Microsoft 365 CoPilot Super User
Course Description Overview
Course Number:
035331
Course Length:
2 Days
Course Description Overview:
This course will teach students who are new or unfamiliar with Microsoft Copilot how to use it
effectively in common situations. The course focuses on Copilot for Microsoft 365, using the AI in
applications like Word, PowerPoint, Excel, Outlook, OneNote and Teams. It also covers other popular
Copilot experiences found in Windows 11, Edge and the copilot website. For those who use the Power
Platform, we also explore how to use Copilot in Power Apps, Power Automate, Power BI and Power
Pages. We examine Copilot Studio, as service for creating chat experiences and AI builder which can
be used to create an AI. Through this course, we will help you understand and use Copilot, enhancing
your productivity, help you generate new ideas and review your work.
Target Student:
This course is for students that are looking to learn how to use Copilot alongside their Microsoft 365
apps, the Power Platform and create new Copilot experiences in Copilot Studio and AI builder.
Prerequisites:
No previous experience of Copilot required; however, the student will require an existing Copilot for
Microsoft 365 license to participate in hands on exercises, as there is currently no trial for this license.
Course Content:
Module 1: An Introduction to Copilot
This module will cover the benefits of Microsoft Copilot and how it can support you with
creative tasks, boost your productivity and enhance your existing content. This will start with a
background on artificial intelligence (AI) and its history followed by a summary of Copilot,
explaining how it can work with Windows 11, Bing, Microsoft 365, applications (like Word,
PowerPoint, Excel, OneNote), the Power Platform and more. We will also examine the licensing
for Copilot and understand how the data of your information is used during Copilot sessions.
Finally we will show you how to write effective prompts within Copilot chat and start your AI
journey.
Topics Covered
What is AI
A history of
AI
Cortana
Introducing Microsoft Copilot
Large
Language Models
Copilot Pro
Microsoft 365
Copilot
Licensing
Exploring Copilot
Web
chat-based productivity tool
Copilot in
Bing
Copilot in
Microsoft Edge
Copilot in
Windows 11
Copilot
mobile apps
Module 2: Getting ready for Microsoft 365 Copilot
Copilot is a new technology that many businesses are preparing for, but what does it entail?
The main issue is that some organisations have a problem called oversharing, which happens
when users can easily share files and folders through services like OneDrive, Teams and
SharePoint. Users should only have the access they need to do their work, and if this was true,
Copilot would not pose any risk as it would only produce responses from properly referenced
materials. In this module, we will explore some actions that can improve the security of data
sources that Copilot for Microsoft 365 can use, and also some choices that administrators can
make that affect Copilot for Microsoft 365.
Although we will discuss some settings and services that are controlled by administrators, this
course is focused on the perspective of an end user. Note that there are some options that can
be turned on or off that would influence an end user. Knowing what experiences can be
changed is important so that you can understand how Copilot will be presented to you, have
more informed discussions with Copilot business stakeholders, and also manage the content
that you own within your organisation to make sure that Copilot has access to the right
information to be helpful to you and your colleagues.
Topics Covered
Getting your information ready
Data security
and compliance
Global
settings
Purview
Just enough
access
Microsoft 365
Groups
SharePoint
and Teams
Sharing
End user requirements
Setting up
Microsoft 365 Copilot
Assigning
licenses
Center of
excellence
Deleting
interaction history
Module 3: Using Copilot with Microsoft 365 apps
In this module, you will learn how to use Copilot with various Microsoft 365 apps to boost your
productivity and creativity. We will firstly look at how having a Microsoft 365 Copilot license
changes the chat experience in copilot.microsoft.com and how you will find the Copilot app
around Microsoft 365. You will then explore how to use Copilot in Word, PowerPoint, Excel,
OneNote, Outlook, and Microsoft Designer. You will see how Copilot can generate relevant
and engaging text, suggest data visualisations, create professional-looking slides, take smart
notes, compose effective emails, and more.
Throughout this module we will reference scenarios which we have collated from a range of
partners we work with. This will not only help you to understand how to use Copilot in these
Microsoft Apps but also understand how these features are changing the way we work.
Topics Covered
Copilot for Microsoft 365 chat
Copilot in Microsoft 365 apps
Word
PowerPoint
Excel
OneNote
Outlook
Designer
Copilot Lab
Module 4: Using Copilot in Microsoft Teams
Microsoft Teams is a versatile application for many workers, combining several existing
services into a single platform including instant messenger, file storage, tasks, reporting,
managing audiences and more. Copilot works seamlessly with the built-in features of
Microsoft Teams but also enhances other Microsoft 365 services that connect with Microsoft
Teams as well. In this module we will learn how Copilot can make working in Microsoft Teams
much better and how Copilot can help those who use apps within Microsoft Teams.
Topics Covered
Copilot in Teams
Meetings
Chats and
channels
Copilot in Teams apps
Loop
Whiteboard
Planner
Stream
Forms
Module 5: Leveraging Copilot in the Power Platform
In this module we will be looking at the highly accessible and incredibly valuable Power
Platform and how Copilot can help its users get started faster, complete their work quicker and
resolve issues more intelligently. If you are not experienced with the Power Platform we will
start with an overview to give you some awareness of what is on offer. The important thing to
take away is that the Power Platform is for everyone of varying skill levels. After we have
summarised the Power Platform we will look at each of the products and discover how Copilot
will assist you with the creation and maintenance of apps, flows, reports and web pages. Note
that Copilot Studio, formerly Power Virtual Agents is not covered in this module. Building
copilots is covered in its own separate module to give it the desired focus it needs.
Topics Covered
An overview of the Power Platform
Using Copilot assistance
Power Apps
Power
Automate
Power BI
Power Pages
Module 6: Copilot Studio
In this module our focus is Copilot Studio and Copilot Studio for Teams and how we can use
this app to design copilots. We will begin by introducing you to Copilot Studio and Copilot
Studio for Teams and discuss what copilots (chatbots) are and the concept of topics. Once we
understand what copilots are, we will show you how copilots work in Teams.
To familiarise yourself with this tool we will discuss its interface and how to use the authoring
canvas. We will also talk about designing entities which allows you to define terminology
which can be used to enhance a copilot further. Once familiar with the designer, we will setup
our first copilot, showing you how to create new topics, set up triggers, add nodes and even
call a workflow.
Lastly, we will discuss testing your copilot and then how to publish it to Microsoft Teams,
concluding with using and maintaining a copilot. For a full list of topics covered in this
module, please read the next page.
Topics Covered
An introduction to Copilot Studio
Topics
How do
copilots work in Teams?
The Copilot
Studio interface
The authoring
canvas
Creating a new copilot
Entities
Working with
topics
Setting up
triggers
Adding nodes
Call a flow
Testing your
copilot
Publish a
copilot
Using a
copilot in Teams
Maintaining a
copilot
Module 7: AI builder
When designing solutions in the Microsoft cloud there may be a requirement to work with
data that varies from one item to the next. For example, a series of photos where you are
required to identify how many specific product brands appear in each image. Now we could
have someone manually check that, however AI Builder is a service that allows you to train
your own models to identify key information.
This is not just for photos. Imagine you were at an event, and you needed to have a quick way
to take down business card details and add them to a list. Most would either photograph the
business card, but then you need to extract the data manually, or others might create a new
contact there and then, taking a minute or two to create the data. A custom AI model can
allow you to capture the business card using a Power App and then send the data to a
Dataverse table or perhaps a SharePoint list via a Power Automate workflow. It's thoroughly
exciting and quite easy to get into. In this module we will show you how to build a model and
implement it in apps and flows.
Topics Covered
Understanding what AI builder can do
Licensing
Create an AI model
Training a model
Implementing a model
Using models with Copilot
Using models with Power Apps
Using models with Power Automate