Section 01 — Start Here: Your First Useful Copilot Result
Begin using Microsoft Copilot immediately with practical, low-risk exercises that demonstrate what it can do. Students will create their first useful results, choose the most appropriate learning path, organize course resources and establish personal learning goals.
Learn how Microsoft’s different Copilot experiences, account types, licenses and subscription levels affect available features. Students will identify their current Copilot environment and build a clear picture of the capabilities available to them.
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Section 03 — Setup Across Every Supported Environment
Prepare Microsoft Copilot for use across Windows, macOS, web browsers, iPhone, iPad and Android devices. This section covers applications, updates, account access, OneDrive synchronization and the essential setup required for a reliable Copilot experience.
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Section 04 — Generative AI and LLMs—Only What You Need
Understand the essential concepts behind generative AI and large language models without unnecessary technical complexity. Students will learn why Copilot can produce impressive results, why errors occur and why human review remains essential.
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Section 05 — Prompting Foundations: The COPILOT Framework
Master a structured prompting method designed to produce clearer, more accurate and more useful Copilot responses. Students will learn how to define goals, provide context, specify sources, control output formats and systematically improve results.
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Section 06 — Advanced Prompting and Conversation Control
Move beyond simple prompts and learn how to manage complex conversations with Copilot. Students will use prompt chains, roles, examples, constraints, source grounding and iterative refinement to handle more sophisticated tasks.
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Section 07 — Verification, Accuracy and Evidence
Develop a disciplined process for checking Copilot-generated information before using or sharing it. Students will verify facts, calculations, summaries, citations and assumptions while maintaining clear human accountability for final results.
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Section 08 — Microsoft 365 Copilot App and Copilot Chat
Explore the central Microsoft 365 Copilot experience and learn how to work effectively with Copilot Chat. Students will use conversations, files, ContextIQ, Pages, multimodal features, organizational grounding and privacy controls.
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Section 09 — Copilot on the Web, Edge, Windows and Mobile
Use Copilot effectively outside individual Microsoft 365 applications. Students will research information, summarize webpages, work with Edge, use Copilot on Windows and mobile devices, and continue productive workflows across platforms.
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Section 10 — Advanced Copilot Surfaces and Reasoning Agents
Explore Microsoft’s more advanced Copilot capabilities, including Search, Notebooks, Researcher, Analyst and Create experiences. Students will learn when each tool is appropriate and how to use advanced reasoning features responsibly.
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Section 11 — Copilot in Word
Use Copilot to create, rewrite, summarize, analyze and improve Microsoft Word documents. Students will develop workflows for drafting from prompts or source files, restructuring content, adjusting tone, reviewing documents and producing polished final material.
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Section 12 — Copilot in Excel—Foundations
Build 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.
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Section 13 — Copilot in Excel—Analysis and Automation
Advance from basic spreadsheet assistance to more sophisticated analysis. Students will clean data, create forecasts, examine business performance, build dashboards, identify anomalies and complete a realistic multi-sheet analysis project.
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Section 14 — Copilot in PowerPoint
Create stronger presentations faster with Microsoft Copilot in PowerPoint. Students will generate presentations from prompts and source documents, improve slide organization, create speaker notes, develop visuals and perform final accessibility and quality reviews.
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Section 15 — Copilot in Outlook
Improve email productivity with Copilot in Microsoft Outlook. Students will summarize conversations, draft and refine messages, prepare for meetings, identify commitments, manage priorities and apply appropriate safeguards when handling sensitive communication.
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Section 16 — Copilot in Teams
Use Copilot to improve meetings, chats, channels and collaboration in Microsoft Teams. Students will summarize conversations, prepare agendas, capture decisions, identify action items, work with transcripts and create more effective meeting follow-up.
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Section 17 — Copilot in OneNote
Turn Microsoft OneNote into a more powerful knowledge and planning workspace with Copilot. Students will summarize notes, create plans, reorganize information, generate study materials and convert meeting notes into actionable tasks.
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Section 18 — Copilot in OneDrive
Find, understand and work with stored documents more efficiently using Copilot and OneDrive. Students will compare files, generate summaries, ask questions about content, manage permissions and troubleshoot common synchronization and access problems.
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Section 19 — Copilot in SharePoint
Learn how Copilot works with Microsoft SharePoint content, sites and organizational knowledge. Students will improve content preparation, create pages, work with agents, manage permissions and reduce the risk of inappropriate information exposure.
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Section 20 — Copilot in Loop
Use Copilot inside Microsoft Loop to organize collaborative projects, ideas and shared work. Students will generate content, create task structures, summarize evolving information and build reusable collaborative workspaces.
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Section 21 — Copilot in Planner and Tasks
Transform ideas, meetings and goals into organized execution plans. Students will use Copilot-supported workflows to create tasks, assign ownership, establish priorities, monitor progress and improve project accountability.
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Section 22 — Copilot in Forms
Create better surveys, questionnaires and quizzes with Microsoft Forms and Copilot-assisted workflows. Students will develop clear questions, reduce bias, plan branching, analyze responses and protect respondent privacy.
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Section 23 — Whiteboard, Stream and Video Intelligence
Use Microsoft AI capabilities to extract value from visual collaboration and recorded content. Students will organize Whiteboard ideas, analyze video transcripts, identify key insights and turn recordings and brainstorming sessions into useful actions.
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Section 24 — Clipchamp and Microsoft Creative Workflows
Create professional video content using Copilot-assisted planning and Microsoft Clipchamp. Students will develop briefs, scripts, shot lists, captions, thumbnails and short-form video projects while considering accessibility, branding and content rights.
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Section 25 — Cross-App Workflows That Save Real Time
Combine multiple Microsoft 365 applications into efficient Copilot-powered workflows. Students will move information from email, meetings, research, Forms, Excel, PowerPoint, SharePoint and other tools to complete realistic end-to-end productivity tasks.
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Section 26 — Role-Based Productivity Playbooks
Apply Microsoft Copilot to the needs of specific professions and job functions. Students will explore practical workflows for administration, management, sales, marketing, HR, operations, education, finance, small business, consulting and IT.
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Section 27 — Agents: Concepts, Selection and Safety
Understand what Microsoft Copilot agents are, when to use them and how they differ from normal chat experiences. Students will examine instructions, knowledge sources, permissions, tools, safety boundaries, lifecycle planning and testing requirements.
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Section 28 — Agent Builder in Microsoft 365 Copilot
Create a practical custom agent using Microsoft 365 Copilot Agent Builder. Students will define instructions, connect appropriate knowledge, create starter prompts, test grounded answers, verify permissions and prepare an agent for responsible sharing.
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Section 29 — Copilot Studio—Build Your First Agent
Build a more advanced agent using Microsoft Copilot Studio. Students will configure instructions, knowledge sources, generative answers, topics, variables, conditions and testing workflows before publishing to an approved Microsoft channel.
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Section 30 — Copilot Studio—Tools, Flows and Operations
Extend Copilot Studio agents with connectors, automation and operational controls. Students will work with Power Automate, authentication, error handling, human handoff, environments, analytics, governance and structured release testing.
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Section 31 — Responsible Use, Privacy and Security for Everyone
Learn the security, privacy and responsible-use practices every Copilot user should understand. Students will examine data boundaries, confidential information, prompt injection, automation risks, disclosure requirements and incident reporting.
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Section 32 — Administrator Readiness and Deployment
Prepare an organization for Microsoft 365 Copilot deployment. Students will assess tenant readiness, licensing, identity, devices, permissions, update channels, pilot groups, communications, support requirements and rollout planning.
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Section 33 — Purview, Compliance and Copilot Governance
Explore enterprise governance for Microsoft 365 Copilot using Microsoft Purview and related controls. Students will examine sensitivity labels, DLP, retention, auditing, eDiscovery, insider-risk considerations, agents, connectors and governance exceptions.
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Section 34 — Adoption, Analytics and Business Value
Turn Copilot deployment into measurable organizational adoption. Students will define use cases, establish meaningful metrics, plan adoption waves, support champions, gather evidence and develop a realistic 90-day adoption strategy.
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Section 35 — Troubleshooting and Support Lab
Develop a structured approach to diagnosing Microsoft Copilot problems. Students will troubleshoot missing features, licensing issues, account problems, unsupported files, permission failures, Teams limitations, browser issues, mobile problems and weak Copilot responses.
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Section 36 — Capstone, Final Exam and Continuing Practice
Bring the entire course together through a comprehensive practical project and final assessment. Students will complete a workplace or personal capstone, document their prompting and verification process, demonstrate cross-app skills and create a continuing practice plan for staying current with Microsoft Copilot.