CompTIA Co-Pilot 365 Essentials

Price
$99.00 USD

Duration
1 Day

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

CompTIA Copilot 365 Essentials is a focused, one-day course that helps professionals use Microsoft 365 Copilot responsibly and effectively across everyday enterprise workflows. Learners explore Copilot’s role and limitations, output verification, sensitive-data protection, effective prompting, context management, and practical use across Word, PowerPoint, Outlook, Excel, and Teams.

The course also introduces reusable prompts, scheduled Copilot workflows, customization, simple Copilot agents, and prebuilt agents for research and analysis.

Course Objectives

Explain what Copilot is, what it is not, and its core capabilities and limitations.
Verify AI-generated outputs and recognize common types of errors.
Protect sensitive and enterprise data when using Copilot.
Write clear, structured prompts and refine results through iteration.
Choose appropriate modes and manage context across Copilot interactions.
Use Copilot in Word, PowerPoint, Outlook, Excel, and Teams.
Reuse prompts, create scheduled Copilot workflows, and customize Copilot responses.
Build a simple Copilot agent and use prebuilt agents for research and analysis.

Who Should Attend?

Business professionals who use Microsoft 365 applications
Professionals beginning to use Microsoft 365 Copilot in the workplace
Team members seeking practical prompting and workflow skills
Managers and individual contributors who want to use AI responsibly with enterprise data
Professionals interested in reusable workflows and introductory Copilot agents

Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

If you have questions about Learning Credits, please contact your Account Manager.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

If you have questions about our Corporate Tech Pass, please contact your Account Manager.

Course Prerequisites

No advanced AI experience is required. Familiarity with Microsoft 365 applications and common workplace tasks will help learners connect course activities to their daily work. Access to Microsoft 365 Copilot may be required for some hands-on activities.

Agenda

Use Copilot Responsibly in the Enterprise

Course Overview and How to Use This Training
How This Course Builds Copilot Skills
How to Navigate and Use This Course
Understand Copilot’s Role and Limits
What Copilot Is, and Is Not
Core Capabilities and Limitations of Copilot
Explore a Copilot Workflow
Introduction to AI Scenario Tool
Verify Outputs and Maintain Accountability
The Importance of Verifying AI Outputs
Types of Errors in AI Outputs
Activity: Verifying AI Outputs
Protect Sensitive and Enterprise Data
Using Copilot Safely with Enterprise Data
Best Practices for Protecting Data
Safe vs. Unsafe Information Sharing
Module 1 Review

Prompt Effectively and Manage Context

Write Clear and Structured Prompts
It All Starts with a Prompt
Elements of an Effective Prompt
Activity: Elements of an Effective Prompt
Right-Sizing Your Prompts
Activity: Crafting an Effective Prompt
Refine Results Through Iteration
Engaging with AI Responses
What to Include in Your Second Prompt
Staying Focused in Your AI Interactions
Activity: Practicing Sustained Interaction
Choose Modes and Manage Context
Introduction to the Power of Context
How Context and Modes Affect Results
Web Mode, Work Mode, and Context Management
Copilot Chat Across the Microsoft Suite
Module 2 Review

Use Copilot Across Microsoft Apps

Copilot in Word and PowerPoint
Using Copilot in Word
Creating a Document with Copilot
Using Copilot in PowerPoint
Creating a Presentation with Copilot
Manage Email and Communication in Outlook
Copilot for Email Efficiency
Top Use Cases for Copilot in Outlook
Using Copilot to Manage Inbox Work
Analyze Data in Excel with Copilot
Copilot-Assisted Data Analysis
Top Use Cases for Copilot in Excel
Analyzing a Dataset with Copilot
Make Meetings Effective with Copilot in Teams
Copilot for Better Meetings
Top Use Cases for Copilot in Teams
Attending a Meeting with Copilot
Module 3 Review

Streamlining Your Work with Copilot Reusable Workflows and Agents

Streamlining Your Work with AI
Making Mundane Work Quick and Easy
Levels of AI Automation in Copilot
Reusing Prompts
Creating a Scheduled Copilot Workflow
Customizing How Copilot Responds to You
Build Simple Copilot Agents to Make Work Even Easier
Introduction to Copilot Agents
Elements of an Effective Personal Agent
Building a Simple Agent
Use Agents for Research and Analysis
Introduction to Copilot’s Prebuilt Agents
Researcher and Analyst Agents
Running Tasks with Copilot Agents
Module 4 Review

Get in touch to schedule training for your team
We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

CourseID: 3607030E