WA3582

Copilot Quickstart: Word, Excel, PowerPoint, and Outlook Training

This Copilot course teaches learners how to leverage Microsoft Office 365 Copilot, the AI-powered assistant, to significantly increase their productivity in Word, Excel, PowerPoint, Teams, and Outlook. Learners discover how to generate content, gain valuable insights, and achieve more in less time.

Course Details

Duration

0.5 days

Prerequisites

All attendees must have some experience working in Microsoft Word, Excel, PowerPoint, and Outlook.

Skills Gained

  • Understand the fundamentals of Copilot and its role within the Office 365 suite
  • Use Copilot in Word to summarize documents, draft content, and answer questions
  • Leverage Copilot in Excel to create formulas, gain data insights, and streamline data manipulation
  • Work with Copilot in PowerPoint to generate presentations, edit slides, and create compelling visuals
  • Leverage Copilot in Teams to gain meeting and chat summaries, rewrite messages, and use the chat assistant
  • Use Copilot in Outlook to stay organized, manage tasks, and craft professional emails
  • Integrate Copilot into daily workflow to boost productivity and efficiency across Office 365 applications


We can customize each section with use cases for any role or category, including:

  • Executive Role
  • Sales
  • Marketing
  • Human Resources
  • IT
  • Operations

 

Course Outline
  • What is Copilot?
    • Use Chat Assistant
      • Answer Questions
      • Summarize Information
      • Compose Text
      • Solve Problems
      • Create and Analyze
    • Experiment with prompts
  • Copilot in Word
    • Draft a new document from scratch
    • Generate additional content
    • Summarize documents
    • Create a personal style document
    • Use for research
  • Copilot in Outlook
    • Draft a new email message
    • Summarize emails
    • Get a Coach
  • Copilot in Teams
    • Get summaries about chat conversations
    • Rewrite messages
    • Use during a meeting
    • Miss a meeting? Retrieve meeting summaries
    • Chat assistant in the Teams environment
  • Copilot in PowerPoint
    • Create a presentation from scratch
    • Create a presentation starting from a template
    • Start a presentation from a document
    • Add new slides
  • Copilot in Excel
    • Analyze Data
    • Insert columns with formulas
    • Insert Charts and PivotTables
  • Other Applications
    • Copilot in Loop
      • Create and update market research reports
      • Generate ideas (Brainstorm)
      • Create lists (questions for X)
    • Whiteboard
      • Brainstorm project plan ideas
  • Conclusion