Microsoft 365 Copilot Essentials & Foundations for Beginners

Boost productivity using Copilot across Word, Excel, PowerPoint, SharePoint, Outlook, OneDrive & Viva with real examples

Boost productivity using Copilot across Word, Excel, PowerPoint, SharePoint, Outlook, OneDrive & Viva with real examples

Overview

Learn how to use Microsoft 365 Copilot across Word, Excel, Outlook, SharePoint, and Viva Engage to automate real work tasks., Master prompting techniques to clean data, create documents, summarize emails, generate reports, and analyze content using Copilot., Understand how to use Copilot to compare file versions, consolidate documents, generate SOWs, draft responses, and create new content based on references., Develop the ability to troubleshoot Copilot availability, verify license assignment, and manage Copilot settings such as Web Search., Gain hands-on experience with Copilot in business scenarios like requirement creation, document versioning, email summarization, data cleanup, and post analysis, Confidently apply Copilot in daily workflows to save time, improve accuracy, and increase productivity across Microsoft 365 applications., earn how to turn business inputs—such as project files, templates, and reference documents—into complete AI-generated deliverables using Copilot., Use Copilot to standardize messy real-world data, including inconsistent date formats, capitalization errors, and duplicate entries., Practice using Copilot to create professional communication, including summarizing long email threads and drafting polished replies., Learn how to analyze social posts and generate data-driven responses using Copilot in Viva Engage., Understand how Copilot helps with document creation workflows, including SOW drafting, requirements documentation, and consolidated reporting., Build confidence in using Copilot’s Prompt Gallery and learn when to enable or disable Web Search for different scenarios., Learn how to compare document versions and identify changes automatically using Copilot in SharePoint., Discover how Copilot uses context from multiple files to generate unified summaries, master documents, and new content., Gain the ability to use Copilot within Excel for cleaning datasets, calculating insights, and creating analysis-ready data., Learn how to verify whether Copilot features are available in your Microsoft 365 subscription by checking Product Information in Office apps., Build practical prompt-writing skills that allow you to guide Copilot toward accurate, structured, and professional outputs., Understand common limitations of Copilot and learn how to troubleshoot inaccurate results or missing capabilities., Learn how to use Copilot to extract insights from large documents, posts, or datasets without manual reading., Develop real-world Copilot skills that help you reduce repetitive work and increase productivity across daily business tasks.

Microsoft 365 users who want to master Copilot in their daily workflow, Professionals and beginners who want step-by-step guidance on AI-powered document creation, Admins, coordinators, and assistants who manage data, documents, and emails, Project and product teams who create SOWs, reports, summaries, and requirement docs, Students and job seekers wanting practical AI productivity skills, Anyone curious about Copilot and how to actually use it with real files and real tasks

A basic understanding of Microsoft 365 applications like Word, Excel, Outlook, or SharePoint is helpful but not required., Access to a Microsoft 365 account (Copilot-enabled account preferred, but not mandatory for learning)., No prior experience with AI tools, prompting, or automation is required — everything is explained step by step., A willingness to experiment, explore new features, and learn practical Copilot workflows., Basic computer skills (typing, saving files, navigating folders)., Familiarity with office productivity apps is beneficial but optional., Internet connection to access Microsoft 365 cloud apps and Copilot features., You do not need any coding or technical background., Ideal for beginners, business users, administrative professionals, and anyone wanting to boost productivity.

What this course is and how you’ll benefit

Master Copilot in Microsoft 365: Word, Excel, PowerPoint, SharePoint, Outlook, OneDrive & Viva with real examples
This course guides you, step-by-step, through how to harness the power of Microsoft 365 Copilot to boost productivity across Word, Excel, PowerPoint, SharePoint, Outlook, OneDrive & Viva with real examples. You’ll learn real-world workflows, prompt-writing skills and licensing essentials—designed for beginners who want to become confident in M365 AI-driven work.

What you’ll be able to do after this course

  • Learn how to launch and interact with Copilot inside Word, Excel, PowerPoint and other M365 apps.

  • Recognise and leverage productive use cases for OneDrive, SharePoint and Viva with AI assistance

  • Write effective prompts to guide Copilot, so you get the output you need

  • Understand the licensing and access requirements for Copilot within an M365 environment

  • Build real-world workflows that save time, reduce manual effort and improve output quality

Course overview

In this comprehensive beginner-friendly course, we’ll begin by introducing the concept of M365 Copilot—what it is, how it fits into modern workplace productivity, and why it's becoming a game-changer. We’ll then walk through each major app: Word, Excel, PowerPoint, OneDrive, SharePoint and Viva—showing you how Copilot integrates, where it adds value, and how to write prompts that get you the best results.

You’ll work through hands-on, realistic examples: drafting documents in Word, analysing data in Excel, creating presentations in PowerPoint, managing files in OneDrive, collaborating in SharePoint, and engaging teams in Viva. You’ll also learn about the licensing tiers and setup requirements so you can understand the business side—and prepare to apply these tools in real environments.

Throughout the course, you’ll be writing prompts in live-demo scenarios, seeing how small prompt tweaks change results, and practising with templates so you can confidently replicate the patterns yourself. By the end of the course, you’ll walk away with:

  • Solid foundational skills in every major M365 app with Copilot

  • A prompt-engineering mindset applied to routine productivity tasks

  • Certification-ready knowledge of how licensing and deployment work

  • The ability to confidently use Copilot in real world scenarios

Who this course is for

This course is ideal for:

  • Beginners who have a basic working knowledge of Microsoft 365 and want to upgrade to AI-driven productivity

  • Office professionals, knowledge workers, administrators, or team members looking to adopt Copilot in their daily workflows.

  • Anyone curious about how AI can assist in Word, Excel, PowerPoint, OneDrive, SharePoint or Viva and wants structured guidance

  • Those who want more than surface-level features—they want use-cases, prompts, licensing and workflow integration

Requirements

  • A Microsoft 365 subscription (any version that supports Copilot) or access to a trial version

  • Basic familiarity with Word, Excel, PowerPoint, OneDrive, SharePoint or Viva

  • Willingness to follow along with hands-on demos and prompts (no prior AI or coding experience required)

Ready to transform how you work with M365?
Join now, follow the modules, complete the practice prompts, and you’ll finish this course able to leverage Copilot across your organisation or personal workflows confidently. Let’s get started on building smarter, faster, AI-enhanced productivity together.

Pavan Kumar

Pavan Kumar is a senior technical consultant on Microsoft Server and cloud technologies. He has worked with large enterprises for about 20+ years and has a wide range of technologies in his resume.


Pavan is also a Certified Microsoft Trainer - MCT and holds Microsoft, IBM, and AWS professional 35+ certifications.

I'm here on Udemy to teach what I know in an approachable way.

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