Microsoft 365 Copilot for Enterprise - Foundations

Course Outline

AI is no longer a separate tool you switch to. With Microsoft 365 Copilot, it's built directly into the apps you already use every day.

This course teaches enterprise employees how to use Copilot effectively across their entire Microsoft 365 environment. Move beyond basic questions to develop genuine competency through practical frameworks, hands-on exercises, and real workflows grounded in your own work data.

Learn what makes Copilot different from other AI tools, how to search and reference your actual files and meetings, how to write prompts that get useful results, and how to chain features together into workflows that save real time.

What You'll Learn

Understanding Copilot – What grounding means, where Copilot lives, how it connects to your work data, and how your data stays safeThe Microsoft 365 Copilot App – Search, Chat, referencing with / and +, specialist agents with @, thinking modes, and Copilot PagesPrompting Effectively – The Goal / Context / Source / Expectations framework, iteration techniques, and the Prompt GalleryPlatform Walkthrough – Copilot in Word, Excel, PowerPoint, Outlook, and Teams

Learning Outcomes

  • Understand what makes Copilot different from standalone AI tools and how grounding connects it to your work data
  • Navigate Copilot Chat, Search, Pages, and the Copilot pane inside Office apps confidently
  • Reference specific files, meetings, and emails to get precise, grounded responses
  • Write effective prompts using the Goal / Context / Source / Expectations framework and iterate with specific feedback
  • Make sound judgments about data safety, verification, and professional accountability

Who Is This Course For?

  • Enterprise employees with a Microsoft 365 Copilot licenceKnowledge workers who use Word, Excel, PowerPoint, Outlook, or Teams dailyAnyone who has tried Copilot but isn't getting consistently useful resultsTeams needing a shared foundation for how to use Copilot effectively and safelyProfessionals who want to move beyond basic questions to real workflows

Pre-requisites

  • A Microsoft 365 Copilot licence (enterprise version recommended)
  • Basic familiarity with Microsoft 365 apps (Outlook, Word, Teams)
  • Have used Copilot at least once (even just a simple question)
  • No technical or coding skills required
LevelBeginner
Your Instructor
TR
Talin Roche
Duration2 H
Progress0/32 chapters complete
0%
Your certificateComplete course to get your certificate
Certificate of Completion
Course Name
Why Enroll?
Work with your actual data – Learn to reference your real files, meetings, and emails for grounded, relevant responsesGet better results – Master a prompting framework designed specifically for Copilot, not generic AI adviceUnlock features you're missing – Search, / referencing, specialist agents, thinking modes, Pages, and capabilities most users never discoverSave real time – Build workflows that chain features together for tasks you do every weekStay safe – Understand enterprise data protection, what Copilot can access, and how to review outputs before they go outBuild confidence – Develop judgment for when and how to use Copilot across your daily work
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