Copilot in Microsoft 365 for Beginners [2026 Update] (Udemy.com)

**This course includes downloadable course instructor files and exercise files to work with and follow along.**

Copilot in Microsoft 365 for Beginners teaches you to use AI to boost productivity and efficiency across your Microsoft Office applications. This course highlights the powerful Agent Mode, which allows you to automate complex, multi-step tasks with a single prompt. You will see this in action as you create a comprehensive AI deployment plan in Word, build a full KPI dashboard with calculated columns in Excel, and generate professional six-slide onboarding presentations in PowerPoint. You will explore how to use Copilot to summarize information, research topics, and communicate faster in a professional environment.

The training shows you exactly where Copilot appears and how to write clear prompts for these advanced, real-world tasks. In addition to Word, Excel, and PowerPoint, you will learn to draft reports, analyze data trends, and create impactful presentations with ease. The training also covers using AI in Outlook to manage emails, Teams for meeting recaps, and OneNote for organizing notes. You will even use Edge to research products and Forms to generate survey questions.

Upon completion of this training, you will save time on repetitive tasks and focus more on strategic work. You will learn how to use powerful in-app AI tools and features to optimize your daily workflow. The course also provides prompt best practices and trusted resources to keep building skills after the session ends. Whether you are creating documents from rough notes or building insightful dashboards, you will learn to incorporate AI efficiently.

Note: This course is for people who have purchased Copilot for Microsoft 365 Applications, not Copilot for Bing or Copilot Pro.

In the course, you will be able to:

• Locate where Copilot appears in-app and online to access AI assistance across the entire Microsoft 365 ecosystem.

• Differentiate between Microsoft Copilot Chat and in-app tools to choose the right AI partner for each specific task.

• Write effective prompts using repeatable patterns to achieve accurate, professional results every time, including using Agent mode.

• Convert meeting notes and rough drafts into structured reports, proposals, and briefs within Microsoft Word.

• Solve formula issues and analyze datasets in Excel to quickly identify trends and anomalies.

• Build tailored PowerPoint presentations and templates that align with your specific audience and branding.

• Organize your inbox by summarizing long email threads and drafting polished replies in Outlook.

• Capture decisions and generate comprehensive meeting recaps with clear action items in Microsoft Teams.

• Research topics and analyze images using the Edge sidebar to save time on gathering information.

• Design surveys in Forms and transform extensive notes in OneNote into concise study guides or outlines.

• Automate complex multi-step workflows using Copilot Agent Mode to generate dashboards, reports, presentations, and action plans from a single prompt.

  
  

This course includes:

1. 6hours of video tutorials

2. 71 individual video lectures

3. Course and exercise files to follow along

4. Certificate of completion