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Copilot Essentials for Microsoft Office
Rating: 4.5 out of 5(47,730 ratings)
87,444 students

Copilot Essentials for Microsoft Office

Enhance your output by using artificial intelligence across Word, Excel, PowerPoint, and Outlook.
Created bySimon Sez IT
Last updated 9/2026
English

What you'll learn

  • Craft detailed prompts specifying purpose, audience, and tone.
  • Convert unstructured text into headings, bullets, and tables automatically.
  • Rewrite informal drafts into polished, professional language instantly.
  • Apply Structure and Refine to format documents consistently.
  • Build KPI dashboards linked to live spreadsheet formulas.
  • Filter and sort pivot tables to sharpen data stories.
  • Turn a Word document into a full slide deck.
  • Swap presentation images for illustrations or data visuals.
  • Personalize Copilot with custom instructions and work profiles.
  • Schedule meetings and draft agendas straight from email threads.
  • Identify high-priority emails using Copilot's inbox analysis.
  • Check AI-generated summaries and data insights for hallucinations.

Course content

8 sections • 30 lectures • 2h 12m total length
  • IMPORTANT - PLEASE READ!0:29
  • Course Welcome1:09

    Discover Copilot Pro in Microsoft Office, generating Word articles from prompts, crafting Excel charts, creating PowerPoint slides, and coaching Outlook emails with image generation from text prompts.

  • WATCH ME: Essential Information for a Successful Training Experience2:03

    Watch this lecture to learn essential information for a successful training experience, download and unzip exercise files linked to each video, and adjust playback for optimal learning.

  • DOWNLOAD ME: Course Files0:23
  • What is Copilot Pro?3:21

    Explore Copilot Pro, the premium Office 365 assistant that embeds in Word, Excel, Outlook, and PowerPoint, speeds up results with GPT-4 Turbo, and provides 100 daily image boosts.

  • Copilot Pro & MS Word12:04

    Explore Copilot Pro in Word to draft and refine a blog on driverless cars' pros and cons. Tailor tone and audience, compare drafts, translate, and proofread for readability.

  • Copilot Pro & MS Excel9:45

    Discover how Copilot Pro enhances Excel data analysis and visualization by turning data into tables, generating pivot tables, charts, and conditional formatting.

  • Copilot Pro & MS PowerPoint10:41

    Discover how Copilot in PowerPoint creates and summarizes presentations, generates slides with titles, table of contents, and notes, and enhances decks with designer options and transitions.

  • Copilot Pro & MS Outlook6:11

    Explore how Copilot integrates with Outlook to draft emails, coach tone and grammar, and summarize messages. Learn to tailor tone, request empathy, add detail, and review drafts with Copilot.

  • Copilot Pro & Image Creator/Designer5:15

    Explore Copilot Pro and the image creator in Microsoft Office, generating images from prompts, comparing pro versus free boosts, then customize designs in Designer with templates, filters, and background removal.

  • Course Close0:33

    Close the course by celebrating how Copilot Pro integrates with Microsoft Office to write emails, build charts and pivot tables, generate slideshows, analyze slideshows, and write articles from scratch.

  • Section Quiz

Requirements

  • Access to Copilot and Microsoft 365 applications is beneficial to follow along.
  • Basic familiarity with Microsoft Word, Excel, PowerPoint, and Outlook.
  • No prior experience needed, the course is for complete beginners.

Description

**This course includes downloadable course files to work with and follow along.**


Copilot Essentials for Microsoft Office teaches you how to use Microsoft 365 Copilot as a working partner inside Word, Excel, PowerPoint, and Outlook. This course helps you speed up your repetitive tasks so you can focus on decisions that actually need your attention.


Many professionals start each day facing a blank page, a messy spreadsheet, or an overflowing inbox. We begin by tackling these everyday frustrations, showing why prompt-writing is the one skill that determines whether Copilot's output helps or wastes your time.


From there, you build practical skills across each app. You will learn to generate structured drafts in Word, build formulas and charts in Excel without memorizing syntax, turn outlines into full slide decks in PowerPoint, and manage email with summaries and drafted replies in Outlook. Personalization settings let you tailor Copilot's tone and priorities to match your role.


Through the course we’ll use examples to reinforce your learning. Including asking Copilot to summarize a 40-page report before a meeting, building a KPI dashboard from raw sales data, turning a Word document into a client-ready presentation, or drafting a follow-up email after a long thread. Each example shows how a clear, detailed prompt turns a routine task into a finished result.


By the end, you have learned the skills to plan, draft, analyze, and communicate faster, while still checking Copilot's work for accuracy before you rely on it. This course suits office professionals, managers, and anyone using Microsoft 365 who wants to work with AI rather than around it.


What You'll Learn:


  • Craft detailed prompts specifying purpose, audience, and tone.

  • Convert unstructured text into headings, bullets, and tables automatically.

  • Rewrite informal drafts into polished, professional language instantly.

  • Apply Structure and Refine to format documents consistently.

  • Build KPI dashboards linked to live spreadsheet formulas.

  • Filter and sort pivot tables to sharpen data stories.

  • Turn a Word document into a full slide deck.

  • Swap presentation images for illustrations or data visuals.

  • Personalize Copilot with custom instructions and work profiles.

  • Schedule meetings and draft agendas straight from email threads.

  • Identify high-priority emails using Copilot's inbox analysis.

  • Check AI-generated summaries and data insights for hallucinations.


This course includes:

  1. 56 minutes of video tutorials

  2. 15 individual video lectures

  3. Course files to follow along

  4. Certificate of completion

Who this course is for:

  • Office professionals who use Microsoft Word, Excel, PowerPoint, and Outlook
  • Business professionals who want to automate repetitive tasks.
  • Professionals who create documents, analyze data, build presentations, or manage email regularly.
  • Anyone looking to use Microsoft Copilot to work more efficiently and communicate effectively.