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“Liberating! The training Rachel showed me was personalised to my role - and it saved me at least 20 hours each month.” - Senior Partner, Professional Services

“Personalised to my role, not generic AI theory.” - Forthfield Client

Microsoft Certified: AI Business Professional. - Rachel Clark, Forthfield

Microsoft Copilot trainer

Microsoft Copilot Training for Teams and Businesses

Most businesses pay for Microsoft Copilot and barely touch it. Forthfield runs practical Copilot training that starts with your own inbox, meetings, documents and spreadsheets.

Book a free chat

15 minutes. No preparation needed.

Quick answers

What is Microsoft Copilot training?

Microsoft Copilot training teaches people how to use Copilot inside the Microsoft 365 apps they already work in - Outlook, Teams, Word, Excel and PowerPoint. Rather than a feature tour, it works through the tasks that fill a normal week: clearing an inbox, catching up on a missed meeting, turning notes into a document or making sense of a spreadsheet.

Sessions are hands-on and use your own files and messages, so people leave with prompts written for their role and a clear idea of what Copilot is good at and where it should not be trusted.

Training is delivered one-to-one or as a team workshop, remotely or in person, with written follow-up so the habits stick.

Why do teams struggle to use Copilot?

Copilot licences are usually switched on with no training attached. People open it, ask a vague question, get a bland answer and quietly stop using it.

The fix is rarely more features. It is knowing which few tasks Copilot genuinely speeds up, how to ask for what you want, and how to check the output before it goes anywhere near a client.

What Copilot training covers

  • Copilot in Outlook - triage, summarise threads and draft replies in your voice
  • Copilot in Teams - meeting recaps, action points and catching up on what you missed
  • Copilot in Word - first drafts, rewrites, tone and document summaries
  • Copilot in Excel - explaining data, spotting patterns and building formulas
  • Copilot productivity habits - prompts, checking rules and confidentiality
  • Workshops for teams rolling Copilot out across a department

Copilot training, app by app

The sessions are organised around where your time actually goes.

  • Copilot for Outlook

    Summarise long threads, draft replies that sound like you, and clear a backlog without reading every message end to end.

  • Copilot for Teams

    Recap meetings you missed, pull out decisions and actions, and turn a call into a written follow-up in minutes.

  • Copilot for Word

    Turn rough notes into a first draft, tighten tone, shorten long documents and produce summaries for people who won't read the full thing.

  • Copilot for Excel

    Ask questions of your own data in plain English, get formulas explained, and find the story in a spreadsheet faster.

  • Copilot productivity training

    The prompts, habits and checking routine that make Copilot a daily tool rather than a novelty.

  • Copilot workshops

    Half-day hands-on sessions for teams, with prompts written for each role and an agreed adoption plan.

How Copilot training works

  1. Step 1

    Free 15-minute call

    We check which Copilot licences you have and which tasks are worth targeting first.

  2. Step 2

    Hands-on session

    We work in your own Outlook, Teams, Word and Excel - real messages and real documents.

  3. Step 3

    Prompts and adoption plan

    Written prompts per role, simple checking rules and a next step for wider rollout.

Workshop outcomes

What businesses get from Copilot training that actually lands.

  • Copilot licences that get used instead of quietly wasted
  • Faster email and meeting follow-up across the team
  • Consistent document quality from first draft onwards
  • Confidence with data questions in Excel without formulas expertise
  • Shared ground rules on confidentiality and checking output
  • A written prompt library your team keeps

Experience and training approach

Forthfield's training is delivered by Rachel Clark, who works day to day with Microsoft 365 tools alongside business owners and leadership teams. Sessions are built on the way people actually work, not on Microsoft's feature list.

  • Copilot taught inside Outlook, Word, Teams and Excel
  • Plain-English guidance for non-technical leaders
  • A written prompt library your team keeps afterwards
More about the trainer

What clients say about working with Rachel

“The training was great. It will save a considerable amount of time preparing and presenting my client work - without removing the human element. Thanks again for opening my eyes!”
Business Owner
Verified client feedback
“It's a revelation. I'm doing some jobs at least five times faster, sometimes ten times faster. Well worth the money.”
Commercial Director
Verified client feedback
“Liberating! The training Rachel showed me was personalised to my role - and it saved me at least 20 hours each month.”
Senior PartnerProfessional Services
Verified client feedback
Practical, results-driven advice and help is refreshing and much needed.
Kate EadyCEO
Originally shared on LinkedIn
Originally shared on LinkedIn
Exceptional expertise, commercial understanding and the drive to deliver results.
Tania TurnerSenior Marketing Professional
Originally shared on LinkedIn
Originally shared on LinkedIn
Her commercial insights made a significant difference to the direction of the project.
Peter HarrisonCOO, Sweet Squared
Originally shared on LinkedIn
Originally shared on LinkedIn

Microsoft Copilot training FAQs

Do we need Microsoft 365 Copilot licences before training?

For full app training, yes - Copilot needs to be switched on in your tenant. If you are still deciding, the free call covers whether the licences are worth it for your team first.

How long is a Copilot training session?

One-to-one sessions are usually 90 minutes. Team workshops typically run half a day, which gives everyone time to work through their own tasks.

Can Copilot training be delivered remotely?

Yes. Remote delivery over Teams works particularly well for Copilot, because everyone is already in the tool being taught.

Do you deliver in-person Copilot workshops?

Yes, across Yorkshire, Lincolnshire and the wider UK. In-person sessions suit larger teams and mixed-confidence groups.

Is our data safe when using Copilot?

Copilot works within your Microsoft 365 tenant permissions, and training covers exactly what should and should not be put into any AI tool. You leave with simple written ground rules for the team.

What if some of the team are nervous about AI?

That is the normal starting point. Sessions are paced for non-technical people, with no jargon and no expectation of prior experience.

Latest guidance

Keep reading

Pick a time

Let's find the job that should take less time.

Tell Rachel what is taking up your week.

She will tell you honestly whether AI can help, where she would start and what the next step would cost.

“Liberating! The training Rachel showed me was personalised to my role - and it saved me at least 20 hours each month.” - Senior Partner, Professional Services

No preparation needed.

Prefer to email? rachel@forthfield.ai

The people with the most experience have the most to gain from AI.

AI works best in the hands of someone who knows what good work looks like.

Let's find the first place it could save you time.

Book a free call

15 minutes, online. Private sessions from £495.

See sessions and prices

Prefer to email? rachel@forthfield.ai

Book a free call

Free 15-minute call · Private sessions from £495 · Practical results