Microsoft 365 Copilot Course: Step-by-Step Training
$598.00$59.00
Master Microsoft 365 Copilot step by step with practical lessons for beginners, professionals, and business users. Learn effective AI prompting and discover how to use Copilot in Word, Excel, PowerPoint, Outlook, Teams, and other Microsoft 365 applications to save time, create better content, and improve everyday productivity.
Description
Curriculum
Instructor
Microsoft 365 Copilot Course: Step-by-Step Training
Microsoft 365 Copilot: Step-by-Step is a comprehensive, practical course designed to help you confidently use Microsoft Copilot in both your personal and professional life.
Through clear demonstrations, guided exercises, independent practice activities, quizzes, and real-world examples, you will learn how to communicate effectively with Copilot and use its capabilities to save time, improve your work, and increase productivity.
What the Course Teaches
This course teaches you how to use Microsoft 365 Copilot as a practical everyday assistant.
You will begin by completing useful Copilot tasks immediately before exploring the fundamentals of:
- Generative artificial intelligence
- Large language models
- Effective prompt writing
- Responsible AI use
- Privacy and security
- Microsoft licensing and subscriptions
- Workplace data protection
You will learn how to:
- Create effective prompts
- Refine and improve Copilot’s responses
- Summarize information
- Generate and improve content
- Analyze data
- Prepare presentations
- Manage communications
- Organize ideas and projects
- Support meetings
- Conduct research
- Build repeatable AI-assisted workflows
Who This Course Serves
This course is suitable for:
- Complete AI and Microsoft Copilot beginners
- Microsoft 365 Personal and Family subscribers
- Employees and administrative professionals
- Managers and executives
- Small-business owners and entrepreneurs
- Freelancers and independent professionals
- Content creators, educators, and consultants
- Anyone who wants to use Copilot more confidently and productively
No previous artificial intelligence experience is required.
The lessons progress from beginner-friendly fundamentals to more advanced workplace applications and productivity strategies.
Skills Students Will Develop
By completing this course, students will be able to:
- Write clear, effective, and reusable Copilot prompts
- Improve weak, incomplete, or inaccurate AI-generated responses
- Create, rewrite, summarize, and organize written content
- Draft emails, reports, proposals, plans, and presentations
- Analyze information and extract useful insights
- Use Copilot to support meetings, research, and decision-making
- Apply Copilot across Microsoft 365 applications
- Build efficient personal and workplace workflows
- Verify AI-generated information and identify possible errors
- Use Copilot responsibly while protecting sensitive information
- Understand licensing, account, organizational, and feature limitations
- Adapt their Copilot skills as Microsoft introduces new capabilities
Major Applications and Products Covered
The course explores Microsoft Copilot and its integration with major Microsoft products and services, including:
- Microsoft Copilot on the web
- Microsoft 365 Copilot
- Copilot in Windows
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Outlook
- Microsoft Teams
- Microsoft OneNote
- Microsoft Loop
- Microsoft Edge
- Microsoft Copilot Studio
- Microsoft Graph-connected workplace experiences
- Copilot mobile experiences on iOS and Android
Where features differ between personal subscriptions, workplace accounts, operating systems, regions, or licensing plans, those differences are clearly explained.
Prerequisites
Students should have:
- Basic computer or mobile-device skills
- Access to the internet
- A Microsoft account
- Access to Microsoft Copilot or an eligible Microsoft 365 subscription
- A Windows computer, Mac, web browser, iPhone, iPad, or Android device
A paid Microsoft 365 Copilot licence is helpful for completing every workplace exercise, but it is not required to benefit from the core prompting, productivity, and responsible-use lessons.
No programming, technical, or previous AI knowledge is necessary.
Course Structure
The course is organized as one complete learning pathway that progresses from foundational knowledge to practical and advanced Copilot use.
Each section focuses on a specific group of skills and may include:
- Step-by-step video lessons
- Instructor demonstrations
- Guided exercises
- Independent practice activities
- Real-world personal and workplace scenarios
- Prompt examples and reusable templates
- Troubleshooting and safety guidance
- Downloadable learning resources
- Section quizzes and answer reviews
- Practical projects that combine multiple Copilot skills
Students can follow the course from beginning to end or return to individual sections whenever they need help with a particular application, feature, or workflow.
Expected Outcome
By the end of the course, students will be able to use Microsoft 365 Copilot confidently across a wide range of personal and workplace tasks.
They will understand not only which prompts to use, but also how to:
- Think strategically about their requests
- Communicate clearly with Copilot
- Evaluate and verify AI-generated responses
- Improve results through follow-up prompting
- Collaborate effectively with generative AI
- Incorporate Copilot into everyday workflows
Students will leave the course with practical experience, reusable prompting strategies, stronger Microsoft 365 skills, and a repeatable workflow for turning Copilot into a dependable productivity partner.
- 36 Sections
- 353 Lessons
- Lifetime
Expand all sectionsCollapse all sections
- Section 01 — Start Here: Your First Useful Copilot ResultBegin using Copilot immediately with practical, beginner-friendly activities. You’ll explore the course pathways, establish safe practice habits, create your first useful result, and learn how to verify Copilot’s work before using it.9
- 1.11. Section Introduction — Start Here: Your First Useful Copilot Result
- 1.22. Course tour, outcomes, paths and approval-safe practice rules
- 1.33. Quick win: turn rough notes into a verified action plan
- 1.44. Quick win: summarize a supplied document and trace claims
- 1.55. Set up the course workspace and downloads
- 1.66. Baseline skills diagnostic and personal goals
- 1.77. Baseline skills diagnostic and personal goals
- 1.88. Section 1 Summary
- 1.9Chapter Quiz0 Questions
- Section 02 — Know Which Copilot You Are UsingMicrosoft offers several Copilot experiences, and knowing which one you have is essential. Learn to identify your account, subscription, licence, platform, available features, and the differences between personal and workplace Copilot experiences.9
- 2.19. Section Introduction — Know Which Copilot You Are Using
- 2.210. Map Microsoft Copilot, Copilot Chat, Microsoft 365 Copilot app and in-app Copilot
- 2.311. Compare personal, work and school identities
- 2.412. Understand Basic, Premium and successor entitlement labels
- 2.513. Read account, license, platform and rollout clues
- 2.614. Switch accounts safely and avoid cross-account mistakes
- 2.715. Build your personal capability matrix
- 2.816. Section 2 Summary
- 2.9Chapter Quiz0 Questions
- Section 03 — Setup Across Every Supported EnvironmentPrepare Copilot for use across Windows, macOS, web browsers, Microsoft Edge, iPhone, iPad, and Android. You’ll configure the correct accounts, applications, permissions, updates, and settings for a smoother learning experience.10
- 3.117. Section Introduction — Setup Across Every Supported Environment
- 3.218. Prepare Windows and Microsoft 365 update channels
- 3.319. Prepare macOS and web environments
- 3.420. Set up Microsoft Edge Copilot side pane
- 3.521. Install and secure iPhone and iPad apps
- 3.622. Install and secure Android apps
- 3.723. Understand Copilot in Windows and regional differences
- 3.824. Synchronize files with OneDrive without oversharing
- 3.925. Section 3 Summary
- 3.10Chapter Quiz0 Questions
- Section 04 — Generative AI and LLMs—Only What You NeedDiscover how generative AI and large language models produce responses without becoming overwhelmed by technical jargon. You’ll learn what Copilot does well, why it sometimes makes mistakes, and how your instructions and source material influence its results.9
- 4.126. Section Introduction — Generative AI and LLMs—Only What You Need
- 4.227. How generative AI predicts useful output
- 4.328. Prompts, context windows, grounding and retrieval
- 4.429. Why hallucinations and variability happen
- 4.530. Models, reasoning modes and model selection
- 4.631. Tokens, limits, latency and capacity in plain language
- 4.732. Responsible AI and human accountability
- 4.833. Section 4 Summary
- 4.9Chapter Quiz0 Questions
- Section 05 — Prompting Foundations: The COPILOT FrameworkMaster the course’s practical COPILOT prompting framework and start producing clearer, more relevant results. You’ll learn how to define your goal, provide context, establish constraints, specify the desired output, and improve prompts through testing and refinement.11
- 5.134. Section Introduction — Prompting Foundations: The COPILOT Framework
- 5.235. C—Clarify the goal and success test
- 5.336. O—Offer context and audience
- 5.437. P—Provide sources and boundaries
- 5.538. I—Identify output format and constraints
- 5.639. L—Lead with examples and tone
- 5.740. O—Order steps and ask for a plan
- 5.841. T—Test, verify and iterate
- 5.942. Combine the framework in a real task
- 5.1043. Section 5 Summary
- 5.11Chapter Quiz
- Section 06 — Advanced Prompting and Conversation ControlMove beyond basic prompts and learn how to direct complex Copilot conversations. You’ll use prompt chains, examples, roles, structured outputs, clarifying questions, critiques, and iterative refinement to complete sophisticated tasks more effectively.11
- 6.144. Section Introduction — Advanced Prompting and Conversation Control
- 6.245. Decompose complex work into prompt chains
- 6.346. Use roles, examples, rubrics and counterexamples
- 6.447. Ask for assumptions, uncertainties and missing inputs
- 6.548. Ground with files, links, open content and work context
- 6.649. Request citations and evidence without overtrusting them
- 6.750. Compare drafts and preserve useful constraints
- 6.851. Recover from weak, refused or off-target answers
- 6.952. Defend against prompt injection in supplied content
- 6.1053. Section 6 Summary
- 6.11Chapter Quiz0 Questions
- Section 07 — Verification, Accuracy and EvidenceLearn how to recognize hallucinations, unsupported claims, missing context, weak sources, and misleading conclusions. You’ll apply a repeatable verification process that helps transform Copilot’s initial response into a dependable final result.10
- 7.154. Section Introduction — Verification, Accuracy and Evidence
- 7.255. Apply the VERIFY checklist
- 7.356. Check names, dates, calculations and quotations
- 7.457. Validate web sources and distinguish evidence quality
- 7.558. Recalculate Excel and quantitative outputs
- 7.659. Check summaries against source passages
- 7.760. Use adversarial review and second-pass critique
- 7.861. Document human review and final accountability
- 7.962. Section 7 Summary
- 7.10Chapter Quiz0 Questions
- Section 08 — Microsoft 365 Copilot App and Copilot ChatExplore the Microsoft 365 Copilot app and Copilot Chat as central destinations for AI-powered work. Learn to navigate conversations, files, agents, search, content-creation tools, work grounding, web grounding, and other available experiences.11
- 8.163. Section Introduction — Microsoft 365 Copilot App and Copilot Chat
- 8.264. Navigate Chat, history, agents, search and creation surfaces
- 8.365. Start, rename, revisit and delete conversations
- 8.466. Upload and reference files safely
- 8.567. Use ContextIQ and explicit source selection
- 8.668. Work with web versus organizational grounding
- 8.769. Create and collaborate with Copilot Pages
- 8.870. Use voice, images and multimodal inputs where available
- 8.971. Manage memory, personalization and privacy controls
- 8.1072. Section 8 Summary
- 8.11Chapter Quiz0 Questions
- Section 09 — Copilot on the Web, Edge, Windows and MobileTake Copilot beyond Microsoft 365 applications. You’ll conduct web research, work with webpages, use supported Windows and Edge capabilities, continue tasks on mobile devices, and choose the most appropriate Copilot experience wherever you work.11
- 9.173. Section Introduction — Copilot on the Web, Edge, Windows and Mobile
- 9.274. Research and synthesize public web information
- 9.375. Summarize and question a page in Edge
- 9.476. Compare Copilot Search and conversational chat
- 9.577. Use Copilot on Windows without confusing system controls
- 9.678. Work hands-free with voice and camera on mobile
- 9.779. Continue tasks across desktop and mobile
- 9.880. Share or export results safely
- 9.981. Troubleshoot sign-in, history and feature mismatch
- 9.1082. Section 9 Summary
- 9.11Chapter Quiz0 Questions
- Section 10 — Advanced Copilot Surfaces and Reasoning AgentsExplore availability-dependent features designed for deeper research, analysis, and knowledge discovery. You’ll learn how to use advanced Copilot surfaces, Researcher, Analyst, Search, Pages, Notebooks, and other reasoning experiences when available.11
- 10.183. Section Introduction — Advanced Copilot Surfaces and Reasoning Agents
- 10.284. Use Copilot Search across permitted work sources
- 10.385. Build a focused Copilot Notebook
- 10.486. Researcher: scope a deep research task
- 10.587. Researcher: inspect sources and refine findings
- 10.688. Analyst: frame a data question and supply clean inputs
- 10.789. Analyst: inspect methods, outputs and limitations
- 10.890. Create visual and document assets in Create
- 10.991. Understand experimental, Frontier and staged features
- 10.1092. Section 10 Summary
- 10.11Chapter Quiz0 Questions
- Section 11 — Copilot in WordCreate, rewrite, summarize, organize, and improve documents faster with Copilot in Word. You’ll work with prompts and reference files, analyze longer documents, transform existing content, refine tone, and verify the finished document before sharing it.13
- 11.193. Section Introduction — Copilot in Word
- 11.294. Open Copilot and choose chat versus edit behavior
- 11.395. Draft from a blank page with a specification
- 11.496. Draft from referenced files
- 11.597. Rewrite for tone, clarity, length and audience
- 11.698. Transform text into structured content and tables
- 11.799. Summarize and interrogate long documents
- 11.8100. Compare, critique and pressure-test a document
- 11.9101. Edit and format in place with current editing experience
- 11.10102. Use brand/style instructions and accessible structure
- 11.11103. Verify citations, tracked decisions and final output
- 11.12104. Section 11 Summary
- 11.13Chapter Quiz0 Questions
- Section 12 — Copilot in Excel—FoundationsBuild the essential skills needed to use Copilot successfully in Excel. Learn to prepare clean data, work with tables, understand formulas, filter information, identify patterns, generate summaries, and validate Copilot’s calculations and recommendations.11
- 12.1105. Section Introduction — Copilot in Excel—Foundations
- 12.2106. Prepare clean tables, headers, types and formulas
- 12.3107. Choose edit, plan or chat mode
- 12.4108. Generate and explain formulas
- 12.5109. Sort, filter, highlight and format with prompts
- 12.6110. Create charts and PivotTables
- 12.7111. Ask for summaries, trends and outliers
- 12.8112. Fix common data-shape and table problems
- 12.9113. Verify every calculation and workbook change
- 12.10114. Section 12 Summary
- 12.11Chapter Quiz0 Questions
- Section 13 — Copilot in Excel—Analysis and AutomationAdvance from individual spreadsheet tasks to sophisticated analysis. You’ll explore multi-sheet data, create formulas and visualizations, uncover trends, investigate business questions, use supported advanced-analysis tools, and turn raw information into actionable findings.11
- 13.1115. Section Introduction — Copilot in Excel—Analysis and Automation
- 13.2116. Build a multi-sheet analysis plan
- 13.3117. Clean and transform data with review checkpoints
- 13.4118. Create forecasts and scenario comparisons
- 13.5119. Analyze budgets, sales and operational performance
- 13.6120. Use web or work-file context where permitted
- 13.7121. Design executive dashboards with editable Excel features
- 13.8122. Audit formulas, assumptions and anomalies
- 13.9123. Complete the Fablebrook quarterly analysis project
- 13.10124. Section 13 Summary
- 13.11Chapter Quiz0 Questions
- Section 14 — Copilot in PowerPointTransform ideas, outlines, documents, and prompts into well-structured presentations. Learn to create and reorganize slides, refine messaging, apply appropriate visuals, generate speaker notes, adapt presentations for different audiences, and verify the final deck.12
- 14.1125. Section Introduction — Copilot in PowerPoint
- 14.2126. Plan a presentation from audience and outcome
- 14.3127. Create a presentation from a prompt
- 14.4128. Create a deck from Word or other approved sources
- 14.5129. Apply organization templates and brand guidance
- 14.6130. Rewrite, reorganize and summarize slides
- 14.7131. Add speaker notes, narrative and calls to action
- 14.8132. Create or replace visuals accessibly
- 14.9133. Edit and format with current Copilot experience
- 14.10134. Run a content, design and accessibility quality review
- 14.11135. Section 14 Summary
- 14.12Chapter Quiz0 Questions
- Section 15 — Copilot in OutlookSpend less time managing email and more time taking action. You’ll use Copilot to summarize conversations, identify decisions, draft and coach messages, adjust tone, analyze supported attachments, prepare for meetings, and create effective follow-ups.12
- 15.1136. Section Introduction — Copilot in Outlook
- 15.2137. Summarize messages and long threads
- 15.3138. Draft emails with tone and audience controls
- 15.4139. Use coaching before sending
- 15.5140. Prioritize and triage the inbox where available
- 15.6141. Prepare for meetings from calendar and work context
- 15.7142. Schedule or create meeting invitations with Copilot
- 15.8143. Find commitments, decisions and unanswered questions
- 15.9144. Use mobile Outlook Copilot
- 15.10145. Protect sensitive email and verify recipients
- 15.11146. Section 15 Summary
- 15.12Chapter Quiz0 Questions
- Section 16 — Copilot in TeamsTurn meetings, chats, channels, and transcripts into useful information. Learn to catch up quickly, identify decisions and action items, prepare meeting recaps, ask questions about discussions, and create follow-up materials without rereading every conversation.13
- 16.1147. Section Introduction — Copilot in Teams
- 16.2148. Use Copilot in chats and channels
- 16.3149. Summarize missed activity and extract actions
- 16.4150. Prepare agendas and pre-reads
- 16.5151. Use Copilot during a meeting
- 16.6152. Use Copilot without recording or transcription
- 16.7153. Use recap, transcript, notes and follow-up after meetings
- 16.8154. Understand organizer controls, sensitivity and export restrictions
- 16.9155. Draft announcements and channel posts
- 16.10156. Run an inclusive meeting workflow
- 16.11157. Troubleshoot transcript, language and external-meeting limits
- 16.12158. Section 16 Summary
- 16.13Chapter Quiz0 Questions
- Section 17 — Copilot in OneNoteTransform scattered notes into organized, useful knowledge. You’ll use Copilot to summarize information, generate ideas, create plans and task lists, rewrite content, organize research, and convert unstructured notes into clear next steps.10
- 17.1159. Section Introduction — Copilot in OneNote
- 17.2160. Organize a notebook for Copilot success
- 17.3161. Summarize pages, sections and research notes
- 17.4162. Generate plans, lists and outlines
- 17.5163. Rewrite and structure rough notes
- 17.6164. Create study guides and knowledge checks
- 17.7165. Turn meeting notes into actions
- 17.8166. Verify source boundaries and sync behavior
- 17.9167. Section 17 Summary
- 17.10Chapter Quiz0 Questions
- Section 18 — Copilot in OneDriveFind answers and understand documents without opening every file individually. Learn to summarize, compare, and ask questions about supported OneDrive content while respecting permissions, privacy requirements, and organizational information boundaries.10
- 18.1168. Section Introduction — Copilot in OneDrive
- 18.2169. Find, summarize and compare files
- 18.3170. Ask questions without opening every file
- 18.4171. Prepare files for reliable Copilot use
- 18.5172. Create safe sharing links and check permissions
- 18.6173. Use file summaries and catch-up features where available
- 18.7174. Manage versions, restore and ransomware-aware workflows
- 18.8175. Diagnose sync, format and access problems
- 18.9176. Section 18 Summary
- 18.10Chapter Quiz0 Questions
- Section 19 — Copilot in SharePointDiscover how Copilot can help people find and use organizational knowledge stored in SharePoint. You’ll explore content discovery, site creation, permissions, knowledge management, information quality, and safe access to shared workplace resources.11
- 19.1177. Section Introduction — Copilot in SharePoint
- 19.2178. Understand sites, pages, libraries and permissions
- 19.3179. Create and refine SharePoint pages with Copilot
- 19.4180. Use agents and knowledge grounded in SharePoint
- 19.5181. Prepare content, metadata and permissions for retrieval
- 19.6182. Detect and remediate oversharing before rollout
- 19.7183. Apply sensitivity, retention and lifecycle principles
- 19.8184. Design a governed team knowledge hub
- 19.9185. Test results with different user permissions
- 19.10186. Section 19 Summary
- 19.11Chapter Quiz0 Questions
- Section 20 — Copilot in LoopUse Copilot inside flexible Loop workspaces and components to support collaborative work. You’ll brainstorm ideas, summarize contributions, develop plans, organize shared information, assign next steps, and keep evolving projects moving forward.10
- 20.1187. Section Introduction — Copilot in Loop
- 20.2188. Understand workspaces, pages and components
- 20.3189. Draft and summarize Loop content
- 20.4190. Turn ideas into tables, tasks and plans
- 20.5191. Collaborate with Copilot in Teams and Outlook contexts
- 20.6192. Create a project hub for Fablebrook
- 20.7193. Manage sharing, ownership and lifecycle
- 20.8194. Verify Copilot output in fast-moving shared content
- 20.9195. Section 20 Summary
- 20.10Chapter Quiz0 Questions
- Section 21 — Copilot in Planner and TasksTurn objectives, conversations, and project information into organized plans. Learn how Copilot can help structure projects, identify priorities, create tasks, assign responsibilities, track progress, and improve coordination across supported Microsoft task-management experiences.10
- 21.1196. Section Introduction — Copilot in Planner and Tasks
- 21.2197. Turn goals and notes into a plan
- 21.3198. Create tasks, buckets, owners and due dates
- 21.4199. Generate status summaries and risk views
- 21.5200. Connect meeting actions to execution
- 21.6201. Refine plans with dependencies and priorities
- 21.7202. Use personal alternative task-tracking template
- 21.8203. Audit ownership, dates and completion evidence
- 21.9204. Section 21 Summary
- 21.10Chapter Quiz0 Questions
- Section 22 — Copilot in FormsCreate effective surveys, questionnaires, quizzes, and feedback forms more efficiently. You’ll use Copilot to generate questions, improve wording, develop response options, organize forms, and review the finished experience for clarity, fairness, and usefulness.10
- 22.1205. Section Introduction — Copilot in Forms
- 22.2206. Design a survey or quiz from an outcome
- 22.3207. Generate and refine questions
- 22.4208. Remove bias, ambiguity and double-barrelled wording
- 22.5209. Create answer options and branching plan
- 22.6210. Analyze response themes with Excel/Copilot
- 22.7211. Protect respondent privacy and accessibility
- 22.8212. Build the Fablebrook event-feedback survey
- 22.9213. Section 22 Summary
- 22.10Chapter Quiz0 Questions
- Section 23 — Whiteboard, Stream and Video IntelligenceUse AI to make visual collaboration and recorded content more actionable. Learn to organize brainstorming sessions in Whiteboard and extract summaries, topics, decisions, and follow-up information from supported videos and transcripts.9
- 23.1214. Section Introduction — Whiteboard, Stream and Video Intelligence
- 23.2215. Brainstorm and cluster ideas in Whiteboard
- 23.3216. Summarize a Whiteboard and turn ideas into actions
- 23.4217. Navigate recordings and transcripts in Stream
- 23.5218. Generate summaries, chapters and questions where available
- 23.6219. Reuse meeting/video insights safely
- 23.7220. Apply captions, transcript correction and accessibility checks
- 23.8221. Section 23 Summary
- 23.9Chapter Quiz0 Questions
- Section 24 — Clipchamp and Microsoft Creative WorkflowsPlan and produce stronger video content using Microsoft’s AI-assisted creative tools. You’ll develop video briefs, scripts, storyboards, narration, captions, and supporting assets while building a practical workflow from the initial idea to the finished production.10
- 24.1222. Section Introduction — Clipchamp and Microsoft Creative Workflows
- 24.2223. Plan a video with a Copilot-assisted brief
- 24.3224. Draft scripts, shot lists and storyboards
- 24.4225. Use Microsoft-supported AI creation features where available
- 24.5226. Edit, caption and export in Clipchamp
- 24.6227. Create accessible thumbnails and descriptions
- 24.7228. Apply brand, rights and synthetic-media review
- 24.8229. Produce a 60-second Fablebrook explainer
- 24.9230. Section 24 Summary
- 24.10Chapter Quiz0 Questions
- Section 25 — Cross-App Workflows That Save Real TimeConnect Copilot skills across Microsoft 365 instead of using each application in isolation. You’ll transform emails, meetings, documents, data, and research into complete workflows that move efficiently between Word, Excel, PowerPoint, Outlook, Teams, and other applications.11
- 25.1231. Section Introduction — Cross-App Workflows That Save Real Time
- 25.2232. Email thread → brief → presentation
- 25.3233. Meeting → actions → Planner → status update
- 25.4234. Research → Notebook/Page → Word report
- 25.5235. Forms responses → Excel analysis → PowerPoint story
- 25.6236. SharePoint knowledge → agent → Teams answers
- 25.7237. Personal trip/event plan across Copilot, Word and Excel
- 25.8238. Executive weekly review across permitted work sources
- 25.9239. Build a reusable workflow specification
- 25.10240. Section 25 Summary
- 25.11Chapter Quiz0 Questions
- Section 26 — Role-Based Productivity PlaybooksApply Copilot to the responsibilities that matter most in your role. Explore repeatable workflows for administrators, managers, marketers, sales teams, content creators, educators, analysts, small-business owners, consultants, and other personal and professional users.13
- 26.1241. Section Introduction — Role-Based Productivity Playbooks
- 26.2242. Administration and executive-assistant playbook
- 26.3243. Manager and executive decision playbook
- 26.4244. Sales and customer-success playbook
- 26.5245. Marketing and content playbook
- 26.6246. Human resources playbook
- 26.7247. Project and operations playbook
- 26.8248. Educator, student and researcher playbook
- 26.9249. Analyst and finance playbook
- 26.10250. Small-business, freelancer and consultant playbook
- 26.11251. IT and support playbook
- 26.12252. Section 26 Summary
- 26.13Chapter Quiz0 Questions
- Section 27 — Agents: Concepts, Selection and SafetyUnderstand what Copilot agents are and when they offer more value than a standard chat or workflow. You’ll evaluate agent capabilities, instructions, knowledge, actions, permissions, risks, and appropriate use cases before deciding whether to build one.10
- 27.1253. Section Introduction — Agents: Concepts, Selection and Safety
- 27.2254. Decide when chat, workflow or agent is appropriate
- 27.3255. Understand instructions, knowledge, tools and actions
- 27.4256. Compare Microsoft prebuilt agents and custom agents
- 27.5257. Map identity, permissions, data and risk boundaries
- 27.6258. Write an agent purpose and refusal policy
- 27.7259. Design tests for accuracy, permissions and abuse
- 27.8260. Plan ownership, lifecycle and retirement
- 27.9261. Section 27 Summary
- 27.10Chapter Quiz0 Questions
- Section 28 — Agent Builder in Microsoft 365 CopilotCreate a focused agent without beginning with complicated development tools. You’ll define its purpose, write effective instructions, add approved knowledge sources, configure conversation starters, test its responses, improve its behaviour, and prepare it for responsible sharing.11
- 28.1262. Section Introduction — Agent Builder in Microsoft 365 Copilot
- 28.2263. Open Agent Builder and confirm availability
- 28.3264. Define an agent with clear instructions
- 28.4265. Add permitted public and organizational knowledge
- 28.5266. Tune starter prompts and response format
- 28.6267. Test grounded answers and citations
- 28.7268. Test permissions with multiple personas
- 28.8269. Share or publish within governance boundaries
- 28.9270. Maintain and retire an Agent Builder agent
- 28.10271. Section 28 Summary
- 28.11Chapter Quiz0 Questions
- Section 29 — Copilot Studio—Build Your First AgentBuild a more capable agent through a guided Copilot Studio project. Learn to select the correct environment, define instructions, connect knowledge, design conversations, test responses, manage errors, and publish your agent safely.11
- 29.1272. Section Introduction — Copilot Studio—Build Your First Agent
- 29.2273. Choose environment, role and safe sandbox
- 29.3274. Create and name an agent
- 29.4275. Write system instructions and conversation starters
- 29.5276. Add generative answers and knowledge sources
- 29.6277. Create topics and route conversations
- 29.7278. Add variables, conditions and entities
- 29.8279. Test with the test pane and activity map
- 29.9280. Publish to an approved Microsoft channel
- 29.10281. Section 29 Summary
- 29.11Chapter Quiz
- Section 30 — Copilot Studio—Tools, Flows and OperationsExpand your agents with tools, connectors, actions, and automated workflows. You’ll learn how to plan multi-step operations, work with supported Microsoft services, manage permissions, monitor performance, troubleshoot failures, and maintain agents after deployment.11
- 30.1282. Section Introduction — Copilot Studio—Tools, Flows and Operations
- 30.2283. Add Microsoft connectors as tools
- 30.3284. Create an agent flow with Power Automate
- 30.4285. Configure authentication and least privilege
- 30.5286. Handle confirmation, errors and human handoff
- 30.6287. Use solutions, environments and ALM basics
- 30.7288. Monitor analytics, sessions and quality
- 30.8289. Apply data policies and capacity controls
- 30.9290. Red-team and release the Fablebrook service agent
- 30.10291. Section 30 Summary
- 30.11Chapter Quiz0 Questions
- Section 31 — Responsible Use, Privacy and Security for EveryoneLearn how to use Copilot without exposing confidential, personal, regulated, or copyrighted information. This section covers privacy, data protection, prompt injection, oversharing, bias, human review, accountability, and responsible decisions for everyday users.11
- 31.1292. Section Introduction — Responsible Use, Privacy and Security for Everyone
- 31.2293. Know what data you are allowed to use
- 31.3294. Compare consumer privacy and enterprise data protection
- 31.4295. Understand permissions, grounding and data boundaries
- 31.5296. Handle personal, confidential and regulated information
- 31.6297. Recognize prompt injection and malicious content
- 31.7298. Avoid harmful automation and consequential decisions
- 31.8299. Use citations, disclosure and human review
- 31.9300. Report incidents and correct published errors
- 31.10301. Section 31 Summary
- 31.11Chapter Quiz0 Questions
- Section 32 — Administrator Readiness and DeploymentPrepare an organization for Microsoft 365 Copilot before assigning licences. You’ll assess technical prerequisites, identities, permissions, content readiness, data quality, oversharing risks, administrative controls, pilot groups, deployment plans, and ongoing support requirements.11
- 32.1302. Section Introduction — Administrator Readiness and Deployment
- 32.2303. Build a tenant readiness inventory
- 32.3304. Confirm prerequisites and assign licenses safely
- 32.4305. Configure least-privilege admin roles
- 32.5306. Prepare identity, devices and update channels
- 32.6307. Assess SharePoint/OneDrive permissions and oversharing
- 32.7308. Control Copilot Chat, web grounding and app access
- 32.8309. Plan pilot cohorts and success criteria
- 32.9310. Create support, communications and escalation plans
- 32.10311. Section 32 Summary
- 32.11Chapter Quiz0 Questions
- Section 33 — Purview, Compliance and Copilot GovernanceDevelop a practical governance foundation for organizational Copilot use. Explore data classification, sensitivity labels, data-loss prevention, retention, auditing, permissions, compliance controls, acceptable-use policies, risk management, and Microsoft Purview capabilities.11
- 33.1312. Section Introduction — Purview, Compliance and Copilot Governance
- 33.2313. Map data classification and sensitivity labels
- 33.3314. Apply DLP and endpoint/data controls
- 33.4315. Use retention, records and eDiscovery principles
- 33.5316. Audit Copilot interactions and administrator actions
- 33.6317. Manage insider risk and communication compliance considerations
- 33.7318. Govern agents, connectors and data movement
- 33.8319. Document risk acceptance and exceptions
- 33.9320. Run a Copilot governance tabletop exercise
- 33.10321. Section 33 Summary
- 33.11Chapter Quiz0 Questions
- Section 34 — Adoption, Analytics and Business ValueTurn Copilot deployment into measurable organizational value. You’ll identify valuable use cases, establish baseline measurements, support users and champions, analyze adoption, evaluate results, calculate potential benefits, and create a plan for continuous improvement.11
- 34.1322. Section Introduction — Adoption, Analytics and Business Value
- 34.2323. Define outcomes, use cases and baseline measures
- 34.3324. Design role-based adoption waves
- 34.4325. Use Copilot dashboards and reports where licensed
- 34.5326. Distinguish activity, adoption, quality and business impact
- 34.6327. Build champions, office hours and communities
- 34.7328. Collect qualitative evidence responsibly
- 34.8329. Estimate value without fabricated ROI
- 34.9330. Create the Fablebrook 90-day adoption plan
- 34.10331. Section 34 Summary
- 34.11Chapter Quiz0 Questions
- Section 35 — Troubleshooting and Support LabDevelop a systematic approach to diagnosing Copilot problems. Learn to resolve missing features, account and licence conflicts, application differences, permission issues, grounding failures, poor responses, file problems, rollout limitations, and common agent errors.11
- 35.1332. Section Introduction — Troubleshooting and Support Lab
- 35.2333. Diagnose missing Copilot buttons or features
- 35.3334. Resolve account and entitlement confusion
- 35.4335. Check platform, build, update channel and rollout
- 35.5336. Fix file format, storage, permission and grounding issues
- 35.6337. Troubleshoot Teams transcript and meeting problems
- 35.7338. Troubleshoot mobile, browser, network and connected experiences
- 35.8339. Troubleshoot weak prompts and unreliable answers
- 35.9340. Collect safe evidence and escalate to admin or Microsoft
- 35.10341. Section 35 Summary
- 35.11Chapter Quiz0 Questions
- Section 36 — Capstone, Final Exam and Continuing PracticeBring everything together through a complete personal or workplace capstone project. You’ll demonstrate your prompting, application, workflow, verification, and responsible-use skills, complete the final assessment, and create a plan for continuing to improve after the course.11
- 36.1342. Section Introduction — Capstone, Final Exam and Continuing Practice
- 36.2343. Choose workplace or personal capstone route
- 36.3344. Submit capstone proposal and risk/data plan
- 36.4345. Build the prompt and evidence log
- 36.5346. Produce the cross-app deliverables
- 36.6347. Verify, accessibility-test and peer/self-review
- 36.7348. Present the outcome and lessons learned
- 36.8349. Complete the comprehensive final exam
- 36.9350. Create a 30-day practice and update plan
- 36.10351. Section 36 Summary
- 36.11Chapter Quiz0 Questions
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