Copilot Quickstart: Word, Excel, PowerPoint, Teams, & Outlook


Course Number: OFC-154
Duration: 0.5 days (3.25 hours)
Format: Live, hands-on

Copilot for Office 365 Training Overview

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

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

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

Location and Pricing

This course is taught as a private, live online class for teams of 3 or more. All our courses are hands-on, instructor-led, and tailored to fit your group’s goals and needs. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for online corporate training, please contact us.

In addition, some courses are available as live, instructor-led training from one of our partners.

Objectives

  • Define the core functions and capabilities of Microsoft Copilot
  • Work with Copilot’s chat assistant to answer questions, summarize information, compose text, solve problems, and create content
  • Use Copilot in Word to draft documents, generate and summarize content, create personalized writing styles, and conduct research
  • Apply Copilot in Outlook to draft emails, summarize email threads, and access the coaching feature
  • Leverage Copilot in Teams to gain meeting and chat summaries, rewrite messages, and use the chat assistant
  • Develop PowerPoint presentations from scratch, templates, or existing documents using Copilot
  • Analyze data, insert formulas, and generate charts and PivotTables in Excel with Copilot

Prerequisites

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

Outline

Expand All | Collapse All

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

Training Materials

All Copilot for Microsoft 365 training students receive comprehensive courseware.

Software Requirements

Attendees will not need to install any software on their computers for this class. The class will be conducted in a remote environment that Accelebrate will provide; students will only need a local computer with a web browser and a stable Internet connection. Any recent version of Microsoft Edge, Mozilla Firefox, or Google Chrome will work well.

NOTE: Your organization my need to approve your use of Copilot before taking this course.



Learn faster

Our live, instructor-led lectures are far more effective than pre-recorded classes

Satisfaction guarantee

If your team is not 100% satisfied with your training, we do what's necessary to make it right

Learn online from anywhere

Whether you are at home or in the office, we make learning interactive and engaging

Multiple Payment Options

We accept check, ACH/EFT, major credit cards, and most purchase orders



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