This session builds on the fundamentals of Microsoft Copilot and focuses on how to use Copilot directly within the Microsoft 365 applications people rely on every day. Participants will learn how Copilot can assist with drafting communications, summarizing conversations, creating documents, analyzing data, and building presentations — all from within the tools they already use.
Through practical demonstrations and real-world examples, attendees will see how Copilot can streamline everyday tasks in Outlook, Teams, Word, Excel, PowerPoint, Forms, and OneNote. The session also highlights best practices for working with Copilot inside Office apps so users can save time, improve the quality of their work, and make more informed decisions.
What You’ll Learn in This Session
Introduction to Copilot Across Office Apps
- Overview of how Copilot integrates into Outlook, Word, Excel, PowerPoint, OneNote, and Forms
- Understanding how Copilot works across applications using shared Microsoft 365 data
- Navigating Copilot features inside Office applications
Copilot in Outlook
- Drafting emails using natural language prompts
- Summarizing long email threads into concise key points
- Generating replies and adjusting tone or structure
- Scheduling meetings and creating follow-up messages
Copilot in Microsoft Teams
- Using Copilot inside chats and channels
- Summarizing discussions and extracting action items
- Drafting messages and responses within conversations
- Searching Teams conversations and files using Copilot
Copilot in Word
- Drafting documents from prompts or referenced files
- Summarizing and rewriting existing documents
- Creating tables of contents and structured sections automatically
- Comparing documents and generating structured content
Copilot in PowerPoint
- Creating presentations directly from documents or prompts
- Generating slides, outlines, and executive summaries
- Adding speaker notes automatically
- Refining slide content and improving presentation flow
Copilot in Excel
- Analyzing data and identifying anomalies
- Generating charts and visual summaries from datasets
- Using Copilot prompts to identify trends and insights
- Working with tables and structured data for analysis
Copilot in Forms
- Creating surveys and quizzes from prompts
- Automatically generating training feedback forms
- Adding or refining survey questions with AI assistance
- Reviewing response summaries and feedback insights
Copilot in OneNote
- Cleaning up meeting notes and organizing information
- Generating summaries and action lists from notes
- Linking related files, chats, and emails automatically
- Using Copilot to structure project planning notes
Best Practices for Using Copilot in Office Apps
- Writing strong prompts for better AI responses
- Understanding when to use Copilot vs manual editing
- Creating repeatable workflows with Copilot assistance
- Building habits that improve productivity across Microsoft 365
