AI TOOLS IN MICROSOFT OFFICE
Draft faster, summarise smarter, and build an AI-first workflow.
Designed for all Microsoft 365 users across roles, functions, and seniority levels.
Programme Overview
Artificial intelligence is fundamentally changing how knowledge work gets done - and Microsoft has embedded AI directly into the tools your people use every day. This programme goes beyond a feature tour to build genuine capability: understanding how AI works, writing prompts that get results, and building an AI-first workflow that saves hours every week. Practical, hands-on, and immediately applicable.
Course Content
Module 1: Understanding AI in the Workplace (1.5 Hours)
- How Generative AI Works: LLMs, tokens, probability, and spotting hallucinations
- Microsoft Copilot Ecosystem: M365 Copilot, standalone web AI, and Studio overview
- Responsible & Safe AI Use: Data privacy and what never to put into AI tools
- Establishing organisation usage policies and verifying AI outputs
Module 2: Prompt Engineering for Business (1.5 Hours)
- Anatomy of an Effective Prompt: Goal, Context, Expectations, and Source
- Prompt Patterns: Drafting, summarising, analysing, brainstorming, and rewriting
- Iterating & Refining: Follow-up prompts, regenerating, and chain-of-thought
- Group exercise: transforming weak prompts into powerful ones
Module 3: Copilot in Word & Outlook (1.5 Hours)
- Word: Drafting from reference files, summarising long docs, rewriting tone
- Generating tables from prose and asking Copilot document-specific questions
- Outlook: Drafting replies, thread summarisation, and coaching features
- Meeting preparation and drafting invitations/agendas from simple prompts
Module 4: Copilot in Excel & PowerPoint (1.5 Hours)
- Excel: Natural language data queries and AI-suggested formula generation
- Creating charts, identifying trends/outliers, and generating insights panels
- PowerPoint: Generating presentations from text prompts or existing Word documents
- Summarising presentations into speaker notes and using Designer suggestions
Module 5: Copilot in Teams & AI Workflow (2 Hours)
- Teams: Meeting recaps, asking about missed meetings, and live meeting assistance
- Building a Personal AI System: Auditing tasks, creating a prompt library, AI review habits
- Cross-application workflows: Word brief → PowerPoint deck → Outlook invite
- Role-Specific Use Cases: Finance, HR, Sales, Marketing, and Operations
Course Details
Return to work with immediately applicable Copilot skills.
Duration
8 Hours (1 Day)
Delivery Format
Instructor-led
Target Audience
All M365 Users
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Why Upwise?
Expert Trainer
Learn directly from Ritu Arora, a Microsoft Certified Trainer.
Live Demonstrations
Instructor-led training with live demonstrations and hands-on practice.
Real-World Tasks
Participants use their own Microsoft 365 accounts and work on real tasks from their roles.
Target Audience
Designed for all Microsoft 365 users across roles, functions, and seniority levels.
Responsible AI
Learn to apply AI tools safely with awareness of data privacy, bias, and corporate policies.
Prerequisites
Regular daily use of M365. A Microsoft 365 Copilot licence is required for hands-on AI features.
What You Will Gain
Draft Faster
Use Copilot in Word and Outlook to generate full documents, proposals, and email replies instantly.
Summarise Smarter
Condense long documents, email threads, and Teams meetings into quick, actionable key takeaways.
Analyse Efficiently
Use natural language in Excel to query data, generate formulas, create charts, and identify trends.
Prompt Engineering
Master the anatomy of an effective prompt: Goal, Context, Expectations, and Source.
Cross-App Workflows
Connect your workflow seamlessly: from Word brief to PowerPoint deck to Outlook invite.
Role-Specific Value
Apply AI directly to Finance, HR, Sales, Marketing, and Operations specific use cases.
Meet Our Trainer
Ritu Arora is a corporate trainer with 20+ years of experience, having trained over 100,000 professionals across 2,500+ organizations. She also spent 11 years at the Abu Dhabi National Oil Company, delivering Microsoft Office training in international corporate environments.
She is an expert in Advanced Excel and PowerPoint, author of Advance Excel Guide and Mastering Advanced Excel with ChatGPT Integration, and collaborates with CII and Sumitomo Mitsui Banking Corporation to provide advanced Microsoft Office training.
What Our Learners Say
Discover how professionals and organizations have transformed their skills and achieved remarkable results with Upwise.
"Really appreciate Ritu ji for conducting the corporate MS excel session. Attended both Intermediate and Advanced class, and learnt advanced features of Excel including Macro which was quite helpful for the work. Your Kind and patient guidance definitely accelerated the learning."
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