Copilot for Microsoft 365: Boosting Productivity in Excel, Word, PowerPoint, Outlook, and Teams

Course details

Learn best practices to use Copilot across the Microsoft 365 ecosystem in this comprehensive course. Microsoft MVP Deb Ashby shows you how to get the most out of Copilot across all the apps you use every day, including Excel, PowerPoint, Word, and Outlook. Deb starts with a primer on Copilot versions, before turning to how to format, filter, and analyze data in Excel. Find out how to create PowerPoint presentations from scratch, and modify and organize existing presentations, as well as draft, edit, and summarize documents in Word. Deb covers how to maximize your productivity in Outlook, showing you how to draft messages, summarize long threads, and write better emails with Copilot's coaching feature. By the end of this course, you’ll be equipped with practical tips for using Copilot across other popular M365 apps such as Teams, Whiteboard, OneNote, and Loop.

Learning objectives
Discover tips for using Copilot across the Microsoft 365 ecosystem.
Adhere to best practices for formatting, filtering, and analyzing data in Excel.
Create and modify PowerPoint presentations, and organize existing ones.
Maximize productivity in Outlook with Copilot's coaching feature and other tips.

Concepts

0. Introduction

01 - Copilot for Microsoft 365 - Your helpful AI assistant
02 - What you need to know about Copilot
03 - Using Microsoft s Adoption Center resources

1. Copilot in Excel

04 - Clean Excel data
05 - Add formula columns
06 - Highlight cells - Conditional formatting
07 - Sort and filter data
08 - Analyze data with pivot tables and pivot charts
09 - Formatting data
10 - Challenge - Clean and organize a dataset
11 - Solution - Clean and organize a dataset

2. Copilot in PowerPoint

12 - Create a presentation from scratch
13 - Modify and organize existing presentations
14 - Create a presentation from an existing file
15 - Work with company-branded templates
16 - Challenge - Create and organize a company-branded presentation using a reference file
17 - Solution - Create and organize a company-branded presentation using a reference file

3. Copilot in Word

18 - Draft and refine documents
19 - Rewrite and edit documents
20 - Summarize long documents and ask questions
21 - Challenge - Create and edit a tech newsletter
22 - Solution - Create and edit a tech newsletter

4. Copilot in Outlook

23 - Switch to new Outlook and locate Copilot options
24 - Draft a new message
25 - Coaching by Copilot - Write better emails
26 - Summarize message and draft a reply
27 - Organize and plan - Create rules and set an out of office
28 - Find files and ask questions
29 - Challenge - Respond to a complaint email from a customer
30 - Solution - Respond to a complaint email from a customer

5. The Best of the Rest

31 - Get ahead in meetings with Copilot in Microsoft Teams
32 - Visualize thoughts with Copilot in Whiteboard
33 - Brainstorm ideas with Copilot in OneNote
34 - Unleash the power of Loop components
35 - Challenge - Create an itinerary in OneNote and add a Loop component
36 - Solution - Create an itinerary in OneNote and add a Loop component

Conclusion

37 - How to keep boosting your Copilot skills