Leaders
Identify useful applications, set expectations, and choose a sensible first group.
Microsoft 365 Copilot · Team training
Get more value from your Microsoft 365 Copilot licenses.
Your Microsoft 365 Copilot licenses need to translate into useful work habits and time saved on recurring tasks. Our training helps your team apply the tools to real work, with the goal of improving productivity across your company while maintaining quality.
- Live, instructor-led sessions
- Role-specific exercises
- Remote delivery across the U.S.
Who it is for
A practical starting point for teams
A license alone does not improve productivity. Teams need relevant tasks, practice, and a way to check whether Copilot saves time without lowering the quality of their work.
Operations teams
Practice meeting follow-up, document drafting, analysis, and repeatable daily tasks.
Department champions
Learn to support colleagues and collect examples that can guide wider adoption.
The relevant Microsoft stack
Know which tool belongs in the course
These are different products and skill levels. We teach the tools that match your team’s work and access; we do not present the full Microsoft portfolio as one course.
Microsoft 365 Copilot
Core course
The eight-session employee program focuses on useful work in Copilot and the Microsoft 365 apps your team can access.
Agent Builder
Session 6 introduction
Plan a focused agent using supported Microsoft 365 knowledge. Sharing and hands-on creation depend on your tenant’s settings and access.
Copilot Studio
Separate advanced track
For makers and admins who need external channels, integrations, workflow logic, or managed development and publishing.
Power Automate
Session 7 introduction
Identify a repeatable process and a human review point. Building and deploying the flow are scoped separately.
Three ways to begin
Choose the scope that fits your team
These are starting formats. We confirm access, learning goals, group size, and delivery before quoting.
For leaders
Executive Copilot briefing
One 2–3 hour briefing
A facilitated discussion of use cases, risks, and rollout decisions. Leave with workflows to test and priorities for a first group.
How it uses the curriculum: Standalone briefing using themes from sessions 1 and 8; it is not the eight-session course.
- Leadership use cases
- Responsible-use discussion
- Initial adoption priorities
For a first group
Team pilot
Three 1-hour sessions · 10–15 people
Hands-on practice with a baseline survey and a short outcome report. Use the results to decide what training should come next.
How it uses the curriculum: Sessions 1 and 2, plus one role-specific session selected from 3–7.
- Role-specific exercises
- Before-and-after feedback
- Outcome summary
For a wider cohort
Employee productivity bootcamp
Eight 1-hour sessions over 4 weeks · 10–25 people
The complete sequence below. Participants apply the licensed Copilot features to their own recurring tasks.
How it uses the curriculum: All eight sessions, in order.
- Outlook, Teams and Office workflows
- Prompting and review habits
- Practice between sessions
The four-week bootcamp
Eight sessions. One practical result each time.
The eight sessions below are the full employee bootcamp. The team pilot uses sessions 1 and 2 plus one selected role module. The executive briefing is a standalone leadership discussion, not a compressed version of this course.
Before the first session
- A named team lead and the roles attending
- Access to the Microsoft 365 features chosen for hands-on work
- Approved sample files and two recurring tasks to improve
- 01
Week 1
Readiness and responsible use
Applications and tools
Microsoft 365 Copilot- Check access and feature availability
- Set rules for confidential information and review
- Select two recurring tasks per role
Live practice: Map one current workflow and identify where Copilot could help.
Takeaway: A personal use-case list and starting baseline.
- 02
Week 1
Prompting and reliable research
Applications and tools
Microsoft 365 Copilot- Write prompts with context, task, constraints, and format
- Refine weak answers through follow-up
- Check sources, figures, and unsupported claims
Live practice: Compare two prompts on the same work question and verify the response.
Takeaway: A reusable prompt and a verification checklist.
- 03
Week 2
Word and Outlook workflows
Applications and tools
Microsoft WordMicrosoft Outlook- Draft and revise a document
- Summarize a thread and prepare a reply
- Check tone, accuracy, and recipients before sending
Live practice: Turn a rough brief into a reviewed document and email draft.
Takeaway: A document and response template.
- 04
Week 2
Excel and data analysis
Applications and tools
Microsoft Excel- Ask questions about a prepared workbook
- Find patterns and create a clear summary
- Check formulas, charts, and conclusions against the data
Live practice: Analyze a sample table and explain one finding to a colleague.
Takeaway: A checked insight and a short decision note.
- 05
Week 3
PowerPoint, Teams, and meetings
Applications and tools
Microsoft PowerPointMicrosoft Teams- Build a presentation outline from a brief
- Summarize meetings where the feature is available
- Turn decisions into assigned follow-up actions
Live practice: Create a short presentation and a meeting follow-up.
Takeaway: A slide outline and action list.
- 06
Week 3
Agents and organizational knowledge
Applications and tools
Microsoft 365 CopilotMicrosoft SharePoint- Distinguish Copilot chat, Agent Builder, and Copilot Studio
- Assess approved SharePoint content as a knowledge source
- Plan an agent only where access and licensing allow
Live practice: Sketch an internal question-answering agent with source and permission checks.
Takeaway: An agent use-case brief; build work is scoped separately.
- 07
Week 4
Automation and integrations
Applications and tools
Microsoft Power Automate- Identify repeatable steps suited to automation
- Review Power Automate and Copilot capabilities available in your tenant
- Design a simple workflow with a human approval point
Live practice: Diagram a low-risk workflow and its exception path.
Takeaway: An automation concept; implementation is scoped separately.
- 08
Week 4
Role-specific capstone and rollout plan
Applications and tools
Microsoft 365 Copilot- Apply the skills to a real role-specific task
- Compare results with the starting baseline
- Choose owners, guardrails, and next training steps
Live practice: Present a reviewed before-and-after workflow.
Takeaway: A practical use case and a 30-day adoption plan.
Sessions on agents, SharePoint knowledge, and Power Automate use the features your organization has. When access is unavailable, participants plan the workflow rather than building it. Tenant setup, agent development, and automation implementation require separate scope.
After the employee course
Where Copilot Studio fits
Session 6 helps employees recognize when a simple knowledge agent is useful. Copilot Studio is the next step when a trained maker needs to build, test, publish, and govern an agent for a wider audience or a more complex workflow.
Inside the eight sessions
Compare Copilot chat, Agent Builder, and Copilot Studio; choose an approved knowledge source; document permissions and a use case. A production agent is not included.
Separate maker workshop
Scope one agent, prepare an approved environment and data sources, build a prototype, test answers and access boundaries, then plan publishing and ownership. Delivery depends on tenant permissions, licensing, and applicable Copilot Credits.
What hands-on means here
A sample lab: meeting follow-up
Participants work from approved or fictional notes, produce a useful artifact, and check it before anyone acts on it.
- 01
Ask Copilot for decisions, action items, owners, dates, and open questions.
- 02
Compare every item with the source notes; mark missing owners or dates instead of inventing them.
- 03
Turn the checked result into an action list and compare time spent with the current process.
Takeaway: a reviewed action list and a reusable prompt for future meetings.
Teams meeting recap is used only where the organization has enabled the relevant feature. Otherwise, we use sample notes in an available Copilot experience.
How it works
Training starts with your environment
- 01
Confirm access
We check which Microsoft 365 Copilot licenses and features your team actually has.
- 02
Select workflows
We choose examples by role and agree on what participants should be able to do afterward.
- 03
Train and review
Participants practice live. For a pilot, we capture feedback and summarize what to improve or expand.
Common questions
Do we need Microsoft 365 Copilot licenses first?
For hands-on exercises in Microsoft 365 Copilot, participants need access to the relevant licensed features. We confirm your setup before finalizing the curriculum.
Does the eight-session course teach Copilot Studio?
No. Session 6 introduces when to use Agent Builder or Copilot Studio. Building and publishing a Copilot Studio agent belongs in a separately scoped maker workshop after we check access, permissions, licensing, and applicable Copilot Credits.
Is this the same as Northstream Academy?
No. This page covers training for an organization and its teams. Northstream Academy is a separate individual learning program.
Can you train a remote team?
Yes. We can deliver live remote sessions to teams across the United States. The schedule and group size are agreed during scoping.
What does it cost?
We provide a proposal after confirming the format, participant count, licenses, and training goals.
Tell us what your team needs to do with Copilot.
Share your team size, roles, current licenses, and a few recurring tasks. We will recommend a starting format and send a scoped proposal.
Prefer email? Write to sales@northstream-digital.com
Delivered by Northstream Digital, a registered trade name of BANTUPEOPLE LLC. Northstream Digital is a member of the Microsoft AI Cloud Partner Program. Microsoft 365 Copilot is a Microsoft product.