Microsoft Copilot Training

Your team has the licences.
Now make them actually work.

Most organisations have invested in Microsoft Copilot. Most employees are not using it. A single practical session changes that — and the new Premium version is far better than staff remember.

Why Copilot licences go unused

It is a familiar pattern. Licences are purchased. Usage stays low. The investment sits idle. There are two reasons — and both are solvable.

01

Staff were never shown how to use it

Copilot is not like a spreadsheet or an inbox — you cannot intuit it from a menu. The difference between a poor result and a useful one comes down to how you ask. Without structured guidance, most staff try it once, get something mediocre, and go back to doing things the old way.

02

Early Copilot was genuinely inferior

The honest truth: early versions of Copilot were noticeably weaker than ChatGPT. Staff who tried it in 2023 or 2024 were often right to be sceptical. But Copilot Premium today is a different product entirely — and crucially, it is connected directly to your organisation's own data.

3%
of Microsoft's corporate base uses paid Copilot — despite mass licence rollouts
~2hr
the time it takes to turn hesitant staff into active daily users
M365
Copilot Premium is now connected to your emails, documents and SharePoint

Copilot Premium has changed. Substantially.

The version your staff may have written off was a single model with limited capabilities. Today's Copilot Premium is a platform, not a product. It draws on multiple AI models — including both OpenAI GPT and Claude — and can be configured to your organisation's needs.

More importantly, it is integrated directly into every employee's Microsoft 365 environment. It can read their emails, access their documents, and search your SharePoint — all within your company's existing data security perimeter.

Think of it as a new colleague who has already read every document you've ever written, and every email you've ever sent — and is ready to help you use all of it, right now.

  • Email intelligence Summarise last week's emails, surface key threads, draft replies — all from inside Outlook.
  • Document drafting from your own files Ask Copilot to draft a client response using specs from a SharePoint document — it pulls the right content automatically.
  • Excel and Word analysis Analyse a sales dataset in natural language, then write a management report from it — in minutes, not hours.
  • Teams: meeting notes and catch-up Automated summaries, action points, and even coaching on how a call went. Join late and ask Copilot what you missed.
  • Enterprise-grade data security Your data stays within your company's M365 environment. It is not used for model training, and is not accessible outside your permissions boundary.

Practical, hands-on, and done in a day

The session is built around a simple idea: Copilot is a colleague you brief, not a search box you query. Once staff get that shift in mindset, everything else follows naturally.

Two hours, not two days

A focused two-hour introductory session covers everything a general employee needs to become a confident daily user. No lengthy courses, no jargon-heavy slides.

Live demonstrations

Every module includes live demos participants can follow along with. The best learning happens when staff see Copilot working on tasks that look like their own work.

Tailored to your sector

Examples and use cases are adapted to your organisation's context — whether that is manufacturing, professional services, financial services, or something else entirely.

Scalable across your workforce

Sessions can be delivered to groups of 10 to 100, in person or online. Modular format means we can also run follow-up sessions for specific teams or use cases.

Honest about limitations

Copilot is not perfect. The session covers what it does well, what it does poorly, and why checking its output matters — so staff use it confidently without over-relying on it.

Shadow AI and data hygiene

Staff learn why using personal AI accounts (ChatGPT, Claude, Gemini) for work is a data governance risk — and why Copilot Premium is the right tool for work tasks.

What the training covers

A two-hour session structured as seven short modules, each with a live demonstration.

What AI actually is A plain-language explanation of how large language models work — no technical background needed.
What Copilot can and cannot do Honest assessment: where it saves real time and where it still makes mistakes.
Copilot Chat — live demo Using Copilot as a conversational assistant: summarising, researching, drafting.
Prompting: how to brief Copilot well The difference between a vague query and a well-structured prompt — and why it matters.
Copilot in Outlook — live demo Summarise threads, draft replies referencing SharePoint files, and prioritise your inbox.
Copilot in Excel and Word — live demo Analyse data in natural language and turn it into a written report without the manual effort.
Copilot in Teams Meeting summaries, action points, catch-up for latecomers, and post-call coaching.
Data security and shadow AI What is safe, what is not, and why keeping work in M365 Copilot is the right call.
Interesting, informative and engaging session with Simon on how to better use CoPilot throughout our team. Delivered in plain language with clear benefits and explanations throughout.
Jamie Slowgrove Managing Director, ebm-papst UK Ltd
Simon Poole

Simon Poole

I am the founder of Grounded Thinking. My background is in private equity, board-level governance, and chartered accountancy — not technology. Which means I translate AI into language that non-technical professionals actually find useful.

I hold a Certificate in Machine Learning and AI from Imperial College London, and a Certificate in AI Training. I train both senior executives on AI governance and general staff on practical AI tools — including Copilot sessions already delivered to UK corporate teams.

The training is honest, practical, and grounded in how people actually work. No hype. No jargon.

Certificate in Machine Learning & AI, Imperial College London
Certificate in AI Training, AI for Non-Techies
Former PE Operating Partner, Helios Investment Partners
Chartered Accountant (PwC, Bank of America, BT plc)
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