Copilot in Microsoft 365 for Beginners (2026 Update)

Copilot in Microsoft 365 for Beginners (2026 Update)

Copilot in Microsoft 365 for Beginners is a great starting point for anyone looking to use artificial intelligence to boost productivity and efficiency inside Microsoft Office applications. You will explore how to use Copilot in Microsoft 365 to summarize information, research topics, and communicate faster in a professional environment. This comprehensive training includes the innovative Agent Mode, demonstrating how to automate complex workflows with a single prompt, such as building full KPI dashboards in Excel, creating deployment plans in Word, or generating professional six-slide presentations in PowerPoint.

You will see exactly where Copilot appears and how to write clear prompts for these advanced, real-world tasks. In Word, Excel, and PowerPoint, you will learn to draft reports, analyze data trends, and create impactful presentations with ease. The course also covers using AI in Outlook to manage emails, Teams for meeting recaps, and OneNote for organizing notes. You will even use Edge to research products and Forms to generate survey questions.

By the end of the course, you will save time on repetitive tasks and focus more on strategic work. You will learn how to use in-app AI tools and features to optimize your daily workflow. The course also provides prompt best practices and trusted resources to keep building skills after the session ends.

Whether you are creating documents from rough notes or building insightful dashboards, you will learn to incorporate AI efficiently. Join us to unlock the full potential of AI and improve your clarity in daily communication today. This training prepares you to tackle modern challenges with innovative strategies that streamline your professional duties.

In the course, you will be able to:

• Locate where Copilot in Microsoft 365 appears across various applications and the Edge sidebar.
• Write clear, effective prompts that follow best practices to ensure accurate, repeatable AI results, including effective use of Agent mode.
• Draft and refine professional documents in Word, transforming rough notes into structured reports.
• Analyze data trends in Excel and automate formatting to generate charts and pivot tables.
• Create tailored PowerPoint presentations from prompts or existing documents while controlling structure.
• Manage communication by summarizing long email threads in Outlook and drafting polished replies.
• Capture decisions and generate comprehensive meeting recaps with clear action items in Teams.
• Research topics and compare products efficiently with Copilot Vision and Edge sidebar features.
• Organize information by turning long OneNote pages into outlines and study guides.
• Design professional surveys in Forms by generating questions and analyzing response options.
• Automate complex multi-step workflows using Copilot Agent Mode to generate dashboards, reports, presentations, and action plans from a single prompt.

Course Format

• This is a video-led course. You can preview some videos below.
• This course includes practice exercises.
• This course is aimed at Microsoft 365 users.

Course Certificate Included

This course includes an optional online quiz that will generate a course certificate upon completion.

14-Day Guarantee

We offer an unconditional, 14-day, full money-back guarantee, no questions asked. This is our way of ensuring you have complete confidence in your Stream Skill purchase. If you don’t learn, you don’t pay.

Why Trust Us?

Stream Skill is part of the Simon Sez IT family and has been in business 14+ years and taught over 1 million students in that time. We’ve created over 130 software training courses, 8,000+ video tutorials, and we’ve helped thousands of people across the world learn how to use Microsoft Office. We’ve now created Microsoft Excel courses for the last five versions and continue to help people get to grips with this essential tool.