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MS365 Copilot for Research & Reporting: Accelerate Insights and Reports

Course 4742 Advantage Plan Course

  • Duration: 1 day
  • Labs: Yes
  • Language: English
  • Level: Foundation

Unlock new levels of productivity and insight with Microsoft 365 Copilot in this hands-on course designed for research and reporting professionals, including scientists, academics, journalists, and consultants. Learn how to use Copilot across Microsoft 365 (Word, Outlook, Excel, and more) to streamline literature reviews, extract key insights from communications, synthesise complex data, and generate publication-ready reports.

Through expert-led demos and practical exercises, you’ll apply proven prompting strategies to summarise technical documents, draft structured reports from raw data, and integrate insights from multiple sources while maintaining traceability, version control, and auditability for research integrity. You’ll also explore advanced Copilot capabilities for data analysis and visualisation, including natural language charting, statistical analysis, and Python integration in Excel, enabling you to accelerate discovery, improve reporting quality, and significantly reduce time spent on routine research and data transformation tasks.

Copilot for Research & Reports Delivery Methods

  • Online

  • Upskill your whole team by bringing Private Team Training to your facility.

Copilot for Research & Reports Course Information

  • Course Benefits

    • Summarise emails, documents, and collaborative threads efficiently
    • Condense technical papers and research reports for diverse audiences
    • Transform raw data into structured, professional reports
    • Combine insights across multiple sources for comprehensive analysis
    • Maintain version control and traceability in collaborative projects
    • Generate visualisations and perform advanced analytics with ease

    Prerequisites

    None

    Exam Information

    None

Copilot for Research & Reports Course Outline

Extracting Key Findings from Collaborative Email Threads

Learn how to use Copilot in Outlook to summarise conversations, surface decisions and action items, and transform collaborative discussions into structured insights.

 

Summarising Technical Documents and Research Papers

Use Copilot in Word and Copilot Chat to condense complex papers into clear summaries and executive overviews, maintaining citations and traceability.

 

Drafting Structured Reports from Raw Data

Transform research notes, experimental data, and datasets into professional reports. Generate initial drafts, refine tone, structure content, and convert insights into tables and visuals.

 

Rapidly Synthesising Findings from Multiple Sources

Combine insights from emails, documents, datasets, and meeting notes into cohesive narratives. Reference multiple sources, integrate findings, and refine outputs iteratively.

 

Generating Publication-Ready Summaries

Polish drafts into high-quality outputs suitable for executive summaries, abstracts, and professional reports. Enhance clarity, tone, and conciseness using Copilot.

 

Maintaining Traceability and Version Control

Apply best practices for research integrity using Track Changes, comments, version history, and Copilot-generated citations. Audit edits, manage sources, and preserve contributor accountability.

 

Prompting as a Scientific Skill

Treat prompting as a disciplined process. Learn hypothesis-driven prompting, structured frameworks, iterative testing, and refinement to maximise Copilot effectiveness.

 

Data Analysis and Visualisation with Copilot

Analyse data, generate charts, and perform statistical analysis using natural language prompts. Explore Python integration in Excel for modeling, forecasting, clustering, and advanced visualisations—all within secure, auditable workflows.

Select Commercial or Government Pricing

$1,075

  • 1-Day Instructor-Led Training

  • Hands-on Labs

  • After-Course Instructor-Coaching Included

Would you like to take this course as a team?
  • Nov. 9 9:00 a.m. - 4:30 p.m. EST
    Virtual
  • Jan. 4 9:00 a.m. - 4:30 p.m. EST
    Virtual
  • Feb. 8 9:00 a.m. - 4:30 p.m. EST
    Virtual
  • Mar. 30 9:00 a.m. - 4:30 p.m. EDT
    Virtual
  • May 11 9:00 a.m. - 4:30 p.m. EDT
    Virtual
  • Jun. 28 9:00 a.m. - 4:30 p.m. EDT
    Virtual
  • Aug. 13 9:00 a.m. - 4:30 p.m. EDT
    Virtual
  • Sep. 21 9:00 a.m. - 4:30 p.m. EDT
    Virtual

Scroll to view additional course dates

$946

  • 1-Day Instructor-Led Training

  • Hands-on Labs

  • After-Course Instructor-Coaching Included

Would you like to take this course as a team?
  • Nov. 9 9:00 a.m. - 4:30 p.m. EST
    Virtual
  • Jan. 4 9:00 a.m. - 4:30 p.m. EST
    Virtual
  • Feb. 8 9:00 a.m. - 4:30 p.m. EST
    Virtual
  • Mar. 30 9:00 a.m. - 4:30 p.m. EDT
    Virtual
  • May 11 9:00 a.m. - 4:30 p.m. EDT
    Virtual
  • Jun. 28 9:00 a.m. - 4:30 p.m. EDT
    Virtual
  • Aug. 13 9:00 a.m. - 4:30 p.m. EDT
    Virtual
  • Sep. 21 9:00 a.m. - 4:30 p.m. EDT
    Virtual

Scroll to view additional course dates

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Copilot for Research & Reports FAQs

This course is ideal for research and reporting professionals such as scientists, academics, journalists, consultants, analysts, and anyone responsible for synthesising information, analysing data, and producing clear, high-quality reports using Microsoft 365.

This course is ideal for research and reporting professionals such as scientists, academics, journalists, consultants, analysts, and anyone responsible for synthesising information, analysing data, and producing clear, high-quality reports using Microsoft 365.

No prior Copilot or AI experience is required. The course starts with practical foundations and quickly moves into hands-on use cases tailored to research and reporting workflows.

You’ll work with Copilot in key Microsoft 365 apps including Word, Excel, Outlook, and collaborative file environments, with a focus on research analysis, reporting, and data visualisation.

Yes. Exercises and demonstrations are built around realistic scenarios such as literature reviews, summarising technical papers, drafting reports from raw data, combining insights across multiple sources, and maintaining version control in collaborative research projects.

There are no prerequisites and no exam. The focus is on practical skill-building and productivity gains rather than certification.

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