Outlook
Summarize long threads, draft replies in your voice, and see what needs action.
Course 03 · PracticalOnline or liveTeam-friendly
Microsoft Copilot Training for Richmond Teams
Put Copilot to work in your day.
Practical Microsoft Copilot training for Richmond-area teams. Use AI alongside Microsoft 365 to help with documents, presentations, meetings, and email, right inside the apps your team already opens every morning.
PracticalLevel
Online or liveVirtual or at your office
Microsoft 365Outlook, Word, Teams & more
Team-friendlyTrain everyone at once
What you’ll learn
Copilot, app by app.
Hands-on practice in the Microsoft 365 tools your team uses all day.
Word
Turn rough notes into first drafts, rewrite for tone, and summarize long documents.
PowerPoint
Go from a document or outline to a starting deck in minutes.
Teams
Get meeting recaps, action items, and a catch-up on what you missed.
Excel
Ask questions about your data in plain English and spot trends faster.
Know your Copilot
Understand free Copilot Chat versus a paid Microsoft 365 Copilot license, and what each can do.
Course outline
Inside the Microsoft Copilot training.
Five modules, each built around real tasks from small businesses like yours.
- Module 1
Copilot basics and your license
What Copilot can see, where it shows up in Microsoft 365, and what your plan includes.
- Module 2
Email and calendar in Outlook
Triage your inbox, summarize long threads, and draft replies and meeting requests.
- Module 3
Documents and decks
Draft in Word from rough notes, then turn the document into a PowerPoint starting point.
- Module 4
Meetings in Teams
Get recaps and action items, and catch up quickly on a meeting you missed.
- Module 5
Data in Excel
Ask plain-English questions about your spreadsheets, spot trends, and build simple formulas.
See it in action
Twenty minutes of reading, done in one.
A real inbox moment, before and after Copilot.
BEFORE
A 40-message email thread about a delayed vendor order, and twenty minutes of scrolling to figure out where things stand.
AFTER
“Summarize this thread. What was decided, what’s still open, and who owes a reply?”
- A five-line summary
- Two open items, with owners
- A drafted reply, ready for your review
Try this today
In Outlook, open your longest unread thread and ask Copilot: “Summarize this thread in five bullets and list anything I need to reply to.”
Who it’s for
For teams who live in Microsoft 365.
If your day runs through Outlook, Word, Excel, and Teams, Copilot can give you real time back. We’ll show you where.
How to get access
How to get Microsoft Copilot training.
Course access is included when you book a Lunch-and-Learn or subscribe to the AI Receptionist. Pick the one that fits your business.
$99 one time
Lunch-and-Learn: “AI for Service Providers: Never Miss Another Lead”
A hands-on session at your business, on your computers.
- Leave with one working workflow
- Questions answered for your business
- Access to all of our courses
$699 / month
AI Receptionist
Done-for-you call answering, follow-up, and booking, measured on jobs booked.
- Every call answered, day or night
- Text-back and estimate booking
- Access to all of our courses
Already booked or subscribed?
Tell us where to send your access to Microsoft Copilot in Your Workday.
Questions
Microsoft Copilot training FAQs.
Still wondering about something? Call 686-207-7010 or email connect@rvaaiassociates.info.
Do I need a Copilot license?
Not to start. We cover the free Copilot Chat available to most Microsoft 365 business accounts and the extra features of a paid Microsoft 365 Copilot license, so you can decide whether it’s worth it.
Can you train our whole office at once?
Yes. This course works well as a live session, online or in person at your Richmond-area office.
Does Copilot work on a Mac?
Yes. Copilot works in the Microsoft 365 apps on Mac and Windows, and on the web.
Is our company data safe with Copilot?
Microsoft says Microsoft 365 Copilot respects your existing file permissions and doesn’t use your prompts to train its models. We show you how to check your own settings.
Do Teams meeting recaps need any setup?
Usually, yes. Recaps typically require transcription to be turned on and the right Copilot license. We walk through how to set it up.
How do I get access?
Course access is included when you book a $99 Lunch-and-Learn or subscribe to the AI Receptionist. Already booked or subscribed? Use the request form on this page and we’ll send your access.
Keep going
More AI training courses in Richmond.
Short, focused courses that build on each other, from your first prompt to your first automation.
Not sure where to start?
Try our free introductory course, or book a free 30-minute readiness call and we’ll point you to the right next step.