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Copilot for Microsoft 365: Boosting Productivity in Excel, Word, PowerPoint, Outlook, and Teams

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Learn best practices to use Copilot across the Microsoft 365 ecosystem in this comprehensive course. Microsoft MVP Deb Ashby shows you how to get the most out of Copilot across all the apps you use every day, including Excel, PowerPoint, Word, and Outlook. Deb starts with a primer on Copilot versions, before turning to how to format, filter, and analyze data in Excel. Find out how to create PowerPoint presentations from scratch, and modify and organize existing presentations, as well as draft, edit, and summarize documents in Word. Deb covers how to maximize your productivity in Outlook, showing you how to draft messages, summarize long threads, and write better emails with Copilot's coaching feature. By the end of this course, you’ll be equipped with practical tips for using Copilot across other popular M365 apps such as Teams, Whiteboard, OneNote, and Loop.


01 - Introduction
  • 01 - Copilot for Microsoft 365 Your helpful AI assistant
  • 02 - What you need to know about Copilot
  • 03 - Using Microsofts Adoption Center resources

  • 02 - 1. Copilot in Excel
  • 01 - Clean Excel data
  • 02 - Add formula columns
  • 03 - Highlight cells Conditional formatting
  • 04 - Sort and filter data
  • 05 - Analyze data with pivot tables and pivot charts
  • 06 - Formatting data
  • 07 - Challenge Clean and organize a dataset
  • 08 - Solution Clean and organize a dataset

  • 03 - 2. Copilot in PowerPoint
  • 01 - Create a presentation from scratch
  • 02 - Modify and organize existing presentations
  • 03 - Create a presentation from an existing file
  • 04 - Work with company-branded templates
  • 05 - Challenge Create and organize a company-branded presentation using a reference file
  • 06 - Solution Create and organize a company-branded presentation using a reference file

  • 04 - 3. Copilot in Word
  • 01 - Draft and refine documents
  • 02 - Rewrite and edit documents
  • 03 - Summarize long documents and ask questions
  • 04 - Challenge Create and edit a tech newsletter
  • 05 - Solution Create and edit a tech newsletter

  • 05 - 4. Copilot in Outlook
  • 01 - Switch to new Outlook and locate Copilot options
  • 02 - Draft a new message
  • 03 - Coaching by Copilot Write better emails
  • 04 - Summarize message and draft a reply
  • 05 - Organize and plan Create rules and set an out of office
  • 06 - Find files and ask questions
  • 07 - Challenge Respond to a complaint email from a customer
  • 08 - Solution Respond to a complaint email from a customer

  • 06 - 5. The Best of the Rest
  • 01 - Get ahead in meetings with Copilot in Microsoft Teams
  • 02 - Visualize thoughts with Copilot in Whiteboard
  • 03 - Brainstorm ideas with Copilot in OneNote
  • 04 - Unleash the power of Loop components
  • 05 - Challenge Create an itinerary in OneNote and add a Loop component
  • 06 - Solution Create an itinerary in OneNote and add a Loop component

  • 07 - Conclusion
  • 01 - How to keep boosting your Copilot skills
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