Authorized Training Partner
Issuer:
Project Management Institute
Course Training : Durham, NC: Microsoft 365 Copilot in Action 08 | 12 | 2026
Group discounts available up to 30%.
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.
How much time do professionals lose every week writing emails, summarizing meetings, building presentations, analyzing spreadsheets, and searching for information? Microsoft 365 Copilot is changing how work gets done by embedding AI directly into the tools people already use every day. This highly practical, hands-on workshop focuses on real-world use of Microsoft 365 Copilot across Outlook, Teams, Word, Excel, and PowerPoint. Rather than spending hours on AI theory, participants will learn by doing — using prompts, workflows, and live scenarios that immediately improve productivity, communication, collaboration, reporting, and decision-making. The workshop begins with a short session on why AI Copilots are rapidly becoming essential in the modern workplace, including practical examples of productivity gains, faster decision-making, and reduced manual effort. The remainder of the workshop focuses on applied usage patterns, best practices, and realistic business scenarios participants can immediately use in their day-to-day work.
Our course is delivered by experienced instructors who are skilled and certified in implementing AI strategy and leveraging AI tools.
After completing the course, you will be able to
This webinar is ideal for anyone who wants to leverage CoPilot within their Office 365 environment to save time and gain efficiency across Microsoft Outlook, Teams, Word, Excel, and PowerPoint. For maximum benefit, we ask attendees to confirm that they have a Microsoft Office 365 environment set up and CoPilot enabled.
4 Contact Hours (Business Acumen: 0 PDUs, Power Skills: 0 PDUs, Ways of Working: 4 PDUs)
This course will be delivered in-person over 4 hours.
From 1:00-5:00 PM
local time
Durham, NC at echo | 404 Hunt St, Suite 500 (5th Floor), Durham, NC 27701
Springfield, MO at eFactory | 405 N. Jefferson Ave., Springfield, MO 65806
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.
Narendra (NK) Shrivastava, is Founder and CEO of RefineM and an AI Transformation Leader specializing in enterprise AI adoption, AI strategy, Agile transformation, and modern delivery practices. With more than 25 years of experience, he helps organizations combine human and artificial intelligence to improve productivity, decision-making, and business outcomes.
NK is the Founder and Lead of the GenAI Proof of Concept Group, a global community of 100+ practitioners exploring practical AI applications, and serves as Chair of the AI Community of Practice for the North Carolina PMI Chapter. An MIT AI Strategy and Leadership program graduate, he has trained over 5,000 professionals and is a frequent speaker at PMI conferences, ProjectManagement.com, and corporate leadership events.
Phillip George, PMP, CSM, PMI-CPMAI, has served as a volunteer in RefineM's AI proof-of-concept group for over 2 years, supporting group initiatives ranging from Earned Value Management and risk management to project closure. He holds the PMI-CPMAI certification from PMI.
| Lesson | Topic |
|---|---|
| Introduction and Expectations | Introduction |
| Overview of Microsoft 365 Copilot | Introduction |
| Top 10 Use Cases | Copilot Use Cases |
| About Prompts | Copilot Use Cases |
| Top 5 Use Cases with Demos | Copilot Use Cases |
| Additional Use Cases as Time Allows | Copilot Use Cases |
| Wrap-Up / Quiz / Question and Answer | Conclusion |
