Udemy
    •  
    •  
    •  
    •  
    •  
    •  
    •  
    •  
Turn what you know into an opportunity and reach millions around the world.
Learn More
Your cart is empty.
Keep shopping
Microsoft Copilot for Word, Excel, and PowerPoint
New
9 students

Microsoft Copilot for Word, Excel, and PowerPoint

From Data to Insights: Leverage Microsoft Copilot to Automate Workflows and Focus on Strategic Success
Created bySimon Sez IT
Last updated 4/2026
English

What you'll learn

  • Draft new documents using Copilot in Word.
  • Rewrite and refine Word document content for tone.
  • Summarize long documents and extract key action items.
  • Transform unstructured notes into clear Word reports.
  • Create structured proposals and briefs using Copilot.
  • Analyze Excel data to identify trends and anomalies.
  • Generate charts and pivot tables from data in Excel.
  • Apply conditional formatting and format spreadsheets.
  • Create and correct calculated columns in Excel.
  • Generate presentation slides from prompts in PowerPoint.
  • Refine PowerPoint presentation structure and tailor content.
  • Create and customize PowerPoint templates using Slide Master.

Course content

5 sections51 lectures4h 46m total length
  • Welcome & Agenda4:57
  • WATCH ME: Essential Information for a Successful Training Experience2:11
  • DOWNLOAD ME: Course Files0:23
  • DOWNLOAD ME: Exercise Files0:23
  • Overview of Microsoft 365 and Copilot Ecosystem4:32
  • How to Find Copilot In-app and Online5:09
  • Adoption Center Resource Library6:37

Requirements

  • No prior experience with Microsoft Copilot is required.
  • Basic familiarity with Microsoft Word, Microsoft Excel, and Microsoft PowerPoint helpful but not mandatory.
  • Access to Microsoft 365 with Microsoft Copilot enabled in Word, Excel, and PowerPoint.
  • Basic understanding of document creation, spreadsheets, and presentations.

Description

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


Welcome to "Microsoft Copilot for Word, Excel, and PowerPoint"! This course will help you to effectively use Microsoft's Copilot tool within these powerful applications, including the brand new agent mode. You'll learn how Copilot can enhance your productivity by assisting with document drafting, data analysis, and presentation creation, making your workflow more efficient and streamlined.


Starting with the basics, we'll guide you through Copilot's setup and interface. You'll learn how to integrate Copilot into Word, Excel, and PowerPoint, ensuring that you can easily access its features across different platforms. By familiarizing yourself with the essential functions and prompt navigation, you can leverage this tool to optimize your work in these applications.


Next, we'll explore the core tools and essential functions of Copilot. In Word, you'll find Copilot helpful in drafting text, refining tone, and summarizing documents. In Excel, it aids in data analysis by generating insights and visualizing data through charts. In PowerPoint, Copilot can create slides from outlines, helping you structure powerful presentations efficiently.


Moving to advanced features, you'll discover how Copilot can be used in real-world scenarios. This includes transforming meeting notes into detailed documents, improving data accuracy in Excel, and tailoring presentations for different audiences. Each Copilot application involves specific strategies to enhance your productivity and ensure your work is presented clearly and professionally.


Throughout this course, you will understand that Copilot is a powerful co-creator that supports your work, rather than replacing your judgment. You will learn to provide clear prompts, iterate on outputs, and validate information, especially in data analysis. This approach allows you to save time on routine tasks and dedicate more focus to strategic thinking and collaboration.


In this course, you'll learn how to:

  • Draft new documents using Copilot in Word.

  • Rewrite and refine Word document content for tone.

  • Summarize long documents and extract key action items.

  • Transform unstructured notes into clear Word reports.

  • Create structured proposals and briefs using Copilot.

  • Analyze Excel data to identify trends and anomalies.

  • Generate charts and pivot tables from data in Excel.

  • Apply conditional formatting and format spreadsheets.

  • Create and correct calculated columns in Excel.

  • Generate PowerPoint presentation slides from prompts.

  • Refine PowerPoint presentation structure and tailor content.

  • Create and customize PowerPoint templates using the Slide Master.


This course includes:

  1. 4 hours + of video tutorials

  2. 48 individual video lectures

  3. Course and Exercise Files to follow along

  4. Certificate of completion

Who this course is for:

  • Professionals who want to save time and boost productivity using Microsoft Copilot in Word, Excel, and PowerPoint.
  • Managers and team leaders who want to automate repetitive tasks and focus on higher-value work.
  • Office workers who regularly create documents, analyze data, or build presentations.
  • Beginners who are new to Microsoft Copilot and want a clear, practical introduction.