Microsoft Copilot Intermediate

Design multi-purpose agents that automate real world tasks.

Build cross-app workflows, and get more out of Copilot with advanced prompting techniques.

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Microsoft Copilot Intermediate

Microsoft Copilot Intermediate

Build on your Copilot skills with this one day course. You'll learn advanced prompting techniques and how to create an agent for real world tasks.

Learn how to build cross-app workflows that connect Teams, Outlook, Excel, Word and PowerPoint, turning inputs into clear insights, reports, and updates. We also cover how to analyse data, create dashboards, design compelling slides, and automate everyday communication.

The day ends with a practical capstone project allowing you to practise your new skills, so you leave confident, capable and ready to work faster with Copilot.

Duration icon

One Day

Timings icon

10:00 - 16:30 GMT

  • Key Learning Points

  • icon Advanced Prompting Techniques
  • icon Design reliable, multi-purpose agents
  • icon Create cross-app workflows
  • icon Strategies for generating PowerPoint slides
  • icon Automation workflows for Teams and Outlook

If attending an online course you must have a licensed copy of any software required and access to a suitable computer.

We'll be using the Copilot, and Office 365 for this course. You'll need to have attended our Copilot Intro course or have equivalent working knowledge before joining this class.

Our Expert Team
Expert Trainers

Course leader is an experienced industry expert

Media Training

Request a quote for Microsoft Copilot Intermediate

This course is offered as private, bespoke or team training at our centre, live online or at your venue.

You can customise the outline, have a group where it's just your team or enjoy a one-to-one session with an expert.

Fill in the form below and our team will get in touch with pricing and helpful advice.

Course Dates

Course Outline

1

Advanced Prompting Techniques

Structured prompts.

Multi-step reasoning prompts.

Constraint-based prompts.

Iterative refinement.

2

Copilot Agents - Beyond Basics

Designing reliable, multi-purpose agents.

Knowledge pack structure & versioning.

Avoiding instruction conflicts.

Creating agent-specific workflows.

When to use Agents vs Chat.

3

Cross-App Workflows Using Copilot Work

Combining inputs from emails, meetings, and files.

Generating multi-app project packs.

Workflow templates.

Using Copilot to maintain shared team processes.

4

Excel Intermediate Analytics

Multi-sheet analysis.

KPI generation & commentary.

Creating assumption tables for Copilot.

Copilot-assisted dashboard creation.

Error-checking & audit prompts.

5

PowerPoint Storytelling & Design Strategy

Narrative structure.

Message mapping before slide generation.

Visual consistency & style prompts.

Advanced image prompting (style, colour, composition).

6

Teams & Outlook Automation Workflows

Inbox prioritisation models.

“Communication packs”.

Turning threads into structured reports.

Cross-source synthesis (chat, email, meeting and files).

7

Copilot Pages - Knowledge Systems

Building team knowledge hubs.

Structuring information for searchability.

Linking Pages, Agents and Files.

Maintaining content with refresh prompts.

8

Quality Control, Accuracy & Troubleshooting

Spotting hallucinations.

Fact-checking prompt sequences.

Clean context prompting.

Using Temporary Chat strategically.

9

Capstone Activity

Practical cross-app task:

Turn a bundle (emails, transcript, spreadsheet, and PDF) into:

Insights summary, action log, word report, 3 slide PowerPoint, drafted Outlook update, and, if time is available, build a new Agent based on the project.

Who attends?

Career Progressives icon

Career Progressives

Professionals who wish to develop skills for their current role and companies who believe in developing their talent.

Career Changers icon

Career Changers

People seeking opportunities which require new skills. Industry relevant training for those pursuing a new role.

Graduates icon

Graduates

Certified courses for those who have earned their theoretical stripes, but need to prove capability to future employers.

Learn Your Way

Face to Face

Face To Face

Learn face-to-face with expert mentors in a dynamic setting that inspires growth and confidence.

Live Online

Live Online

Join remotely with expert mentors in real time — flexible, interactive learning that fits your lifestyle.

Team Training

Team Training

Upskill your team together. Build your team and develop consistency, and collective confidence.

Three Steps To Success

1

Identify Your Path

Define your direction with purpose, aligning your learning journey to personal and career goals.

2

Learn With Experts

Gain practical insight from real-world experts who bring clarity, confidence, and momentum to your growth.

3

Earn Certification

Your certificate of attendance is proof of progress — benchmarking your skills and commitment to growth.