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Courses/Office Productivity/Microsoft

Copilot in Microsoft 365 for Beginners

Boost Your Productivity: Harness the Power of Copilot to Automate Tasks and Focus on Strategic Success.

Created bySimon Sez ITworkspace_premium
BeginnerUpdated May 15, 2026
Copilot in Microsoft 365 for Beginners

What You'll Learn

check_circleNavigate and utilize Copilot across Microsoft 365 desktop and online applications.
check_circleApply prompt engineering techniques to generate, summarize, and refine professional content.
check_circleAnalyze complex data sets and identify trends using Copilot in Excel.
check_circleCreate and iterate on professional presentations and documents using AI-assisted workflows.
check_circleImplement organizational adoption strategies using the Microsoft Adoption Resource Center.

About This Course

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.

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.

Your Instructor

Simon Sez IT
Simon Sez IT

Since 2008, we've taught 2 million learners in over 190 countries, with 200+ courses

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Since its formation in 2008, Simon Sez IT has been educating learners with one goal in mind: to make business and technical software simple to learn. The company extensive library of over 10,000 videos across more than 200 courses delivers comprehensive training for the most popular software applications used by professionals worldwide. Courses include training in everyday IT applications, from Microsoft suite of office productivity tools to more niche applications such as QuickBooks, Power BI and many more. Aimed at every level of proficiency, Simon Sez IT courses are designed to give learners the ability to quickly evolve from beginner to advanced, or to drop in at their relevant level and acquire new skills to continue in their development path. Simon Sez IT subject matter experts bring knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply new knowledge and master learning goals. More than two million learners have relied on Simon Sez IT for its quality and engaging coursework. Student feedback is consistently ranked among the best in the industry, with particular emphasis on the quality, detail and delivery of the course materials. Many indicate that upon completion of a course, they are more confident and proficient in their area of study, and their skills have helped them progress in their careers.

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We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.