Microsoft Copilot Training Workshop

AI Ireland is delighted to present this hands-on Microsoft Copilot training workshop, designed to empower professionals across key business functions, such as Accounts, Procurement, Sales, Marketing and HR Administration. This 3-hour session will provide practical, real-world applications of Copilot to streamline workflows, enhance productivity and unlock the full potential of AI in the workplace.

Empowering Business Functions with Microsoft Copilot
  • Duration: 3 Hours
  • Format: Interactive, Hands-On Workshop
  • Audience: Business professionals, team leads, and digital transformation champions
Learning Outcomes

By the end of this workshop, participants will be able to:

  • Understand the core capabilities of Microsoft Copilot across Microsoft 365 apps.
  • Identify opportunities to integrate Copilot into daily workflows across departments.
  • Use Copilot to automate repetitive tasks and improve decision-making.
  • Create AI-assisted documents, reports, presentations, and communications.
  • Apply Copilot to real-world scenarios in Accounts, Procurement, Sales, Marketing and HR.
  • Confidently explore and experiment with Copilot features in Word, Excel, PowerPoint, Outlook and Teams.

Workshop Agenda

 Welcome & Introduction

  • Introduction to Microsoft Copilot and its capabilities.

  • How AI is transforming business operations.

  • Workshop goals and what to expect.

 Accounts & Finance

  • Automate financial reporting and forecasting.

  • Reconcile transactions and generate summaries.

  • Hands-On: Build a financial dashboard in Excel, draft payment reminders in Outlook.

 Procurement

  • Vendor evaluation and contract drafting.

  • Track procurement KPIs.

  • Hands-On: Generate procurement reports in Word, summarise supplier meetings in Teams.

 Sales

  • CRM updates and lead tracking.

  • Generate sales pitches and analyse trends.

  • Hands-On: Create a sales presentation in PowerPoint, visualise sales data in Excel.

 Marketing

  • Plan campaigns and create content.

  • Generate social media posts and market research summaries.

  • Hands-On: Draft a blog post in Word, build a campaign calendar in Excel.

 HR Administration

  • Draft job descriptions and onboarding documents.

  • Summarise employee feedback.

  • Hands-On: Create onboarding checklists in Word, respond to HR queries in Outlook.

 Wrap-Up & Q&A

  • Recap of key takeaways.

  • Best practices for Copilot adoption.

  • Open Q&A and feedback session.

Included Materials
  • Sample datasets and templates
  • Quick reference guides
  • Access to a demo environment (if applicable)

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