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Setup · 5 minutes

Before you start

Check that Copilot works on your laptop before Day 1 begins. If something is missing, there is a fallback for every exercise.

1 · Sign in

  1. Open copilot.cloud.microsoft (or m365copilot.com) and sign in with your KAMCO work account.
  2. Type Hello and press Enter. An answer back? You are ready.
  3. Open Outlook, Excel, Word and PowerPoint and look for the Copilot button on the ribbon.

2 · No licence, or Copilot is missing?

Tell your instructor straight away. CODED has backup accounts with Copilot for the training. Your instructor gives you a sign-in on the day — do not use a personal account for work data.

3 · Fallbacks if one app has no Copilot

  1. Outlook: paste the email thread into Copilot Chat and use the same prompt.
  2. Excel: upload the workbook to Copilot Chat and ask for the calculation with the numbers shown, so you can check them.
  3. Word: draft in Copilot Chat, then paste into Word.
  4. PowerPoint: ask Copilot Chat for a 5-slide outline with titles, bullets and speaker notes.

4 · Rules for this training

  1. Use your work account only.
  2. Use only the training files — never real client data.
  3. Save files to OneDrive with AutoSave on (needed for Copilot in Excel).
  4. Copilot drafts. You decide — check every number.

5 · Copilot Agent Builder

On Day 2 the instructor builds an agent live. If Agent Builder is switched on for your account, you can follow along: Microsoft 365 Copilot app → Agents → Create agent. If it is switched off, you watch the demo — nothing in the project depends on it.