Skills you will learn in this Copilot training
- Writing clear, effective prompts to get accurate and useful AI-generated results
- Drafting professional business documents with improved structure and tone using Copilot in Word
- Performing data analysis and generating visual insights using natural language commands in Excel
- Composing, refining, and responding to emails more efficiently in Outlook
- Creating engaging PowerPoint presentations from outlines, summaries, or reports
- Capturing meeting highlights and action items through AI-generated summaries in Teams and OneNote
- Applying Copilot across desktop and browser environments to streamline cross-application workflows
- Using AI responsibly by understanding data privacy, prompt ethics, and the limitations of generative tools
Copilot Training Course - Course Dates
All classes are led by a live instructor. Class times listed are Eastern time.
Copilot training course topics covered
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
AI course instructors
AGI instructors are AI professionals and skilled teachers. You'll learn from a live AI professional that brings years of experience that will help you learn AI quickly and easily.

Grace
MS, Information Design
BA, Digital Communications
Adjunct Professor, St. Olaf

Shirley
MLA, Harvard
MS, Bentley
BS, Bentley

Elizabeth
BS, Finance
Teaching Assistant, Virginia Tech
Accounting & Finance Roles

Fred
MIT, Data Science
SCRUM Master
Certified Technical Trainer
Custom and private AI classes
This AI course is available as a private class. Curriculum can be customized for your specific needs. AI classes can be delivered at your location, online, or in our classrooms. For more information, call 781-376-6044 to speak with a training consultant or contact us.
You should have experience with Microsoft Office applications such as Excel, Word, and PowerPoint prior to this course.
You will receive a comprehensive course manual for this class developed by the instructors at AGI. AGI instructors have created many of the official training guides and books for Microsoft, including the Microsoft Official Academic Curriculum for Microsoft Office, including Excel.
Frequently Asked Questions for Copilot Training Course
Which Excel course covers Pivot tables and V LOOKUP?
You will learn Pivottables and VLOOKUP in the intermediate Excel course. These topics are covered in-depth with hands-on projects, and the ability to ask questions from a live instructor.
Prerequisites for this AI course
Prior to attending this AI classes, you should be familiar with all the concepts covered in the: Excel class - Introduction, PowerPoint Design course. This can be through attending the course or through experience.
What to take after this AI course
After you have attended this course, you may find it useful to continue your learning and attend: Advanced Copilot Course, AI Course for Business , AI Graphic Design Course.
