Microsoft 365 Copilot Quick Tips (2024)

1h 4mGeneral2024-05-22

Authors

Heather Severino

Globally recognized Trainer with over 23 years of experience

Course details

Did you know that Copilot for Microsoft 365 can help to speed up your workflow by allowing you to create, summarize, and analyze documents, messages, and data? These quick, bite-sized lessons from Microsoft Most Valuable Professional (MVP) for Microsoft 365 and Microsoft Certified Trainer (MCT) show how to leverage the most powerful Copilot features across each of the core Microsoft 365 apps. Learn how to save time in Teams meetings by summarizing meeting notes and pulling key points from a Teams meeting chat history. Speed up your communication in Outlook by summarizing long email conversations and drafting new emails with the help of AI. Analyze data more quickly and precisely in Excel through Copilot prompts. Along the way, Heather demonstrates how to transform text-heavy Word documents into engaging PowerPoint presentations in a matter of minutes. Each video is about one minute long, so you can jump in and gather helpful insights in practically no time.

Skills covered

Quick TipsMicrosoft CopilotPersonal Productivity SoftwareAI Productivity ToolsArtificial Intelligence for BusinessCloud ServicesCloud ComputingBusiness Analysis and StrategyBusiness Software and ToolsMicrosoft

Concepts

Introduction

Speed up your work with Microsoft 365 Copilot
Understanding Copilot

Copilot in Microsoft Teams

Interact with Copilot in a Teams meeting without recording it
Summarize Microsoft Teams meeting notes
Enable Copilot in Microsoft Teams chat
Pull key points from a Microsoft Teams chat message thread with Copilot

Copilot in Outlook

Draft a new Outlook email message or a message reply with Copilot
Get Copilot tone, clarity, and sentiment suggestions for an Outlook email draft
Summarize Outlook email conversations with Copilot

Copilot and Microsoft 365 Chat

Draft new content with Copilot and Microsoft 365 Chat
Find the latest content from a person with Copilot and Microsoft 365 Chat
View and manage recent chats in Microsoft 365 Chat
Enable the web content plugin for Microsoft 365 Chat
Get content from Copilot in the iOS app

Copilot in Excel

Analyze Excel worksheet table data with Copilot
Sort Excel table data with Copilot
Add a Formula column to an Excel worksheet table with Copilot
Apply conditional formatting to Excel worksheet table data with Copilot
Create an Excel worksheet chart from a table with Copilot
Summarize Excel worksheet data with Copilot

Copilot in PowerPoint

Transform a Word document in to a PowerPoint presentation with Copilot
Create a new PowerPoint presentation from scratch with Copilot
Create a PowerPoint presentation agenda slide with Copilot
Create an image in a PowerPoint presentation slide with Copilot
Get answers about a presentation's content with Copilot
Summarize a PowerPoint presentation with Copilot

Copilot in Word

Draft a Word document based on content available with Copilot
Summarize a Word document's content with Copilot
Ask Copilot to rewrite a Word document based on content available to you

Copilot in OneNote

Ask Copilot to find unanswered questions in a OneNote notebook
Summarize OneNote notes with Copilot
Ask Copilot to create a plan
Get ideas with Copilot in OneNote

Copilot in Microsoft Forms

Draft a new Microsoft Forms form with Copilot

Copilot in Microsoft Loop

Create Loop page content with Copilot
Revise Loop page content with Copilot

Copilot in Microsoft Whiteboard

Get Whiteboard content inspiration with Copilot
Categorize Whiteboard ideas with Copilot

Conclusion

Where to learn more about Copilot