Microsoft 365 Copilot Cowork | Online | Tue 16 Mar 2027

* Please note that this is an online course, delivered remotely by a live instructor *

Duration: 3 Hours

Course Overview

Microsoft Copilot Cowork introduces participants to Microsoft’s next generation AI-powered digital co-worker. Unlike traditional chat-based AI assistants, Cowork can reason across organisational information, perform multi-step tasks, coordinate actions, and help users complete complex business processes.

This practical course teaches participants how to effectively collaborate with Cowork, delegate work, analyse information from Microsoft 365, automate routine activities, and improve productivity through intelligent assistance. Through demonstrations and hands-on exercises, attendees will learn how to use Cowork to prepare reports, research information, manage projects, support decision-making, and streamline everyday business tasks.

Audience

This course is designed for business users, managers, project coordinators, team leaders, administrators, and knowledge workers who want to understand how AI assistants can help them work more efficiently. It is suitable for organisations adopting Microsoft Copilot and exploring agentic AI capabilities within Microsoft 365 and business processes.

Course Prerequisites

No previous experience with Microsoft Copilot Cowork is required. Participants should have a working knowledge of Microsoft 365 applications such as Outlook, Teams, OneDrive, SharePoint, Word, and Excel. Familiarity with everyday business processes and collaboration tools will be advantageous.

Course Modules

Module 1: Introduction to Copilot Cowork

This module introduces the concept of AI-powered digital co-workers and explains how Microsoft Copilot Cowork differs from traditional chat assistants. Participants will learn how Cowork can assist with business activities, coordinate work across Microsoft 365, and support knowledge workers through reasoning, planning, and task execution. The module also explores responsible AI principles, data access considerations, and common business use cases.

• What is Microsoft Copilot Cowork?
• Agentic AI versus conversational AI
• Understanding digital co-workers
• How Cowork works with Microsoft 365
• Business use cases and scenarios
• Security, privacy and permissions
• Responsible AI fundamentals
• The future of workplace productivity

Module 2: Finding, Understanding & Using Organisational Knowledge

This module focuses on how Cowork can help users gather information across Microsoft 365 and transform it into useful business insights. Participants will learn how to search for information, create summaries, identify actions and decisions, and generate meaningful outputs from content stored across meetings, emails, chats, and documents.

• Enterprise search and information discovery
• Working with emails, meetings and chats
• Analysing documents and files
• Creating executive summaries
• Generating project status reports
• Extracting actions, decisions and risks
• Research and information gathering
• Creating stakeholder briefing

Module 3: Prompting & Delegating Work Effectively

This module teaches participants how to communicate effectively with Cowork and provide clear instructions that produce high-quality results. Using a practical framework, participants will learn how to define objectives, provide context, reference supporting information, and specify output requirements. They will also learn techniques for refining and improving responses.

• Writing effective instructions
• Goal-based prompting
• Providing business context
• Working with source documents and links
• Defining output formats and expectations
• Iterative prompting techniques
• Improving accuracy and relevance
• Reviewing and validating AI-generated content

Module 4: Business Process & Workflow Assistance

This module demonstrates how Cowork can assist with multi-step business processes and routine operational activities. Participants will explore practical scenarios where Cowork can plan, coordinate, and support tasks that would traditionally require significant manual effort. The focus is on improving productivity while maintaining appropriate human oversight.

• Understanding workflow assistance
• Task planning and coordination
• Project management support
• Meeting preparation and follow-up
• Customer enquiry management
• Knowledge management workflows
• Working alongside Power Automate
• Human review and governance practice

Module 5: Personalisation, Adoption & Best Practices

This final module helps participants customise their Cowork experience and establish sustainable AI working practices. The session explores personalisation options, adoption strategies, and practical guidance for embedding Cowork into daily work routines. Participants will leave with a clear understanding of where Cowork can deliver immediate value within their role.

• Personalising the Cowork experience
• Custom instructions and preferences
• Building effective daily workflows
• AI-assisted productivity habits
• Common mistakes to avoid
• Adoption and change management
• Measuring success and value
• Next steps and learning resources