Authorized Training Partner

Issuer:
Project Management Institute

Microsoft 365 Copilot in Action: Practical AI Workflows for Outlook, Teams, Word, Excel & PowerPoint

No paid Copilot license is required to attend this training.

Next Training : Over the Web: Microsoft 365 Copilot in Action 09 | 02 | 2026

Where Durham, NC at echo | 404 Hunt St, Suite 500 27701
Springfield, MO at eFactory | 405 N. Jefferson Ave., 65806
Over the Web
Format 4 hours
Fee $99 until 2 weeks before start date (early bird), $129 afterwards (launch price). Provides 4 PDUs and SEUs..

Group discounts available (20% for 4-6 people, 25% for 7-9, 30% for 10+)

  • Over the Web: Microsoft 365 Copilot in Action09 | 02 | 2026 Register
  • Durham, NC: Microsoft 365 Copilot in Action09 | 09 | 2026 Register
  • Springfield, MO: Microsoft 365 Copilot in Action09 | 23 | 2026 Register
How much of your week disappears into email, meetings, reports, spreadsheets, and slides? And how much of it could you hand to an AI assistant that works inside the tools you already use?
In this hands-on workshop, you'll put Microsoft 365 Copilot to work across Outlook, Teams, Word, Excel, and PowerPoint, using practical, real-world prompts you can apply the same day. You'll go a step further and build your own Copilot agent in the room, so Copilot doesn't just answer questions, it takes work off your plate. Delivered by your local AI expert from a PMI Authorized Training Partner, it provides 4 PDUs and 4 SEUs toward your certifications.
Here's the math that matters: Copilot gives most people back about a day a week. That's 52 days a year. What would you do with them?
Satya Nadella, CEO of Microsoft

A lot of us are afraid to venture into new domains because it takes a whole bunch of initiative, preparation and learning. But if you have something like Copilot to help you – an assistant that is going to walk you through each step – that is game changing. If someone took away my Copilot, I wouldn't know what to do.

Microsoft 365 Copilot is changing how work gets done by embedding AI directly into the tools people already use every day. In this highly practical, hands-on workshop, we focus on real-world use of Microsoft 365 Copilot across the apps you work in daily: Outlook, Teams, Word, Excel, and PowerPoint.

This is not a webinar. You will bring your laptop and practice live, working through real tasks: drafting and summarizing email, catching up on meetings, turning rough notes into a clean document, making sense of data in a spreadsheet, and building a presentation from scratch. You'll learn the prompts that actually work, and just as important, how to think about prompting so you can get results on your own long after the session ends.

From there, we go a step further into Agentic AI. You'll learn what Copilot agents are, where they create value, and how to build your own, so you understand how to put Copilot to work on repeatable tasks, not just one-off questions. You'll leave with hands-on experience in one of the most valuable and fastest-growing AI skills, ready to keep building on it.

You'll walk away with workflows you can use the same day, a clearer sense of where AI fits in your role, and the confidence to put it to work immediately.

What you need:

  • Your laptop
  • A Microsoft 365 Copilot account; the free version is all you need to follow along and build your own agent during the session
  • No prior AI experience, just a willingness to roll up your sleeves and try

Experienced
Instructor
Team Committed to
your Success
Comprehensive,
End-to-End Support
What to Expect

Learn Microsoft 365 Copilot through an engaging, hands-on workshop that combines live demonstrations, guided exercises, and practical business scenarios. You'll practice effective prompting techniques while exploring how Copilot can streamline work in Outlook, Teams, Word, Excel, and PowerPoint.

By the end of the session, you'll have the skills and confidence to integrate AI into your daily workflow, start building agents, and begin realizing productivity gains immediately.

There is a limit of 30 seats for hands-on coaching.

Course Objectives

After completing the course, you will be able to

  • Use Microsoft 365 Copilot to improve productivity across Outlook, Teams, Word, Excel, and PowerPoint.
  • Apply effective prompts and workflows to create emails, documents, insights, and presentations faster.
  • Integrate Copilot into daily work to improve collaboration, decision-making, and efficiency.
Who should attend
Who Should Attend

This in-person workshop is ideal for anyone who wants to leverage Copilot within their Microsoft 365 environment to save time and gain efficiency across Microsoft Outlook, Teams, Word, Excel, and PowerPoint. For maximum benefit, we recommend participants bring their laptop and have the free version of Copilot available.

Contact Hours

4 Contact Hours (Business Acumen: 0 PDUs, Power Skills: 0 PDUs, Ways of Working: 4 PDUs)

Course Delivery

This course will be delivered in-person over 4 hours from
1:00-5:00 PM local time.

Durham, NC: echo | 404 Hunt St, Suite 500, 27701

Springfield, MO: eFactory | 405 N. Jefferson Ave., 65806

Over the Web (Eastern time)

Our Awesome Instructors

RefineM's instructors are AI and project management thought leaders who have worked with organizations to implement AI strategy and have developed and taught courses on efficient and ethical AI usage.

Lesson and Topic

Lesson Topic
Introduction and ExpectationsIntroduction
Overview of Microsoft 365 CopilotIntroduction
Top 10 Use CasesCopilot Use Cases
About PromptsCopilot Use Cases
Top 5 Use Cases with DemosCopilot Use Cases
Agentic AIAdditional Topics
Wrap-Up / Quiz / Question and Answer Conclusion

“… my RefineM consultant has a body of knowledge, experience, and processes that he applies succinctly. He cuts through things.”