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MICROSOFT 365 COPILOT 2026 for Professionals + AI Agents

Master Copilot in Word, Excel, PowerPoint, Outlook & Teams — practical prompts for professionals and teams

Created byPaul Ashun
All LevelsUpdated Oct 5, 2026
MICROSOFT 365 COPILOT 2026 for Professionals + AI Agents

What You'll Learn

check_circleGain complete, confident command of Microsoft 365 Copilot across Word, Excel, PowerPoint, Outlook and Teams — and your own Agentic AI agents
check_circleBuild no-code Agentic AI teammates in Agent Builder, including a grounded customer service agent and a sales reporting agent
check_circleMaster the RTCA prompting framework (Role, Task, Context, Aim) to turn rough prompts into finished business deliverables
check_circleHandle a full inbox with Copilot in Outlook: thread summaries, instant drafts, Coaching by Copilot and catch-up summaries
check_circleAnalyse data in Excel with plain-English questions, no-syntax formulas, instant charts, PivotTables and Copilot Advanced Analysis
check_circleCreate a full PowerPoint deck from a prompt, Word document or PDF, apply your brand template and generate speaker notes in minutes

About This Course

If you spend your working day in Outlook, Word, Excel, PowerPoint and Teams, and you keep hearing that AI will save you hours but nobody has shown you exactly how, this course shows you.

Microsoft 365 Copilot is the AI assistant built into the apps you already use, grounded in your own emails, chats, meetings and files. Every demo is recorded on one realistic business, Pashun Sports, a small sports t-shirt brand selling into the USA, with a fabric supplier, a website to update, an inbox that never empties and far too many spreadsheets. You play the non-technical person who keeps it all running.

Which Copilot do you have? Before anything else, you'll find out which Copilot version and licence you have and what your tier actually unlocks. You'll set it up, so every demo works on your screen too.

What you will learn:

  • Understand Microsoft 365 Copilot, Copilot Chat and Copilot Pages, and what Copilot can and cannot see, so you use it safely.
  • Copilot in Outlook: summarise long email threads, draft customer and supplier replies from one sentence, get tone coaching, triage your inbox, and prepare for any meeting in under a minute.
  • Copilot in Word: draft from scratch with a prompt and a reference file, summarise long documents, rewrite for a new audience, generate tables, and write website and product copy in your brand voice.
  • Copilot in Excel: ask plain-English questions about a spreadsheet, create formulas without knowing syntax, highlight, sort and filter, generate charts and PivotTables, and use Advanced Analysis on messy real-world data.
  • Copilot in PowerPoint: build a full presentation from a prompt, a Word document or a PDF, generate speaker notes, rehearse your delivery, and summarise a long deck someone else sent you.
  • Copilot in Teams: set up transcription and recording, get help during and after meetings, and turn meeting actions into tasks, emails and follow-ups.
  • Copilot agents: know when to build one instead of prompting, use the ready-made agents Microsoft gives you, and build your first no-code agent with Agent Builder.

Why choose this course?

  • Complete, start to finish: 8 sections and 34 lectures covering every major Microsoft 365 app.
  • Learn on one real business: the same Pashun Sports scenario runs through every lesson, so each skill builds on the last.
  • Fully practical: every lecture is a live demo on real emails, documents, spreadsheets and meetings.
  • Current: built and maintained for today's Microsoft 365 Copilot, not last year's.
  • Beginner-friendly: if you can type a sentence, you can complete this course.

Who this course is for:

  • Working professionals who want to get things done faster with Microsoft 365 Copilot.
  • Non-technical people who use Outlook, Word, Excel, PowerPoint and Teams every day.
  • Business owners, managers and admins deciding whether Copilot is worth it and how to use it well.
  • Anyone who wants to use AI to be more productive at work.

Your Instructor

Paul Ashun
Paul Ashun

Exploding Your Team's Productivity To Deliver Your Projects On time, On Budget

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star634 reviews

Paul is the CEO/Managing Director and Chief Consultant at Pashun Consulting Ltd, author of Scrum Mega Pack AI and Agile instructor and a certified scrum master, experienced senior programmer and coach with experience in international blue chip companies dating back to 1999. That experience includes leading projects for the BBC, General Electric, Oracle, BSkyB, HiT Entertainment (responsible for Angelina Ballerina, Bob the builder and other titles that you love watching with your kids or siblings but won't admit to) and Razorfish. These roles have all involved leadership on a wealth of mobile, internet TV and web software projects.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

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Frequently Asked Questions

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.

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