Working Examples for Copilot with M365 apps for Professional Service Firms
DATE: October 13, 2026 | TIME: 11:00 am - 12:00 pm | CATEGORY: Artificial Intelligence | CPD Credit | Microsoft
DATE: October 13, 2026
TIME: 11:00 am - 12:00 pm | CATEGORY : Artificial Intelligence | CPD Credit | Microsoft
THIS PUBLIC TRAINING EVENT IS ELIGIBLE FOR 1 CPD HOUR CREDIT
This session is designed for lawyers, accountants, and other professionals who want to see practical, real-world ways to apply Microsoft 365 Copilot in their daily work. This webinar focuses on concrete examples of how Copilot supports work inside familiar apps such as Outlook, Word, Excel, and Teams. Attendees will learn how to apply Copilot to routine tasks, improve efficiency, and maintain quality and accuracy across client and matter work.
Learning Outcomes:
- Drafting and Summarizing:Â Use Copilot in Word and Outlook to draft correspondence, summarize long documents, and prepare client-ready material more efficiently.
- Meetings and Follow-Up:Â Apply Copilot in Teams to capture meeting notes, action items, and follow-ups so nothing is missed after client or internal calls.
- Reviewing and Analyzing:Â Use Copilot in Excel to organize, summarize, and analyze data such as billing, matter tracking, and financial detail with greater speed and accuracy.
- Responsible Use:Â Understand practical guardrails for accuracy, confidentiality, and professional judgment when applying Copilot to sensitive client work.
Presented By
JoLynn Rihn has been teaching Microsoft apps since they were first released. She is a Certified Trainer and Microsoft Master Instructor with over 30 years of experience. She teaches the basics to advanced features using programs like Teams, Excel, SharePoint, Outlook, ChatGPT, and more. In 1998, JoLynn founded Virtual Training Co, a professional training company that provides instructor-led online or onsite training, custom courseware development, quizzes, games, pre/post assessments, etc., for different types of businesses, including manufacturing, construction, legal, government, professional services, and more.
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