Copilot and Microsoft 365
Microsoft Copilot Training for Workplace Productivity
Use Microsoft Copilot and available Microsoft 365 Copilot experiences to draft, analyze, summarize, present, communicate, and collaborate across everyday work. Features vary according to license, application, organization, and administrator settings.
Build practical capability in Microsoft Copilot Training for Workplace Productivity.
Use Microsoft Copilot and available Microsoft 365 Copilot experiences to draft, analyze, summarize, present, communicate, and collaborate across everyday work. Features vary according to license, application, organization, and administrator settings.
Create effective Copilot prompts grounded in clear instructions, context, references, and expected output.
Use Copilot across available Microsoft 365 applications for documents, data, presentations, email, meetings, and collaboration.
Review, refine, and validate Copilot-generated content, analysis, summaries, and recommendations.
Apply privacy, security, permissions, human oversight, and responsible AI practices in Microsoft 365.
Course overview
A structured, application-focused AI program. Open each topic to review its practical coverage.
Module 1: Understanding Microsoft Copilot
- Copilot Chat and Copilot in Microsoft 365 Applications
- Understanding Licenses, Access, and Feature Availability
Module 2: Effective Prompting with Copilot
- Principles of effective prompting (clarity, specificity, context)
- Goal, Context, Source, and Expectations
Module 3: Copilot in Word
- Drafting and Structuring Documents
- Rewriting, Summarizing, and Adjusting Tone
Module 4: Copilot in Excel
- Using Copilot for Data Cleaning
- Creating and Explaining Formulas
Module 5: Copilot in PowerPoint
- Creating Presentations from Prompts and Source Documents
- Organizing Slide Content and Speaker Notes
Module 6: Copilot in Outlook and Teams
- Drafting and Refining Emails
- Summarizing Email Threads and Identifying Actions
Module 7: Connected Microsoft 365 Workflows
- Using Copilot with OneDrive, OneNote, SharePoint, and Forms
- Working with Copilot Notebooks and Focused Source Collections Where Available
Module 8: Responsible Copilot Adoption
- Privacy, Permissions, and Information Security
- Identifying Hallucinations, Errors, and Unsupported Claims
Full course outline
This restructured outline uses the strongest applicable topics from the legacy AI programs while removing unnecessary overlap.
View full outline
- Module 1: Understanding Microsoft Copilot
- Copilot Chat and Copilot in Microsoft 365 Applications
- Understanding Licenses, Access, and Feature Availability
- How Copilot Uses Work Context and Permissions
- Current Capabilities and Limitations
- Module 2: Effective Prompting with Copilot
- Principles of effective prompting (clarity, specificity, context)
- Goal, Context, Source, and Expectations
- Using Files, Emails, Meetings, and Workplace Sources
- Prompt Iteration and Follow-Up Questions
- Module 3: Copilot in Word
- Drafting and Structuring Documents
- Rewriting, Summarizing, and Adjusting Tone
- Working from Reference Files and Existing Content
- Reviewing and Improving Generated Documents
- Module 4: Copilot in Excel
- Using Copilot for Data Cleaning
- Creating and Explaining Formulas
- Sorting, Filtering, and Conditional Formatting with Copilot
- Creating Pivot Tables and Identifying Trends
- Limitations and Issues with Copilot
- Module 5: Copilot in PowerPoint
- Creating Presentations from Prompts and Source Documents
- Organizing Slide Content and Speaker Notes
- Rewriting and Refining Presentation Content
- Reviewing Design, Accuracy, and Story Flow
- Module 6: Copilot in Outlook and Teams
- Drafting and Refining Emails
- Summarizing Email Threads and Identifying Actions
- Preparing for Meetings and Summarizing Discussions
- Creating Follow-Ups, Tasks, and Meeting Outputs
- Module 7: Connected Microsoft 365 Workflows
- Using Copilot with OneDrive, OneNote, SharePoint, and Forms
- Working with Copilot Notebooks and Focused Source Collections Where Available
- Introduction to Copilot Agents and Automated Assistance
- Building Repeatable Team Prompt Practices
- Module 8: Responsible Copilot Adoption
- Privacy, Permissions, and Information Security
- Identifying Hallucinations, Errors, and Unsupported Claims
- Human Review and Validation Strategies
- Creating Team AI Governance Policies