Copilot Essentials Course

Copilot Essentials Course

Supercharge Your Workflow with AI

Work Smarter Across Word, Excel, PowerPoint, Outlook & Teams

You use Microsoft 365 tools every day to get work done. But even with powerful apps at your fingertips, the work can still be time-consuming and repetitive.

Deadlines are tight, inboxes are overflowing, and there's never enough time to do it all. You know there must be a better way.

Microsoft Copilot is that better way, and it's built right into the tools you already use.

AI productivity workflow across documents, spreadsheets, slides, email, and meetings

Copilot, Your AI Assistant for Smarter Work

Copilot helps you write reports, analyze data, create presentations, manage emails, and run meetings faster and more effectively, without changing the way you work.

The Microsoft Copilot Essentials course shows you how to unlock its full potential across Word, Excel, PowerPoint, Outlook, and Teams.

No tech jargon, no fluff - just practical skills that make your daily work easier, faster, and smarter.

Course Syllabus

0. Course Introduction
  • 0.01 Welcome to Copilot Essentials 👋
  • 🎁 BONUS: The Ultimate Copilot Guide (PDF)
1. Microsoft Copilot Foundations
  • 1.01 Welcome to the Foundations Module
  • 1.02 How to Access Microsoft Copilot & Licensing Explained
  • 1.03 A Quick Word about Data Security🔒
  • 1.04 AI Basics - Copilot, ChatGPT & LLM Explained
  • 1.05 Personalize Copilot With Custom Instructions for Better Results
2. The Prompt School
  • 2.01 Welcome to The Prompt School
  • 2.02 The Perfect Prompt Formula (GCES)
  • 2.03 Copilot Dos and Don'ts
  • 2.04 Pick the right model
  • 2.05 Analyze a PDF With Copilot (The Smart Way)
  • 2.06 Compare multiple PDFs with Copilot
  • 2.07 Context & Role: The Secret Sauce for Better Prompts
  • 2.08 Analyze Excel Spreadsheets with Copilot (For Free!)
  • 2.09 You’re (Almost) a Prompt School Graduate 🎓
  • It's time to do the work!
3. Game-Changer Features
  • 3.01 Welcome to Module #3 (Game-changer Features)
  • 3.02 This Dashboard Will Blow Your Colleagues’ Minds
  • 3.03 Digitize your handwritten notes ✍️ ➡️ 💻
  • 3.04 Generate STUNNING Images with Copilot and Copilot Create 🎨
  • 3.05 Copilot Notebooks
  • 3.06 Meeting Notes & Summaries with AI (For free!)
  • 3.07 Talk to Copilot to get work done faster
4. Copilot in 365 Apps
  • 4.01 Welcome to Module #4 (Copilot in 365 Apps)
  • 4.02 Important Update To This Module (May 2026)
  • 4.03 Copilot in PowerPoint
  • 4.04 Copilot in Excel
  • 4.05 Copilot in Word
  • 4.06 Copilot in Outlook
  • 4.07 Copilot in Teams
5. Copilot Agents (They Will Change Your Life)
  • 5.01 Welcome to the Copilot Agents Module!
  • 5.02 What is an Agent?
  • 5.03 Create your own agent using Describe
  • 5.04 Create your own agent using the Configure Tab (Part 1)
  • 5.05 Create your own agent using the Configure Tab (Part 2)
  • 5.06 Test and Refine your Agent (Configure - Part 3)
  • 5.07 Plan your WHOLE work week in 8 minutes with the Researcher Agent
  • 5.08 You are the AGENT BOSS! 👏
6. Conclusion
  • 6.01 Congratulations & What's next
  • Certificate
Sample Video

Personalize Copilot With Custom Instructions

Here's What You'll Unlock

AI Clarity, Not Confusion. Finally understand what AI can (and can't) do for you

The Perfect Prompt Formula. Get better AI results with prompts that actually work

Spreadsheets Without the Struggle. Let Copilot handle Excel formulas for you

No More Last-Minute PowerPoint Panic. Create polished presentations in seconds

Effortless Email and Meeting Notes. Summarize meetings, draft emails, and manage documents instantly

What You'll Learn

This course is your shortcut to mastering Copilot across the entire Microsoft 365 suite.

Whether you're drafting a document, building a dashboard, or catching up on emails, Copilot can help - once you know how to use it.

Each module includes hands-on demos, real-world examples, and time-saving tips so you can apply what you learn immediately.

Excel icon

Excel

  • Write complex formulas using plain language
  • Analyze and visualize data without manual steps
  • Convert handwritten documents into spreadsheets
Word icon

Word

  • Draft content from bullet points or prompts
  • Summarize and rewrite with a click
  • Instantly adjust tone, structure, or length
PowerPoint icon

PowerPoint

  • Turn text or documents into professional slides
  • Auto-generate speaker notes and talking points
  • Design layouts with ease
Outlook icon

Outlook

  • Write clear, concise emails faster
  • Summarize long threads and meetings
Teams icon

Teams

  • Get instant summaries of meetings and chats
  • Draft updates and follow-ups quickly
  • Find key information without searching manually

Who This Course Is For

If you use Microsoft 365, this course is for you.

Whether you're in finance, admin, marketing, project management, or data analysis, Copilot can help you work faster and smarter.

You don't need to be a tech expert or have any background in AI. If you can open a Word doc or an Excel file, you're ready.

This course is ideal for:

  • Professionals looking to save time and reduce repetitive work
  • Teams wanting to streamline communication and reporting
  • Individuals eager to stay ahead as AI reshapes the workplace

Why Learn This Now?

AI isn't coming - it's already here.

Microsoft Copilot has rolled out across Microsoft 365 apps, and it's quickly becoming a core part of how work gets done.

The sooner you learn how to use it, the more valuable you become.

By mastering Copilot now, you'll:

  • Gain a competitive edge in your career
  • Save hours each week on routine tasks
  • Impress your team with smarter outputs
  • Future-proof your skills in an AI-driven world

Waiting means falling behind. Learning Copilot now means staying ahead.

David Fortin
Meet Your Instructor

David Fortin

David Fortin is a CPA & Microsoft MVP who brings AI & Excel to life with humor and real-world insights.

He played a key role in a $200M+ company exit, co-authored the 2024 Microsoft Excel World Championship final case, and has delivered keynotes at the Global Excel Summit and Active Cell Conference.

Through his courses and content, David makes AI & Excel easy to learn - and fun to master.

What's Included

When you join the Microsoft Copilot Masterclass, you get everything you need to become confident and capable using AI in your daily workflow:

  • Step-by-step video lessons with real-world examples
  • Downloadable resources and cheat sheets (value $70)
  • Prompt Dictionary (value $150)
  • Certificate of completion
  • A fast track to becoming the go-to person for Copilot in your team

Do I Need a Copilot License?

No, you don't! 80% of the course is designed so you can learn using the free version of Microsoft Copilot.

Microsoft currently offers a 30-day free trial of Copilot Pro if you want to try it out and follow along! (Subject to change)

I'm confident you are going to get great value out of this course even if you don't have the paid version of the tool.

What Our Students Say

"This fast-paced, lively and at times humorous course is a great introduction to improving your Copilot use. You get helpful cheat sheets. The Do's and Don'ts section is concise and instructive. I loved the section on providing effective prompts. My only complaint is I want even more."

Gráinne Duggan
Gráinne Duggan Certified Microsoft Excel Expert

Enrol Now

If you're ready to save time, work smarter, and stay ahead of the curve, the Microsoft Copilot Masterclass is your next step.

Let Copilot do the heavy lifting so you can focus on what matters most.

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  • Online Only : 12 months online access to the course(s)
  • Online + Download : 12 months online access to the course(s) + download the course videos to keep
  • GST : Prices are shown exclusive of GST for Australian customers.
Copilot Essentials

Online Access Only

USD $198Add to cart

USD $198Add to cart

USD $198Add to cart

  • Course Videos 2hrs 4mins
  • One Payment for 12 Months Access
  • Unlimited 24/7 access
  • Pause, rewind, replay
  • Download Workbooks and Practice Data
  • Certificate of Completion
  • Bonus Prompt Dictionary ($70 value)
  • Bonus 6 Quick Reference Cheat Sheets ($70 value)
  • 30 Day Money Back Guarantee

Bonus Prompt Dictionary - instant access to proven, high-performing prompts-so you can save time, boost productivity, and get better results from AI without starting from scratch every time.

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Guarantee

Guarantee

This course is delivered entirely online, simplifying every step of your learning journey. There's nothing physical to return if you find the course isn't for you. And no wasted time; if you already know a topic, you can skip ahead and keep momentum.

Here's our commitment:

Enroll now and immerse yourself - truly engage with up to 30% of the course content. Download the course documents, watch the videos, interact with me directly to ask your questions. Dive deep to extract as much value as possible.

Then, pause and reflect: was your investment in this course worthwhile?

If you're not wholeheartedly convinced with a YES, simply inform me within 30 days. I'll process your full refund promptly. This means you're risking absolutely nothing by giving this opportunity a shot.

Please Note

Videos become downloadable after the 30-day Money Back Guarantee period, allowing you online access until then.
Membership and access to the training materials are exclusive to the individual enrollee. Sharing logins with others is not permitted.
Downloaded videos are for the personal use of the registered member only and must not be transferred or shared with others.
Refund requests are honored provided that no more than 30% of the course content has been consumed. Access to all videos is logged.
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