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CBT Nuggets

AI Essentials with Microsoft Copilot

Microsoft Copilot is built into the tools you use every day: Excel, Word, and PowerPoint. But to get real value, you need to know how to guide it. This training shows you how to create documents instantly with Microsoft Word AI, analyze data and formulas in Excel, and design complete presentations in PowerPoint. You’ll also learn to use Copilot Chat for prompts and image generation, and avoid the common mistakes that waste time. With the right inputs, Copilot becomes an AI partner that helps you save hours, sharpen your work, and boost productivity across Microsoft 365.

Updated October 2025

6Skills
33Videos
4h 59mTotal
33 videos4h 59m

Who This Course Is For

This course is designed for professionals who rely on Word, Excel, or PowerPoint and want to streamline their work with AI. Project managers, analysts, admins, and marketers will especially benefit from practical Microsoft Copilot training that saves time and improves results.

Skills Your Team Will Gain

  • How to use Microsoft 365 Copilot effectively
  • Creating documents faster with Word and Copilot
  • Building presentations with Copilot in PowerPoint
  • Using Copilot formulas and AI analysis in Excel
  • Generating images and prompts with Copilot Chat
  • Writing better prompts for smarter AI results

Course Curriculum

  • Explore AI and Its Different TypesFree53m
  • Premium skill.Explore Prompt Engineering with Microsoft Copilot49m
  • Premium skill.Create Documents Instantly with Copilot & Word47m
  • Premium skill.Complete Presentations with Copilot & PowerPoint52m
  • Premium skill.Leverage AI Formulas and More with Copilot & Excel45m
  • Premium skill.Leverage Copilot with Create, Chat, Images & More53m

For IT leaders

What IT leaders need to know before assigning this course

Teams adopting Microsoft Copilot need a shared baseline before AI becomes part of everyday work. This beginner course gives IT Directors and Training Managers a practical way to standardize how staff use Copilot across common Microsoft workflows: understanding AI types, writing better prompts, and applying Copilot in Word, PowerPoint, Excel, chat, image creation, and other creation tools.

The time investment is realistic for broad rollout: about 5 hours per learner across six focused skill areas. It fits IT Practitioners, business power users, help desk teams supporting Microsoft 365 users, and Team Leads responsible for change management. For risk-conscious organizations, the value is consistency: teams learn repeatable prompting and appropriate AI use patterns instead of relying on ad hoc experimentation.

Training Managers can assign this course as part of an AI adoption playlist and use team progress reporting to track completion across departments.

Team Impact

How this training helps your team succeed

This training helps teams turn Microsoft Copilot from a novelty into a repeatable productivity tool for everyday work.

  • Standardize AI adoption: Teams build a common understanding of AI types and where Copilot fits in modern workplace workflows.
  • Improve prompt quality: Staff practice prompt engineering concepts that help Copilot return more useful drafts, summaries, formulas, and content.
  • Accelerate Microsoft 365 work: Teams learn how Copilot supports faster document creation in Word, presentation development in PowerPoint, and formula support in Excel.
  • Support broader content needs: Learners explore Copilot features for chat, creation, and images, giving departments a more consistent way to generate first drafts and visual assets.

After completion

Knowledge & ability your team will gain

Knowledge

  • Core AI concepts and the differences between major AI types
  • How Microsoft Copilot fits into common productivity workflows
  • Prompt engineering fundamentals for clearer, more useful AI responses
  • How Copilot supports Word, PowerPoint, and Excel tasks
  • How Copilot can assist with chat, content creation, and images

Ability

  • Write prompts that guide Copilot toward stronger outputs
  • Create first-draft documents with Copilot in Word
  • Build and refine presentations with Copilot in PowerPoint
  • Use Copilot to support formulas and spreadsheet work in Excel
  • Apply Copilot creation, chat, and image features to everyday team tasks

Readiness check

Confirm prerequisite knowledge before training begins

A short placement assessment on the CBT Nuggets assessments platform measures whether a learner already has the foundation this course assumes. IT Directors use it to put the right people in the right training — and any learner can take it right now to make sure they'll get full value from day one.

  • Questions generated from this course's own lesson transcripts — what gets measured is exactly what gets taught
  • Instant, per-learner results that show whether the prerequisite foundation is in place
  • Results roll up into team readiness reporting, so training hours go where they change outcomes

Runs on assessments.cbtnuggets.com — sign in with an Adept account so results roll up into team readiness reporting. Need one? Create an Adept account.

If gaps show up, start here

AI Productivity for Professionals

This entry-level AI productivity tools training course shows you how to make AI work for you. You’ll practice prompting ChatGPT, Copilot, Gemini and similar tools to summarize inboxes and research, turn meeting transcripts into task lists, and automa...

~5h 31m

This course is included with every subscription

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