Navigating Microsoft 365 Copilot in Word

Documents remain the backbone of business communication. Microsoft 365 Copilot in Word helps professionals move from blank pages, rewrites and formatting struggles to clear, structured and high-quality documents using AI directly inside Word.

In this hands-on course, participants learn how to use Microsoft 365 Copilot in Word to draft content, rewrite sections, summarize long documents, improve clarity and tone, and transform existing materials into more effective business documents. The session emphasizes real-world use cases, step-by-step instruction, and practical prompt-writing techniques that help participants work faster while maintaining control and accuracy.

It’s highly recommended that you have a Microsoft Copilot license for the optimal learning experience. Read more here.

Those without a Copilot license can still benefit from demonstrations, guided examples, and reusable prompting frameworks.

Bonus! This course can be applied toward the AI Mastery Series certificate. More details.

• Reduce document creation time by using Copilot to draft, expand or restructure content using natural language prompts
• Improve writing quality by rewriting sections for clarity, tone, conciseness or audience alignment
• Summarize long or complex documents into executive summaries, talking points or action items
• Transform existing materials such as notes, emails or outlines into polished Word documents
• Learn practical prompt-writing techniques tailored specifically to Word-based tasks
• Build confidence using Microsoft 365 Copilot in Word while understanding its limitations, troubleshooting common issues and applying responsible-use practices

• Introduction to Microsoft 365 Copilot in Word, including what it is, what it’s not and how it differs from Copilot Chat
• Navigating Word with Copilot, including where Copilot appears and how it integrates with document content
• Drafting documents using Copilot, including reports, summaries, proposals and internal communications
• Rewriting and editing content for tone, clarity, length and audience using natural language prompts
• Summarizing long documents and extracting key points, action items and executive-level insights
• Effective prompting for Word using the Who, What, When, Where, How and Why framework
• Applying Copilot to real business scenarios such as status reports, policies, training materials and stakeholder communications
• Group collaboration activities using shared documents and Copilot-assisted revisions
• Troubleshooting common Copilot challenges, including incomplete responses or generic outputs
• Responsible AI use in Word, including accuracy checks, data sensitivity and transparency

Learning Objectives

• Differentiate between Copilot Chat and Microsoft 365 Copilot and understand how Microsoft 365 Copilot works in Word
• Navigate and activate Microsoft 365 Copilot features within Word to enhance productivity and streamline workflows
• Develop and refine Microsoft 365 Copilot prompts to draft, edit, summarize, and format documents more efficiently using natural language
• Apply Microsoft 365 Copilot tools to business scenarios across departments
• Recognize Microsoft 365 Copilot’s capabilities and limitations to use it effectively, confidently, and responsibly in the workplace

Microsoft Copilot Overview

• Differentiate between Copilot Chat and Microsoft 365 Copilot and understand how Microsoft 365 Copilot works in Word
• Navigate and activate Microsoft 365 Copilot features within Word to enhance productivity and streamline workflows

Effective Prompting for Word

• Develop and refine Microsoft 365 Copilot prompts to draft, summarize, and analyze Word documents using natural language

Copilot in Word Application to Business Scenarios

• Apply Microsoft 365 Copilot tools to business scenarios across departments

Advanced Tips, Troubleshooting, and Responsible Use

• Guide Copilot when it doesn’t get it right the first time with advanced prompting tactics
• Troubleshoot common Copilot issues in Word
• Ensure responsible use by checking for accuracy, protecting data privacy, and following ethical AI practice

Download Extended Seminar Outline PDF