This course introduces learners to Microsoft 365 Copilot and provides a practical foundation in leveraging generative AI across everyday workflows. Beginning with an exploration of Copilot’s launch, reasoning, and prompting strategies, participants will gain an understanding of how to shape interactions with Copilot to achieve precise, context-driven results. The course then progresses into applied use cases—search, research, analysis, memory management, custom instructions, and references—showcasing how Copilot can act as both a personal productivity assistant and a professional expert. Learners will also explore Copilot’s advanced features such as Pages, Notebooks, and Create, while comparing its capabilities with ChatGPT. By the end of this course, participants will be equipped to use Copilot effectively for work, learning, and personal interests.
Overview
COURSE INSTRUCTOR
COURSE DIFFICULTY
COURSE DURATION
2h 30m
Skills Learned
After completing this online training course, students will be able to:
Launch and navigate Microsoft 365 Copilot
Understand and apply generative AI reasoning
Use role prompting, shot prompting, and structured prompts
Manage conversations and on-screen controls in Copilot
Perform searches, research, and data analysis with Copilot agents
Manage memories and apply custom instructions
Use Copilot for structured tasks (forms, meetings, webinars)
Create and organize with Pages, Notebooks, and Create tools
Students looking to learn more about how to utilize Microsoft 365 Copilot efficiently.
Familiarity with Microsoft 365 and the different applications included in it.
01. Introduction to Microsoft 365 Copilot
- Launching Microsoft 365 Copilot
- Understanding Generative AI (GenAI) in Copilot
- Learning Copilot through Everyday Interactions
- Benefits of Using Generative AI for Personal Interests
- Copilot as an Expert
- Understanding Reasoning in Copilot
- Using Role Prompting in Copilot
- Using Shot Prompting in Copilot
- Components of a Prompt (According to Microsoft)
- Managing Conversations in Copilot
- On Screen Buttons in a Conversation
02. Using Microsoft 365 Copilot
- An Overview of the Facilities within Copilot
- Search within Copilot
- The (Deep) Researcher Agent within Copilot
- The Analyst Agent within Copilot
- Managing Memories in Copilot
- Affecting Custom Instructions in Copilot
- Using Copilot for Work with References (Filling out a Form)
- Using Copilot for Work with References (Control Meeting)
- Using Copilot for Work with References (Webinar Summary)
- Pages in Copilot
- Notebooks in Copilot
- Using Create in Copilot
- Comparison between Copilot and ChatGPT
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Launch and navigate Microsoft 365 Copilot
Understand and apply generative AI reasoning
Use role prompting, shot prompting, and structured prompts
Manage conversations and on-screen controls in Copilot
Perform searches, research, and data analysis with Copilot agents
Manage memories and apply custom instructions
Use Copilot for structured tasks (forms, meetings, webinars)
Create and organize with Pages, Notebooks, and Create tools
WHO SHOULD ATTEND
Students looking to learn more about how to utilize Microsoft 365 Copilot efficiently.
PREREQUISITES
Familiarity with Microsoft 365 and the different applications included in it.
COURSE OUTLINE
01. Introduction to Microsoft 365 Copilot
- Launching Microsoft 365 Copilot
- Understanding Generative AI (GenAI) in Copilot
- Learning Copilot through Everyday Interactions
- Benefits of Using Generative AI for Personal Interests
- Copilot as an Expert
- Understanding Reasoning in Copilot
- Using Role Prompting in Copilot
- Using Shot Prompting in Copilot
- Components of a Prompt (According to Microsoft)
- Managing Conversations in Copilot
- On Screen Buttons in a Conversation
02. Using Microsoft 365 Copilot
- An Overview of the Facilities within Copilot
- Search within Copilot
- The (Deep) Researcher Agent within Copilot
- The Analyst Agent within Copilot
- Managing Memories in Copilot
- Affecting Custom Instructions in Copilot
- Using Copilot for Work with References (Filling out a Form)
- Using Copilot for Work with References (Control Meeting)
- Using Copilot for Work with References (Webinar Summary)
- Pages in Copilot
- Notebooks in Copilot
- Using Create in Copilot
- Comparison between Copilot and ChatGPT
