Microsoft 365 Copilot – Unlock the Power of AI in Everyday Work

Why take this course

During this training, you will learn how to use Microsoft 365 Copilot practically and securely in your daily work—from writing emails and organizing meeting outcomes to creating documents, presentations, analyzing data, and building your own AI-powered workflows.

What you’ll learn

• Identify tasks where Copilot can significantly reduce the time required to complete your work.
• Use Copilot Chat and Copilot within Microsoft 365 applications effectively.
• Create effective prompts that generate useful and relevant responses.
• Organize information, summarize content, and turn unstructured information into actionable plans.
• Prepare emails, meeting agendas, follow-up messages, task lists, and meeting summaries.
• Create documents, presentation outlines, and communications tailored to specific audiences.
• Ask better questions about data in Excel and convert results into concise business insights.
• Verify AI-generated responses and minimize the risks of errors, misinterpretations, and unauthorized data usage.

Certification & Exam

Upon completion of the training, participants will receive a personalized certificate confirming their practical Microsoft 365 Copilot skills.

There is no final exam. Active participation throughout the training is sufficient to earn the certificate.

Who is this course for

This training is designed for Microsoft 365 users who want to begin using Copilot in their daily work without needing technical expertise or AI-related jargon.

• Office professionals who create emails, documents, notes, reports, and presentations.
• Specialists and coordinators who organize information, prepare summaries, task lists, and recommendations.
• Team leaders and managers who need to create agendas, follow-up communications, and stakeholder materials more efficiently.
• Individuals who are new to AI and want to learn practical, beginner-level applications of Copilot.

Topics covered

1. Getting Started: What Microsoft 365 Copilot Is and Where to Find It

• Understanding the differences between Microsoft 365 Copilot, Copilot Chat, and Copilot within Microsoft 365 applications.
• Finding Copilot in your browser, Teams, Outlook, Word, Excel, and PowerPoint.
• Understanding how licensing, organizational configurations, and data security policies affect functionality.

2. Effective Prompting: How to Get Useful Responses

• Learning how to structure effective prompts.
• Refining responses by shortening, changing tone, and requesting alternative versions.
• Avoiding common mistakes such as overly generic instructions, missing context, and unclear output expectations.

3. Copilot Chat as Your Everyday Work Assistant

• Using Copilot Chat to summarize content, organize information, and generate action lists.
• Converting situation descriptions into facts, risks, decisions, and open questions.
• Understanding AI limitations, including hallucinations, missing context, and the need for verification.

4. Outlook and Teams: Emails, Meetings, Decisions, and Follow-Ups

• Drafting, improving, shortening, and adapting emails to different audiences.
• Creating meeting agendas, summaries, and follow-up communications that include decisions, tasks, and deadlines.
• Applying best practices for working with meeting notes, transcripts, and decision histories.

5. Word and PowerPoint: From Notes to Professional Documents and Presentations

• Transforming raw notes into documents, procedures, instructions, or project summaries.
• Editing, simplifying, shortening, and adapting content for different audiences.
• Creating presentation outlines, slide titles, and key messages.

6. Excel and Data Analysis: Questions, Insights, and Validation

• Preparing data and formulating effective questions for simple datasets.
• Identifying trends, anomalies, and comparisons, and transforming findings into actionable insights.
• Applying best practices for validating AI-generated results, formulas, and summaries.

7. Creating Your Own Prompts, Workflows, and Introduction to Agents

• Building a personal prompt library for recurring tasks.
• Choosing when to use Copilot Chat versus Copilot within Microsoft 365 applications.
• Exploring practical examples of simple AI assistants and agents.