Published on 09/2025

Starter Pack for Copilot Chat Training

Microsoft Copilot is here to transform how we work, but like any new tool, it’s only as powerful as the people using it. To help you (and your team) get confident quickly, we’ve pulled together the best self-paced training resources direct from Microsoft and industry experts. This “starter pack” is designed for end-users who want practical guidance, examples, and hands-on learning without waiting for formal training sessions.

1. Microsoft Learn: Get Started with Microsoft 365 Copilot

This entry-level learning path introduces the basics of Copilot in Microsoft 365. Users will learn:

  • What Copilot is and how it integrates across Word, Excel, PowerPoint, Outlook, and Teams.
  • The difference between Copilot in apps and Copilot Chat.
  • How to write prompts that produce useful results.

It’s short, structured, and ideal for someone just getting started.

Visit the course

2. Explore Microsoft 365 Copilot Chat

Copilot Chat is more than a chatbot, it’s a work-grounded assistant that understands your data, projects, and context.

This course dives into:

  • How to access Copilot Chat and when to use it.
  • Example scenarios: summarising meetings, preparing briefs, and pulling data together.
  • Responsible use of company information with built-in safeguards.

Think of this as your “how to have conversations with Copilot” guide.

Visit the course

3. Microsoft Support: Get Started with Copilot Chat

A simple, quick-reference guide that answers:

  • Where to find Copilot Chat.
  • What you can ask it.
  • Sample prompts to kick off experimentation.

Perfect as a bookmark for everyday use.

Read the guide

4. Using Copilot in Microsoft 365 Apps

Here you’ll see real-world examples of Copilot at work in Word, Excel, PowerPoint, and Outlook.

Expect demos like:

  • Drafting an email summary in Outlook.
  • Analysing data sets in Excel with natural language.
  • Building slide decks faster in PowerPoint.

This is where the lightbulb moments usually happen.

Explore scenarios

5. Explore Prebuilt Copilot Agents

Copilot Chat comes with built-in “agents” designed to handle specific tasks.

This course explains:

  • Which agents exist and what they do.
  • How to choose the right agent for your task.
  • Where the boundaries are (so you know when to escalate to a human).

It’s a great way to go beyond basic Q&A.

Take the module

6. Copilot Chat Success Kit

For organisations, this kit is a goldmine.

It includes:

  • Email templates to introduce Copilot to staff.
  • Quick start guides and printable desk aids.
  • Adoption tips to encourage consistent use.

If you’re responsible for change management, this is essential.

Access the kit

7. Copilot Academy (via Viva Learning)

A structured “academy-style” experience that packages training into digestible lessons. Good for teams who prefer a more guided, classroom-style path but still at their own pace.

Learn more

8. 30-Day AI Productivity Journey

Learning Copilot is about building habits.

This guided challenge provides:

  • Daily tips and exercises.
  • Realistic workplace scenarios.
  • Progression from beginner to confident user.

It’s a fun, low-pressure way to embed Copilot into your daily routine.

Join here

9. Prompt Gallery

Not sure what to ask Copilot?

The Prompt Gallery provides ready-to-use examples across different apps. Copy, paste, and adapt them for your own work.

Explore prompts

Why Self-Paced Learning Matters:

Rolling out Copilot across a business isn’t just about enabling the licence. It’s about adoption, confidence, and making the tool part of daily workflows.

By directing your team to these resources:

  • You reduce the learning curve.
  • You empower individuals to experiment safely.
  • You accelerate ROI by embedding Copilot into real work faster.

Next Steps:

If you’re an Optimus client, we can help you prepare your environment for a successful Copilot deployment, and the accurate licensing to match.

Contact Optimus Systems to start your Copilot journey today.

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