Microsoft 365 Copilot Essentials
Overview
Microsoft 365 Copilot brings generative AI directly into familiar Microsoft 365 applications such as Word, Outlook, PowerPoint, Excel, Teams, OneDrive, SharePoint, and Copilot Chat.
This course provides a practical, hands-on introduction to using Copilot for everyday workplace tasks, including drafting, summarizing, analyzing, organizing, and refining business content.
Who Should Take This Course
Audience
Business users, managers, analysts, admins, project staff, knowledge workers, and anyone who wants to use Microsoft 365 Copilot to improve everyday productivity.
Why You Should Take This Course
In the duration of this course, students will:
- Understand what Microsoft 365 Copilot is and how it works within Microsoft 365.
- Learn how to use Copilot in Word, Outlook, PowerPoint, Excel, Teams, OneDrive, SharePoint, and Copilot Chat.
- Improve productivity by using Copilot to summarize, draft, revise, analyze, and organize information.
- Learn practical prompting techniques for getting better results.
- Understand common limitations, risks, and responsible-use considerations.
- Practice applying Copilot to realistic workplace scenarios.
Course Outline
Microsoft 365 Copilot Essentials
Module 1: Introduction to Microsoft 365 Copilot
What Copilot is, how it fits into Microsoft 365, and how it differs from general-purpose AI tools such as ChatGPT.
Module 2: Prompting Copilot Effectively
How to write clear prompts using role, task, context, source material, tone, format, and constraints.
Module 3: Copilot in Word
Drafting, rewriting, summarizing, editing, creating reports, and turning notes into polished documents.
Module 4: Copilot in Outlook
Summarizing email threads, drafting replies, adjusting tone, identifying follow-up items, and managing communication overload.
Module 5: Copilot in PowerPoint
Creating presentations from prompts or documents, improving slide flow, generating speaker notes, and summarizing decks.
Module 6: Copilot in Excel
Explaining data, generating formulas, identifying trends, creating charts, and asking natural-language questions about tables.
Module 7: Copilot in Teams, OneDrive, SharePoint, and Copilot Chat
Using Copilot to summarize meetings, extract action items, locate information, and synthesize content across work files.
Module 8: Responsible Use and Verification
Understanding AI limitations, hallucinations, permissions, privacy, sensitive data, and the importance of human review.
Module 9: Hands-On Workplace Scenarios
Participants complete practical exercises using Copilot for emails, documents, spreadsheets, presentations, and meeting summaries.
Q&A and Wrap-Up