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⇱ Microsoft 365 Copilot AI: Office Automation & Workflows | Coursera

Microsoft 365 Copilot AI: Office Automation & Workflows

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Microsoft 365 Copilot AI: Office Automation & Workflows

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Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

3 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

3 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • • Integrate Copilot across Microsoft 365 apps

    • Automate tasks for smarter workflows

    • Apply AI-driven features to boost collaboration & efficiency

Details to know

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Add to your LinkedIn profile

Recently updated!

January 2026

Assessments

21 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Microsoft 365 Copilot: Boost Productivity & Build Agents Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 5 modules in this course

Boost productivity and streamline professional workflows with Microsoft Copilot.

This course helps you apply Copilot across Microsoft 365 apps including Word, Excel, PowerPoint, Outlook, OneDrive, Forms, and SharePoint to create, analyze, refine, and share business content faster and with greater clarity. Why This Course Matters: Modern work involves managing multiple files, drafting polished communications, analyzing budgets, and collaborating across teams. Microsoft Copilot helps reduce manual effort by summarizing information, refining tone, analyzing data, and generating structured content—so you can focus on decisions, not busywork. Career Impact: Professionals who can apply AI across documents, data, presentations, and email workflows are increasingly valued in business, operations, sales, and project-based roles. Copilot proficiency positions you as a productivity multiplier and a trusted problem-solver within your team. What You’ll Learn: • Create and refine documents, proposals, and FAQs in Word • Draft professional emails and optimize correspondence in Outlook • Build and enhance presentations in PowerPoint using AI • Analyze budgets, sort data, and visualize insights in Excel • Summarize, compare, and extract insights from multiple files in OneDrive • Create forms, site pages, and content in SharePoint with Copilot What Makes This Course Unique: ✔ Focuses on end-to-end, real-world office workflows ✔ Emphasizes cross-file analysis and business communication ✔ Covers Word, Excel, PowerPoint, Outlook, OneDrive, Forms, and SharePoint ✔ Short, focused experience (about 3 hours) with immediate application Who Should Take This Course: • Office professionals and knowledge workers using AI to drive productivity • Project managers, sales professionals, and team leads • Anyone using Microsoft 365 who wants to apply AI to real business tasks Enroll now to turn Microsoft Copilot into a practical, everyday advantage in your work.

Use Microsoft Copilot to create engaging forms that capture meaningful feedback and support data-driven decisions. In this module, you’ll learn how to design surveys efficiently, refine questions with AI guidance, and make your forms visually appealing. These skills help you communicate clearly, streamline your workflow, and make informed choices across professional projects and scenarios.

What's included

3 videos2 readings2 assignments

3 videos•Total 5 minutes
  • Create a Form With Copilot•2 minutes
  • Create a Form With a Featured Prompt from Copilot•2 minutes
  • Apply Suggestions to a Form With Copilot•1 minute
2 readings•Total 7 minutes
  • Course Introduction & Syllabus•5 minutes
  • Gather Information in Forms with Copilot•2 minutes
2 assignments•Total 6 minutes
  • Brain Boost 1•2 minutes
  • Activity: Create a Form with Copilot •4 minutes

Communicate with clarity and impact using Microsoft Copilot. In this module, you’ll learn how to craft polished documents in Word, generate professional emails in Outlook, and create compelling presentations in PowerPoint, all with AI-powered assistance. Discover how to tailor messages to your audience, refine tone and style, and streamline your workflow. By the end of this module, you’ll confidently leverage Copilot to make your professional communications more effective and engaging.

What's included

10 videos3 readings5 assignments

10 videos•Total 16 minutes
  • Create a Customer Profile in Word With Copilot •2 minutes
  • Create a Sales Proposal in Word With Copilot •2 minutes
  • Adjust the Tone of a Sales Proposal in Word With Copilot •1 minute
  • Reply to an Email With Copilot in Outlook Online•2 minutes
  • Create a Customer Profile in Outlook With Copilot•2 minutes
  • Improve a Sales Proposal With Copilot Coaching•2 minutes
  • Create a Sales Presentation in PowerPoint With Copilot•1 minute
  • Add Content to a Sales Presentation in PowerPoint With Copilot•1 minute
  • Create a Presentation With Copilot •2 minutes
  • Create a Contract Template in Word with Copilot•2 minutes
3 readings•Total 6 minutes
  • Create Audience Profiles for Effective Communication•2 minutes
  • Optimize Correspondence With Copilot in Outlook•2 minutes
  • Create Effective Presentations With Copilot in PowerPoint•2 minutes
5 assignments•Total 25 minutes
  • Brain Boost•3 minutes
  • Test Your Knowledge!•5 minutes
  • Activity: Create a Profile and Targeted Document with Copilot•5 minutes
  • Activity: Utilize Copilot in Outlook•6 minutes
  • Activity: Create and Edit a Presentation in PowerPoint With Copilot•6 minutes

Streamline your everyday office tasks with Microsoft Copilot. In this module, you’ll learn how to leverage AI to manage data, emails, and files more efficiently. Explore how Copilot in Excel helps you track budgets, sort and filter information, and visualize trends. See how Copilot in Outlook drafts, summarizes, and refines messages for clearer communication. Discover how Copilot in OneDrive can compare documents, summarize content, and create quick FAQs. By the end of this module, you’ll have practical skills to simplify workflows, reduce errors, and focus on the work that matters most.

What's included

11 videos3 readings7 assignments

11 videos•Total 15 minutes
  • Simplify Budgeting Using Copilot•2 minutes
  • Visualize Your Budget Using Copilot•1 minute
  • Sort and Filter Data With Copilot•1 minute
  • Highlight Data Using Copilot•1 minute
  • Create an Office Announcement with Copilot in Outlook Online•2 minutes
  • Use Copilot Coaching in Outlook Online•2 minutes
  • Summarize an Email With Copilot in Outlook Online •1 minute
  • Summarize a Channel Conversation Thread With Copilot •1 minute
  • Ask Copilot to Create an FAQ•1 minute
  • Compare Files with Copilot in OneDrive•2 minutes
  • Use Copilot to Track User Activity•2 minutes
3 readings•Total 5 minutes
  • Optimize Your Budget With Ease•2 minutes
  • Define the Details in Your Office Emails•1 minute
  • Clarify Information and Streamline Office Operations•2 minutes
7 assignments•Total 27 minutes
  • Brain Boost•2 minutes
  • Brain Boost•2 minutes
  • Brain Boost•2 minutes
  • Apply Your Knowledge•5 minutes
  • Activity: Budget Efficiently•6 minutes
  • Activity: Design and Detail Your Emails•5 minutes
  • Activity: Clarify Information With Copilot•5 minutes

Master your files in OneDrive with Microsoft Copilot and make file management effortless. Learn how to quickly summarize documents, generate FAQs, and extract actionable insights across multiple files, all with Copilot’s AI assistance. By the end of this module, you’ll streamline workflows, gain a clearer understanding of your content, and confidently share key information with colleagues, transforming the way you work in the cloud.

What's included

8 videos2 readings5 assignments

8 videos•Total 11 minutes
  • Use Copilot to Summarize a Document in OneDrive•1 minute
  • Use Copilot to Obtain Information About a Document in OneDrive•1 minute
  • Use Copilot to Create an FAQ From a Document in OneDrive•1 minute
  • Generate an Audio Overview With Copilot in OneDrive•2 minutes
  • View Suggested Steps in OneDrive With Copilot•1 minute
  • Obtain Insights on Multiple Files with Copilot in OneDrive•2 minutes
  • Use Copilot to Generate Insights from Your Meeting Recordings in OneDrive•2 minutes
  • Share a Document in OneDrive With a Summary Created by Copilot•1 minute
2 readings•Total 4 minutes
  • Gain an Understanding of Your Files•2 minutes
  • Analyze Multiple Files and Share Your Findings•2 minutes
5 assignments•Total 21 minutes
  • Brain Boost•2 minutes
  • Brain Boost•2 minutes
  • Apply Your Knowledge•5 minutes
  • Activity: Analyze Your Files and Create a Plan•5 minutes
  • Activity: Learn About Multiple Files and Share a Summary With Your Colleagues•7 minutes

Learn how to streamline content creation in SharePoint with Microsoft Copilot. In this module, you'll discover how to create and manage site pages and news posts efficiently, adjust tone, rewrite content, and keep your team informed—all with AI-assisted ease. Master Copilot to make your SharePoint content more engaging and impactful.

What's included

5 videos2 readings2 assignments

5 videos•Total 7 minutes
  • Create a SharePoint Site Page With Copilot•2 minutes
  • Rewrite Text in a Page With Copilot •1 minute
  • Adjust the Tone of Content in a Page •1 minute
  • Adjust the Tone of a News Post With Copilot•1 minute
  • Rewrite a News Post With Copilot •2 minutes
2 readings•Total 5 minutes
  • Add and Refine Content in SharePoint With Copilot•3 minutes
  • Congratulations!•2 minutes
2 assignments•Total 11 minutes
  • Apply Your Knowledge•5 minutes
  • Activity: Create a Site Page and Refine Its Content•6 minutes

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Knowledge Accelerators
25 Courses•426,108 learners

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