Overview

ActiveLearning's Microsoft 365 Copilot Essentials course helps you turn Copilot into a practical daily habit, not a novelty feature. You learn how to get consistent, useful results from Microsoft 365 Copilot Essentials across Word, Excel, PowerPoint, Outlook, and Teams, ground answers in your organization's own files and meetings using Copilot Chat's Work Mode, and build repeatable prompts and agents you can reuse on tasks you do every day.

  • 7 hours of High Quality Onsite or Live Online Training
  • Instructor-led training delivery options
  • Access to Digital Course Materials and Hands-on Exercises
  • Certificate of Completion
  • Unlimited course refresher for 1 year
Microsoft 365 Copilot Essentials training session

Who Should Attend

Individual professionals

For professionals who already use Microsoft 365 daily and want to use AI at work without needing a technical or programming background. If you have access to Copilot through your organization's Microsoft 365 environment and want to get more out of it in your everyday tasks, this course is built for you.

Organizations and teams

For IT and digital transformation teams rolling out Copilot licenses across a department or organization, and for managers who want a consistent, shared approach to Copilot use across their team, so everyone prompts, reviews, and applies AI output the same way.

Microsoft 365 Copilot Essentials workshop

Prerequisites

Requirements:

  • A work Microsoft 365 account with a Microsoft 365 Copilot license, to follow all hands-on exercises.
  • No prior AI or technical experience needed.

No license yet? You can still join. You'll be able to practice prompting, Copilot Chat, and Copilot in Outlook using the free Copilot Chat included with most work accounts. Features that need a license, like Work mode and Copilot in Teams meetings, will be demonstrated live by your trainer.

Note: Copilot in Microsoft 365 Personal or Family plans is not the same as Microsoft 365 Copilot for work accounts.


Course Outline

Prompting Best Practices

  • Writing clear, goal-oriented prompts
  • Providing context and desired output formats
  • Refining results through follow-up prompts
  • Breaking down complex tasks
  • Creating repeatable prompt workflows

Using Copilot Chat Effectively

  • Copilot Chat fundamentals
  • Work Mode vs. Web Mode
  • Leveraging organizational data and context
  • Referencing files, emails, and meetings
  • Managing conversations for better outcomes

Copilot Across Microsoft 365 Apps

Microsoft Word

  • Drafting documents
  • Rewriting and editing content
  • Summarization
  • Content generation and refinement
Microsoft Outlook

  • Drafting emails
  • Summarizing email threads
  • Managing communications
  • Improving response efficiency
Microsoft Excel

  • Data analysis
  • Identifying patterns and trends
  • Generating insights
  • Working with business data using natural language
Microsoft PowerPoint

  • Creating presentations
  • Generating slide content
  • Structuring presentations
  • Summarizing source material into slides
Microsoft Teams

  • Meeting summaries
  • Collaboration support
  • Action item extraction
  • Team communication workflows

Copilot Agents and Reusable Workflows

  • Researcher Agent
  • Analyst Agent
  • People Agent
  • Saved prompts
  • Reusable workflows for recurring business tasks

Advanced Productivity Features

  • Drafting emails
  • Summarizing email threads
  • Managing communications
  • Improving response efficiency