City of St. Catharines Learning & Development

This course is for business and enterprise users with a Copilot for Microsoft 365 license who want to unlock the full potential of AI in their daily workflow. You’ll learn features that integrate Copilot deeply into Microsoft 365 apps—helping you automate tasks, analyze data, summarize meetings, and create content effortlessly.

The following topics are covered:

What is copilot

• What is Copilot
• Free vs Copilot M365 License
• Using Effective Prompts for Better Results

CopilotM365 Chat

• Copilot icon in Word, Excel, PowerPoint, Outlook, Teams and OneNote
• Standalone Copilot M365 App
• Office.com Copilot Home Screen
• Managing Conversations
• Adding files to a Chat
• Use Agents
• Create an Agent
• Work in Library
• Copilot Settings

Co-pilot personal Account App

• Talking to Copilot
• Using Copilot Vision

Copilot in the Desktop Apps

• Word: Document Creation and In-line Editing
• PowerPoint: Generate a Presentation, Add Slides, Edit Slides
• Excel: Create, Clean Data, Add Columns, Modify Formulas, Conditional Formatting, What is Python, Summarize Data, Get insights, Ask Questions, the new COPILOT function
• Outlook: Classic vs New Outlook, Draft Emails, Replies, Coaching, Email Summaries
• Teams: Understanding Work-grounded Intelligence, Help with Meetings, Chats and Channels, Standalone Chat
• OneDrive: Summarize, FAQ, Audio Overview

Copilot Standalone Experience

• Work vs Web mode
• Use Create to Generate Images, Posters and More
• Create and Use Notebooks
• Use Agents (Researcher, Analyst and More)