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Copilot M365 Chat

Build the prompting skills and daily habits that make Copilot Chat genuinely useful — grounded in your organisation's emails, meetings, files and chats.

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About Copilot M365 Chat

Copilot M365 Chat is the conversational AI interface at the heart of Microsoft 365 Copilot. Available in the standalone Copilot app, the Teams sidebar and on mobile, it gives users a single, natural-language way to interact with the full breadth of their M365 data — emails, Teams chats, meetings, files and calendar — without switching between apps or searching manually.

The most common adoption barrier isn't access, it's habit: people open Copilot once, write a generic prompt, get a mediocre result and never return. This session fixes that. It focuses on building a clear mental model of how Work grounding works, how to write prompts that produce consistently useful output, and how to weave Copilot Chat into the moments that already exist in the working day — morning catch-ups, meeting prep, follow-up drafting and research. Best suited to anyone with a Copilot licence who hasn't yet found a reason to open it every day.

Training Session

A focused session designed to build real-world skills fast.

Copilot M365 Chat
  • What Copilot M365 Chat is and how it differs from Copilot embedded inside individual apps
  • Where to access Copilot Chat — the Copilot app, Teams sidebar, Outlook, mobile and the browser
  • Work mode vs. Web mode — when Copilot draws on your M365 data vs. the public internet
  • How Work grounding works — what data Copilot can see and what it cannot access
  • Enterprise Data Protection — what it means for privacy and data security
  • The anatomy of a good prompt — Goal, Context, Source and Expectation
  • Writing prompts that produce specific, useful output on the first attempt
  • Iterating and refining responses without starting a new conversation
  • Referencing specific files, people and meetings in a prompt using the "/" ContextIQ menu
  • Uploading files directly into a conversation for summarisation or analysis
  • Catch me up prompts — surfacing what happened while you were away
  • Meeting preparation — briefing yourself before a meeting using recent emails and files
  • Research tasks — asking Copilot to find, compare and synthesise information from across your org
  • Drafting tasks — using Copilot Chat as a first-pass writing tool before moving to an app
  • Saving and sharing Copilot responses — copying to a Page, email or document
  • Viewing and continuing past conversations — managing conversation history
  • Responsible use — verifying outputs, understanding hallucination risks and when not to rely on AI
  • Building a daily Copilot habit — the three moments where Chat consistently saves the most time

Ready to train your teams on Copilot M365 Chat?

Book a free discovery call. No commitment, no pressure.

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