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What should Microsoft Copilot training for staff cover?

By Daniel RosieOctober 20266 min read
What should Microsoft Copilot training for staff cover?

In short

What good Copilot training covers, from Outlook to Excel to checking outputs, and why training decides whether your licences pay off.

Good Microsoft Copilot training covers three things: where Copilot fits in the apps your team already uses (Word, Excel, Outlook, Teams and PowerPoint), how to ask it for something useful, and how to check what it gives back before anyone relies on it. The best sessions are built around your staff's own tasks, not a generic demo.

That last point matters more than it sounds. Plenty of organisations have bought Copilot licences, sent a launch email and waited. A handful of enthusiasts get going. Most people try it twice, get a so-so answer and go back to how they worked before.

Does Copilot training actually make a difference?

Some of the most useful public evidence in the UK comes from government. From the end of September to the end of December 2024, 20,000 government employees across 12 organisations used Microsoft 365 Copilot as part of a cross-government experiment. The findings report published on GOV.UK in 2025 says users reported an average time saving of 26 minutes a day, with the biggest savings on drafting documents and creating presentations.

Those are self-reported figures, so treat them as a guide rather than a promise. The more useful finding for anyone planning a rollout is about people, not software. The report concludes that "training was essential to achieve benefits of the tool", and it found a link between how confident and familiar users were with AI and how much time they saved.

That fits the wider picture. Microsoft and LinkedIn's 2024 Work Trend Index, based on a survey of 31,000 people in 31 countries, found that 75% of knowledge workers already use AI at work, yet only 39% of users had received AI training from their company. People are using it either way. Training decides whether they use it well.

What should Copilot training cover in each app?

Copilot works a little differently in each Microsoft 365 app, and people need to try it in the ones they spend their day in. A sensible session works through them in the order your team uses them.

  • Outlook: summarising long threads, drafting replies in the right tone and catching up after time off
  • Teams: meeting recaps, action lists and asking what you missed
  • Word: first drafts from notes, rewriting for a different reader and summarising long documents
  • Excel: help with formulas, spotting trends and tidying data, with plenty of checking
  • PowerPoint: turning a document into a first-draft deck that someone then improves.

Not every team needs all five. A sales team might spend most of the session in Outlook and PowerPoint, while a finance team will want far more time in Excel, which is why our AI training for finance teams is built around spreadsheets, commentary and month-end.

Why does prompting matter so much?

Most disappointing Copilot answers start with a vague request. "Write a report on Q3" gives it almost nothing to work with. Saying who the report is for, which files to draw on, how long it should be and what tone to use gets a far better first draft.

Good training gives people a simple habit for this, then lets them practise it on their own work until it feels natural. It also covers the back and forth: asking Copilot to shorten, rephrase or try again, rather than accepting the first answer or giving up on it.

How should staff check what Copilot produces?

This is the part generic demos skip, and it's the part that protects your organisation. Copilot can produce something that reads well and is still wrong: a figure taken from an old version of a spreadsheet, an action nobody agreed to, a summary that misses the one caveat that mattered.

Checking should be built into every exercise, not bolted on at the end. That means tracing summaries back to their source, recalculating anything important and being clear about which outputs need a second pair of eyes before they leave the building. Training should also cover your own policies: which tools are approved, what data can be used and where human judgement stays in charge.

At DLR Media we've committed to the Responsible AI Use Campaign's 10 principles, and that thinking runs through every session we deliver. AI can make your team faster. It shouldn't be making the decisions.

How long should Copilot training take?

For most teams, a half day is enough to get started and a full day gives time to go deeper in each app. A short series, with a few weeks between sessions, works well when you want people to try things on real work and come back with questions.

Group size matters too. Once you get much past a dozen people, a hands-on session turns into a demo with an audience. We cap private sessions at 12 so everyone gets their hands on the keyboard, and bigger organisations simply book more sessions.

Should you train everyone or start with a pilot?

If you're early in your rollout, a pilot group is often the smarter start. Choose a dozen or so people across departments, give them a proper session, then check back after a month to hear where Copilot saved them time and where it didn't. You come out with internal champions and real examples to build the wider training around.

Building confidence in a small group first costs far less than retraining everyone after a launch that didn't land.

What does Copilot training cost?

Prices vary with the format, so compare like with like. Open courses are usually booked per person, while private sessions for your own team are normally priced per group.

Our private Microsoft Copilot for Business training is priced per group of up to 12, based on length, number of sessions and location, and the price is fixed before you book. If you only need to train one or two people, our open Microsoft Copilot Essentials half-day course is booked per person. We deliver at your premises anywhere in the UK, at a venue or live online, and you can see how sessions are put together on our AI training for staff page.

Frequently asked questions

What does Microsoft Copilot training cover?

How to use Copilot in Word, Excel, PowerPoint, Outlook and Teams, how to write prompts that get useful answers, and how to check outputs and stay within your policies. The best sessions use your team's own tasks.

How long does Copilot training take?

A half day gets most teams started, and a full day gives time to go deeper in each app. A short series lets people practise on real work between sessions.

Do staff need training if Copilot is already in Microsoft 365?

Yes. The UK government's Copilot experiment concluded that training was essential to getting the benefits, and it linked confidence with AI to bigger time savings.

Can you train our whole organisation?

Yes. We run as many sessions of up to 12 as you need, on site, at a venue or online.

Plan your team's Copilot training

Tell us about your team, your licences and what you'd like people to get better at, and we'll send a plan and a fixed price. Call +44 1382 699595 or plan your team's training.

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