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MS-4018: Draft, analyse, and present with Microsoft 365 Copilot
Get more done across your favourite Microsoft 365 apps with Copilot. This 8-hour course shows you how to use Microsoft 365 Copilot to draft and refine documents in Word, build compelling presentations in PowerPoint, make Teams meetings more productive, uncover insights in Excel and manage email in Outlook. It also introduces Copilot Chat and explains the difference between work-grounded and web-grounded answers.
Duration
8 hours
Modules
7 Modules
Course type
Microsoft
Course Overview
This learning path helps you master Microsoft 365 Copilot across key business apps: PowerPoint, Word, Teams, Excel, Outlook, and Copilot Chat. You'll learn how to draft and refine documents, build compelling presentations, boost meeting efficiency, enhance data insights, and streamline email workflows. The course also introduces Copilot Chat and highlights the difference between work-grounded and web-grounded data. Through real-world prompts and scenarios, you’ll discover how Copilot enhances productivity, creativity, and collaboration—empowering you to use AI intelligently within your existing Microsoft 365 environment.
Before You Begin
- Basic familiarity with Microsoft 365 apps
Key outcomes
- Implement Microsoft Purview Compliance Solutions Configure and deploy tools to support regulatory and organizational compliance.
- Protect and Govern Data in Microsoft 365 Apply techniques for data classification, labeling, and governance.
- Manage Data Lifecycle and Records Control retention, deletion, and archiving of organizational data and records.
- Assess and Improve Compliance Posture Identify risks, monitor compliance metrics, and implement corrective strategies.
Tools you’ll use
Microsoft 365 Copilot
Microsoft Excel
Microsoft Word
Outlook
PowerPoint
Teams
Skills you’ll gain
- Document Drafting
- Presentation Building
- Meeting Summarization
- Data Analysis
- Email Optimization
- Copilot Chat Usage
What You’ll Learn
7 modules
1Module 1: Introduction to Microsoft 365 Copilot
1.1.1 Introduction
1.1.2 What is Microsoft 365 Copilot?
1.1.3 Explore how Microsoft 365 Copilot works
1.1.4 Explore the core components of Microsoft 365 Copilot
1.1.5 Examine how Microsoft is committed to responsible AI
1.1.6 Summary
1.1.2 What is Microsoft 365 Copilot?
1.1.3 Explore how Microsoft 365 Copilot works
1.1.4 Explore the core components of Microsoft 365 Copilot
1.1.5 Examine how Microsoft is committed to responsible AI
1.1.6 Summary
2Module 2: Unlock productivity and unleash creativity with AI powered chat
1.2.1 Introduction
1.2.2 Understand Microsoft 365 Copilot Chat
1.2.3 Optimize your workflow with Copilot Chat’s work grounded data
1.2.4 Maximize your productivity with web-grounded Copilot Chat
1.2.5 Summary
1.2.6 Use Case 2: Summarizing Long Email Threads
1.2.7 Case study 2: From Inbox to Impact & Unlock Productivity with AI-Powered Chat (Copilot in Outlook and Copilot Chat)
1.2.2 Understand Microsoft 365 Copilot Chat
1.2.3 Optimize your workflow with Copilot Chat’s work grounded data
1.2.4 Maximize your productivity with web-grounded Copilot Chat
1.2.5 Summary
1.2.6 Use Case 2: Summarizing Long Email Threads
1.2.7 Case study 2: From Inbox to Impact & Unlock Productivity with AI-Powered Chat (Copilot in Outlook and Copilot Chat)
3Module 3: Build effective presentations with AI
1.3.1 Introduction to Copilot in Microsoft PowerPoint
1.3.2 Craft engaging slides using Microsoft 365 Copilot in PowerPoint
1.3.3 Refine and enhance your presentation
1.2.4 Piece it together – Build a presentation from start to finish
1.3.4 Summary
1.3.2 Craft engaging slides using Microsoft 365 Copilot in PowerPoint
1.3.3 Refine and enhance your presentation
1.2.4 Piece it together – Build a presentation from start to finish
1.3.4 Summary
4Module 4: Draft impactful documents using AI
1.4.1 Introduction
1.4.2 Craft content with Copilot in Microsoft Word
1.4.3 Elevate your content using Copilot in Word
1.4.4 Summary
1.4.2 Craft content with Copilot in Microsoft Word
1.4.3 Elevate your content using Copilot in Word
1.4.4 Summary
5Module 5: Make your meetings more productive with AI
1.5.1 Introduction
1.5.2 Grow your collaboration with Copilot in Teams chats
1.5.3 Amplify your collaboration with Copilot in Teams meetings
1.5.4 Summary
1.5.5 Use case 1: Financial Forecasting and Data Cleaning in Microsoft Excel
1.5.2 Grow your collaboration with Copilot in Teams chats
1.5.3 Amplify your collaboration with Copilot in Teams meetings
1.5.4 Summary
1.5.5 Use case 1: Financial Forecasting and Data Cleaning in Microsoft Excel
6Module 6: Uncover new data insights with AI
1.6.1 Introduction
1.6.2 Simplify data summary, analysis, and visual insights
1.6.3 Customize data integration, analysis, and visualization with Copilot in Excel
1.6.4 Summary
1.6.5 Case Study 1: Data-Driven Decision Making at Fabrikam Manufacturing
1.6.2 Simplify data summary, analysis, and visual insights
1.6.3 Customize data integration, analysis, and visualization with Copilot in Excel
1.6.4 Summary
1.6.5 Case Study 1: Data-Driven Decision Making at Fabrikam Manufacturing
7Module 7: From inbox to impact: Improve your email workflows with AI
1.7.1 Introduction
1.7.2 Draft engaging emails using Copilot in Microsoft Outlook
1.7.3 Simplify meeting administration using Copilot in Outlook
1.7.4 Summary
1.7.2 Draft engaging emails using Copilot in Microsoft Outlook
1.7.3 Simplify meeting administration using Copilot in Outlook
1.7.4 Summary
Certification & Credentials
Certificate track
8 hours
High-Quality Video, E-book & Audiobook
Modules Quizzes
AI Mentor
Access for Tablet & Phone
Target Audience
Intended roles
- Audio Content Producer
- Content Strategist
- Digital Marketing Specialist
- Executive Presentation Specialist
- Learning & Development Specialist
- Microsoft Copilot Adoption Specialist
- UX Designer
Frequently asked questions
Who is this path ideal for?
Anyone using Microsoft 365 who wants to enhance productivity and creativity with Copilot’s AI features.
Do I need advanced technical skills?
No – familiarity with standard Microsoft 365 apps is sufficient.
What types of AI assistance are covered?
Drafting and editing documents, creating presentations, summarizing meetings, analyzing data, organizing emails, and interactive chat assistance.
How does Copilot Chat differ from individual app commands?
Copilot Chat draws from both work-related and web sources to support interactive content creation across multiple apps.
Will I receive prompt examples to use directly in applications?
Yes – the learning path provides specific Copilot prompts and scenarios for each app covered.
| Duration | 8 hours |
|---|---|
| Modules | 7 Modules |
| Course type | Microsoft |
| Category | Microsoft |
| Intended roles | Audio Content Producer, Content Strategist, Digital Marketing Specialist, Executive Presentation Specialist, Learning & Development Specialist, Microsoft Copilot Adoption Specialist, UX Designer |
| Prerequisites | Basic familiarity with Microsoft 365 apps |
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