AI · AIC-52

Microsoft 365 Copilot and Copilot Studio

Microsoft 365 Copilot and Copilot Studio is a course in using Copilot for real work across Word, Excel, PowerPoint, Outlook and Teams, from drafting documents and analysing data to summarising meetings and email. It suits office staff, team leads and IT teams in Microsoft 365 organisations, and you leave able to build an organisational agent in Copilot Studio without code.

Updated 21 Aug 2026

Microsoft 365 Copilot และ Copilot Studio

From 7,110 THB / person 7,900 −10% excl. VAT 7% · group rates available

Corporate training quote See open rounds

PDFDownload the course outline

Duration12 hours · 2 days
FormatOnsite / live online
Next round16–17 Feb 27
CertificateIncluded

Course overview

Many Thai organizations already run Microsoft 365 across Word, Excel, PowerPoint, Outlook and Teams, so enabling Microsoft 365 Copilot is the fastest way to bring AI into daily work without changing tools. This course teaches Copilot in real work across every core app: drafting and summarizing documents in Word, analyzing data and building formulas in Excel, creating slides in PowerPoint, managing email in Outlook, summarizing meetings in Teams, and collaborating with Copilot Chat and Pages. The course goes further into

Copilot Studio, where learners build their own agent that answers from the organization's knowledge base and connects to Microsoft 365 with no code. It also covers essential practices for data access (Copilot only sees what the user already has permission to see), verifying output before use, and protecting organizational data under PDPA, finishing with a capstone where learners design a use case for their own team. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level.)

What you’ll gain

Understand how Microsoft 365 Copilot works and what organizational data it can see
Write prompts for document and office work that produce the results you need
Use Copilot in Word to draft, summarize and improve documents professionally
Use Copilot in Excel to analyze data, build formulas and summarize trends
Use Copilot in PowerPoint to create and refine presentations from existing documents
Use Copilot in Outlook and Teams to manage email, summarize meetings and track actions
Use Copilot Chat and Pages to find organizational information and collaborate as a team
Build an agent with Copilot Studio connected to the organization's knowledge base without code
Set practices for data access rights, verifying output, and protecting data under PDPA

Who this course is for

Office workers and teams who use Microsoft 365 as their primary toolset
Executives and team leads who want more efficient document and meeting work
IT teams and administrators planning a Copilot rollout
HR, finance, procurement, sales and admin teams handling many documents and emails
Anyone who wants to build an organizational AI assistant with Copilot Studio without coding

Prerequisites

Basic Microsoft 365 skills (Word, Excel, Outlook, Teams)
No AI or programming background required
An organizational Microsoft 365 account for hands-on practice (a Copilot license is recommended)
Understanding of your team work or process to use as a case study during training

Curriculum

Course Details

A 2-day course, 6 hours per day (12 hours in total), delivered as a hands-on workshop with a capstone. Beginner to Intermediate level, no AI background required. Learners take home an office-work prompt library, an agent they build in Copilot Studio, a team Copilot adoption plan template, and a data-permission and PDPA checklist.

Day 1 Understanding Copilot and Document Work

Section 1: Introduction to Microsoft 365 Copilot

How Copilot works: connecting a large language model with organizational data in Microsoft Graph
What data Copilot can see (only what the user already has access to) and why correct permissions matter
The difference between general Copilot Chat and Copilot with organizational data, plus licensing
Preparing the organization before enabling Copilot: data, permissions and user communication

Section 2: Prompts for Office Work

A good prompt structure: role, context, task, output format and constraints
Referencing files and emails in prompts so Copilot works with real organizational data
Iterative refinement and building a team prompt library
Workshop: create 3 to 5 prompt templates for your own routine work

Section 3: Copilot in Word

Drafting new documents from a topic, a reference file or an email
Summarizing long documents, adjusting tone and rewriting for brevity or formality
Using Copilot to review, structure headings and build summary tables
Workshop: draft and summarize one real work document with Copilot

Section 4: Copilot in Excel

Having Copilot analyze table data, find trends and summarize key points
Creating formulas and calculated columns in natural language and explaining complex formulas
Creating charts, pivot tables and conditional formatting with short commands
Workshop: analyze your team dataset and summarize the results with Copilot

Section 5: Copilot in PowerPoint

Creating presentations from a Word document or a given topic
Restructuring slides, adding new slides and matching corporate branding
Summarizing long decks and preparing speaker notes
Workshop: build one presentation deck from an existing document

Day 2 Communication, Agents and Security

Section 6: Copilot in Outlook and Teams

Summarizing long email threads, drafting replies and prioritizing the inbox
Summarizing Teams meetings and capturing decisions and action items
Using Copilot during meetings and following up on items from previous meetings
Workshop: turn an email thread and meeting notes into an action plan

Section 7: Copilot Chat and Pages

Using Copilot Chat to search across organizational files, emails and chats
Using Copilot Pages to collaborate on AI-drafted content as a team
Citing sources for answers and verifying accuracy before use
Workshop: gather information across sources into a one-page summary

Section 8: Copilot Studio - Building an Organizational Agent

An overview of Copilot Studio and suitable enterprise use cases (HR, IT support, sales)
Building an agent connected to knowledge sources (SharePoint, documents, websites) without code
Defining topics, answers and handoff to a human when needed
Workshop: build one agent that answers your team's frequently asked questions

Section 9: Publishing and Connecting the Agent

Testing the agent and publishing it to Microsoft Teams and other channels
Connecting the agent to other data and systems with connectors and basic Power Automate
Setting user permissions for the agent and reviewing usage analytics
Keeping the agent knowledge current and its answers accurate

Section 10: Data Security and Governance

How Copilot respects existing user permissions and the risk when file permissions are too open
Preparing data before enabling Copilot: reviewing SharePoint permissions and applying sensitivity labels
Data that should not go into AI and verifying output before real use
Personal data under PDPA and setting the organization's AI usage guideline

Section 11: Capstone and Real-world Adoption

Task: choose a routine task from your own team and design an end-to-end Copilot workflow for it
Present the use case with estimated time saved and risks to watch
A first-30-days adoption plan and how to scale across the organization
Workshop: build your team Copilot adoption plan with its prompt library

Schedule & training options

For individuals — public rounds

16–17February

Classroom16–17 Feb 27

20 seats left

21–22September

Classroom21–22 Sep 27

20 seats left

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 Microsoft 365 Copilot differ from the general Copilot Chat?

The general Copilot Chat answers from the model's knowledge and the web, while Microsoft 365 Copilot is connected to your organisation's data through Microsoft Graph, so it can draw on your files, email, chats and meetings and works directly inside Word, Excel, PowerPoint, Outlook and Teams. It only sees data the user already has permission to access, and each user needs a Microsoft 365 Copilot licence.

How do you write a prompt that gets Copilot to produce the document you need?

Include five parts: role, context, task, output format and constraints, for example asking it to act as an HR officer and draft a one-page announcement in formal language from a referenced policy file. Reference the relevant files or emails so Copilot works with real organisational data, then refine the result over several rounds. Keep prompts that work well in a shared team prompt library.

How do you build an organisational question-answering agent with Copilot Studio?

Start by creating a new agent in Copilot Studio and describing its job in plain language. Then connect knowledge sources such as SharePoint sites, documents or websites, define conversation topics and the cases that should be handed over to a member of staff, and test the answers before publishing the agent to Microsoft Teams. None of this needs code. This course practises building an FAQ agent for one team.

Who is the Microsoft 365 Copilot and Copilot Studio course for, and what should I know beforehand?

It suits office staff who rely on Microsoft 365, managers and team leads who want more efficient document and meeting work, IT teams planning a Copilot rollout, and anyone who wants to build an organisational AI assistant without code. You should be able to use Word, Excel, Outlook and Teams at a basic level; no AI or programming experience is needed.

What will I be able to do after the Microsoft 365 Copilot and Copilot Studio course?

You will be able to draft and summarise documents in Word, analyse data and build formulas in Excel, turn documents into slides in PowerPoint, summarise email threads and Teams meetings into action items, build an organisational agent in Copilot Studio and publish it to Teams, and prepare data permissions before a Copilot rollout. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.

What do I need to bring to the Microsoft 365 Copilot and Copilot Studio course?

You should have an organisational Microsoft 365 account for practice, ideally with a Copilot licence so you can try it fully with real files and email. It also helps to know your team's work and processes well, because the workshops use your own tasks, such as building prompt templates for routine work, drafting documents and analysing your team's data.

Articles are published in Thai.