Microsoft Copilot: Essentials

A practical introduction to Microsoft 365 Copilot across the apps employees already use. Learners apply Copilot in Word and Outlook, Excel and PowerPoint, and Teams. They leave able to draft, summarize, analyze, and recap work directly inside M365.

What this course covers

The course runs across 8 topics, each one a short adaptive session rather than a recorded lecture. The tutor explains the idea, works an example, checks understanding, and adjusts the next step to the answer given.

Getting Started with Copilot across M365 — Understand the core capabilities of Microsoft 365 Copilot, learn the anatomy of an effective prompt, and navigate the Copilot interface across the M365 ecosystem.
Drafting and Refining Content in Word — Practice generating first drafts from prompts, rewriting existing text for tone, and summarizing lengthy documents directly within Microsoft Word.
Streamlining Communication in Outlook — Learn to summarize long email threads, draft clear and professional replies, and use Copilot Coaching to refine your communication tone.
Analyzing and Formatting Data in Excel — Explore data sets by writing natural language prompts to generate formulas, highlight key trends, and format tables in Microsoft Excel.
Designing Dynamic Presentations in PowerPoint — Create new presentations from text prompts or Word documents, organize slide structures, and add transition ideas using Copilot in PowerPoint.
Maximizing Meeting Efficiency in Teams — Generate real-time meeting recaps, extract action items, and ask specific questions about ongoing discussions using Copilot during Teams meetings.
Catching Up and Finding Info in Teams Chat — Quickly summarize channel discussions and direct message history to stay up-to-date on team collaborations without reading every message.
Cross-App Workflows and Prompting Best Practices — Synthesize your learning by building multi-app workflows (e.g., Teams meeting to Word doc to PowerPoint) and mastering advanced prompting techniques.

Skills you build

Results are measured against named skills in the OneRange taxonomy of more than 10,000 skills, so a manager sees proficiency per skill rather than a completion tick. This course maps to Collaboration Tools, AI Tool Usage, Generative AI Concepts, Productivity Tools, Prompt Engineering, Working with AI Tools, Summarizing & Synthesizing.

Collaboration Tools
AI Tool Usage
Generative AI Concepts
Productivity Tools
Prompt Engineering
Working with AI Tools
Summarizing & Synthesizing

Who it is for

All M365 employees. The material is pitched at beginner level, and takes roughly 120 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

It sits in the Tool: Microsoft Copilot track of the Vero AI Catalog, and can be assigned to one person, a team, or the whole company.

How it is delivered and assessed

Delivery is conversational and interactive, including guided lab exercises. There is no video to sit through and no slide deck to click past.

Understanding is checked with a lab assessment of 5 items, with a pass mark of 70%.

Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Also in this track

All Microsoft Copilot training courses →
Microsoft Copilot: Essentials — Data & Analysis Playbook — A focused, 30-minute playbook for doing data and analysis work in Microsoft Copilot. Learners run real tasks end to end - data cleanup, analysis, charts, and interpretation - and leave with repeatable workflows they can use the same day.
Microsoft Copilot: Essentials — Research Playbook — A focused, 30-minute playbook for doing research and synthesis work in Microsoft Copilot. Learners run real tasks end to end - sources, citations, deep dives, and verification - and leave with repeatable workflows they can use the same day.
Microsoft Copilot: Essentials — Coding Playbook — A focused, 30-minute playbook for doing coding work in Microsoft Copilot. Learners run real tasks end to end - code generation, explanation, debugging, and review - and leave with repeatable workflows they can use the same day.
Microsoft Copilot: Intro — An absolute-baseline, 20-minute introduction to Microsoft 365 Copilot for first-time users. Learners see what Copilot is, where it appears across Microsoft 365, and how to make their first request. It demystifies Copilot for complete beginners.
Microsoft Copilot: Core — Copilot Studio — This advanced course covers sophisticated Copilot workflows and building custom agents in Copilot Studio. Learners design cross-app M365 workflows, build agents, connect data sources and actions, and address governance and rollout. The outcome is the ability to extend Copilot for a team or organization.
Microsoft Copilot Essentials Proficiency — Measures whether someone can pick the right Copilot surface for a task, write a prompt that produces a usable draft in Word, Excel or Teams, and judge what comes back.
AI for People & HR — Apply AI to hiring, comms, and L&D responsibly
Microsoft Copilot Mastery — Complete fluency in M365 Copilot through Studio and admin

Frequently asked questions

How long does this course take?

It runs roughly 120 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

How is it assigned to a team?

An administrator assigns it from the Vero dashboard to one person, a team, a department or the whole company, and sees progress and results per person and per skill.

Can we customise it with our own documents and terminology?

Yes. Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Course code TUL-COP-101.