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Overview
CPA Members only
This course guides you through on how to use Microsoft 365 Copilot across the full Office suite to save time and produce higher-quality work. The course covers Copilot foundations, effective prompting and workflow patterns, and responsible and secure use, then moves into hands-on application in Word, Excel, PowerPoint, Outlook, Teams, and the broader Microsoft 365 ecosystem, plus Copilot Create for images, video, and branded assets.
Key topics:
- Copilot Foundations
- Prompting, Memory and Workflow Patterns
- Responsible and Secure Use
- Copilot in Word, Excel, PowerPoint and Outlook
- Copilot in Teams, OneNote and OneDrive
- Copilot Create for Images, Videos and Branded Assets
What you'll learn
- Explain what Microsoft 365 Copilot is, how it differs from free consumer AI tools, and the access and licensing basics needed to begin.
- Write clear, effective prompts, use context and memory for better results, and apply repeatable workflow patterns that turn Copilot into a daily productivity tool.
- Apply data security, privacy, and responsible-use principles to use Copilot safely within company and compliance guidelines.
- Copilot in Word: Draft, rewrite, summarize, and format documents, generating content from prompts and existing files.
- Copilot in Excel: Analyse data, generate formulas, surface insights, and build summaries faster.
- Copilot in PowerPoint: Build presentations from prompts or documents, generate and restructure slides, and apply design improvements quickly.
- Copilot in Outlook: Draft and summarise emails, triage the inbox, and prepare for meetings to save time on daily communication.
- Copilot in Teams, OneNote, and OneDrive: Recap meetings, capture and organize notes, collaborate and manage files.
- Copilot Create for Images, Videos, and Branded Assets: Generate images, videos, and branded visual assets for presentations, communications, and marketing.
Who is this for ?
This course is perfect for professionals using Microsoft 365 from beginner to advanced levels looking to save time and produce higher-quality work.
