Course Overview

Copilot in Microsoft 365 for Beginners teaches you how to use AI to boost productivity and efficiency across your Microsoft Office apps. This course features the groundbreaking Agent Mode, showing you how to automate complex workflows with a single prompt, such as generating full KPI dashboards in Excel, comprehensive deployment plans in Word, or multi-slide onboarding presentations in PowerPoint. You will see exactly where Copilot appears and how to write clear prompts for these advanced, real-world tasks.

In Word, Excel, and PowerPoint, you will learn to draft reports, analyze data trends, and create impactful presentations with ease. The training also covers using AI in Outlook to manage emails, Teams for meeting recaps, and OneNote for organizing notes. You will even use Edge to research products and Forms to generate surveys. By the end, you will save time on repetitive tasks and focus more on strategic work. You will learn how to use in-app AI tools and features to optimize your daily workflow.

Learning Objectives:

By the end of this course, you will be able to:

• Identify where Copilot appears across Microsoft 365 apps and the Edge sidebar to support your daily workflow.
• Write clear, effective prompts using best practices to ensure accurate and repeatable AI results, including effective use of Agent mode.
• Draft and refine professional documents in Word, transforming rough notes into structured reports.
• Analyze data trends in Excel and automate formatting to generate charts and pivot tables for better decision-making.
• Create tailored PowerPoint presentations from scratch or existing documents while controlling structure and flow.
• Manage communication by summarizing long email threads in Outlook and generating meeting recaps with action items in Teams.
• Research topics and compare products efficiently using Copilot Vision and sidebar features in Microsoft Edge.
• Organize information by turning long OneNote pages into outlines and generating survey questions in Microsoft Forms.