Get started with Microsoft Copilot

This course is designed to equip business professionals with the tools and know-how to harness Microsoft 365 Copilot to help with everyday tasks. In this course, you will see examples of using CoPilot in Word, PowerPoint, Excel, Outlook, Teams, and Bing. It will use the CoPilot add-on for Microsoft Office 365.

Areas Covered in Session:

• What is CoPilot?
• The Copilot Add on to Microsoft Office 365
• Word
• Generate a first draft of a proposal, report, or blog post from a short prompt
• Rewrite text to adjust tone (formal ? casual, concise ? detailed)
• Summarize a long document into key bullet points
• Create a table of pros/cons, comparisons, or action items
• PowerPoint
• Generate an entire slide deck outline from a meeting brief or Word document
• Add visuals and talking points to a plain slide outline
• Reformat slides for professional consistency (layout, design, tone)
• Create speaker notes automatically from slide content
• Excel
• Analyze a sales dataset and generate summary insights (e.g., “Show me trends by region”)
• Create charts & pivot tables with natural language queries
• Write formulas (e.g., “calculate CAGR for this data”)
• Run quick what-if scenarios (e.g., “What happens if revenue grows 10% per quarter?”)
• Outlook
• Draft a reply to a long email thread in a concise way
• Summarize lengthy emails into action items
• Propose meeting times and draft a professional invitation
• Adjust tone of emails (e.g., more empathetic, more persuasive)
• Teams
• Summarize a meeting transcript into clear action items and decisions
• Generate a follow-up email or message recap automatically
• Extract key points from a chat thread to share with leadership
• Suggest agenda topics for an upcoming meeting based on past discussions

• Business owners
• CEO's / CFO's / CTO's
• Managers of all levels
• Anybody who uses Excel on a regular basis, and want to be more efficient and productive
• Administrators
• Salespeople
• Trainers
• Bankers
• Office workers