Learning Microsoft 365 Copilot for Work
47mBeginner2026-07-30
Authors
Jess Stratton
LinkedIn Learning Staff Author, Tech Consultant
Course details
In this course, instructor Jess Stratton explores the capabilities of Microsoft 365 Copilot. Learn how to use Copilot chat to ask questions and get answers from across your entire Microsoft workspace. Find out how to seamlessly create and modify documents in Word and analyze complex datasets in Excel using natural language requests. Discover how to build compelling presentations in PowerPoint, efficiently manage Outlook communications with ease, and uncover the art of summarizing team meetings in Teams, leveraging secure data exchange. By mastering Copilot tools, you can increase your efficiency and creativity while maintaining focus on higher-priority work. Jess shows you how to secure your work data and maximize the utility of Copilot across Microsoft applications. Whether you’re a professional seeking productivity gains or an organization wishing to enhance performance, this course equips you with skills to integrate AI into your workflow.
Learning objectives
Use Copilot securely with your organization's work data.
Compose questions and requests related to your calendar, messages, files, and more.
Create document drafts or revise text in Word.
Design new presentations quickly in PowerPoint.
Analyze and organize data in Excel using natural language requests.
Generate instant summaries of email messages in Outlook as well as chats and meetings in Teams.
Learning objectives
Use Copilot securely with your organization's work data.
Compose questions and requests related to your calendar, messages, files, and more.
Create document drafts or revise text in Word.
Design new presentations quickly in PowerPoint.
Analyze and organize data in Excel using natural language requests.
Generate instant summaries of email messages in Outlook as well as chats and meetings in Teams.
Concepts
Introduction
- Microsoft 365 Copilot - Faster work, sharper judgment
Produce Business-Ready Deliverables with Copilot
- Answering questions from across your work data with Work IQ
- Drafting and validating strategy briefs with Copilot in Word
- Building data-backed recommendations with Copilot in Excel
- Challenge - Building checks into Copilot outputs in Excel
- Solution - Building checks into Copilot outputs in Excel
- Shaping a polished PowerPoint presentation with Copilot
Efficient Communication and Collaboration with Copilot
- Triaging your inbox and sending replies that represent you
- Turning meetings into decisions and owned action items
Scale Your Impact with Copilot Agents and Advanced Settings
- Conduct deep analysis with the Copilot Researcher agent
- Building a custom Copilot agent for a workflow you repeat
- Leveraging advanced Copilot settings
Conclusion
- Continuing to effectively leverage Copilot in your workflows