Microsoft 365 Copilot — Full

Lesson 1: AI Foundations & Copilot Overview

Refresher on AI fundamentals, followed by an overview of Microsoft’s Copilot ecosystem: how it works, what data it accesses, licensing tiers, and privacy safeguards. Understand the relationship between Microsoft Graph, your organizational data, and Copilot’s responses.

Lesson 2: Copilot in Word & PowerPoint

Hands-on with Copilot in Word (drafting, rewriting, summarizing, formatting) and PowerPoint (creating presentations from documents, designing slides, adding speaker notes). Practice real workflows and learn the prompting techniques that produce the best results in each application.

Lesson 3: Copilot in Excel & Data Analysis

Use Copilot to analyze data, generate formulas, create visualizations, and uncover insights in Excel. Covers data preparation best practices, natural language queries, and the types of analysis Copilot handles well versus where human judgment is essential.

Lesson 4: Copilot in Outlook, Teams & Beyond

Streamline communication with Copilot in Outlook (drafting, summarizing, prioritizing) and Teams (meeting summaries, action items, chat recaps). Also covers Copilot in OneNote, Loop, and other M365 apps. Focus on building daily habits that save measurable time.

Lesson 5: Copilot Agents & Advanced Workflows

Introduction to Copilot Studio and building simple Copilot agents. Cover agent design principles, connecting to organizational data sources, and creating automated workflows with Power Automate. Participants design a Copilot agent concept for their team.