Course Name

Transform ideas into action with Copilot Chat

  • Code: MS-4023
  • Duration: 1 Day(s)
  • Date: 18 Mar, 2026
  • Price: R3, 200.00 (excl. VAT)
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Course Introduction

Copilot Chat is an AI-powered assistant integrated into Microsoft 365, designed to help users accomplish tasks more efficiently by leveraging web-based insights and intelligent automation.

This course teaches you how to get started with Microsoft 365 Copilot Chat, craft effective prompts, and use its AI-powered features to enhance productivity, streamline work, and collaborate securely in real-time.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training facilities
  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Objectives

By the end of this course, you will be able to:

  • Understand the capabilities of Microsoft Copilot Chat available to Microsoft 365 users without Copilot 365
  • Access and navigate Copilot Chat via Microsoft365.com and the Edge sidebar
  • Craft effective prompts to get optimal results using web-grounded AI
  • Apply Copilot Chat to real-world work scenarios, such as summarising content, generating ideas, and drafting communications

Course Content

  • Module 1: Get started with Copilot Chat
    • This module introduces Microsoft 365 Copilot Chat as a secure, AI-powered assistant that boosts productivity by leveraging web-based insights, while guiding you on how to access it, navigate the interface, and start using it effectively
      • The purpose of Microsoft 365 Copilot Chat
      • Distinguish between work and web grounding modes and their use cases
      • Navigate the Copilot Chat interface and how to start chatting
      • How Enterprise Data Protection keeps your data secure while using Copilot Chat
  • Module 2: Write effective prompts to achieve optimal results
    • In this module, we’ll cover how to write effective prompts for Microsoft 365 Copilot Chat to achieve optimal results
      • Identify the four key elements of an effective Copilot prompt: context, goal, source, and expectations
      • Apply best practices to write clear, concise, and well-structured prompts
      • Recognise common prompting mistakes and how to avoid them
      • Utilise the Copilot Prompt Gallery to discover, save, edit, and share useful prompts
  • Module 3: Work smarter with Microsoft 365 Copilot Chat
    • Explore how to work more intelligently and collaboratively with Microsoft 365 Copilot Chat. Whether you need market research, content brainstorming, data analysis, or AI-generated images, Copilot Chat simplifies complex tasks with intuitive prompts.
      • Get summaries and stay informed
      • Brainstorm and draft content quickly
      • Gather insights based on your files
      • Visualise your data
  • Module 4: Format and collaborate on Copilot responses with Microsoft 365 Copilot Pages
    • Microsoft 365 Copilot Pages lets you turn a Copilot response into an editable and collaborative workspace
      • How to use Copilot Pages for editing and organising the results of your prompts
      • Collaborate in real-time in a shared workspace using Pages
      • Export to Microsoft Word
      • Ideas for using Pages – Project management and content creation
  • Module 5: Create your personal Copilot Agent
    • Agents are AI-powered tools that help automate tasks, streamline workflows, and provide intelligent assistance in Copilot Chat
      • Why agents can be so helpful to your business
      • Access pre-built agents:
        • Prompt Coach: Create effective Copilot prompts
        • Idea Coach: Get brainstorming assistance
        • Writing Coach: Refine your writing
        • Career coach: Get personalised career advice and action plans
        • Learning coach: Learn about topics and refine your skills
      • Create a custom SharePoint Agent
      • How to access the agent builder
      • Create an agent that allows you to access a SharePoint library
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Get in touch

Contact the Impactful team if you need any assistance.
Email: impactful@lrmg.co.za
Tel: +27 87 941 5764

Course Introduction

Copilot Chat is an AI-powered assistant integrated into Microsoft 365, designed to help users accomplish tasks more efficiently by leveraging web-based insights and intelligent automation.

This course teaches you how to get started with Microsoft 365 Copilot Chat, craft effective prompts, and use its AI-powered features to enhance productivity, streamline work, and collaborate securely in real-time.

Course Delivery Method

Our courses have flexible delivery options:

  • In-person classroom training at the Impactful training facilities
  • Virtual instructor-led training
  • Nationally: on-site at the client

Course Objectives

By the end of this course, you will be able to:

  • Understand the capabilities of Microsoft Copilot Chat available to Microsoft 365 users without Copilot 365
  • Access and navigate Copilot Chat via Microsoft365.com and the Edge sidebar
  • Craft effective prompts to get optimal results using web-grounded AI
  • Apply Copilot Chat to real-world work scenarios, such as summarising content, generating ideas, and drafting communications

Course Content

  • Module 1: Get started with Copilot Chat
    • This module introduces Microsoft 365 Copilot Chat as a secure, AI-powered assistant that boosts productivity by leveraging web-based insights, while guiding you on how to access it, navigate the interface, and start using it effectively
      • The purpose of Microsoft 365 Copilot Chat
      • Distinguish between work and web grounding modes and their use cases
      • Navigate the Copilot Chat interface and how to start chatting
      • How Enterprise Data Protection keeps your data secure while using Copilot Chat
  • Module 2: Write effective prompts to achieve optimal results
    • In this module, we’ll cover how to write effective prompts for Microsoft 365 Copilot Chat to achieve optimal results
      • Identify the four key elements of an effective Copilot prompt: context, goal, source, and expectations
      • Apply best practices to write clear, concise, and well-structured prompts
      • Recognise common prompting mistakes and how to avoid them
      • Utilise the Copilot Prompt Gallery to discover, save, edit, and share useful prompts
  • Module 3: Work smarter with Microsoft 365 Copilot Chat
    • Explore how to work more intelligently and collaboratively with Microsoft 365 Copilot Chat. Whether you need market research, content brainstorming, data analysis, or AI-generated images, Copilot Chat simplifies complex tasks with intuitive prompts.
      • Get summaries and stay informed
      • Brainstorm and draft content quickly
      • Gather insights based on your files
      • Visualise your data
  • Module 4: Format and collaborate on Copilot responses with Microsoft 365 Copilot Pages
    • Microsoft 365 Copilot Pages lets you turn a Copilot response into an editable and collaborative workspace
      • How to use Copilot Pages for editing and organising the results of your prompts
      • Collaborate in real-time in a shared workspace using Pages
      • Export to Microsoft Word
      • Ideas for using Pages – Project management and content creation
  • Module 5: Create your personal Copilot Agent
    • Agents are AI-powered tools that help automate tasks, streamline workflows, and provide intelligent assistance in Copilot Chat
      • Why agents can be so helpful to your business
      • Access pre-built agents:
        • Prompt Coach: Create effective Copilot prompts
        • Idea Coach: Get brainstorming assistance
        • Writing Coach: Refine your writing
        • Career coach: Get personalised career advice and action plans
        • Learning coach: Learn about topics and refine your skills
      • Create a custom SharePoint Agent
      • How to access the agent builder
      • Create an agent that allows you to access a SharePoint library

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Tel: +27 87 941 5764

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