agents in Copilot Chat.

• Practice using some relevant, authentic business scenarios in Copilot Chat and some of the Microsoft apps.

Workshop Details

• Duration: 2 hours

• Level: Intermediate (for regular users of Word/Excel/Outlook, no AI experience needed)

• Delivery: On‑site at your business at date and time to suit you.

• Licensing: Requires a Microsoft 365 Business plan Basic/Standard/Premium/Enterprise) with access to Copilot Chat at  https://m365.cloud.microsoft/chat

Availability

This workshop is availability at a date and time to suit your needs and more than one session can be arranged to suit staff availability.

All workshop sessions include detailed summary notes and the option for four weeks email help if required.

This workshop is offered on-site at your business for individuals or small groups.

Book a Free Consultation

If you’d like to discuss how this workshop can help your staff, contact me at:
bernard@exceltrainingtaranaki.co.nz or 022 585 7743.

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