MS-4018 · Microsoft Official Course · Microsoft 365 Copilot

Draft, Analyse and Present with Microsoft 365 Copilot

You are already paying for the licence. This is the day your people start getting something back for it. One day across Word, Excel, PowerPoint, Outlook, Teams and Copilot Chat, working on the tasks they actually do.
1 day
Level: Beginner
No exam to revise for
Online · in person · onsite
Hands on in your own apps
5.0 out of 5 stars (based on 4 reviews)

£249 (ex VAT)

per person, online. From £349 in person.
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WHAT IS INCLUDED
One day with a Microsoft Certified Trainer
Microsoft Official Courseware for MS-4018
Hands-on exercises in every app you use daily
A written prompt library to take back to work
Microsoft Learn achievement code and completion badge
All course materials to keep

What you will be able to do afterwards

Almost everyone has now seen a Copilot demo. Very few people have changed how they work because of one. The gap is not enthusiasm and it is not capability. It is that nobody has sat down with them, in their own documents, and shown them where it fits, how to ask for what they want, and how to tell when the answer is wrong.

That is the whole day. You leave with a way of working, not a list of features.

Choose the most effective place to start a piece of work: Copilot Chat, the app itself, or an agent, depending on the task in front of you
Use Copilot Chat to explore and research, combining your organisation’s data with the public web deliberately rather than by accident
Create and refine documents and presentations in Word and PowerPoint from source material you already have
Analyse data and generate insight in Excel, both inside one workbook and across several files
Prepare for, run and follow up meetings in Teams and Outlook, including agendas, notes and actions that capture themselves
Put agents to work on the multi-step jobs that would otherwise take you ten prompts and an afternoon
Write a prompt using a framework you can repeat, rather than hoping the next one lands
Recognise a confident wrong answer, and know what to check before you rely on it

Why learn it with us rather than free

The Microsoft Learn modules behind MS-4018 are free and public, and if you are disciplined you can work through them. What almost nobody does is finish them, because there is no deadline and no one is waiting. What a course gives you is a day where nothing else can interrupt, a trainer who can answer the question the documentation does not, and, more useful than either, examples pointed at the work in front of you rather than at a fictional company.

It also gives you someone to ask three weeks later, when you have hit the thing that makes people quietly give up.

What the day covers

Seven modules and an introduction, delivered in one day. The timings below are Microsoft’s own estimates from the Trainer Preparation Guide, not ours, so you can see exactly where the day goes. Each module ends with knowledge check questions, and each has hands-on Use Case exercises that sit in the Microsoft Learn student content rather than in the slides.

The shape is deliberate. It starts with how Copilot actually works and where its answers come from, because everything afterwards makes more sense once you know that, then moves through Chat and app by app.

Module 1

Get ready to work with Microsoft 365 Copilot

What Copilot is, and how a response is actually assembled from your prompt, your work data, the app you are sitting in and sometimes the web. Work IQ, the intelligence layer that connects signals across your emails, files, meetings and chats. Where Copilot lives and where to start for a given task. Enterprise Data Protection, including the plain statement that your prompts, responses and data are not used to train Microsoft’s models. Then the four-element prompting framework, a weak-versus-strong prompt worked through side by side, and practical prompting tips.

Module 2 · lab

Unlock productivity and unleash creativity with AI-powered chat

Copilot Chat as the starting point for most workflows. How grounding works and how to direct it: work data for internal context, the web for external, or both. Copilot Search. The model selector, and when to use Quick response against Think deeper. Prompt Coach for building better prompts. Personalising your Copilot experience, bringing your own files into a conversation, and saving the output into Copilot Pages so the work survives the chat window.

Module 3 · lab

Build effective presentations with AI

Planning the narrative with Idea Coach before a single slide exists, which is the part most people skip. Generating a first draft from multiple source files, then refining: rewrite options, a narrative review that finds the gaps, and building a visual story with generated and brand images. Speaker notes worth reading, an executive summary, and rehearsing with Speaker Coach.

Module 4 · lab

Draft impactful documents using AI

Where to start in Word, and a direct comparison of a generic prompt against a detailed one. Drafting grounded in referenced files, emails and meetings rather than from nothing. Then elevating it: rewriting and reviewing, visualising content as a table, chatting with Copilot about the document you are in, and summarising. Finishing with the Writing Coach agent to strengthen tone, clarity and quality before anyone else sees it.

Module 5 · lab

Make your meetings more productive with AI

The full meeting lifecycle. Before: preparing with Copilot in Outlook, drafting pre-meeting messages, catching up on chats, channels and files. During: configuring Copilot and Facilitator settings, using Copilot without recording, and the Facilitator agent running a live agenda timer, shared AI notes and automatic task capture. After: Intelligent Recap, navigating a recording by topic, the Speakers view, and audio recap for people in other time zones.

Module 6 · lab

Uncover new data insights with AI

Setting the workbook up so Copilot can actually help, which is where most first attempts fail. Exploring data, surfacing what matters, and adding external context from the web. Choosing the right Copilot mode in Excel: chat only to explore without touching the workbook, plan to review the approach before it acts, or allow editing for a full multi-step change. Formulas without writing code, PivotTables for large sets, going deeper with Python for forecasts, regression and specialised charts, and the Analyst agent for working across several files at once.

Module 7 · lab

From inbox to impact: improve your email workflows with AI

Treating email as a workflow rather than a queue. Triaging the inbox with Copilot, summarising long threads and attachments. Writing a genuinely engaging email, personalising drafts with persistent Custom Instructions so you stop re-explaining your style, and getting coaching on a message before you send it. Then scheduling meetings straight from a thread, generating a focused agenda to go in the invite, and handling post-meeting follow-ups and reminders.

Who this course is for

A good fit if you are

In Word, Excel, PowerPoint, Outlook or Teams most days, and have a Copilot licence you are not really using
Confident in Microsoft 365 already, and ready to move past basic functionality. Microsoft pitches this at intermediate for that reason
The person in a team who was given Copilot first and asked to work out whether it is any good
A manager, project manager or team leader drowning in threads, meetings and documents that need summarising
An analyst or finance person who wants a faster route from a spreadsheet to an explanation, including across several files
In a business support, administrative or operations role where drafting and formatting eat the day
Someone who has tried Copilot a few times, been unimpressed, and suspects the problem might be how you are asking
Rolling Copilot out to a department and want everyone to start from the same place

Not the right course if

Nobody has a Microsoft 365 Copilot premium licence yet. Microsoft lists it as a hard prerequisite for the exercises. Read the Licences and access tab, then talk to us
You want to build agents rather than use the pre-built ones. This course uses Researcher, Analyst, Facilitator and the coaches; building your own no-code agents is a separate course and we will point you at it
You are genuinely new to Microsoft 365 and still finding your way around the apps. This has been an intermediate course since June 2026 and it will move quickly
You are the administrator, and what you need is the security, compliance and readiness side. That is MS-4002
You are running the adoption programme rather than sitting in it. Look at MS-4007
You are an executive who wants ninety minutes and the strategic picture, not a full day in the apps. That is MS-4012
Prerequisites: Microsoft asks for basic functional experience with Microsoft 365 services, plus the licensing above. In practice that means you can already do your job in Word, Excel, Outlook, PowerPoint and Teams without thinking about it. No technical background is needed, no coding, and no prior Copilot experience is assumed, though the course now expects you to be a confident user of the apps themselves. If you are unsure, tell us what you do day to day and we will give you a straight answer.

What is included

One full day of instructor-led training with a Microsoft Certified Trainer, online, in person or onsite
The Microsoft Official Courseware for MS-4018, and the Microsoft Learn path that sits behind it
Seven modules with hands-on Use Case exercises, covering Copilot Chat, PowerPoint, Word, Teams, Excel and Outlook
Working sessions with the agents: Prompt Coach, Writing Coach, Idea Coach, Researcher, Analyst and Facilitator
Microsoft’s four-element prompting framework, written down, so you leave with the pattern rather than a memory of it
Knowledge check questions throughout, and the time to argue with them
A joining note that sorts out licensing, OneDrive and Learn profiles before the day rather than during it
A Microsoft Learn achievement code, so the course appears on your Learn profile, and a completion badge for LinkedIn

Genuinely hands-on

This is not a day of watching slides. Three and a half of the day’s hours are spent in eight labs, and they build on each other rather than standing alone, so what you finish with is one working app rather than eight disconnected fragments. That is what makes the skill stick once you are back at your desk.

Three ways to take it

Online

Live with a real trainer and full class interaction, scheduled regularly, delivered through Microsoft Teams. Same trainer, same exercises and same courseware as the classroom. £249 per person excluding VAT, or three interest-free instalments of £99.60 with Klarna.

In person

Small cohorts at our UK training venues, and the side conversations that make training stick.

Onsite / closed

At your offices, using your own documents, your own data and your own processes as the examples. For this course in particular that is worth a great deal, because the whole point is applying Copilot to your work rather than to a sample file. Microsoft packages the seven module decks individually precisely so a trainer can reweight the day, so if your finance team needs an extra hour on Excel and the Analyst agent and very little PowerPoint, that is what they get. Best value from four people upwards. Ask for a quote.

Self-paced (Launching soon)

On-demand modules to work through at your own pace. Register your interest and we will let you know when it goes live.

What it costs to not do it

Microsoft 365 Copilot is not a cheap add-on, and it is charged per person per month whether or not that person opens it. That is the uncomfortable arithmetic behind almost every Copilot rollout we see: the licences went on the bill in one go, and the usage arrived slowly or not at all. Nobody is doing anything wrong. They simply were not shown where it fits.

The shape of it is always the same. A pilot group gets licences. Two or three of them are naturally curious and get somewhere. The rest try it twice, get a bland answer to a vague question, decide it is overhyped, and go back to working the way they did before. Six months later somebody asks what the return has been, and the honest answer is that most of the seats have barely been touched.

A day of training costs a fraction of what those seats cost over a year, and it is the difference between a licence that sits there and a licence that saves somebody an hour a day. It is worth doing that sum for your own headcount before deciding this is an expense.

There is a second cost that is easier to miss. People who are not taught how to check an answer eventually send one out unchecked. A summary that missed the caveat, a number that was confidently wrong, a tone that was not theirs. Teaching a team where Copilot is reliable and where it needs a human is not a nice-to-have alongside the productivity case. It is most of the point.

5.0
5.0 out of 5 stars (based on 4 reviews)

The course led by Matt, which gave an overview of using Copilot across all Microsoft products, has been of great benefit. It’s easy to see how the world is changing and technology is moving forward, and Copilot will be a big part of this for Microsoft users. Matt used good examples and answered all questions regarding how it can be used in our own work situations. The following day, I was able to make a PowerPoint deck, having never used it before. Using Copilot in Outlook, I was able to write emails in Japanese to our parent company without having to use a translator app. After seeing how Copilot can greatly reduce the burden of admin, I have already upgraded to the Professional version. I would recommend this course to anyone using Microsoft products or has an interest in finding out more about Copilot.

Ashley Hunt
After the course

Week two is where this is won or lost

Everyone is enthusiastic on the day. The question is whether the new habit survives contact with a busy fortnight, and that usually turns on having somewhere to take the first problem you hit.

After the course

Trainer email support

Email our support team with the questions that come up as you apply it to your own reports. Not a ticket queue, and not a chatbot. The people who teach you, answering the thing you are actually stuck on.

Then, for as long as you want it

The learner community

Where this fits

The Copilot learning path

PL-7001 is the introduction. Here is what comes before and after, so you land in the right place.

First, get the ground ready

MS-4002 Security & compliance

The administrator’s course. Permissions, oversharing, sensitivity labels and the governance work that decides whether a Copilot rollout is safe. Best done before the licences land, not after.

Explore →
Then teach the people

MS-4018 Draft, analyse and present

This course
Then go role by role

MS-4004 Use cases

Copilot applied to specific business functions and scenarios, for when the basics have landed and you want depth. MS-4007 is the route if you are the one running the adoption programme.

Explore →
Related courses

Others in Copilot and Microsoft 365

See all Power BI courses
Not sure it is the right fit?

Ask before you book

Tell us what you are trying to get out of Copilot and what licences you have. If MS-4018 is right we will say so, and if you would get more from the administrator’s course, from a readiness conversation, or from waiting until the licences are in place, we will say that instead.

Training a team?

Onsite & closed courses

Ask us

Not sure MS-4018 is right, or want it for your team?

No hard sell · A real trainer replies · We will tell you if you do not need us

Prefer to talk? Call +44 121 269 8660

Why train with us

What you get that you will not get everywhere

01

Genuinely hands-on

Three and a half hours of the day are spent in eight labs, and they build on each other. You leave with one working app, not eight fragments.

02

Trainers who do the job

A Microsoft Certified Trainer who spends the rest of the week consulting on the platform they teach. Real questions get real answers.

03

Real prices, published

Every course shows its price and what is included. No “contact us for pricing”, no surprises.

04

We say when not to book

If the free App in a Day is enough, or you really need PL-400, we will tell you. Right course over any course.

Reviews
5.0
5.0 out of 5 stars (based on 4 reviews)
What delegates said after taking PL-7001: Create and Manage Canvas Apps with us.
May 20, 2026

The course led by Matt, which gave an overview of using Copilot across all Microsoft products, has been of great benefit. It’s easy to see how the world is changing and technology is moving forward, and Copilot will be a big part of this for Microsoft users. Matt used good examples and answered all questions regarding how it can be used in our own work situations. The following day, I was able to make a PowerPoint deck, having never used it before. Using Copilot in Outlook, I was able to write emails in Japanese to our parent company without having to use a translator app. After seeing how Copilot can greatly reduce the burden of admin, I have already upgraded to the Professional version. I would recommend this course to anyone using Microsoft products or has an interest in finding out more about Copilot.

Ashley Hunt
May 20, 2026

I really enjoyed this course and found it genuinely helpful. Everything was explained clearly with practical examples, and I came away feeling much more confident about using Copilot day to day. Definitely worth doing.

Sasha
March 6, 2026

Really insightful training course that has equipped myself and my team to start building our own AI agents.

Andrew Satchwell
July 24, 2025

Tailored course to me, super well do

Amy
helpful resources

Read before you book

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Copilot Chat or Microsoft 365 Copilot: which you have?
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Why your Copilot licenses are not being used
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Upcoming dates

Oct
27

Draft, analyze, and present with Microsoft 365 Copilot

Brierley Hill, West Midlands

09:00 – 17:00

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£595.00

Oct
28

Draft, analyze, and present with Microsoft 365 Copilot

Online

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Nov
24

Draft, analyze, and present with Microsoft 365 Copilot

Brierley Hill, West Midlands

09:00 – 17:00

Book Course

£595.00

Nov
25

Draft, analyze, and present with Microsoft 365 Copilot

Online

09:00 – 17:00

Book Course

£495.00

Dec
10

Draft, analyze, and present with Microsoft 365 Copilot

Brierley Hill, West Midlands

09:00 – 17:00

Book Course

£595.00

Dec
15

Draft, analyze, and present with Microsoft 365 Copilot

Online

09:00 – 17:00

Book Course

£495.00

Oct
27

Draft, analyze, and present with Microsoft 365 Copilot

Brierley Hill, West Midlands

09:00 – 17:00

Book Course

£595.00

Nov
24

Draft, analyze, and present with Microsoft 365 Copilot

Brierley Hill, West Midlands

09:00 – 17:00

Book Course

£595.00

Dec
10

Draft, analyze, and present with Microsoft 365 Copilot

Brierley Hill, West Midlands

09:00 – 17:00

Book Course

£595.00

Rolling it out to a team? This course is also available onsite, using your own documents and data as the examples.Ask for an onsite quote →

Cannot see a date that works? We run MS-4018 on request, and private courses can usually be scheduled within a fortnight.

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