Microsoft 365 Copilot is now live in your environment. Teams are experimenting, building prompts and using AI in their workflows.
In many organisations, Copilot is rolled out before training, usage standards, or oversight are in place. This gap leads to inconsistent behaviour, increased risk and lost opportunities to realise the full value of the tool.
If you're still in the early stages of enablement, you may want to start with You've enabled Microsoft 365 Copilot. Now what? - a practical guide to post-rollout priorities that covers key enablement steps.
For teams already using Copilot, the next challenge is clarity. Without guidance, people rely on assumptions. Misuse becomes harder to detect, and recovery takes more effort. Every week without direction increases exposure and slows adoption.
Why early use without oversight is risky
When Copilot is enabled without structure, a few common patterns emerge:
- Prompt libraries are shared informally
- Sensitive data is entered without review
- External tools are added without vetting
- No one is tracking usage across teams or roles
These issues often stem from a lack of direction. When teams are enabled without support, usage can drift from best practices.
According to techmonitor.ai, 57% of enterprise employees using GenAI tools have entered confidential company data.
A 2025 Harmonic Security found that 22% of uploaded files and 4.37% of prompts contained sensitive information.
Without proper guidance, Copilot usage drifts. Risk increases, accountability fades, and long-term value is lost.
Training makes Copilot safe, scalable, and strategic
Copilot is more than a feature release. It changes how your people engage with data, documents, decision-making and risk.
When AI adoption outpaces governance, even well-intentioned use introduces vulnerabilities.
Copilot training provides:
- Clarity on what Copilot is for, and what it is not
- Guardrails to reduce risk, role by role
- Consistent prompting across functions
- Higher user confidence and adoption
- Alignment with compliance and audit frameworks
Microsoft reports that Copilot users are 70% more productive, spend 64% less time on email, and complete tasks 29% faster. Businesses adopting Copilot at scale see up to 353% ROI over three years.
What structured Copilot training looks like
Effective training moves beyond feature overviews. It helps people understand when, how and why to use Copilot, as well as what risks to avoid in their respective roles.
Training should include:
- Safe prompting techniques
- Workflow-based examples tailored to teams
- Guidance on when to escalate or review AI output
- Integration with Microsoft 365 tools like DLP, audit logging and identity access
- Multiple delivery formats: live sessions, on-demand modules, and instructor-led workshops
- Prompt engineering skills, including instructive, conversational and few-shot prompt styles based on Microsoft best practices
Our training program is built on these principles and delivered in multiple formats to support different teams and maturity levels:
- Microsoft 365 Copilot End-User Training
- AI Fundamentals online course with interactive demos
- AI Agent Development Workshops
- AI Lunch & Learns for team-wide awareness
This ensures that teams at every level can adopt Copilot with clarity and confidence, whether they require in-depth skills or a basic understanding.
If you are still defining where Copilot fits into your broader AI roadmap, our AI Strategy & Planning services can help.
What structured use looks like in practice
|
Function |
Structured Copilot use |
Why it matters |
|
Legal |
- Use prompt templates aligned with legal drafting standards |
Reduces the risk of inaccurate content being shared. Supports auditability and confidentiality. |
|
Finance |
- Generate summaries using approved prompts |
Prevents unauthorised report generation. Ensures transparency and control. |
|
HR |
- Draft onboarding documents and policies using templates |
Maintains accuracy and tone in employee-facing materials. |
|
Marketing |
- Use structured prompts to summarise campaign results |
Speeds up reporting without sacrificing accuracy or consistency. |
|
IT |
- Generate service summaries and incident reports |
Saves time while improving clarity in operational documentation. |
Every team has different needs. Structured training ensures that each user receives guidance on using Copilot in a way that supports, not compromises, your business.
Make the shift from AI trial to AI value
Your teams are already using Copilot. That means you are already exposed to the risks of untrained use and missing out on the potential of well-aligned adoption.
You do not need more tools. You need a better way to use the ones you have.
Microsoft 365 Copilot training for teams that need structure
Our Copilot training helps teams transition from unstructured use to governed, confident adoption.
It’s especially valuable for legal, finance, compliance and operations teams, where oversight and accuracy are critical.
Over 5,000 end users have completed our training programs to date, giving their organisations a head start in secure adoption.
If Copilot is already live, this is the fastest way to mitigate risk and maximise the value from your AI investment.
Secure your Copilot rollout with structured training. Contact us today to get started.
Explore more in this series
Looking for more practical guidance on Microsoft 365 Copilot?
- 7 Pro tips to get more out of Microsoft Copilot
- You’ve enabled Microsoft 365 Copilot. Now what?
- Work smarter with Microsoft 365 Copilot e-book
