Course Outline
Day 1 – Using Microsoft Copilot for Data Analysis and Commercial Operations
Module 1: Introduction to Microsoft Copilot
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Understanding what Microsoft Copilot is and its operational mechanics
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Capabilities and limitations of Copilot
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Responsible AI usage and data considerations
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Identifying repetitive activities suitable for Copilot
Module 2: Prompting for Better Results
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Writing effective prompts
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Providing context to improve outputs
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Building reusable prompts
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Common mistakes when working with Copilot
Module 3: Working with Information and Commercial Data
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Summarizing large volumes of information
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Organizing information more efficiently
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Extracting useful information from reports and documents
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Restructuring information faster
Module 4: Microsoft Copilot for Excel and Commercial Analysis
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Working with large exported datasets
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Understanding and analyzing large tables
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Comparing spreadsheets and identifying differences
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Using Copilot for formulas and calculations
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Cleaning and reorganizing datasets
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Working with archive tables
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Finding trends, anomalies and commercial insights
Module 5: Reporting and Communication
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Creating summaries from data
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Preparing customer reports
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Creating management reports faster
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Generating commercial insights from datasets
Day 2 – Practical Workshop Using Real Commercial Scenarios
Exercise 1: Working with Real Data Exports
Participants work with:
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sales exports
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customer data
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commercial spreadsheets
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operational reports
Activities:
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cleaning datasets
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reorganizing information
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reducing manual processing
Exercise 2: Data Comparison and Analysis
Exercises:
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comparing customer performance
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comparing periods and datasets
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identifying differences between reports
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detecting unusual values
Exercise 3: Building Faster Excel Workflows
Participants create workflows for:
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Export → Cleanup → Analysis
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Comparison → Reporting
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Archive tables → Insights
Exercise 4: Building Personal Productivity Workflows
Each participant builds Copilot workflows based on:
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repetitive tasks
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reporting activities
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spreadsheet-heavy processes
Final Workshop
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Identify highest time-consuming activities
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Map opportunities for Copilot adoption
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Create personal implementation plans
Requirements
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Fundamental knowledge of Excel
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Experience handling reports, spreadsheets, and commercial data
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Familiarity with daily commercial operations
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Access to Microsoft Copilot during the training is recommended
Testimonials (2)
Learning and creating of agents.
Jana Nalevankova - Ness Romania
Course - Boost Your Productivity with Microsoft Copilot 365
Trainer was very knowledgeable and easy to speak to
