Basics of Microsoft 365 Copilot: 8 Practical Features
Microsoft 365 Copilot: 8 Practical Features to Save Time and Work Smarter
You already have access to Microsoft 365 Copilot. Now learn how to get more out of the features you may not be using yet.
This 60-minute virtual workshop is for anyone who uses Microsoft 365 at work or through a personal subscription and wants to understand what Copilot can actually do beyond answering questions and drafting emails.
We’ll explore 8 practical Copilot features that can help you save time, reduce repetitive work, and build AI into the way you already work:
Good To Knows — essential setup checks to make sure Copilot can work with your files
Buttons & Shortcuts — quick ways to get more from Copilot without explaining everything from scratch
Custom Instructions — tell Copilot who you are, what you do, and how you want it to respond
Prompt Gallery — save prompts you use repeatedly so you can reuse them instead of starting over
Scheduled Prompts — have Copilot proactively deliver recurring updates, briefings, and follow-ups
Agents — delegate specific types of work to specialized AI assistants
Workbook Rules — give Excel files standing instructions that guide how Copilot works with your data
Customize Copilot in Excel — tailor Copilot to your role, responsibilities, and preferences
You’ll see practical examples of how Copilot can help you:
Identify in your Outlook who owes you a reply—and who is waiting on you
Create a morning briefing of priorities, deadlines, meetings, and updates
Prepare for meetings and standups
Analyze campaign and competitive research
Build reusable prompts for recurring work
No technical background or prior Copilot training is required.
You’ll leave with a clearer understanding of the Copilot features available to you and practical ideas you can start using immediately to save time and make your everyday work more efficient.
Small group. Hands-on.