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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
5hTotal

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

One skill is free to watch — no signup needed. The other 5 premium skills unlock for your whole team with a CBT Nuggets plan.

Free skill preview

Explore AI and Its Different Types

Jonathan BarriosDuration: 53m11 videos

Watch this complete skill free — the same trainer, videos, and labs your team gets with a plan.

Watch free skill
  • Explore AI and Its Different TypesFree53m · 11 videos
  • Premium skill.Explore Prompt Engineering with Microsoft Copilot49m · 13 videos
  • Premium skill.Create Documents Instantly with Copilot & Word47m · 11 videos
  • Premium skill.Complete Presentations with Copilot & PowerPoint52m · 11 videos
  • Premium skill.Leverage AI Formulas and More with Copilot & Excel45m · 11 videos
  • Premium skill.Leverage Copilot with Create, Chat, Images & More53m · 11 videos
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Put this course to work for your team

Every plan includes this course plus the full library, virtual labs, and practice exams — or talk it through with sales.

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

Capabilities your team walks away with

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 video 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?
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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...

~6h

This course is included with every subscription

Unlock this one course, or get one learner — or your whole team — access to all 287 courses, virtual labs, and practice exams.

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One year of access to Microsoft Copilot

  • Every skill in this course
  • Its virtual labs and practice exam
  • Ask IT Trainerbot about it — free

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For IT teams

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Frequently Asked Questions

Who should take this Copilot course?

This course is designed for anyone who uses Microsoft Word, Excel, or PowerPoint and wants to save time with AI. If you write reports, build spreadsheets, or create presentations, Microsoft Copilot training helps automate repetitive tasks and improve quality. No technical background is needed, just curiosity and a desire to get more from tools you already use.

Does this course cover Copilot in both Excel and Word?

Yes. You’ll learn how to use Copilot in Excel for formulas, data analysis, and insights, as well as how to use Microsoft Word AI to draft, edit, and summarize text. The course also includes Microsoft Copilot for PowerPoint, showing you how to create polished, professional slides in minutes.

Is learning how to use Microsoft Copilot worth it?

Absolutely. Copilot is built directly into Microsoft 365 apps, which millions of professionals already use daily. Learning how to use Microsoft Copilot effectively means faster work, fewer mistakes, and better results. This training teaches you how to write the right prompts so Copilot becomes a productivity tool, not a frustration.

What’s the main difference between Microsoft Copilot vs ChatGPT?

ChatGPT is a standalone AI chatbot for general tasks, while Microsoft Copilot is built into Word, Excel, PowerPoint, and other 365 apps. Copilot works with your actual files (helping you create reports, analyze spreadsheets, or design presentations) without leaving the Microsoft Office environment.

What jobs can I get with Microsoft Copilot training?

This course won’t hand you a brand-new job on its own, but it will make you sharper in the one you already have. Roles like project manager, analyst, marketer, admin, or team lead can all benefit. Employers value professionals who are capable of producing the results that Microsoft Copilot can help you achieve in moments rather than days or weeks.

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