← Copilot Training
Copilot in Teams and Outlook
Cut through the noise in your two busiest communication tools — with AI that summarises meetings, drafts replies and catches you up in seconds.
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Cut through the noise in your two busiest communication tools — with AI that summarises meetings, drafts replies and catches you up in seconds.
Book This Session →For most knowledge workers, Teams and Outlook together account for the majority of their working day — meetings, chats, email and calendar. Copilot embedded inside both apps is where the time savings are most immediately visible: a one-click meeting summary, a catch-me-up on a 200-message thread, a first draft of a reply written in your tone in ten seconds. Unlike prompting from scratch in the Copilot app, these features sit directly in the flow of communication work, requiring no context-switching and minimal prompting skill to get real value.
This session covers both apps together because the workflows overlap: preparing for a meeting, catching up on what happened, following up afterwards and managing the resulting email thread are one continuous flow. It's best suited to anyone who spends a significant portion of their day in meetings or managing communication — managers, executives, project leads, sales teams, HR business partners, executive assistants and customer-facing roles.
A focused session designed to build real-world skills fast.
How Copilot in Teams and Outlook differs from Copilot Chat — contextual AI embedded where you work rather than a general assistant. We cover the requirements and availability picture, including which features need transcription, recording or a Copilot licence, and where features land across New Outlook, Classic Outlook and Outlook on the Web.
Using Copilot during a live Teams meeting to ask questions and track key points, plus how transcription is enabled and how it relates to meeting recordings. After the call we generate summaries, action items and follow-up questions, return with questions hours or days later, and navigate the Recap tab's meeting intelligence — chapters, speakers and action items.
Summarising a long channel or chat thread you missed, then using Catch me up to surface the most important messages from a conversation. We also put highlights and suggested replies to work so responding takes seconds rather than minutes.
Summarising a long email thread in one click, drafting replies with the length, tone and key points you set, and using Coaching to refine a draft for clarity and reader impact. We then brief ourselves before a meeting straight from Outlook — email history, attendees and related files — use calendar intelligence to prepare for back-to-back meetings, and turn meeting output into tracked actions and replies with suggested follow-ups.
Privacy and consent essentials — what meeting participants can see and how transcription actually works. We finish by building a daily rhythm with Copilot: morning inbox catch-up, meeting prep and an end-of-day wrap.