Microsoft 365 Copilot Quick Tips

Course details

Microsoft 365 Copilot brings AI-powered assistance to the apps you use every day, helping you work smarter and faster. In this course, Microsoft Copilot MVP Heather Severino demonstrates practical ways to integrate Copilot into Word, Excel, PowerPoint, Outlook, Teams, and more. Learn how to summarize meeting notes and chat history in Teams, draft and refine emails in Outlook, analyze data with precision in Excel, and turn text-heavy Word documents into polished PowerPoint presentations. Explore tips for improving collaboration with OneDrive and SharePoint through summaries and streamlined file sharing. Each video offers focused guidance, making it easy to apply Copilot features to real-world tasks. Designed for enterprise professionals, this course helps you unlock efficiencies without hype—just actionable insights to enhance productivity across Microsoft 365. And each video is about one minute long, so you can jump in to quickly get helpful insights.

Concepts

Introduction

Speed up your work with Microsoft 365 Copilot

Copilot in Microsoft Teams

Add the Facilitator agent to a Microsoft Teams meeting
Get help from the Facilitator agent in a Teams meeting
Access the Meeting Recap
Pull key points from a Microsoft Teams chat message thread with Copilot

Copilot in Outlook

Draft a new Outlook email message or a message reply with Copilot
Get Copilot tone, clarity and sentiment suggestions for an Outlook email draft
Summarize Outlook email conversations with Copilot
Schedule a meeting with Copilot

Copilot for Microsoft 365 Chat

Personalize Copilot Memory
Personalize Custom instructions
Message Copilot with a temporary chat
Choosing a thinking mode in Copilot chat
Find the latest content from a person with Copilot for Microsoft 365
Compare multiple files with Copilot
View and manage recent Copilot for Microsoft 365 chats
Create a presentation with Copilot Chat
Voice-enabled chat in the Microsoft 365 Copilot iOS app

Copilot Agents

Work alongside the Researcher agent - Critique
Work alongside the Researcher agent - Council
Write better prompts with Prompt Coach
Get help from the Writing Coach

Copilot in OneDrive and SharePoint

Creating a share summary for a file with Copilot
Create an FAQ from a files contents
Create a SharePoint page with the help of Copilot

Copilot in Excel

Analyze Excel worksheet data with Copilot
Add a Formula column to an Excel worksheet table with Copilot

Copilot in PowerPoint

Transform a Word document in to a PowerPoint presentation with Copilot
Create a new PowerPoint presentation from scratch with Copilot
Get answers about a presentations content with Copilot
Summarize a PowerPoint presentation with Copilot
Create an image with Copilot in PowerPoint
Translate a presentation with Copilot

Copilot in Word

Draft a Word document based on content available with Copilot
Ask Copilot to rewrite a Word document based on content available to you

Copilot in OneNote

Ask Copilot to find unanswered questions in a OneNote notebook
Summarize OneNote notes with Copilot

Copilot Notebooks

Create a Microsoft 365 Copilot Notebook for a project

Copilot in Microsoft Forms

Draft a new Microsoft Forms form with Copilot

Copilot in Microsoft Loop

Create Loop page content with Copilot

Copilot in Microsoft Whiteboard

Get Whiteboard content inspiration with Copilot

Create with Copilot

Create a video with Copilot and Clipchamp

Further Copilot Learning

Where to learn more