Copilot Training Course Boston December 16, 2026

Introduction to Microsoft Copilot

• What is Microsoft Copilot?
• How it integrates with the Microsoft 365 ecosystem
• Differences between Copilot and ChatGPT
• Overview of licensing, access, and deployment

Copilot in Microsoft Word

• Drafting, rewriting, summarizing, and refining documents
• Turning bullet points into paragraphs and vice versa
• Creating proposals, contracts, and reports from prompts
• Working with templates and structured data

Copilot in Microsoft Excel

• Writing formulas and functions with Copilot
• Automating repetitive tasks: sorting, filtering, data cleaning
• Creating dashboards, charts, and pivot tables
• Analyzing trends and making data-driven recommendations

Copilot in Microsoft Outlook

• Drafting and responding to emails
• Summarizing long threads and meetings
• Prioritizing inbox content and task management
• Writing with clarity, tone, and professionalism

Copilot in Microsoft PowerPoint

• Generating slides from prompts or documents
• Writing slide content, headlines, and talking points
• Creating design layouts and visual suggestions
• Automating agenda, summary, and next step slides

Copilot in Microsoft Teams and OneNote

• Summarizing meetings and chat discussions
• Generating action items and follow-ups
• Brainstorming ideas and capturing notes in structured formats
• Searching across your organizational knowledge base

Copilot as a standalone tool

• Using Microsoft Copilot in Edge and Windows
• The Copilot side panel in Office apps
• Integrating with Bing Chat Enterprise and Copilot for web-based tasks
• Security, privacy, and responsible use in a business environment

Maximizing productivity with Copilot

• Tips for writing effective prompts within Microsoft tools
• Automating workflows across Office apps
• Role-based use cases: executive, analyst, marketer, project manager
• Limitations, best practices, and future capabilities