Introduction to CoPilot for Business Professionals
Date:
Tuesday, September 2, 2025
Tuesday, September 2, 2025
Time:
12:00 PM PDT | 03:00 PM EDT
Duration:
60 Minutes
60 Minutes
Webinar Id:
22668
22668
Overview:
This webinar will equip business professionals with the tools to harness Microsoft 365 Copilot for smarter, AI-powered workflows.
This beginner-friendly course offers hands-on experience using Copilot across Word, Excel, PowerPoint, Outlook, and Teams demonstrating how business users can streamline tasks, boost productivity, and maintain ethical, secure usage standards. Participants will finish ready to integrate AI into daily tasks and improve collaboration within their teams.
Areas Covered in the Session:
- Started with Microsoft 365 Copilot
- What is Microsoft 365 Copilot?
- Understand its purpose, capabilities, and business value across Microsoft 365 apps
- How It Works:
- Ethics & Security First:
- Learn Microsoft's commitment to responsible AI, data protection, and compliance protocols
- Ethics & Security First:
- Hands-On Use Cases by Application
- Word: Create drafts, rewrite content based on tone, generate summaries and FAQs
- PowerPoint: Generate presentations from prompts, build narration, adjust layouts, and craft speaker notes
- Excel: Perform data analysis, ask analytic questions, generate formulas, and visualize trends all using natural language
- Outlook: Draft emails with tone and length control, summarize threads, and organize content efficiently
- Teams: Generate meeting recaps, extract key points and actions, build agendas, and follow up with ease
- Copilot Chat & Cross-Platform Workflow
- Engage with Copilot Chat to prompt insights across Microsoft 365 apps and the web
- Discover ways to save, reuse, and share prompts, as well as use Copilot Pages to organize workflow steps toward constructing basic agents
- Prompt Engineering for Business Use
- Learn prompt engineering methodology and best practices crafting precise prompts, controlling output quality, and leveraging shared prompts for team efficiency
Who Will Benefit:
- Business owners
- CEO's / CFO's / CTO's
- Managers of all levels
- Anybody who uses Excel on a regular basis, and want to be more efficient and productive
- Administrators
- Salespeople
- Trainers
- Bankers
- Office workers
- HR Professionals
Speaker Profile
Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training.
His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects.
His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.
His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects.