Training · Microsoft Copilot

Copilot, where your teams already work.

You already pay for the licences; this training is about getting the value out of them. Outlook, Teams, Word, Excel, PowerPoint, Notebooks, agent mode: everyone leaves with concrete use cases in their own files.

Formats

Four ways in, depending on your rollout.

The format depends on how many licences are live, the level of the teams and how long the rollout has been running.

Delivered by · Jonathan Delmas or a trainer from the team, same programme
Webinar · 1 to 1.5 hrs

Reach everyone

A remote session to set the basics, show what the tool actually does and clear the first questions. No cap on attendees.

Leadership team, a whole department,
or the entire company
Half-day · 3.5 hrs

Start a practice

The most requested format. Fundamentals plus two or three use cases worked directly on the participants' own files.

8 to 15 people
from the same function
Full day · 7 hrs

Build autonomy

The full programme, with time to practise, get it wrong and build your own working methods.

8 to 12 people
at a similar level
Ongoing support · 4 to 12 weeks

Make it stick

Short sessions spread out, with real work in between. The only format that lets you measure how practice actually evolves.

A full team
or internal champions
Programme

Application by application, use case by use case.

The outline below is the full-day format, adjusted to the applications and licences actually deployed at your organisation. The newer surfaces move fast: the content is reviewed before every session.

01

Understanding what Copilot sees

The question that comes up in every session. Answering it clearly removes half the resistance and prevents careless use.

  • Microsoft Graph — Copilot reaches what you already have access to: your mail, files, meetings, Teams conversations
  • Permission scope — why Copilot will never surface a document you have no access to
  • Copilot on the web vs Copilot in the apps — two different experiences, two levels of data access
  • Document grounding — the difference between an answer drawn from your files and one from the model alone
02

Outlook and Teams

The most immediate gains, and often the most under-used. This is where to start to win over the sceptics.

  • Summarise a long thread and pull out the decisions
  • Draft a reply from the context of the thread
  • Catch up on a missed meeting — summary, decisions taken, actions assigned
  • Prepare an upcoming meeting from the previous exchanges
  • Limits: what Copilot handles badly on very long or multilingual threads
03

Word and PowerPoint

The most anticipated use cases, and the ones that need the most method to produce presentable results.

  • First draft from notes or an outline
  • Referencing your own documents — build on an existing template or document rather than starting from scratch
  • Rewriting, changing tone, adjusting length
  • PowerPoint — generate an outline from a Word document or notes, then rework the structure rather than the content
  • Why the raw output is rarely publishable, and how to work in iterations
04

Excel

The most technical part, with specific prerequisites. Framed properly, it is a considerable time-saver for anyone working with tables.

  • Prerequisite: the structured table — why Copilot does almost nothing with a raw range of cells
  • Query a table in plain language
  • Create calculated columns and understand the formula suggested
  • Spot trends and outliers
  • What remains out of reach: workbooks with nested formulas and cross-references
05

Going beyond the chat box

Copilot is no longer just a chat bar. These three surfaces change the way people work, and remain largely unknown even to teams already licensed.

  • Copilot Notebooks — a persistent workspace that holds the context of a case: files, threads and notes in one place, queryable together
  • Agent mode in Word, Excel and PowerPoint — hand over a multi-step task inside the document instead of steering every edit
  • Copilot Cowork — delegate a complete piece of work, track it in “My tasks”, schedule recurring tasks and keep checkpoints before anything goes out
  • Picking the right surface — a one-off question, a case followed over time, or a task to delegate: these are not the same tools
06

Assistants and agents in Microsoft 365

Microsoft's vocabulary has become confusing. This sequence clears it up before considering anything custom-built.

  • Off-the-shelf assistants — the agents Microsoft ships in Teams and SharePoint, switched on without development
  • Cowork or agent — delegating a complete task to Copilot is Cowork; giving a team a permanent assistant is an agent. Two different needs, two different answers.
  • What belongs in Copilot Studio — as soon as you need defined topics, triggers or actions into other systems
  • Governance — who is allowed to create an agent at your organisation, and how those creations stay visible
07

Building the routine

The difference between a successful demo and real adoption. Without this step, usage collapses within three weeks.

  • Each participant identifies the three use cases that matter for their role
  • Anchoring those use cases in specific moments of the week
  • Verification habits — what gets re-read every single time before sending
  • Watch points on confidentiality and sharing
Discuss this format — 30 min, free →
Use cases

What it looks like, function by function.

A first selection of cases seen in training. The scoping session will bring out yours.

Sales · Pre-sales

Meeting preparation

Rebuild the history of an account from past emails and meetings, ahead of a client meeting.

Outcome · Fifteen minutes of prep instead of an hour
HR · Administration

Case tracking and write-ups

Summarise the exchanges on a case, draft the routine replies, structure interview write-ups.

Outcome · Time given back to the cases that actually need judgement
Finance · Controlling

Reading tracking spreadsheets

Query a budget tracking table in plain language, spot the variances and generate an analytical commentary.

Outcome · A first level of analysis available without advanced Excel skills
All functions · Cowork

Inbox handling

Give Cowork a recurring task on the inbox: sort the day's messages by priority, produce a summary, draft the routine replies and flag what needs a decision.

Outcome · An inbox read and ranked before the first meeting of the day
HR · Internal policy

Custom agent on your own rules

An agent grounded in your agreements, charters and procedures: leave, expenses, remote work — with a link back to the source text and escalation to HR on edge cases.

Outcome · Recurring questions absorbed, HR freed for the real situations
Leadership · Management

Catching up and deciding

Catch up on missed meetings, follow several files in parallel, prepare team check-ins.

Outcome · A useful presence where you couldn't be
“Jonathan brought our people on board during an awareness webinar with genuine enthusiasm, clear materials and a knack for taking the drama out of the subject. Very attentive throughout the process.”
Valérie Guesnier · Head of Innovation and Transformation Support, MBS
Discuss this format — 30 min, free →
Get in touch

Get the full value of your Copilot licences.

The direct route

Book 30 minutes

A scoping call: your context, your teams, the format that fits best.

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