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Learning Copilot Chat (Basic)

Learning Copilot Chat (Basic)

42mBeginner2026-06-17

Authors

David Fortin

David Fortin

Course details

Get productive fast with Copilot Chat (Basic). Learn how to confirm what license you have, keep your data safe, write stronger prompts, save and reuse prompts, personalize results with custom instructions, and pick the right response mode. Then, learn how to apply what you've learned to real-world work like emails, documents, spreadsheets, presentations, and PDFs.


Learning objectives
Apply structured prompting techniques in Copilot Chat to improve the accuracy, clarity, and usefulness of AI-generated responses.
Identify the strengths and limitations of Copilot Chat (Basic) and adjust your approach for different tasks.
Use Copilot Chat to increase productivity across common business workflows, including research, writing, and summarization.
Distinguish between web-grounded responses and user-provided context to get more relevant and reliable outputs.
Navigate the Copilot Chat interface and confidently initiate and manage effective conversations.

Concepts

Introduction

  • Explore Copilot Chat (Basic)
  • Identify your Copilot Chat license

Get Started with Copilot Chat

  • How to access Copilot Chat
  • Keep your data safe in Copilot Chat
  • Write effective prompts for better results
  • Personalize Copilot with custom instructions
  • Choose the right Copilot Chat response mode
  • Solution - Hands-on Copilot Chat

Copilot Chat in Real-World Scenarios

  • Copilot Chat in Outlook for better emails
  • Analyze data in Excel with Copilot Chat
  • Create Word documents with Copilot Chat
  • Prepare for a presentation with Copilot Chat
  • Compare two PDFs with Copilot Chat
  • Solution - Complete a daily task using Copilot Chat

Conclusion

  • Keep learning Copilot Chat and stay current on features

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