In short
- For UK businesses training 10 or more people
- Around 16 people per workshop, with multiple sessions for larger groups
- Delivered on-site anywhere in the UK, or live online
- A scoping call confirms tools, licences, tasks and format
- Price depends on group size and format
About this course
Practical Microsoft 365 Copilot training for UK business teams who want to actually use Copilot day-to-day. We cover Word, Excel, PowerPoint, Teams and Outlook with real workflows, prompts and guardrails — so your team can apply Copilot to agreed everyday tasks.
See it in action
What a Microsoft Copilot session actually looks like
Choose a tool and explore a sample task, from brief to draft to human review.
A consultancy turning discovery-call notes into a client workshop proposal.
Sample brief
Brief
Prompt — workshop proposal for Harlow & Finch
Written by the account lead
You are helping me draft a workshop proposal.
Reader: Head of Operations. Decision: approve a pilot.
Discovery call notes: 40-person ops team, monthly supplier reports take two days.
Sections: context, proposed sessions, what changes, next step.
Rules: no invented figures, flag every assumption, under 700 words.
Sample draft
AI-assisted draft
Draft proposal — Harlow & Finch
Generated from the brief above
1. Context
Your operations team of roughly 40 spends about two days a month assembling supplier reports from several sources.
2. Proposed sessions
Session A — drafting and summarising with agreed house rules.
Session B — the supplier report, worked end to end on your own template.
3. Assumptions
Assumption: attendees can sign in to Claude on your current plan.
Assumption: the report template can be shared with sample data removed.
Sample review
Human review
Review pass — before it leaves the building
Account lead's edits
"Two days a month" checked against the call notes — kept, wording softened to "around two days".
Assumption about licences moved to the top so it is not missed.
Session B renamed to match the client's own term for the report.
Removed a sentence implying a saving the team has not measured.
Signed off by the person who owns the relationship, not by the tool.
A cross-department Teams meeting turned into owners, actions and a follow-up email.
Sample brief
Brief
Meeting notes — warehouse handover review
Teams recording and chat notes
Tuesday, 45 minutes. Operations and Customer Service.
Night-shift handover sheet keeps arriving incomplete.
Priya to look at the template; Marcus unsure who owns the printer list.
Agreed: trial a shorter sheet from the start of next month.
Someone mentioned a customer complaint — detail not captured.
Sample draft
AI-assisted draft
Actions extracted by Copilot
Decisions separated from discussion
Decisions
Trial a shortened handover sheet from the 1st.
Actions
Priya — redraft the handover template — by Friday.
Marcus — confirm who maintains the printer list — by Wednesday.
Open questions
Which customer complaint was referred to? Not stated in the recording.
Sample review
Human review
Follow-up email — checked, then sent
Drafted in Outlook by the meeting chair
Subject: Handover review — decisions and actions
The due dates in the draft (Friday, Wednesday) were not in the meeting — they are assumptions, and were confirmed with Priya and Marcus before the email went out.
Owners confirmed with each person; anything unconfirmed stayed marked as proposed.
Open question left in the email rather than guessed at.
One "agreed" downgraded to "proposed" — the recording did not show agreement.
Prompt saved to the team library so the next chair reuses it.
A campaign brief becoming a customer email, then a fact and tone review.
Sample brief
Brief
Campaign brief — spring service reminder
Written by the marketing lead
Audience: existing customers, last service over 12 months ago.
Purpose: book a service slot online.
Tone: plain, warm, no hard sell, British spelling.
Must include: booking link, opening hours, cancellation terms.
No customer data pasted in. No discount claims — none approved.
Sample draft
AI-assisted draft
Email draft, version 1
Plus two alternative openings
Subject: Time for your annual service?
It's been a while since we last saw your vehicle. Booking takes a minute and slots are open through April.
Alt opening A: leads on the reminder.
Alt opening B: leads on the booking link.
Marked: "slots open through April" needs confirming with the workshop.
Sample review
Human review
Fact and tone review
Checked by the marketing lead
Availability confirmed with the workshop before the claim stayed in.
Cancellation terms corrected against the current policy page.
Opening B chosen — shorter, and the ask is visible on a phone.
Removed an implied guarantee about same-week slots.
Final wording approved by a person before scheduling.
Scattered project notes becoming a Workspace-style summary, then verified.
Sample brief
Brief
Project notes — office move, week 6
Google Docs bullets and a Meet summary
Fit-out contractor confirmed for the second week of June.
Desk count still under discussion — sheet says 62, facilities said 58.
IT cutover date not yet agreed.
Summary needed for Thursday's steering group. No supplier names outside the team.
Sample draft
AI-assisted draft
Draft summary in Docs
Structure agreed first: status, decisions needed, risks
Status
Fit-out is scheduled for the second week of June. Desk numbers are unresolved.
Decisions needed
Confirm the desk count (sheet: 62 / facilities: 58).
Agree an IT cutover date.
Conflict shown rather than averaged or silently resolved.
Sample review
Human review
Verification before sharing
Project manager's pass
Both desk figures checked against the sheet's latest tab.
Contractor dates confirmed with the email thread, not the summary.
Supplier name removed — the document goes wider than the team.
Structure saved as a template for next week's update.
Explore the curriculum
Pick a topic, see how it is taught
Four of the topics covered in Microsoft Copilot training: pick one to see a sample exercise and what attendees take away.
Meetings in Teams
Sample exercise
One of your own recorded internal meetings is worked through: decisions separated from discussion, unclear points kept as questions.
What attendees leave with
An actions-and-owners prompt the meeting chair can reuse each week.
Drafting in Word and Outlook
Sample exercise
A follow-up email is drafted from agreed actions, then checked against the source before anyone sends it.
What attendees leave with
A house-style drafting prompt saved where the team can find it.
Working with data in Excel
Sample exercise
A non-sensitive sheet is summarised, with every figure traced back to a cell rather than accepted as written.
What attendees leave with
A short worked pattern for summarising a recurring sheet.
Licences and what is actually available
Sample exercise
Attendees check which Copilot surfaces are switched on for them, so nobody practises on features they cannot use.
What attendees leave with
A plain list of what your team can use now, and what would need enabling.
What you'll learn
- How Microsoft 365 Copilot works across Word, Excel, PowerPoint, Outlook and Teams
- Writing effective Copilot prompts for drafting, summarising and analysing
- Using Copilot in Excel for data analysis, formulas and insights
- Generating slides, speaker notes and rewrites in PowerPoint
- Summarising meetings, chats and email threads in Teams and Outlook
- Working safely with company data, sensitivity labels and Copilot guardrails
Copilot and Claude side by side
Most of the organisations we train run Microsoft 365 Copilot for everyone and Claude (or ChatGPT) for particular teams. The two aren't interchangeable, and a lot of frustration comes from using the wrong one for the job.
| Task | Use Copilot | Use Claude |
|---|---|---|
| Summarise a Teams meeting or a long Outlook thread | Yes: it already has the transcript and the thread | No |
| Draft a reply in your own tone from an email chain | Yes | Only if you paste the chain in |
| Ask questions of an Excel sheet | Yes | Only for small exported tables |
| Rewrite a 40-page document, keeping structure and nuance | Adequate | Better |
| Analyse a contract, policy or long report | Adequate | Better |
| Build a reusable assistant with your own reference material | Copilot agents (where licensed) | Claude Projects |
| Anything containing data that must stay inside your tenant | Yes, subject to your sensitivity labels | Check your data agreement first |
We train both in one programme when a client has both, and we're direct about which to reach for. If you only have Copilot, the session is Copilot only.
How we deliver this training
Instructor-led workshop
A practical, hands-on session led by a Day Seven trainer. Run in-house for your team, or join an open workshop in Leeds. UK-based, jargon-free, and built around the work your team does.
Get a training proposalExample exercises we can scope for your team
We agree the exercises with you before the session, so they match the work your team does.
- A document workflow: drafting, rewriting and summarising a typical report or proposal in Word, with the prompts saved for reuse
- A meeting workflow: turning a recorded or transcribed meeting into a clear summary, decisions and owned actions
- An email and inbox workflow: catching up on a long thread, drafting a reply in your own tone, and tracking what needs a response
- A working example in Excel — cleaning, summarising or explaining a real (non-sensitive) dataset your team uses
- A shared prompt library and a short guardrails note covering what to keep out of prompts
What we need from you beforehand
- A short scoping call to agree the tools your team uses, the tasks that matter and the format that fits your week.
- Confirmation that attendees can sign in to the tool on their team's current plan or licences before the day.
- Two or three real, non-sensitive examples per team — a typical document, report or email thread — so exercises use your own work.
- A named internal contact for room, kit and joining details, plus anything your IT or security team needs to approve first.
How to tell whether it worked
- Agree at scoping which two or three tasks the training should make faster or easier, so there is something concrete to look at afterwards.
- Compare the time taken and the quality of the output on one selected task before and after the session, so there is a performance measure alongside how people feel.
- Capture a simple confidence rating from attendees before and after the session on those same tasks.
- Ask managers a month later whether the agreed tasks are being done with the tool, and how often.
- Keep the team's shared prompt library as a visible sign of use — an empty library a month on is a useful signal in itself.
Our guide on measuring AI training ROI sets this out in more detail.
Who it's for
Frequently asked questions
Before you buy
If you are still building the business case, our guides cover what AI training costs in the UK, how to choose an AI training provider and how to measure the return on AI training.