Microsoft 365 Copilot for Work Teams: Applied Workshop (6–8h)
Applied workshop for business teams: move from individual Copilot use to a shared way of working, with a common method, a prompt library and first automations.
What you'll learn
A common method for the whole team
RCTF as a shared language for working with Copilot.
Labs with real tasks from each area
Sales, HR, Marketing, Finance and Operations.
The team's prompt library
Validated prompts live in SharePoint and do not depend on a single person.
From practice to automation
A first Power Automate flow designed and tested in the workshop.
Course modules
1From individual use to teamwork30m
Why isolated Copilot use does not scale to the team. The area's starting point based on the prior diagnostic: repetitive tasks, priority use cases and the session agenda.
2RCTF method for teams45m
Role, context, task and format as the team's common template. The difference between a personal prompt and a department prompt. Lab by area with a real file: each person builds, tests and shares their first team prompt.
3Copilot in Word, Excel, PowerPoint, Outlook and Teams60m
Five short labs with area tasks: report summaries in Word, data analysis in Excel, a presentation from a document in PowerPoint, inbox management and standard replies in Outlook, and Copilot setup in Teams. Each participant measures the task time with and without Copilot.
4Teams as a shared workspace60m
Copilot in meetings: transcription, summary, decisions and tasks. Chat summaries and collaborative annotations on presentations. Lab: a real team meeting documented with Copilot and its summary saved in a shared space.
5Shared prompt library in SharePoint45m
Structure by area, app and task, with a standard record: RCTF prompt, expected output, manual time, time with Copilot, author and date. Group upload and review of the team's best prompts so they are available to everyone, including new members.
6Automation with Power Automate and Copilot60m
Choosing a repetitive process from the area, describing it in natural language and designing the flow with Copilot. Connecting SharePoint, Outlook and Teams, and testing it live. A map of the team's next prioritized flows.
7Multi-step tasks and adoption plan45m
When to use Copilot's agent mode for chained tasks and when a simple prompt is enough. Lab by area with a multi-step scenario. Close with a 30-day adoption plan: owners, next use cases and tracking metrics.
Applied 6 to 8-hour workshop for business teams (Sales, HR, Marketing, Finance and Operations) that already have Microsoft 365 Copilot and want to stop using it each person on their own. The goal is for the team to finish with a shared way of working with AI: shared prompts, use cases prioritized by area and a first automated flow.
The workshop uses the RCTF method (role, context, task and format) as the team's common language and runs through simultaneous labs in Word, Excel, PowerPoint, Outlook and Teams, based on real tasks from each area. During the session, each participant compares how long a routine task takes by hand with how long it takes using Copilot, and that data is consolidated as the baseline for measuring the team's adoption.
What the team takes away:
- A shared prompt library in SharePoint, organized by area, app and task.
- Use cases prioritized by functional area.
- Copilot set up in Teams meetings so summaries, decisions and tasks are available to the whole team.
- A first Power Automate flow, designed with Copilot's help and tested during the workshop.
- An initial time baseline and a 30-day adoption plan.
Before the workshop: a short diagnostic with the area lead to identify repetitive tasks and priority use cases.
Requirements: Microsoft 365 Copilot licenses for participants; access to Teams, SharePoint and Power Automate; and support from the Microsoft 365 administrator for tenant settings (transcription, meeting recaps and permissions). Basic prior use of Copilot is recommended. No technical or programming knowledge required.
Includes: digital materials, RCTF templates, a prompt library template and a Disrupsoft certificate of participation.
Format: in-company, online or on-site, for groups of 5 to 20 people from the same organization.
Ready to upskill your team?
Let's talk about how Microsoft 365 Copilot for Work Teams: Applied Workshop (6–8h) can help your team.
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