Microsoft 365 AI Copilot: From Productivity to Automation

Why Choose Garranto Academy for Applied AI in Microsoft 365 Training?

Garranto Academy offers expert-led, hands-on training designed to help you fully harness Copilot, Copilot Pro, and Microsoft 365’s advanced AI capabilities.

Course Overview:

This comprehensive course empowers professionals to fully leverage Microsoft Copilot, Copilot Pro, and AI Agents across the Microsoft 365 ecosystem. Through hands-on exercises, guided demonstrations, and real-world use cases, participants learn how to seamlessly integrate Copilot into daily tasks such as drafting Word documents, creating PowerPoint presentations, managing Outlook emails, conducting productive meetings, and performing advanced data analysis in Excel. The program also explores how AI Agents can extend Copilot’s capabilities, enabling automation of complex workflows and enterprise processes. By the end of the course, learners will gain the confidence to apply AI-driven tools strategically within their roles, enhancing productivity, improving collaboration, and driving innovation within their organizations.

What You’ll Learn in Our Applied AI in Microsoft 365 Course?

Course Objectives:

Upon successful completion of this course, learners will be able to:

• Understand the core concepts, architecture, and features of Microsoft Copilot, Copilot Pro, and Copilot 365.

• Identify how Copilot integrates across Microsoft 365 apps and organizational workflows.

• Apply Copilot effectively in Word, Excel, PowerPoint, Outlook, and Teams to enhance productivity.

• Demonstrate advanced Copilot capabilities such as document conversion and meeting summarization.

• Perform data analysis, visualization, and insights generation using Copilot tools.

• Leverage AI Agents within Copilot to automate workflows and build customized business solutions.

• Integrate Copilot-driven insights into professional tasks to improve efficiency, creativity, and innovation.

Prerequisites

• Basic familiarity with Microsoft 365

• No prior AI experience required

• Microsoft 365 subscription recommended

Course Outlines:

Module 1. Microsoft Copilot Introduction

• What is Microsoft CoPilot

• How does CoPilot work?

• CoPilot, CoPilot Pro, & CoPilot 365?

Module 2. Enhancing writing in word with Copilot

• Creating New Documents with CoPilot

• Converting PDFs and PowerPoint Files to Word Documents Using OneDrive

• Organizing Unstructured Text into Tables

• Adjusting Document Tone and Style with CoPilot

• Producing Summaries and Artifacts from Word Documents

Module 3. Mastering PowerPoint Presentations with Copilot

• Overview of Microsoft CoPilot in PowerPoint

• Editing Text, Images, and Notes in PowerPoint

• Converting Word and PDF Files into PowerPoint Presentations with CoPilot

• Building Presentations from Templates Using CoPilot

• Preparing and Delivering Presentations with CoPilot

Module 4. Maximizing Meetings Efficiency with Copilot in Teams

• Configuring CoPilot in Teams: A Step-by-Step Guide

• Mastering Conversation Summaries with CoPilot in Teams

• Activating CoPilot and Transcription Features in Teams Meetings

• Leveraging CoPilot for Real-Time Assistance in Teams Meetings

• Using CoPilot for Post-Meeting Insights and Follow-Ups

Module 5. Microsoft Copilot in Outlook & Emails

• Unlocking the Potential of Microsoft CoPilot for Email Management

• Transforming Everyday Email Writing with CoPilot

• Elevating Your Email Game: Writing Creative and Impactful Emails Using CoPilot

• Simplify Complex Communication: Crafting Concise Email Summaries with CoPilot

• Email Writing Coaching with CoPilot

Module 6. Microsoft Copilot & Excel

• Introduction to CoPilot: Unlocking Excel's Full Potential

• Exploratory Data Analysis Made Easy with CoPilot in Excel

• Data Sorting with CoPilot in Excel

• Enhanced Visuals: Conditional Formatting with CoPilot

• Handling and Fixing Missing Data with CoPilot in Excel

• Creating Visualizations Using CoPilot

• Generating Synthetic Data Like a Pro with CoPilot

Module 7. AI Agents in Copilot

• AI Agents Introduction and Module Agenda

• AI Agents in CoPilot 101

• Practical Demo: Use Existing AI Agents in CoPilot - Part 1

• Practical Demo: Use Existing AI Agents in CoPilot - Part 2

• Practical Demo: Create Custom AI Agents in CoPilot

• Practical Demo: Create Custom AI Agents in CoPilot directly in SharePoint

Course Outcomes:

Upon completing the "APPLIED AI IN MICROSOFT 365: COPILOT, PRO, AND BEYOND" course, participants will:

• Confidently use Copilot across Word, Excel, PowerPoint, Outlook, and Teams for real-world tasks.

• Transform raw information into polished, structured outputs such as reports, presentations, and dashboards.

• Automate email summarization, document drafting, and meeting insights using Copilot’s capabilities.

• Perform AI-assisted data analysis and create meaningful visualizations in Excel.

• Design, test, and deploy custom Microsoft 365 Copilot Agents for enterprise productivity.

• Integrate Copilot-driven workflows to streamline collaboration and decision-making processes.

• Apply ethical and responsible AI usage principles within organizational environments.

Key Benefits of Learning Applied AI in Microsoft 365

Gain the competitive edge by mastering AI-powered productivity with Microsoft 365 Copilot, enabling faster document creation, smarter insights, and automated workflows.

How Applied AI Can Transform Your Microsoft 365 Experience?

Applied AI revolutionizes your daily work by automating repetitive tasks, generating insights instantly, and enabling powerful content creation with ease.