Copilot Chat: Transform Ideas into Action
Overview
MS-4023: Master the fundamentals of Microsoft 365 Copilot Chat
This module will teach you how to access, utilize, and optimize Copilot Chat for enhanced productivity. Develop effective prompting techniques to achieve accurate and relevant AI-generated responses. Avoid common mistakes and leverage the Microsoft Copilot Prompt Gallery for streamlined collaboration.
Who should attend
Anyone working with Copilot Chat.
Prerequisites
There are no prerequisites for this course; however, it is highly recommended that you have a Copilot license, as this session will be hands-on.
What you'll learn
By the end of this module, you should be able to:
- Understand the fundamentals and capabilities of Microsoft 365 Copilot Chat.
- Learn how to access and utilize Copilot Chat for productivity and collaboration.
- Master the four key elements of an effective Copilot prompt: context, goal, source, and expectations.
- Apply best practices to write clear, concise, and structured prompts.
- Utilize the Microsoft Copilot Prompt Gallery to discover, save, edit, and share optimized prompts.
Course content
Module 1: Get started with Microsoft 365 Copilot Chat
- Understand Microsoft 365 Copilot Chat
- Access Microsoft 365 Copilot Chat
- Utilize Microsoft 365 Copilot Chat
Module 2:Write effective prompts to achieve optimal results
- Write an effective prompt
- Review prompting best practices
- Discover, share, and save prompts with Copilot Prompt Gallery
Module 3: Work smarter with Microsoft 365 Copilot Chat
- Enhance productivity and creativity with enterprise-ready AI Chat
- Format and collaborate on Copilot responses with Microsoft 365 Copilot Pages
- Simplify workflows and automate tasks with Agents in Copilot Chat
- Keep your data safe while using Copilot Chat
- Exercise - Plan a Client Summit with Microsoft 365 Copilot Chat
Module 4: Explore Copilot Chat Notebooks
- Why should I use Copilot Notebooks?
- Build your first Notebook
- Interact with your Notebook
Common questions
When does Copilot Chat: Transform Ideas into Action next run?
The next date is Tue, 15 Sept 2026, and there are 2 further dates scheduled. Delivered live online, ACE Training Wellington. Every date and its format is listed on this page.
How much does Copilot Chat: Transform Ideas into Action cost?
From $195 + GST per person. Pricing can differ by date and location, so check the option you want before booking.
Do I need any prior experience?
There are no prerequisites for this course; however, it is highly recommended that you have a Copilot license, as this session will be hands-on.
Can I attend online, or does it have to be in a classroom?
Both. Some dates run live online and others in-class — each date on this page shows its format, so pick whichever suits.
Can you run this course for my team?
Yes. Any ACE course can be delivered in-house at your workplace and tailored to your team's tools and goals — quote course code MS4023 when you enquire.
