Microsoft 365: Modern Workplace

Each course is designed to stand alone or combine with others. All run as a half day or full day depending on your team’s starting point and the depth required.

Course 1 — Getting started in Microsoft 365

The foundation course for people new to Microsoft 365 or returning after a break. Covers the interface, core apps and the daily tasks that every Microsoft 365 user needs to handle confidently.

• Navigating the Microsoft 365 environment and understanding how apps connect
• Using Outlook for email and basic calendar management
• Creating and saving documents in Word, Excel and PowerPoint
• Saving, syncing and sharing files using OneDrive
• Joining meetings and sending messages in Microsoft Teams

Course 2 — Working smarter with Microsoft 365

For teams who know the basics and want to work more efficiently. Covers the habits, shortcuts and workflows that turn daily Microsoft 365 use into genuine productivity.

• Outlook inbox management with rules, categories and Quick Steps
• Calendar management and protecting focus time
• Using Microsoft Search to find files, emails and people quickly across the suite
• File management in OneDrive and SharePoint – saving, sharing and co-authoring correctly
• Keyboard shortcuts and productivity tips that save measurable time every day

Course 3 — Collaborating effectively in Microsoft 365

For teams who need to work together more effectively across channels, documents and meetings. Focuses on Microsoft Teams and the collaboration tools built into Microsoft 365.

• Microsoft Teams channels: structure, communication and collaboration best practices
• Co-authoring documents in real time using SharePoint and OneDrive
• Running effective Teams meetings – scheduling, facilitating and following up
• Using mentions, reactions and notifications without creating noise
• Connecting Teams with other Microsoft 365 apps for a seamless collaboration environment

Course 4 — Managing files and information in Microsoft 365

For teams who need clarity and consistency in how they store, organise and share information. Covers the OneDrive, SharePoint and Teams file ecosystem in practical depth.

• Understanding where files live in Microsoft 365 – OneDrive vs SharePoint vs Teams
• Organising document libraries and applying consistent naming and structure
• Setting and managing permissions at the right level for different audiences
• Version history – recovering and comparing previous file versions
• Sharing files internally and externally without creating accidental open access

Course 5 — Modern work habits with Microsoft 365

For teams working in hybrid or remote environments. Covers the working patterns, tools and habits that support focused, effective work in a distributed team.

• Managing notifications and digital interruptions across Microsoft 365 apps
• Asynchronous communication in Teams – when to chat, when to call, when to email
• Using Viva Insights to understand and protect personal focus and meeting time
• Microsoft Planner for shared task management across hybrid teams
• Building a personal Microsoft 365 setup that supports focused, organised daily work

Course 6 — Managing tasks and work in Microsoft 365

For teams who want a consistent approach to managing work across the Microsoft 365 toolset. Covers Planner, To Do, Lists and the task management features in Outlook and Teams.

• Microsoft To Do for personal task management connected to Outlook and Teams
• Microsoft Planner for shared team task boards and project tracking
• Microsoft Lists for structured data and workflow management
• Managing tasks from Outlook – flagging, following up and tracking actions from email
• Choosing the right task tool for different types of work and team situations

Course 7 — Using Copilot in Microsoft 365

An introduction to Microsoft Copilot for teams who have access to it. Covers practical Copilot use across the Microsoft 365 apps your team uses daily, with a focus on prompting, iteration and real use cases.

• Understanding what Copilot is and where it appears in Microsoft 365
• Writing effective prompts that produce useful, accurate results
• Using Copilot in Teams for meeting summaries and action items
• Using Copilot in Outlook to draft and manage email correspondence
• Using Copilot in Word and PowerPoint for document and presentation drafting
• Introduction to deeper Copilot programs – prompting and workflow automation

Course 7 is an excellent introduction to Copilot for teams exploring AI-assisted work for the first time. For teams ready to go deeper, the Copilot Productivity Program bundle below includes this course plus two dedicated advanced sessions. See the Microsoft Copilot training page for full details.

Courses can be combined to support specific goals across your organisation. These four bundles are CTO’s recommended starting points – each can be adjusted in content, depth and delivery schedule to suit your team’s situation.

Not sure which bundle is right? Talk to a CTO specialist. We will recommend the right combination based on your team’s current skill level, your goals and the time you have available.

New User Program

• Getting started in Microsoft 365
• Working smarter with Microsoft 365
• Includes an introduction to Copilot to support everyday tasks

Best for: new employees, career returners and teams migrating to Microsoft 365 for the first time.

Team Productivity Program

• Working smarter with Microsoft 365
• Collaborating effectively in Microsoft 365
• Managing files and information in Microsoft 365
• Using Copilot in Microsoft 365 (team-focused scenarios)

Best for: established teams who need consistent habits, better collaboration and a practical introduction to Copilot.

Workplace Effectiveness Program

• Working smarter with Microsoft 365
• Modern work habits with Microsoft 365
• Managing tasks and work in Microsoft 365
• Using Copilot in Microsoft 365

Best for: hybrid and remote teams who want to build focused, productive working habits across the full Microsoft 365 toolset.

Copilot Productivity Program

• Using Copilot in Microsoft 365
• Prompting with Copilot (and beyond)
• Working smarter with Copilot

Best for: teams who have Copilot available and want a structured, progressive program for building practical AI productivity skills. The last two courses are from the dedicated Copilot training suite.

Most organisations pay for Microsoft 365. Most of their people use a fraction of what it offers. Our goal is simple – your team leaves every session with the practical skills to use Microsoft 365 the way it was designed to be used, from the next working day.

Outcomes vary by course and bundle. Across the full suite, participants will be able to:

• Navigate and use Microsoft 365 confidently for daily work tasks without workarounds
• Manage email, calendar and tasks in Outlook using consistent, time-saving habits
• Collaborate effectively with colleagues in Teams – channels, meetings, files and communication
• Store, share and manage files in OneDrive and SharePoint using the right approach for each context
• Use Microsoft 365 task tools including Planner, To Do and Lists appropriately for different work types
• Work effectively in hybrid and remote environments using the Microsoft 365 toolset
• Use Microsoft Copilot to assist with drafting, summarising and routine tasks across Microsoft 365 apps
• Apply the habits and shortcuts that produce measurable daily productivity gains across the suite

Before training

CTO works with the organising contact to understand your team’s current Microsoft 365 skill level, the apps most relevant to their daily work and the outcomes most important to your organisation. The right course combination, depth and delivery schedule are confirmed before any session is designed.

During training

All sessions are delivered in a live Microsoft 365 environment – participants work in their own accounts using real workplace tasks, not generic demos. Each course is self-contained but benefits from being delivered alongside complementary courses in the same program. Facilitators adjust pace and depth based on the group.

After training

Participants receive reference materials covering the key workflows and tools from each module. Follow-up sessions and refresher training are available. For organisations running the Copilot Productivity Program, the two advanced Copilot courses continue the journey beyond this suite.

Group sizes

• 1 to 3 participants
• 4 to 15 participants
• 15 to 20 participants

All group sizes are accommodated. We’ll recommend the right delivery format and session structure for your group when you get in touch.