Microsoft Copilot courses

Copilot sits inside the Microsoft 365 apps your team already uses, and it can see what each user can see. That makes it powerful, and it is why rollout and training matter more than with a standalone chatbot.

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1Introductory

Microsoft 365 Copilot foundations

Hands-on Copilot across Outlook, Teams, Word, Excel and PowerPoint, using your own everyday tasks.

For: Everyone with a Microsoft 365 Copilot licence, or Copilot Chat, who wants to use it well.

What we cover

Copilot Chat and Microsoft 365 Copilot: what each can see and do
Outlook: summarising threads, drafting and coaching replies
Teams: meeting recaps, catching up on chats, and asking what was decided
Word and PowerPoint: drafting from existing files and building decks from documents

All 6 topics and outcomes for Microsoft 365 Copilot foundations

2Organisation

Copilot rollout and readiness

Plan a Copilot rollout that pays for its licences: permissions hygiene, sensitivity labels, pilot groups, champions and adoption measurement.

For: IT leads, Microsoft 365 administrators, operations and people leaders.

What we cover

Deciding who gets licences first, and why
Oversharing checks: SharePoint and Teams permissions before Copilot sees them
Sensitivity labels and data loss prevention basics with Microsoft Purview
Designing a pilot: scenarios, success measures and feedback

All 6 topics and outcomes for Copilot rollout and readiness

3Advanced

Copilot Studio agents and advanced Excel

Build agents in Copilot Studio over your own content and processes, automate the actions with Power Automate, and get more from Copilot in Excel.

For: Power users, business analysts, Power Platform makers and IT.

What we cover

Agents in Microsoft 365: when a declarative agent is enough
Copilot Studio: knowledge sources, topics, actions and testing
Power Automate flows as agent actions
Governance: environments, data policies and who can publish

All 6 topics and outcomes for Copilot Studio agents and advanced Excel

Formats

In person: We come to you, anywhere in New Zealand: your office, boardroom, packhouse lunchroom or a venue nearby.
Remote: Live over Microsoft Teams, with the same hands-on exercises.
Half-day workshop: A focused session on one course, usually the best first step for a team.
Full-day workshop: More time on your own tasks and documents, with practice built in.
Team rollout: A series of sessions over weeks: foundations, then role-based follow-ups, champions and a check-in on what stuck.
Public workshop days: Book a seat at a scheduled workshop in your region. Good for sole traders and small teams.

Length, group size and format are agreed with you after a short conversation about your team.

Train your team

ScopeHeadcount, sites, Microsoft 365 plan and licences, and the teams you want to start with.
PlanWe propose a course, a pilot group and a format, and agree the files and meetings to use.
TrainOn-site or over Teams, in Outlook, Word, Excel and Teams, with your own work.

In person
Remote
Half-day workshop
Full-day workshop
Team rollout

Independent training by TheColab. Not affiliated with Microsoft.

Enquire

Tell us about your team. We reply by email with a suggested course and format.