Microsoft Tools · MIC-82

Microsoft 365 Copilot Cowork

Microsoft 365 Copilot Cowork is a course in delegating multi-step work to Copilot Cowork across Outlook, Teams, Word, Excel and PowerPoint, covering delegation briefs, approvals and control, scheduled and event-driven tasks, custom skills and governance. It suits employees, team leads, managers and PMO teams who already use Microsoft 365 Copilot and want it to carry out whole tasks safely.

Updated 30 Oct 2026

From 10,350 THB / person 11,500 −10% excl. VAT 7% · group rates available

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PDFDownload the course outline

Duration12 hours · 2 days
FormatOnsite / live online
Next roundOn request
CertificateIncluded

Course overview

Many employees already use Microsoft 365 Copilot comfortably to draft emails, summarise meetings and write documents. Yet much of the real work in a day is multi-step work that moves between Outlook, Teams, the calendar and Office files, and it is still done by hand one step at a time. Copilot Cowork changes this by taking on a task and carrying it out across apps: it sends emails, schedules meetings, creates documents and posts in Teams, pausing for approval before anything important. The question shifts from writing clever prompts to delegating clearly and keeping control of the result.

This course builds on Microsoft 365 Copilot for Employees, which focuses on everyday Copilot use, and moves on to delegating multi-step work to Copilot Cowork in a structured way. Learners see how Cowork works and how it differs from Copilot Chat, write complete delegation briefs, and stay in control through approvals, pausing and steering. They then practise with email, Teams, the calendar, research and Word, Excel, PowerPoint and PDF files, set up scheduled and event-driven tasks, build custom skills, use plugins and set governance guidelines, before finishing with a workshop that delegates a project from start to finish. (2 days, 6 hours per day, 12 hours in total, Intermediate level.)

What you’ll gain

Explain how Copilot Cowork differs from Copilot Chat and agents, and which work it suits
Write multi-step delegation briefs that state the goal, context, sources and output format
Stay in control through approvals, pausing, steering and answering Cowork's questions
Have Cowork handle email, Teams, the calendar, meetings and research across sources
Create and edit Word, Excel, PowerPoint and PDF files in OneDrive and SharePoint
Set up scheduled and event-driven tasks and keep related work together in projects
Build custom skills and use plugins so repeated work follows one standard
Review results and work safely within permissions, sensitivity labels and organisational policy

Who this course is for

Employees and team leads who already use Microsoft 365 Copilot in daily work
Managers and executive assistants who coordinate, schedule and follow up on a lot of work
Project, PMO and operations teams who report and communicate with stakeholders regularly
AI champions and IT teams who set guidelines for using Cowork in the organisation
Graduates of Microsoft 365 Copilot for Employees who want to go further

Prerequisites

Confident with Outlook, Teams, Word, Excel and PowerPoint in Microsoft 365
Some experience using Microsoft 365 Copilot or Copilot Chat at work
A work account with a Microsoft 365 Copilot licence and Copilot Cowork enabled by your administrator
A laptop that can open Microsoft Copilot in a browser or the Microsoft Copilot app

Curriculum

Course Details

This course builds on Microsoft 365 Copilot for Employees, a one-day course on everyday Copilot use, and moves on to delegating multi-step work to Copilot Cowork across Outlook, Teams and Office. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with labs and workshops on data from a sample company. Intermediate level. Learners use their organisation's work account with a Microsoft 365 Copilot licence and Copilot Cowork enabled. The institute does not provide accounts or licences, and Cowork is billed to the organisation based on usage. Content follows the latest version on the training day. Learners take home a lab guide, sample files, delegation brief templates and a sample custom skill.

Day 1 Delegating to and Controlling Copilot Cowork

Section 1: Lab: Getting to Know Copilot Cowork and a First Task

Copilot Chat helps you think and draft, while Cowork carries out multi-step work across apps under your permissions
Open it in the browser, the desktop app and on mobile, and understand licensing and usage-based billing
Give a task, follow each step, interrupt, pause, resume or cancel, and answer Cowork's questions
The approval dialog: check the content preview and risk level, and when not to skip approvals
Workshop: sort your own tasks into work for Chat and work to delegate to Cowork

Section 2: Writing Delegation Briefs That Work First Time

The structure of a brief: goal, context, sources, output, constraints and points to check first
Attach files, pick files from OneDrive and SharePoint, and reference earlier tasks or chats
Set custom instructions so Cowork always knows how you like to work
Leave the model on Auto or choose one, and set the reasoning effort for the task
Lab: write the same request three ways and compare the quality of the results

Section 3: Lab: Email and Microsoft Teams

Draft, reply, forward and send emails after checking the content preview
Organise the inbox, sort mail into folders and clear outstanding replies
Post updates in Teams channels and send messages in group chats
Draft stakeholder communications such as status updates, announcements and follow-ups
Lab: summarise a week of project email and post a status update in Teams after approval

Section 4: Lab: Calendar and Meetings

Schedule meetings in plain language, choosing attendees and free time slots
Tidy the calendar, move events and decline conflicts with a note to the organiser
Prepare for meetings from email, files and previous meetings
Start the day with a daily briefing
Lab: schedule a project kick-off with a preparation pack for the attendees

Section 5: Lab: Search and Research Across Sources

Find documents, messages and information across the organisation with Enterprise Search
Use Deep Research to combine many sources into an analytical report
Check citations, separate facts from interpretation and handle conflicting information
An overview of Cowork completing web tasks in Microsoft Edge on the user's device
Lab: research the market and internal documents and summarise them as a memo for management

Day 2 Documents, Automation and Governance

Section 6: Lab: Word, Excel, PowerPoint and PDF Files

Create reports and proposals in Word from several sources and export them as PDF
Edit existing files in OneDrive or SharePoint while keeping version history, and the limits on local and encrypted files
Build Excel sheets from raw data with summary figures and charts
Create PowerPoint slides with the organisation's brand template and check the numbers before presenting
Lab: turn monthly sales data into an analysis workbook, a report and an executive summary deck

Section 7: Lab: Scheduled Tasks, Event-Driven Tasks and Projects

Schedule prompts to run at set times, such as a morning summary or a Friday report
Set up tasks that start when a matching email or Teams message arrives, and prepare work for approval
Manage automations on the Automations page: edit, pause and delete
Use projects to keep the tasks, instructions and files of one piece of work together
Lab: set up a weekly project status report that runs on its own but waits for approval before sending

Section 8: Lab: Custom Skills and Plugins

What a skill is and how Cowork's built-in skills work
Create a custom skill with the guided builder or write a SKILL.md file stored in OneDrive
Share skills with teammates and keep them up to date
Install plugins from the Microsoft 365 App Store and use plugins deployed by your administrator
Lab: build a weekly report skill that follows the team's standard format

Section 9: Governance and Responsible Use

Cowork reaches only data the user can access and shows the sensitivity labels of files
Review results before passing them on, and the limits of custom skills that Microsoft does not validate
Personal data under Thailand's PDPA, and data that AI should not handle without human review
What administrators control: access, models, plugins and usage limits
Workshop: draft the team's guidelines for using Cowork

Section 10: Workshop: Delegating a Project from Start to Finish

Pick a real scenario such as a project launch, a seminar or a month-end close
Plan the sequence and approval points, then delegate across Outlook, Teams and Office
Set up automatic follow-ups and keep everything in one project
Present the work, review it together and wrap up with a checklist before real use

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

Join the waiting list Ask about rounds

For organisations — in-house / private

Tailor the content to your team’s tools and projects
Your dates, at your office or live online
Quotation with tax ID for procurement

Corporate training quote

Instructors

Samit KoyomFounder & CEO, IT Genius Engineering

Frequently asked questions

How does this course differ from Microsoft 365 Copilot for Employees?

This course builds on Microsoft 365 Copilot for Employees, a one-day course on using Copilot to draft, summarise and search in everyday work. This course focuses on Copilot Cowork, which carries out multi-step work across apps, covering delegation briefs, approvals and control, scheduled and event-driven automation, custom skills, plugins and governance.

Which accounts do I need, and does the institute provide them?

The institute does not provide accounts, licences or tenants. You use your organisation's work account with a Microsoft 365 Copilot licence and Copilot Cowork enabled by your administrator. Check with IT beforehand that you can open Cowork and have enough usage allowance for two days of labs.

Does Copilot Cowork cost extra on top of a Microsoft 365 Copilot licence?

According to Microsoft's current information, Cowork requires a Microsoft 365 Copilot licence and is billed to the organisation based on usage, such as model responses, skill calls and browser tasks. Administrators can see usage and set limits per user or group. Check pricing details with Microsoft or your organisation's reseller.

Will Cowork send emails or post messages without asking first?

Before important actions such as sending an email, posting in Teams or scheduling a meeting, Cowork pauses, shows a preview and asks for approval. You can choose to skip approvals for similar actions, and the course explains when not to, and how to set up automations that prepare work for approval instead of sending it themselves.

Can I use my organisation's real data in the training?

We recommend the sample company files provided for the labs, so that no real emails are sent and no real files are changed by accident. If you want to try your own work, do it in the workshop sections with non-confidential data, following your organisation's policy and Thailand's PDPA.

What do I take away from the course?

You leave with a lab guide, sample files, delegation brief templates for common tasks, a sample custom skill, a draft of your team's Cowork guidelines and a certificate of completion.

Articles are published in Thai.