ChatGPT & Copilot for Microsoft 365

See the full course roadmap and how each module connects from ChatGPT fundamentals to AI-driven Microsoft 365 workflows.

You’ll learn how simulated collaboration replaces live Teams demos, how to set up your workspace, and why keeping a prompt notebook boosts retention.

By the end of this lesson, you’ll know exactly how to progress efficiently and track your success through practical mini-projects.

Clarify the real differences between OpenAI’s ChatGPT and Microsoft’s Copilot.

This lesson explains where your data lives, how pricing and access models differ, and when to use each tool effectively within Word, Excel, Outlook, and Teams.

You’ll finish with a clear understanding of how ChatGPT Plus, Copilot for Microsoft 365, and Copilot Pro fit together — and which is best for your workflow or organization.

Learn how to sign up for ChatGPT quickly and securely.

In this walkthrough, you’ll create your OpenAI account, understand plan options (Free vs Plus), and log in for the first time.

Perfect for new users who want a smooth start before diving into AI writing and Microsoft 365 integration.

Take a guided tour of the ChatGPT interface and discover how each feature helps you work smarter.

You’ll explore chat history, settings, prompt area, and how to switch between GPT-4.0  and GPT-5 models.

By the end, you’ll feel confident navigating ChatGPT’s workspace like a pro.

Discover how to write your first effective ChatGPT prompt.

You’ll test simple requests like “summarize,” “explain,” and “generate,” and learn how ChatGPT interprets your instructions.

This practical demo builds the foundation for every AI writing, editing, or automation task later in the course.

Learn the five essential principles that transform vague prompts into professional, accurate results: Clarity, Context, Constraints, Creativity, and Correction.

In Part 2 we will follow a live demo where we turn a weak prompt into a strong one step-by-step.

This is the most valuable principle for anyone who wants to master ChatGPT for work.

Put the five essential principles that transform vague prompts into action to write professional, accurate results: Clarity, Context, Constraints, Creativity, and Correction.

Follow a live demo where we turn a weak prompt into a strong one step-by-step.

This is the single most valuable lesson for anyone who wants to master ChatGPT for work.

Put your new skills to the test with a hands-on project.

You’ll use ChatGPT to summarize a sample email thread and generate a professional daily briefing — a real-world task for anyone using Outlook or Teams.

By completing this exercise, you’ll understand how ChatGPT can instantly save time in your everyday

Discover the secret to professional-grade results: iterative prompting.

You’ll see how to review ChatGPT’s first answer, give feedback, and improve it step by step.

This method turns ChatGPT into a true writing and problem-solving partner — ideal for reports, emails, and projects.

Watch a full demo where we create a clear, structured prompt for a project status update.

You’ll learn to combine clarity, tone, and formatting to produce ready-to-use text you can paste straight into Outlook or Teams.

A perfect real-world example of prompt engineering in action.

Put everything you’ve learned into practice.

You’ll build three custom prompts — one for a manager, one for an administrator, and one for an HR professional.

This activity cements your prompt engineering skills and shows how one tool can adapt to any role in Microsoft 365.

Wrap up Section 3 with a concise summary of what you’ve mastered: structure, context, iteration, and role-based design.

You’ll also get insider tips for writing prompts that save time and reduce rework — skills you’ll use in Word, Excel, and Outlook later in the course.

A chance for you to try out your own prompts with suggestions and guidance from me.

In this hands-on lesson, you’ll learn how to use ChatGPT to generate clean, well-structured data tables you can paste directly into Excel. Whether you're building sales data, task lists, or project trackers, ChatGPT helps you create realistic datasets in seconds — perfect for practice, demos, or speeding up day-to-day work. We’ll also cover how to convert this information into Excel Tables for easier formatting, filtering, and analysis.

You’ll discover how AI can instantly turn your ideas into usable spreadsheets, no matter your technical level.

Struggling to remember Excel formulas? ChatGPT can write them for you.
This lesson shows you how to describe a problem in plain English — and let AI generate correct formulas, explain how they work, and even troubleshoot errors. You’ll learn how to create logical conditions, perform regional totals, calculate averages, classify results, and adapt formula templates for repeat use.

By the end, you’ll confidently use ChatGPT as your personal Excel “formula assistant,” saving time and reducing frustration.

Turn raw numbers into insights.
In this lesson, ChatGPT helps you plan a professional-looking Excel report — including the best charts to use for comparison, trends, and performance tracking. You’ll learn how to extract key insights, design visual elements, and build a clean report layout using Excel’s chart tools.

From clustered columns to line charts, ChatGPT guides you through choosing the right visuals, while Excel brings them to life.

Which AI tool should you use in Excel — ChatGPT or Copilot?
This lesson breaks down the strengths and limitations of both, showing you where each tool shines. You’ll see how Copilot works inside Excel with your live data, while ChatGPT offers flexible, creative support for formulas, examples, and scenario planning.

By the end, you’ll know exactly when to use ChatGPT, when to use Copilot, and how to combine them for maximum productivity.

In this capstone lesson, you’ll build a complete Excel dashboard using ChatGPT as your planning partner. We’ll create structured data, generate formulas, insert charts, and add interactive slicers — all with clear, easy-to-follow steps.

This full workflow demonstrates how AI and Excel work together to transform raw information into a polished, interactive dashboard ideal for reporting, presentations, and decision-making.

Learn how to draft clear, professional emails in less time using ChatGPT.
In this lesson, you’ll see how AI helps you create perfectly-toned messages for managers, clients, and colleagues. We explore different tones (friendly, concise, formal), polishing techniques, and how to personalise your draft in Outlook.

Perfect for anyone who wants to communicate confidently without overthinking every word.

Turn inbox chaos into clear, actionable summaries.
You’ll learn how to paste long email threads into ChatGPT and instantly generate briefings, decision summaries, risk lists, or next-action bullets. This lesson also shows how to create custom “daily briefing” templates you can reuse every morning.

If you deal with high email volume, this lesson will save you hours every week.

Master clear and confident communication in Microsoft Teams — even if you’re working in simulated chats.
You’ll learn how ChatGPT helps you write professional messages, rewrite long updates into short channel posts, and create announcement-style updates with clarity and impact.

Ideal for anyone who wants to sound organised, confident, and efficient in a digital workplace.

Learn how to convert Teams chats, meeting notes, and informal conversations into structured, professional reports.
This lesson shows you how to extract decisions, actions, deadlines, risks, and summaries — then turn that information into a polished update you can paste into Word, Outlook, or a project folder.

If you manage people, projects, or stakeholders, this skill is indispensable.

Compare ChatGPT and Copilot side-by-side and discover when each tool is most effective.
You’ll learn which AI performs better for drafting messages, summarising inboxes, interpreting Teams chats, and generating reports. We also show how both tools can work together for the fastest, clearest communication workflow.

A must-watch for anyone choosing between ChatGPT and Microsoft Copilot.

Start your Copilot journey with a clear, beginner-friendly introduction to what Copilot actually is and how it fits into Microsoft 365.
This lesson explains how Copilot processes information, where it gets data, how it interacts with your files and emails, and why it’s different from ChatGPT. You’ll also learn about licensing, data protection, and real-world use cases.

Perfect for learners who want a strong foundation before diving into app-specific demos.

Discover how Copilot helps you write faster and improve your documents directly inside Microsoft Word.
You’ll learn how to generate first drafts, rewrite paragraphs for better tone, summarise long documents, create outlines, and refine grammar and clarity — all without leaving Word. We’ll compare Copilot’s abilities with ChatGPT and show the best workflow for each.

Ideal for professionals who write reports, proposals, or long-form documents.

In this lesson, you’ll see how Microsoft Copilot works inside PowerPoint to help you create, refine, and structure presentations more efficiently.

We’ll explore how Copilot can generate slides from prompts, summarise existing content into clear slide layouts, and help you refine wording and structure without starting from a blank deck. You’ll also learn when Copilot is the best tool to use, and when ChatGPT may be more suitable for early-stage planning or experimentation.

The focus is on realistic, practical workflows you can apply immediately, using fabricated but representative content inside a real Microsoft 365 environment.

By the end of the lesson, you’ll understand how to use Copilot in PowerPoint to save time, improve clarity, and produce more polished presentations with less manual effort.

Copilot transforms Excel from a spreadsheet tool into an intelligent analysis assistant.
This lesson shows how Copilot can summarise data, write formulas, explain calculations, generate charts, identify trends, and even build analysis tables — all based on your real workbook. You’ll learn where Copilot outperforms ChatGPT and how they complement each other for smarter data workflows.

Perfect for anyone who wants deeper insights without complex formulas.

Clean up your inbox and write better emails with Copilot in Outlook.
In this lesson, you’ll learn how Copilot summarises long email threads, drafts natural-sounding replies, extracts tasks and deadlines, and helps you manage overwhelming inboxes. We compare Copilot’s real-time email intelligence with ChatGPT’s creative drafting abilities, so you know exactly when to use each tool.

A must-learn skill for busy professionals managing high email volume.

See how Copilot turns Teams meetings and chats into actionable summaries.
You’ll learn how to use Copilot to generate meeting notes, extract decisions, highlight risks, create follow-up messages, and summarise what you missed — even if you join late. This lesson also covers differences between ChatGPT and Copilot when handling real-time collaboration data.

Perfect for managers, facilitators, and team leads who want clearer meetings.

Learn how Copilot protects your organisation’s data — and what you should know before using AI with business information.
We cover data flows, permissions, compliance boundaries, admin controls, and common misconceptions about AI privacy. You’ll also get a practical checklist of safe-use practices, especially helpful for those handling confidential or regulated content.

An essential lesson for responsible, secure use of AI in the workplace.

In this final lesson, we compare ChatGPT and Copilot across real-world tasks so you can choose the right tool every time.
You’ll learn where Copilot shines (context, live data, automation) and where ChatGPT leads (creativity, rewriting, planning, learning). We also outline a recommended hybrid workflow that combines both tools for maximum productivity in Word, Excel, Outlook, and Teams.

Your complete roadmap for choosing the best AI tool for any situation.

In this lesson, you’ll get a clear, non-technical introduction to Microsoft Power Automate and where it fits within the Microsoft 365 ecosystem.

We’ll explain what Power Automate does, how connectors work at a high level, and the types of tasks it’s best suited for. The focus is on understanding when automation makes sense, not on building complex flows.

By the end of the lesson, you’ll be able to recognise automation opportunities in your own work and understand how Power Automate connects tools like Outlook, Teams, Excel, and AI services.

This lesson walks through a realistic example of how Power Automate and AI could work together to summarise long email threads automatically.

Rather than building the flow step by step, we focus on the concept: triggers, conditions, AI processing, and automated delivery. You’ll see how ChatGPT can generate summaries while Power Automate handles the workflow in the background.

The goal is to help you understand what’s possible, without getting bogged down in technical details or licensing complexity.

In this lesson, you’ll explore what’s involved in creating Power Automate flows, without diving into full technical builds.

We’ll look at the Power Automate interface, common flow components, and the types of decisions you need to make when designing an automation. You’ll also learn why some flows are simple to create, while others require more planning, testing, and permissions.

This lesson prepares you to approach automation confidently, whether you plan to build flows yourself or work with others who do.

Automation and AI introduce powerful capabilities — but they also require responsible use.

In this lesson, we discuss data privacy, permissions, and security considerations when using Power Automate with AI tools such as ChatGPT and Microsoft Copilot. You’ll learn how data flows between services, why permissions matter, and how to avoid common risks.

The lesson concludes with practical best practices to help you use automation safely, responsibly, and with appropriate human oversight.