Microsoft Copilot for Enterprise

Overview

Microsoft Copilot for Enterprise focuses on applying Copilot inside Outlook, Teams, Word, Excel, and PowerPoint, using scenario-based labs for inbox triage, meeting recaps, proposals, presentations,…

What you will learn

  • Everyday Copilot Workflows: Draft, summarize, and analyze work across Outlook, Teams, Word, Excel, and PowerPoint.
  • Business Prompt Playbook: Build reusable, context-rich prompts for common business tasks.
  • Governance and Responsible Use: Apply permissions, data protection, verification, and governance practices.
  • Copilot Studio Agent: Build and publish a knowledge-grounded agent for a departmental use case.

Who this course is for

  • Business Analysts: Improve reporting and analysis workflows with Copilot.
  • Team Leads and Managers: Reduce meeting and email administration through guided workflows.
  • Project and Operations Coordinators: Support planning across Teams, Loop, and Planner.
  • Sales and Marketing Professionals: Draft proposals, presentations, and campaign materials.
  • Learning and Change Leads: Plan practical departmental Copilot adoption.

Prerequisites

  • Working knowledge of Outlook, Teams, Word, Excel, and PowerPoint.
  • Access to Microsoft 365 Copilot for hands-on labs, subject to confirmation of provisioning.
  • Modern browser, Microsoft 365 desktop or web apps, and stable internet.
  • No coding required; exposure to an AI chat tool is helpful.

Curriculum

  1. Module 1: Copilot in the Enterprise: Foundations

    • How Copilot works inside Microsoft 365
    • Grounding on work data vs web data
    • Copilot Chat vs Copilot in apps
    • Licensing tiers
    • Tenant boundary, permissions, and sensitivity labels
    • Deliverable: Grounded vs ungrounded comparison note
    • Completion check: Module 1 assessment

    Hands-on:

    • First Day with Copilot: Set up Copilot Chat and compare grounded and ungrounded queries.

  2. Module 2: Prompting for Business Results

    • Goal, context, expectations, source
    • Referencing files, people, and meetings
    • Prompt patterns for summarize, draft, rewrite, compare
    • Prompt libraries
    • Deliverable: Personal prompt playbook
    • Completion check: Module 2 assessment

    Hands-on:

    • Build a Prompt Playbook: Ten reusable prompts tested on real files.

  3. Module 3: Copilot in Outlook and Teams

    • Thread summaries and catch-up
    • Drafting and coaching replies
    • Follow-up extraction
    • Live meeting recap and intelligent recap
    • Chat and channel summaries
    • Deliverable: Action-item recaps
    • Completion check: Module 3 assessment

    Hands-on:

    • Inbox and Meeting Zero: Clear a sample inbox and recap three meetings.

  4. Module 4: Copilot in Word and PowerPoint

    • Drafting from outlines
    • Rewriting for tone and length
    • Reviewing long documents
    • Deck from a Word document
    • Slide design and speaker notes
    • Deliverable: Proposal and deck
    • Completion check: Module 4 assessment

    Hands-on:

    • Proposal to Pitch: Requirements document to proposal and ten-slide deck.

  5. Module 5: Copilot in Excel and Data Analysis

    • Formula suggestions and explanations
    • Sorting, filtering, highlighting
    • Trend and outlier detection
    • Pivot tables and charts
    • Python in Excel with Copilot
    • Deliverable: Analysis workbook and insight summary
    • Completion check: Module 5 assessment

    Hands-on:

    • Sales Data Deep Dive: Pivots, charts, and an insight summary.

  6. Module 6: Copilot Across Apps: OneNote, Loop, Planner, and Pages

    • Notes to plans in OneNote
    • Loop components
    • Task generation in Planner
    • Copilot Pages
    • Chaining tasks across apps
    • Deliverable: Kickoff workspace
    • Completion check: Module 6 assessment

    Hands-on:

    • Project Kickoff Workspace: Loop workspace, task plan, and shared Copilot Page.

  7. Module 7: Governance, Security, and Responsible Use

    • SharePoint Advanced Management and restricted search
    • Purview auditing and DLP
    • Usage and adoption reports
    • Verifying facts
    • Bias, confidentiality, and disclosure
    • Acceptable-use policy
    • Deliverable: Readiness checklist
    • Completion check: Module 7 assessment

    Hands-on:

    • Copilot Readiness Checklist: Assess a sample tenant and recommend remediation.

  8. Module 8: Extending Copilot: Agents and Copilot Studio

    • Declarative and SharePoint agents
    • Agent builder in Copilot Chat
    • Copilot Studio topics, knowledge sources, and actions
    • Publishing to Teams
    • Measuring agent performance
    • Deliverable: Published agent
    • Completion check: Module 8 assessment
    • Independent capstone: Department-level Copilot adoption plan with five role-based workflows, a prompt library, a governance checklist, one custom agent, and a before-and-after time-savings estimate (hours not confirmed).

    Hands-on:

    • HR Policy Agent: Build and publish an agent over a SharePoint library.
    • Capstone: Create a department-level Copilot adoption plan.

Technology stack

  • Microsoft 365 Copilot
  • Copilot Chat
  • Copilot Studio
  • Outlook
  • Teams
  • Word
  • Excel
  • PowerPoint
  • OneNote
  • Loop
  • Planner
  • Copilot Pages
  • Microsoft Purview
  • SharePoint Advanced Management

Hands-on access depends on Microsoft 365 Copilot and Copilot Studio licensing; ZaranTech-provided tenant and administrative access are not yet confirmed.

What's included

  • Live cohort + recordings: Attend every session live and revisit the recordings for one year.
  • Real lab environment: Practise on a hands-on environment that mirrors real projects.
  • Live doubt-clearing support: Ask questions and get answers in real time during every session.
  • Assessments and lab activities: Apply what you learn through graded assessments and guided labs.
  • Learning assets: Keep the slides, notes, and reference material for good.
  • Role-readiness guidance: Mentor guidance to get you ready for the role you are targeting.
  • Verifiable certificate: Earn a shareable certificate on completing the hands-on capstone.
  • Global peer community: Learn with a global cohort and stay connected after the program.

In short

Microsoft Copilot for Enterprise is a 24-hour, eight-module, live instructor-led training program for business users. It covers Copilot across core Microsoft 365 apps, business prompting, governance, and building a Copilot Studio agent. Participants complete practical labs and a department-level adoption capstone.

Key facts

  • Course category: AI.
  • Course level: Beginner to Intermediate.
  • Delivery is live instructor-led online.
  • Instructional duration: 24 hours across eight three-hour modules.
  • The program centers on Microsoft 365 business productivity.
  • Labs use synthetic data.
  • A department-level Copilot adoption plan is the independent capstone.
  • Microsoft certification is not included.

Frequently asked questions

Do I need a Microsoft 365 Copilot license before joining?

Copilot features in Word, Excel, Outlook, Teams, and PowerPoint require a paid Copilot add-on. Whether participants must bring their own license or ZaranTech will provide access is subject to confirmation; Copilot Chat alone does not cover all labs.

Is this a technical or admin course?

No. It is designed for business users. Governance and admin controls are explained so learners can work with IT, while tenant configuration is demonstrated rather than built by learners.

How is this different from AI for Microsoft 365?

AI for Microsoft 365 covers the wider platform, including Power Platform AI, SharePoint agents, and tenant administration. This course focuses on daily productivity in core applications and concludes with a Copilot Studio agent.

Do I need coding skills?

No coding is required. Copilot Studio agents are built with a visual interface.

What do I build during the course?

A prompt playbook, meeting and inbox recaps, a proposal and deck, an Excel analysis, a project workspace, a readiness checklist, a published agent, and a departmental adoption plan.

Can I use my company data in labs?

Labs use synthetic data. Company data may be used only where the organization's policy permits it in its own tenant.

Is Microsoft certification included?

No. Microsoft certifications are separate. The course describes a ZaranTech Certificate of Completion subject to completion requirements that must be confirmed.

Is a corporate version available?

Yes. A private cohort can tailor labs to team workflows and tenant policies.

Topics covered

Microsoft 365 Copilot, Microsoft Copilot Chat, Copilot Studio, Microsoft Outlook, Microsoft Teams, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft OneNote, Microsoft Loop, Microsoft Planner, Microsoft Purview, SharePoint Advanced Management