Microsoft 365 Copilot Microsoft 365 Copilot user engagement tools and templates

Copilot user engagement tools and templates

We’ve developed a collection of user-facing tools and templates for you to quickly onboard your organization onto Microsoft 365 Copilot and drive product engagement. There is content below for people who are using Microsoft 365 Copilot Chat, as well as content for onboarding people onto the full Microsoft 365 Copilot experience. Most of the content can be customized to suit your organization’s needs. 

Use these resources to help you achieve the goal of making Copilot a daily habit among your organization. 

View the full Copilot Success Kit

Do more with a Copilot License

Launch and teach the Copilot UI

Programs

  • Launch Day Kit – Framework, templates, and digital assets for running your own Microsoft 365 Copilot launch event

Onboarding materials

  • User onboarding templates – Customizable email templates for introducing Microsoft 365 Copilot Chat to your organization and driving usage
  • Digital swag – badges and Teams backgrounds

Training handouts

  • Get started guides – Guides to share with users on how to use Microsoft 365 Copilot for common scenarios
  • Agents in Chat – Handout to share with users on what are agents in Copilot Chat and how to use them

Teach basic prompting skills/agents

Programs

  • Prompt-a-thon – Digital assets and trainer videos for running an interactive “hack” event to deepen your organization’s prompting skills
  • Great Copilot Journey – Ready-to-use email templates for a 30-day skilling experience that teaches users

Training handouts

Launch and learn

Value and use cases

  • Scenario Library – examples of how to use Copilot to solve problems in industries and functions

Do more with a Copilot license

Launch and teach advanced UI elements

Programs

  • Launch Day Kit – Framework, templates, and digital assets for running your own Microsoft 365 Copilot launch event

Onboarding materials

  • User and manager onboarding templates – Customizable email templates for introducing Microsoft 365 Copilot to your organization and driving usage. Includes leadership communication templates to promote rollout, as well as function-specific templates sharing Copilot guidance and prompt examples.
  • Digital swag – badges and Teams backgrounds

Training handouts

  • Get Started guides – Guides to share with users on how to use Microsoft 365 Copilot for common scenarios
  • Quick start guide – Editable handout to share with users on how to get started with Microsoft 365 Copilot

Advanced prompting skills/agents

Programs

  • Prompt-a-thon – Digital assets and trainer videos for running an interactive “hack” event to deepen your organization’s prompting skills
  • Great Copilot Journey – Ready-to-use email templates for a 30-day skilling experience that teaches users what’s possible with Copilot Chat and drives usage
  • Virtual skilling event – Event kit for planning, delivering, and evaluating a virtual training session for Microsoft 365 Copilot
  • Scavenger hunt – fun activity to help your team learn prompting

Training handouts

Launch and learn

Value and use cases

Additional languages

Select resources are now available in nine additional languages.

Last updated on 7/17/2025

Chinese (Simplified)
Chinese (Traditional)
French
German
Italian
Japanese
Korean
Portuguese (Brasil)
Spanish
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