Teams with Copilot

Having meetings summarised, action points extracted automatically and finding the right chat again in no time. In the Teams with Copilot course you learn how to use Microsoft Copilot to make your work in Teams noticeably lighter. You work in your own environment and practise with scenarios you will recognise straight away.

Description

Copilot in Teams is more than a button that produces minutes. It is an assistant that follows your meetings, reads along in your chats and thinks along with you about your documents. During the course you will discover what Copilot can and cannot do, and how to get the most out of it in practice.

You start with meeting Copilot. You learn how to have meetings summarised automatically, extract action points and decisions, and ask open questions during a meeting, such as 'what is my position so far?' or 'what was Sanne's objection?'. Joining late? Then you can ask Copilot in a matter of seconds what you have missed.

You will then get to work with chat Copilot and Whiteboard Copilot. You will search chats and channels using natural language, discuss documents live and use Copilot to set up team and channel structures logically. The integration with Planner, To Do and Loop is also covered.

Finally, you consider privacy, compliance and governance. Who sees which meeting data? How do you set retention? And how do you make sure sensitive conversations do not end up in the wrong summaries? You go home with a workbook containing 15 prompts for meeting management.

Topics

• Copilot in Teams: meeting Copilot, chat Copilot and Whiteboard Copilot
• Automatic meeting summaries, minutes, action points and decisions
• 'What did I miss?': using Copilot when you join late
• Asking open questions during a meeting about your own contribution or that of colleagues
• Searching chats and channels using natural language
• Discussing and summarising documents live with Copilot
• Privacy, compliance and governance around meeting data
• Designing team and channel structures with the help of Copilot
• Live co-editing in documents during meetings
• Integration with Planner, To Do and Loop as a connector
• Working on your own case with a recorded meeting
• Retention, sensitive conversations and governance settings

Result

After the course you will get noticeably more out of Microsoft Teams with Copilot. You save time on minutes and follow-up, you find information more quickly and you work more deliberately with an AI assistant that follows along in your meetings and chats.

Specifically, by the end you will be able to:

• Have meetings summarised automatically with clear minutes, action points and decisions
• Ask Copilot what was discussed if you join late or have missed a meeting
• Asking Copilot open questions during a meeting about your own contributions or colleagues' viewpoints
• Search chats and channels using natural language and quickly retrieve the right messages
• Have documents summarised and improved live during a meeting
• Using Copilot to set up teams, channels and collaboration
• Getting Copilot to work with Planner, To Do and Loop for following up on actions
• Applying privacy and governance settings correctly to sensitive meetings

Target audience

The course is intended for anyone who has a lot of meetings in Microsoft Teams and wants to halve the turnaround time for minutes, action points and follow-up. You work with Teams on a daily basis, have a basic knowledge of channels, chats and meetings, and have Microsoft 365 with a Copilot licence (or you work in our test environment).

The course is intended for:

• Employees and specialists with many daily meetings
• Managers and team leaders who want a grip on decisions and follow-up
• Project leaders who want to turn actions from meetings into tasks quickly
• Consultants and advisers who want to summarise client conversations
• Secretaries and management assistants who manage diaries and minutes
• Communications and HR professionals who attend a lot of meetings

Teaching method

The course is entirely practice-based. You work in your own Teams environment with an active Copilot licence (or in our test environment) and practise straight away on realistic scenarios from your own working day.

The trainer alternates short explanations with hands-on exercises. You learn by doing: having a previously recorded meeting summarised, extracting action points, searching chats using natural language and having Copilot comment on documents live. In the afternoon you bring in a challenge from your own team, which you solve together with the trainer and the other participants.

The group stays small (a maximum of 8 participants), so there is ample room for questions and individual guidance. You can take part on location or online. Afterwards you will receive a workbook with 15 prompts for meeting management and a template for a decisions overview, so you can apply what you have learnt directly in your daily work.

Prior knowledge

You work with Microsoft Teams on a daily basis and know the basics: chatting, meeting, using channels and sharing files. You have a Microsoft 365 account with an active Copilot licence, or you work in our test environment during the course. Experience with AI tools is useful, but not required.

Comments

Bring your own laptop with a working Copilot licence, or indicate when registering that you will be using our test environment. That way you can practise straight away in your familiar working environment.

In-company

Would you like to organise this training for a whole group or several groups? This can be cost-effective. For example, we can tailor the content entirely to your organisation, and training a whole group is also cheaper.

Are you looking at large numbers of participants or a complete academy? That involves a great deal. Consider planning and communication, for example, or identifying and agreeing the objectives and content of the training. Or differences in level, feedback mechanisms and safeguarding. Fortunately, Learnit has extensive experience in this field (more than 25 years) and we are happy to help you through this process.

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Language

The training is given in Dutch as standard. The trainer has a good command of English. English-language course material can be used. With a minimum enrolment of 3 participants, the training can also be given entirely in English.