Dallas–Fort Worth onsite · Live online across the U.S. · English or Chinese
Microsoft Copilot training for your team, on the work it already does
Your company is paying for Copilot. Most people still use it like a search box. In a hands-on session, each person takes a task from their own week in Word, Excel, Outlook or Teams and leaves with a Copilot workflow they will use on Monday, and a habit of checking what it produced.
What your team can do after the session
- Draft and rewrite in Word and Outlook from your own files and email threads, in your company’s voice.
- Ask Excel questions in plain English, build formulas and summaries, and check the numbers before they go anywhere.
- Turn a Teams meeting into decisions, owners and dates, and a follow-up email the same afternoon.
- Know which work Copilot should not touch, and what has to be reviewed by a person every time.
What the Copilot training covers
Copilot Chat vs. Copilot in the apps
What the free work chat does, what the Microsoft 365 Copilot license adds inside Word, Excel, PowerPoint, Outlook and Teams, and which one each task needs.
Prompts that use your files
Point Copilot at the right document, thread or meeting instead of pasting text. Give it a role, a source and a format.
Excel with Copilot
Summaries, formulas and charts from a table, and the three checks that catch a wrong number before it reaches a report.
Outlook and Teams
Inbox triage, thread summaries, meeting recaps and follow-ups that a person still approves before sending.
Word and PowerPoint
First drafts from approved source documents, rewrites for a different reader, and decks from an outline you wrote.
Agents, carefully
Where a Copilot agent helps with a repeated task, what it can see, and who in IT needs to approve it.
Example Copilot workflows we build in the room
Sales
Meeting prep from the account’s email history in Outlook, and a follow-up drafted from the Teams recap.
Operations
A weekly status report pulled together from a spreadsheet and two email threads, checked against the source.
Marketing
A campaign brief rewritten into three versions for different readers, kept to approved claims.
Managers
A one-page summary of a long document or meeting series, with decisions and open questions separated.
Data, permissions and your IT team
Microsoft 365 Copilot works inside the permissions your company already set: people see through Copilot only what they could already open. That makes messy sharing settings visible fast, so we start with which files and sites are in scope and which data never goes into a prompt. For how Microsoft handles prompts and responses, read Microsoft’s Copilot privacy and protections page ↗; we check it against your plan with your IT lead before the session.
Three ways to run it
Every format is hands-on and built around your team’s own tasks. Each is quoted for your group; tell us your headcount in the form below.
90-minute team workshop
One live session for one team on one or two real workflows. Onsite in Dallas–Fort Worth or online.
Priced by quote · See the format →Full-day onsite training
A day at your office: fundamentals, data rules, department use cases and guided labs.
Priced by quote · See the format →Four-session program
Four live 90-minute sessions over a few weeks, one workflow at a time, with a two-week check-in at the end.
Priced by quote · See the format →Taught in Dallas–Fort Worth by the person who runs the sessions
Jack Qian lives in the Dallas area and teaches every session himself: onsite at your office in Dallas, Fort Worth, Plano, Richardson, Frisco, McKinney, Irving, Arlington and the cities between, or live online anywhere in the U.S. He also runs free community AI sessions in Dallas and Plano; see the dates, venues and photos on the corporate AI training in Dallas–Fort Worth page.
What attendees say
“Jack is very professional. His professionalism comes not only from his knowledge of AI, but also from how he teaches us different workflows. What makes him stand out is that he uses real-life examples and teaches us how to use these tools in our day-to-day work.”
“I had such a great experience at this AI workshop. It was practical, inspiring, and genuinely fun. Jack, the host, did an amazing job of breaking down complex AI concepts in a way that was easy to understand…”
“I really enjoyed Jack’s AI seminar! He has a very forward-thinking perspective on AI and does a great job of explaining everything from understanding AI to actually using it in real life…”
Training for the other AI tools teams use
Microsoft Copilot training, answered
Do we need Microsoft 365 Copilot licenses for the training?
For the in-app features (Copilot in Word, Excel, Outlook, Teams and PowerPoint), yes: each attendee needs the license on the account they use in the session. If your team only has Copilot Chat, we train on that and show what the license would add, so you can decide where it is worth paying for.
Is our company data safe with Copilot?
Copilot respects the access your company already set, so it does not open anything a person could not open before. The real risk is over-shared files, so the first part of the session covers which sites and folders are in scope and what never goes into a prompt. We review Microsoft’s published data terms with your IT lead before the session.
Does our IT team need to be involved?
Briefly. We ask your IT lead to confirm licenses, which apps are enabled, whether meeting transcription is on, and whether agents are allowed. A 15-minute call is usually enough.
Can you teach Copilot in Excel to non-technical staff?
Yes, and it is usually the most useful hour. People learn to ask for summaries, formulas and charts in plain English, and then to check the result against the source before it is used.
What about Copilot agents and Copilot Studio?
We cover where an agent helps with a task that repeats, what it can read, and who should approve it. Building production agents in Copilot Studio is a separate project; the training gets your team to the point of knowing which one is worth building.
We use Google Workspace or ChatGPT too. Is that a problem?
No. The method is the same across tools, and many teams use two. See ChatGPT training or Claude training, or ask for a session that covers both.
What does each person leave with?
At least one Copilot workflow on a task from their own week, written down so a colleague could repeat it, and a short checklist of what to verify before the output is used.
How much does Microsoft Copilot training cost?
It depends on how many people attend, the format and how much preparation your workflows need, so each team gets its own quote. Use the short form at the bottom of this page: your name, email, headcount and, if you have one, a budget range. Jack replies by email with a recommended format and a written price. Nothing is agreed until you confirm it in writing.
Do you come onsite in Dallas–Fort Worth?
Yes. Onsite sessions run at your office anywhere in the metroplex: Dallas, Fort Worth, Plano, Richardson, Frisco, McKinney, Irving, Arlington and the cities between. Elsewhere in Texas is available on request, with travel quoted separately. Live online sessions work for teams anywhere in the U.S.
How many people can attend?
It is agreed in the quote. Every format is hands-on, so Jack needs to see each person’s work; larger groups are split into two sessions or run as a full day with department blocks.
Is it taught in English or Chinese?
Either. Sessions run in whichever language the room works in, and the materials come in both.
Do people get a certificate?
No. The outcome is a working workflow on a task each person already does, plus a checklist for checking the output. Two weeks after a program ends, Jack checks which workflows were kept, changed or stopped.
The AI Rollout Kit for small teams
Five one-page worksheets in the order a team needs them: pick the work, approve the tools, set data rules, write the workflow down, review after two weeks. A free PDF, in English or Chinese.
Prefer Chinese? 中文版
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Interested in booking?
Get an easy quote.
Tell us roughly how many people and what you have in mind. Jack replies by email within one business day. Once the details are clear, you get a recommended format and a written price for your team. No call needed unless you want one.
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