Copilot in Microsoft 365 for Beginners [2026 Update]

Set up Copilot by saving the workbook to the OneDrive linked to your Copilot license, turning autosave on, and converting data to a named Excel table such as Mega Sales.

Explore the differences between Copilot chat and in-app Copilot within Microsoft 365, and learn when to use each for creativity versus fast in-app productivity.

Learn how Copilot builds and inserts formula columns in a table, adds total sales and operating margin columns in percentage format, and uses total rows to summarize data.

Copilot applies conditional formatting to tables via prompts, highlighting units sold above 1000 in yellow. Edit rules, bold top profits, data bars for margins, and bold red bottom sales.

Create a presentation from scratch in PowerPoint with Copilot, detailing yoga history and poses in at least 15 slides, saved to OneDrive with designer refinements.

Explore Copilot's use cases in Word, including drafting, rewriting, summarizing, and table creation, along with word-count limits and tips to treat it as a co-creator.

Turn a word document into a PowerPoint with Copilot by pasting a link or selecting a file, generate a slide outline, and redesign with designer and imagery.

Learn to use Copilot with your company branded templates in PowerPoint by deleting slides, prompting for a bee-focused presentation, and preserving theme colors, fonts, and imagery consistency.

Practice Copilot in PowerPoint by creating a ten-slide presentation on Henry VIII's wives with designer formatting, then base another on the social media strategy file, deleting slides and adding sections.

Learn to improve clarity and professionalism in Microsoft Word using Copilot. Create structured, concise paragraphs with writing suggestions, formal tone, bullet points, and targeted prompts for a business audience.

Learn to summarize long documents in Microsoft Word using Copilot, view summary and insight indicators, and generate brief or detailed summaries for easy sharing.

Learn how to craft professional documents in microsoft word using copilot, including prompts for purpose, audience, tone, and content, and how to generate outlines, bullet lists, sections, and recommendations.

Draft and refine documents in word using Copilot, generate formatted content with headings and bullets, and adjust tone from professional to casual before saving to OneDrive.

Explore how Copilot in Microsoft 365 enhances editing and rewriting of documents by turning bullet points into tables, offering tone options, and generating class or meeting templates.

Discover how Copilot in Microsoft 365 summarizes long documents into concise bullet points with a references section, expands on key points, and answers document-based questions.

Use Copilot in Microsoft 365 to draft a photosynthesis document, revise to a casual tone, add a 'too long didn’t read' summary, and answer what light dependent reactions produce.

Apply conditional formatting with Copilot in Microsoft 365, using agent mode and standard mode to highlight margins below 15% in red and apply low-to-high color scales.

Learn to use Copilot in Excel to surface trends and outliers in brand profit and margin pivots, highlight Velvet Noir, and create executive insights and dashboards.

Learn to create calculated columns in Excel with Copilot, computing net sales, total cost, gross profit, gross margin, total export cost, net profit, and profit category in a table.

Learn to create calculated columns in Excel with in-app Copilot, turning raw data into a table and computing gross sales, discount amount, and net sales in euros using structured references.

Explore advanced data preparation with in-app copilot in Excel to clean, validate, and structure data for reliable reports. Diagnose issues and rewrite data into a clean reporting ready version.

Switch to the new outlook to unlock copilot’s full email drafting and rewriting features, explore the summarize tool, and use drafts and coaching by copilot from the message tab.

Learn to draft professional emails with Copilot in Outlook by composing detailed prompts, setting tone and length, and generating drafts for scenarios like requesting leave.

Learn how to use Copilot in Outlook to summarize a customer email and draft a tailored reply, adjusting tone and length, with prompts, greetings, and revisions.

Explore how Copilot coach helps craft better emails by suggesting courteous tone, avoiding defensiveness, and including empathy and policy details to retain customers.

Draft an outlook email about team weekend away in Wales with a packing list. Include wet weather and water activities, meet at 8 a.m. October 12, and bring packed lunch.

Learn how to create PowerPoint templates with Copilot and SlideMaster, defining fonts, colors, and layouts that propagate across slides.

Turn lengthy reports into an eight-slide, executive-ready presentation in PowerPoint using Copilot to deliver clear messages and stronger visuals for informed decisions.

Explore advanced presentation workflows with Copilot in PowerPoint to review slides for clarity, improve tone consistency, and refine conclusions and the overall narrative.

Learn to draft, reply to, and summarize emails in Outlook with Copilot, add effective calls to action, and tailor summaries of long threads using different Copilot models.

Copilot guides you to schedule and organize meetings by generating Outlook or Teams invites, drafting confirmations, and using the scheduling assistant to check calendars and find available times.

Discover how to use Copilot inside Microsoft Loop to draft page content, create tables, and build loop components that stay synchronized across apps and pages.

Generate images with Copilot in Bing and describe them for alt text. Create YouTube thumbnail images, like a robot standing in front of an Excel spreadsheet, then save for use.

Demonstrate using Copilot in OneNote to build a red velvet cake recipe with manual checkboxes, then compare Copilot and Copilot Pro in Loop and share a features table in Teams.

Celebrate finishing the copilot in Microsoft 365 for beginners course, exploring copilot across Excel, Word, PowerPoint, Outlook, Teams, OneNote, and Loop, with data analysis, drafting, notes, and reusable components.

Learn to generate questions and response options in Microsoft Forms using Copilot, draft and edit prompts, add questions and options, style and preview the form, and collect responses with permissions.

Analyze survey results in Microsoft Forms using Copilot to view responses, boost participation, and generate insights in Excel Online with graphs and practical recommendations.

Learn to use Copilot to create a survey in Microsoft Forms, add questions for name, email address, and occupation, adjust style, preview results, and view summary response in Microsoft 365.

Learn to use Copilot Chat as a problem-solving and brainstorming partner across Outlook, Teams, Edge, Forms, and OneNote to summarize, plan, and create efficiently.

Explore how Copilot in Microsoft 365 speeds work, sharpens thinking, and reduces stress by supporting your judgment, not replacing it; refine prompts and save effective ones to boost productivity.