AI · AIC-52

Microsoft 365 Copilot and Copilot Studio

12 hours 2 days

Last updated 25 Sep 2026

Microsoft 365 Copilot และ Copilot Studio

Microsoft 365 Copilot and Copilot Studio is a 12-hour training course by IT Genius Institute. Many Thai organizations already run Microsoft 365 across Word, Excel, PowerPoint, Outlook and Teams, so enabling Microsoft 365 Copilot is the fastest way to…

Training schedule

No public rounds are open right now — register your interest and we will contact you when the next round opens, or request an in-house session for your team.

Corporate training quote

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.)

Objectives

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

Frequently asked questions

Who is Microsoft 365 Copilot and Copilot Studio for, and what background is needed?

Built 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 Background you should have: Basic Microsoft 365 skills (Word, Excel, Outlook, Teams) · No AI or programming background required Not sure the fit is right? Talk to our team on LINE @itgenius or call 02-570-8449.

How much does Microsoft 365 Copilot and Copilot Studio cost and how long does it run?

THB 7,900 (currently THB 7,110 on promotion). The course runs 12 hours. The fee covers course materials, lunch and refreshments throughout. Pay by bank transfer to the company account, confirm it on our payment page, and we can issue the receipt or tax invoice in your company's name.

Do I get a certificate?

Yes. Everyone who completes the course receives a Certificate of Completion from IT Genius Institute. Each certificate carries its own number, and anyone holding that number can verify it online on our certificate page, so you can add it to your portfolio or pass it to HR as evidence of training.

Where does the training take place, and is there an online option?

You can attend onsite at IT Genius Institute or arrange to join online, and we also run it as a private in-house session for your team. Ask about dates and venues on LINE @itgenius or call 02-570-8449.

What if I fall behind or miss a session — can I retake it?

Yes. You may retake the same course free of charge in a later round, under the institute's conditions. Tell our team which course and round you attended, and we will check it and offer you the rounds that still have seats. Ask us on LINE @itgenius or call 02-570-8449.

How do I enrol, or request a quotation for my company?

Enrol online with the registration form on this page. You can register several attendees at once and enter your tax ID and billing address for the tax invoice. Or request a company quotation straight from the quote button. For anything else call 02-570-8449 or reach us on LINE @itgenius.