Claude + Microsoft 365

Instructor: Tom Fragale

Product ID: 5284

Duration: 60 Min

Why Should You Attend

AI is already transforming the workplace, helping professionals work faster, write better, and analyze information more efficiently. This session shows how Claude can enhance your Microsoft 365 workflow by improving productivity across Word, Excel, Outlook, Teams, and other everyday business tools.

Participants will learn practical ways to use Claude for drafting emails, summarizing reports, analyzing data, creating content, and improving daily workflows without requiring technical expertise. This session provides a clear, hands-on approach to using AI to become more efficient, productive, and competitive in today’s workplace.

Description of the Topic

This session is designed for professionals who use Microsoft 365 daily and want to enhance productivity using Claude, Anthropic’s advanced AI assistant. Participants will learn how Claude can support everyday business tasks across Word, Excel, Outlook, PowerPoint, and Teams by improving writing, summarizing information, analyzing data, creating presentations, and streamlining communication workflows.

The session includes practical, hands-on examples showing how Claude can help draft documents, generate formulas, summarize emails and meetings, create presentation content, and improve business communication. Participants will also learn effective prompting techniques, understand the differences between Claude and other AI tools, and explore best practices for privacy, security, and responsible AI use in professional environments.

Areas Covered in the Session

•    Introduction to Claude AI and how it compares to and complements Microsoft 365 Copilot
•    Setting up and accessing Claude alongside your Microsoft 365 workflow for maximum productivity
•    Using Claude to draft, refine, and improve documents, emails, and reports created in Word and Outlook
•    Leveraging Claude for deep research, analysis, and summarization to support Excel and PowerPoint work
•    Combining Claude’s advanced reasoning with Microsoft Teams communication workflows
•    Using Claude to generate formulas, analyze data outputs, and explain Excel results in plain language
•    Building better PowerPoint presentations by using Claude to develop content, talking points, and structure
•    Practical prompting techniques: how to get the best results from Claude for business tasks
•    Privacy, security, and data considerations when using Claude alongside Microsoft 365
•    Real-world use cases and live demonstrations of Claude integrated into a Microsoft 365 workday

Who Will Benefit

  • Business owners
  • CEO’s / CFO’s / CTO’s
  • Managers of all levels
  • Anybody who uses Microsoft 365 on a regular basis and wants to be more efficient and productive
  • Administrators
  • Salespeople
  • Trainers
  • Bankers
  • Office workers
  • HR Professionals
  • Business Professionals

  Instructor Profile


Tom Fragale is a computer professional with over 35 years of professional IT experience , including over 23 years of training experience. I have trained over 50,000 people in live seminars , webinars, VILT's, and onsite /on-site training. I can do 1-on-1 training, Virtual training, VILT's , private webinars for your group, and on-site training on : Excel, PowerPoint, Word, Outlook, Access, SQL, SharePoint, Visio, PowerBI, and other computer topics. I can travel anywhere in the USA and the world.

His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.

Price Details 

Single Recorded: Access to the recorded version only is provided for one participant, with unlimited viewing for six (6) months.

The access details will be emailed within 24 hours after the live webinar concludes.

Corporate Recorded: Access to the recorded version only for up to four (4) participants, with unlimited viewing for six (6) months.

Access details will be emailed within 24 hours after the live webinar concludes.

Price Informations 

Single Live: One registration is valid for one attendee to attend the live session only.

Access details for the live session will be emailed 24 hours prior to the scheduled date and time.


Corporate Live: Access to the live session only for a maximum of four (4) participants.

For any additional participants, a fee of $139 per person will apply. Additional attendees must be registered under the Single Live option listed above.

Live session access details will be emailed 24 hours prior to the scheduled date and time.


Single Recorded: Access to the recorded version only is provided for one participant, with unlimited viewing for six (6) months.

The access details will be emailed within 24 hours after the live webinar concludes.


Corporate Recorded: Access to the recorded version only for up to four (4) participants, with unlimited viewing for six (6) months.

Access details will be emailed within 24 hours after the live webinar concludes.


Live + Recorded: One registration is valid for one attendee to attend the live session and receive access to the recorded version.

Live session access details will be emailed 24 hours prior to the scheduled date and time. Access to the recorded version will be shared within 24 hours after the live webinar concludes.


Corporate Live + Recorded: Access to the Live + Recorded package is valid for a maximum of four (4) participants.

For any additional participants, a fee of $139 per person will apply. Additional attendees must be registered under the Single Live option listed above.

Live session access details will be emailed 24 hours prior to the scheduled date and time. Access to the recorded version will be shared within 24 hours after the live webinar concludes.