Microsoft Copilot Zero to Hero: From AI Basics to Expert Workflows, Agents, and Automation

Copilot Foundations

Understand Copilot Chat, Microsoft 365 Copilot, work data, web data, and feature availability.

Office Workflows

Use Copilot in Word, Excel, PowerPoint, Outlook, Teams, OneNote, OneDrive, and SharePoint.

Agents And Automation

Plan Agent Builder agents, Copilot Studio agents, and human-in-the-loop automation workflows.

Governance And Adoption

Build safe rollout, readiness, ROI, and capstone plans without overpromising.

Module 00: Course Orientation and Setup

6 lessons

1. Welcome to Microsoft Copilot Zero to Hero
2. What You Need Before You Start
3. Microsoft Account vs Work/School Account vs Microsoft 365 Copilot License
4. How to Check Which Copilot Features You Have
5. How to Use This Course Without Getting Overwhelmed
6. Your First Copilot Safety Checklist

Module 01: What Microsoft Copilot Is

6 lessons

1. What Is Microsoft Copilot?
2. Copilot Chat vs Microsoft 365 Copilot
3. Copilot vs ChatGPT vs Gemini vs Claude
4. What Copilot Can and Cannot Do
5. How Copilot Uses Context
6. The Copilot Ecosystem Map

Module 02: AI and Prompting Foundations

6 lessons

1. What a Prompt Is
2. The Four-Part Prompt Formula: Goal, Context, Expectations, Source
3. How to Give Copilot Better Context
4. How to Ask for Format, Tone, and Length
5. How to Iterate Instead of Starting Over
6. Your First 25 Useful Copilot Prompts

Module 03: Advanced Prompting

6 lessons

1. Prompt Patterns for Real Work
2. How to Create Reusable Prompt Templates
3. How to Make Copilot Ask You Clarifying Questions
4. How to Verify Copilot’s Answers
5. How to Build a Personal Prompt Library
6. Advanced Prompting Challenge

Module 04: Microsoft 365 Copilot Chat

6 lessons

1. Getting Started with Copilot Chat
2. Web Data vs Work Data vs Uploaded Files
3. How to Ask Copilot Chat for Useful Answers
4. How to Create Content with Copilot Chat
5. How to Catch Up on Work with Copilot Chat
6. Copilot Chat Workflows You Can Use Every Day

Module 05: Copilot in Word

6 lessons

1. Getting Started with Copilot in Word
2. Drafting Documents from Scratch
3. Rewriting, Editing, and Changing Tone
4. Summarizing Long Documents
5. Turning Notes into Reports, Proposals, and SOPs
6. Word Capstone: Build a Professional Business Document

Module 06: Copilot in PowerPoint

6 lessons

1. Getting Started with Copilot in PowerPoint
2. Creating a Presentation from an Idea
3. Creating a Presentation from a Document
4. Improving Slide Structure, Flow, and Clarity
5. Speaker Notes, Storytelling, and Presentation Prep
6. PowerPoint Capstone: Create a Complete Business Deck

Module 07: Copilot in Excel Foundations

6 lessons

1. Getting Started with Copilot in Excel
2. How to Prepare Data So Copilot Can Understand It
3. Asking Questions About a Spreadsheet
4. Creating and Explaining Formulas
5. Sorting, Filtering, Highlighting, and Cleaning Data
6. Excel Foundations Capstone: Clean and Explain a Dataset

Module 08: Copilot in Excel Advanced + Analyst

6 lessons

1. From Spreadsheet Questions to Analysis Plans
2. Finding Trends, Outliers, and Patterns
3. Scenario Analysis and Forecasting Prompts
4. Building PivotTables, Charts, and Dashboards with Copilot Help
5. Getting Started with Analyst
6. Excel Advanced Capstone: Create an Executive Analysis Report

Module 09: Copilot in Outlook

6 lessons

1. Getting Started with Copilot in Outlook
2. Summarizing Long Email Threads
3. Drafting Better Emails Faster
4. Tone, Clarity, and Executive Communication
5. Meeting Prep and Follow-Up Workflows
6. Outlook Capstone: Build an Email Productivity System

Module 10: Copilot in Teams

6 lessons

1. Getting Started with Copilot in Teams
2. Catching Up on Chats and Channels
3. Using Copilot During Meetings
4. Using Copilot After Meetings
5. Action Items, Decisions, Risks, and Follow-Ups
6. Teams Capstone: Run a Copilot-Powered Meeting Workflow

Module 11: OneNote, Loop, and Copilot Notebooks

6 lessons

1. Copilot for Notes and Knowledge Work
2. Getting Started with Copilot in OneNote
3. Getting Started with Copilot Notebooks
4. Adding References, Files, Links, and Chats
5. Using Notebooks for Projects, Research, and Planning
6. Notebook Capstone: Build a Project Brain

Module 12: OneDrive, SharePoint, Files, and Work Data

6 lessons

1. Why Files and Permissions Matter
2. OneDrive Basics for Copilot Users
3. SharePoint Basics for Copilot Users
4. How to Reference Files in Prompts
5. How to Organize Work Data for Better Copilot Answers
6. Work Data Capstone: Build a Copilot-Ready Project Folder

Module 13: Researcher, Analyst, and Microsoft-Built Agents

6 lessons

1. What Are Microsoft 365 Copilot Agents?
2. When to Use Chat vs an Agent
3. Getting Started with Researcher
4. Getting Started with Analyst
5. Word, Excel, PowerPoint, and Other Microsoft-Built Agents
6. Agent Capstone: Choose the Right Agent for the Job

Module 14: Agent Builder

6 lessons

1. What an Agent Is in Plain English
2. Good Agent Ideas vs Bad Agent Ideas
3. Building Your First Agent
4. Writing Better Agent Instructions
5. Adding Knowledge and Testing Responses
6. Agent Builder Capstone: Build a Team Helper Agent

Module 15: Copilot Studio Fundamentals

6 lessons

1. What Is Microsoft Copilot Studio?
2. Copilot Studio vs Agent Builder
3. Creating Your First Copilot Studio Agent
4. Topics, Knowledge, and Generative Answers
5. Testing and Improving Your Agent
6. Copilot Studio Capstone: Build an FAQ Agent

Module 16: Advanced Copilot Studio

6 lessons

1. Designing Agent Conversations
2. Knowledge Sources and Grounded Answers
3. Actions, Connectors, and External Systems
4. Authentication, Permissions, and Safe Access
5. Testing, Analytics, and Improvement Loops
6. Advanced Copilot Studio Capstone: Build a Business Workflow Agent

Module 17: Copilot + Power Automate Workflows

6 lessons

1. Automation Basics for Copilot Users
2. When to Use Copilot vs Power Automate
3. Building a Simple Approval Workflow
4. Turning Emails, Forms, and Files into Actions
5. Human-in-the-Loop Automation Safety
6. Automation Capstone: Build a Copilot-Assisted Business Process

Module 18: Business Playbooks

6 lessons

1. Copilot for Marketers
2. Copilot for Sales Teams
3. Copilot for Founders and Executives
4. Copilot for Operations and Project Management
5. Copilot for HR, Finance, and Admin Work
6. Business Playbook Capstone: Build Your Personal Copilot Workflow System

Module 19: Admin, Security, Privacy, and Governance

6 lessons

1. Copilot Security and Privacy in Plain English
2. Licenses, Access, and Admin Controls
3. Data Permissions, SharePoint, OneDrive, and Oversharing
4. Microsoft Purview, Sensitivity, and Compliance Basics
5. Safe Agent Governance
6. Governance Capstone: Create a Copilot Readiness Checklist

Module 20: Adoption, ROI, Capstones, and Expert Certification

6 lessons

1. How to Build a Personal Copilot Operating System
2. How to Roll Out Copilot to a Team
3. How to Measure Copilot Productivity and ROI
4. How to Run a Copilot Prompt-a-thon or Training Session
5. Final Capstone Project Options
6. Final Exam and Microsoft Copilot Zero to Hero Completion Checklist