Mastering Microsoft 365 CoPilot & AI Agents [2026]

Explore how ChatGPT five and Microsoft Copilot enable research, real-time insights, and Python visuals, then fuel creativity with emails, poems, social posts, and autonomous driving ideas.

Explore image and video generation with ChatGPT 5 and Sora, turning prompts into a panoramic illustration of the seven wonders and into generated videos.

Master ChatGPT-5 for end-to-end app development, including writing Python scripts for stock prediction with neural networks, automatic model selector, and converting code across languages.

Learn to use ChatGPT 5 for data extraction, analysis, and visualization across Nvidia 10-Ks and cancer data with Python code and diverse visualizations.

Explore prompt engineering fundamentals by designing prompts with context, clear instructions, input data, and output indicators to guide large language models like ChatGPT and Copilot toward targeted responses.

Explore how AI agents powered by large language models plan, remember, and use tools to complete tasks like booking flights and researching hotels, with live internet search and task automation.

Explore how the AI analyst agent in Microsoft Copilot analyzes weekly sales data, generates ten visualizations, and builds machine learning regression models to predict product prices with training/testing splits.

Create a custom gpt with your data using chatgpt 5, enabling web search, code interpreter, and data analysis. Use it to compare Lowe's and Home Depot 10-K reports.

Explore Microsoft Copilot in PowerPoint to create presentations from scratch, generate slides, images, and speaking notes. Also learn to summarize, organize, and apply your company template for cohesive, branded decks.

Use Copilot to design PowerPoint presentations from scratch with prompts, tone, and style customization, including topics on personal branding strategies for professionals, LinkedIn optimization, and online presence management.

Edit text, replace images, and refine speaker notes in PowerPoint with Copilot’s auto rewrite. Add slides, generate images with DALL-E, translate notes, and ground content in trusted sources.

Convert Word and PDF files into PowerPoint presentations with Copilot, generating outlines, slides, and speaker notes for AI agents powered, AI-driven insights.

Create a PowerPoint from an existing template using Copilot, then explore the World Happiness Report 2024 highlights, social factors, and policy recommendations.

Learn to use Copilot to summarize and organize PowerPoint decks, create a logical flow with key slides on artificial intelligence, machine learning, deep learning, generative artificial intelligence, and computer vision.

Leverage Copilot to prepare slide decks and generate speaking notes, shaping an agenda and audience questions. Include data management, machine learning, data preprocessing, and cloud computing concepts.

Use Copilot in PowerPoint to coach your presentation, guiding audience awareness, strong openings, visuals, practice delivery, and avoiding mistakes.

Discover how Microsoft 365 Copilot in Word uses AI to draft, edit, and format documents, convert unstructured text to tables, and chat to adjust tone and generate artifacts.

Create new Word documents with Copilot, drafting a Walmart in-store experience report from prompts. Generate concise outlines, rewrite titles, and refine content using Copilot tools.

Use Microsoft Copilot on OneDrive to convert PDFs and PowerPoint slides into Word documents and summarize key sections like Walmart's risk factors.

Learn to use Microsoft Copilot to generate Word documents from email content by summarizing Outlook emails, extracting schedules, and drafting replies to streamline project communications.

Use Microsoft Copilot in Word to transform unstructured text into a tabular format, enabling Excel-ready data and AI-powered automation of data wrangling.

Learn to use Microsoft Copilot to ask questions about a Word document in an interactive chat. Tailor job descriptions and adjust compensation details for different locales, including Canada.

Explore how Copilot rewrites content to adjust tone and tailor Walmart AI consultant job descriptions for audiences, from fun for Gen Alpha to serious for PhDs.

Learn to use Microsoft Copilot in Word to generate emails, meeting agendas, tables, and action items from a stock inventory document, with outputs ready for Outlook, Excel, and PowerPoint.

Set up Microsoft Copilot in Teams, adjust settings, and explore its capabilities for real-time meeting assistance, chat summaries, and post-meeting minutes.

Enable Copilot in Microsoft Teams by configuring the meeting policy in the Microsoft Teams admin center, turning on transcription and Copilot to listen, read the transcription, and generate meeting minutes.

Discover how Copilot in Teams summarizes conversations and highlights key action items with owners. Draft emails and adjust restocking plans based on summarized data about stock levels and supplier delays.

Enable Copilot and transcription in Teams meetings by configuring recording and transcript options during meeting setup, choosing Copilot availability (off, during, or during and after), and saving invitations.

Discover how Microsoft Copilot delivers real-time assistance in Teams meetings, summarizing discussions, identifying action items, and tracking inventory issues like low dish soap and AA batteries with safety stock thresholds.

Explore how Copilot post-meeting insights summarize discussions, extract action items, and draft follow-up emails after a Teams call. See view recap, transcription, topics, attendance, and notes.

Explore how Microsoft Outlook Copilot automates email tasks, drafts clear and creative messages, replies contextually, and summarizes threads, while coaching for professional tone and structure.

Learn to use Microsoft Copilot in Outlook to generate and refine everyday emails, select tones, and improve content through prompts and drafts.

Use Copilot to craft creative emails, write a draft to a coworker about the newborn Rose, adjust tone from formal to casual, add emojis, and even convert to a poem.

Learn how to reply to emails in Outlook with Copilot, drafting concise responses and streamlining decisions like changing suppliers while tailoring tone and action plans.

Explore how Copilot drafts and summarizes emails to tame long threads, capture action items, and quickly understand key points, boosting efficiency in Outlook email communication.

Leverage Outlook with Copilot to coach and rewrite emails, analyzing tone and clarity, applying professional language improvements and specific phrasing changes for better reader impact.

Explore Copilot in Excel for natural language queries, exploratory data analysis, averages and standard deviation, data visualization, color-coding, filtering, and synthetic data with AI agents.

Explore exploratory data analysis with Microsoft Copilot in Excel using a human resources dataset to generate insights, compute averages and medians, visualize attrition, and identify factors influencing attrition.

Sort data in Excel with Copilot to arrange by age and monthly income on the A1 to I1471 range, demonstrating two-level ascending sorts and undo options.

Master Microsoft Copilot in Excel to filter data by department such as research and development, then combine conditions with and/or logic, and undo filters.

Demonstrate using Microsoft Copilot in Excel to apply conditional formatting, color-coding the attrition column with yes as green and no as red, then extend to a grayscale age color scale.

Explore using Microsoft Copilot in Excel to locate and count missing values with formulas, then compare strategies like imputation, deletion, or filling via the GUI.

Create visualizations with Copilot in Excel, including histograms of age, age versus monthly income scatter plots, and pie charts, then add plots to sheets.

Generate synthetic data with Microsoft Copilot in Excel, covering ten US Walmart stores, including store ID, city, week, revenue, visits, stock, weather, and temperature; validate realism.

Explore how ai agents in Microsoft Copilot work, their capabilities, and use cases as you learn to use existing agents, create new Copilot agents, and see three demos in SharePoint.

Discover how AI agents in Copilot operate autonomously, from pre-built to custom agents like a career coach, enabling end-to-end workflows across project management, customer support, and research and development.

activate and run existing AI agents in Copilot 365, explore the AI store and visual creator to generate images, and preview Microsoft supplied agents like avatar, YouTube, and ideas coach.

Demo shows using the prebuilt career coach agent in Microsoft 365 Copilot to analyze skills, identify gaps, and get personalized learning recommendations, including courses and certifications for finance careers.

Build a custom AI onboarding agent in Copilot using company documents from PDFs and Word files, connected to SharePoint, with knowledge base, actions, code interpreter, and image generation.

Create a Copilot grounded AI agent in SharePoint by selecting documents. Test the agent answering policies like 20 vacation days and 10 sick days with source links and editable settings.

Discover how the Microsoft Copilot analyst AI agent cleans messy data and builds machine learning models with Python and pandas. It visualizes results, creates dashboards, and generates reports.

Showcases how an AI researcher agent scans sources to deliver a professional type 2 diabetes innovations briefing, code, and live website with Copilot, Gemini, and ChatGPT.

Build a knowledge-based rag AI agent in Copilot Studio to answer 11 Madison Park queries by uploading PDFs and websites, configuring triggers, and grounding responses in a knowledge base.

Launch and test a retrieval augmented generation AI agent for 11 Madison Park using Copilot Studio, prioritizing knowledge grounded, concise responses from a detailed knowledge base and prompts.

Describe and configure your first ai agent in Copilot Studio by choosing templates, writing prompts, uploading knowledge, and setting guardrails to ensure accurate, hospitable responses.

configure a Copilot studio AI agent, add knowledge sources such as 11 Madison Park FAQ PDFs and SharePoint files with suggested prompts, and enable web search for a rag-based agent.

Rename the agent and set up a live demo, then add knowledge sources such as a Microsoft Word document and a public website, enabling retrieval augmented generation for the agent.

Test and evaluate a rag-powered AI agent using live demos, verify sources and references, test FAQs on accessibility, and guard against tricky questions to ensure trustworthy responses.

Adjust triggers and start messages for conversations, organize topics such as greetings, goodbyes, and escalation in Copilot studio, and build branches without code to guide user flows.

Customize the conversation start by editing the greeting and trigger, test with a new session, and manage topics by enabling or disabling pre-built conversations.

Create and configure a new topic using a birthday cakes example to trigger flows, add branches, and test behavior with options for custom cakes or bringing your own cake.

Build a rag-based ai agent in Copilot Studio grounded in two knowledge sources—travel and expense policy and procurement and vendor management—and test the Simplicity Finance Assistant.

Build a RAG-style AI agent in Copilot Studio, configure a knowledge base from travel and expense policy and procurement and vendor management policy, upload documents, and test policy-grounded responses.

Explore retrieval augmented generation (RAG), pairing a retriever with an LLM to ground outputs in external knowledge. Discover how augmenting prompts with database context yields up-to-date, accurate results without fine-tuning.

Wrap up this module by revisiting retrieval augmented generation for context aware outputs, building and testing a Copilot studio AI agent, uploading documents, and adding triggers and topics.