• Full course
  • 6 lessons

Intro to Microsoft 365 Copilot

Learn how to use Microsoft 365 Copilot to find information, create and analyze content, improve workplace communication, and safely delegate tasks. This course covers Copilot products, prompting, grounding, agents, permissions, and responsible review practices.

Start this course free

7 days free, then a monthly or yearly plan. Cancel anytime.

Taught by Grant Harvey

Intro to Microsoft 365 Copilot, from The Neuron Academy

What you'll learn

  • Distinguish between Microsoft Copilot products, licenses, and capabilities.
  • Choose the right Copilot tool or surface for each workplace task.
  • Write effective prompts using relevant context, sources, constraints, and formats.
  • Use Copilot to find, create, summarize, and analyze workplace information.
  • Improve emails, meetings, and team collaboration with Copilot.
  • Build and use agents while applying permissions, approvals, and human oversight.

Curriculum

The shape of the course

One mark for every step, in the order you take them. 59 videos, downloadable notes and a certificate of completion.

  1. Understand the Copilot Product Family

    • 8 videos

    Understand the Copilot Product Family Microsoft uses Copilot as both a product name and a broader brand. This lesson helps you identify the experience in front of you before you depend on it for work.

    Show all 8 steps Hide the steps
    1. Understand the Copilot Product Family
    2. Microsoft Copilot
    3. Microsoft 365 Copilot Chat
    4. Microsoft 365 Copilot
    5. Work Grounding Is a Spectrum
    6. Compare the Three Experiences
    7. Permissions and Organizational Controls
    8. Choose the Product Before the Prompt
  2. Choose the Right Copilot Surface

    • 10 videos

    Choose the right Microsoft 365 Copilot surface for retrieval, synthesis, durable work, creation, native-app editing, or reusable specialization.

    Show all 10 steps Hide the steps
    1. Choose the Right Copilot Surface
    2. The Microsoft 365 Copilot Hub
    3. Search or Chat?
    4. Pages and Library
    5. Notebooks for Ongoing Projects
    6. Create and File-Building Tools
    7. Use Copilot Inside the Native App
    8. Agents for Reusable Specialization
    9. A Surface-Selection Framework
    10. Practice: Route Five Workplace Tasks
  3. Give Copilot Better Context and Instructions

    • 10 videos

    Build better Copilot requests by controlling the outcome, context, evidence, constraints, format, and review before you use the result.

    Show all 10 steps Hide the steps
    1. Give Copilot Better Context and Instructions
    2. What Grounding Means
    3. Choose the Smallest Useful Source Set
    4. The Six-Part Prompt Framework
    5. Turn a Vague Request into a Useful One
    6. Use Follow-Ups to Refine the Work
    7. Verify Before You Use the Result
    8. Control Sensitive Information and Permissions
    9. Practice: Plan One Copilot Task
    10. Context Before Cleverness
  4. Find, Create, and Analyze Work

    • 10 videos

    Find exact work items, create and edit artifacts, and use Researcher or Analyst while keeping sources and native-format review visible.

    Show all 10 steps Hide the steps
    1. Find, Create, and Analyze Work
    2. Find Exact Items with Search
    3. Catch Up with Chat and Preserve the Result
    4. Create Word, Excel, and PowerPoint Files from Chat
    5. Edit in Word, Excel, and PowerPoint
    6. Create Visual and Template-Driven Assets
    7. Use Researcher for Deep Investigation
    8. Use Analyst for Data Questions
    9. Choose the Workspace and the Tool Separately
    10. Practice: Produce and Review One Artifact
  5. Communicate and Collaborate with Copilot

    • 9 videos

    Use Copilot in Outlook and Teams to summarize, draft, schedule, meet, and follow up while preserving a clear source of truth for commitments.

    Show all 9 steps Hide the steps
    1. Communicate and Collaborate with Copilot
    2. Catch Up on Email Threads
    3. Draft Replies with Clear Boundaries
    4. Catch Up on Teams Chats & Channel
    5. Use Copilot During a Meeting
    6. Review Recap, Decisions, and Actions
    7. Schedule Recurring Information Requests
    8. Keep a Clear Source of Truth
    9. Practice: Build a Communication Routine
  6. Use Agents and Delegate Work Safely

    • 12 videos

    Choose, test, build, connect, and govern agents, then delegate multi-step work through Copilot Cowork with boundaries and approvals.

    Show all 12 steps Hide the steps
    1. An Intro to Agents
    2. Prompt, Agent, Cowork, or Governed Automation?
    3. Find and Inspect Existing Agents First
    4. Test Normal, Ambiguous, Sensitive, and Out-of-Scope Requests
    5. Build a Focused Agent
    6. Choose Agent Builder or Copilot Studio
    7. Connectors, Plugins, Skills, and MCP
    8. Delegate Multi-Step Work with Copilot Cowork
    9. Governance, Ownership, and Frontier
    10. Practice: Design a Governed Delegation
    11. Connectors Skills and Tools Explained
    12. A (Brief) Introduction to Workflows
  7. Downloadable

    Download the Lesson Notes for reusable prompts, authoritative links, and key points from the lesson.

    1. Download : Lesson Notes
  8. Certificate of Completion

    Congratulations! You just learned how to put Microsoft 365 Copilot to work with more confidence. Your new superpowers are finding the right information, writing better prompts, and safely delegating tasks to agents.

    1. Certificate of completion

Your instructor

Grant is the voice of The Neuron, the daily newsletter delivering no-hype insights on how AI is changing the world around us, and co-hosts The Neuron’s weekly podcast.

Questions about this course

How long is this course?

It's a full course of 6 lessons. Inside: 59 videos, downloadable notes and a certificate of completion.

Who teaches this course?

Grant Harvey. Grant is the voice of The Neuron, the daily newsletter delivering no-hype insights on how AI is changing the world around us, and co-hosts The Neuron’s weekly podcast.

Do I get a certificate?

Yes. Finish the course and you get a certificate of completion from The Neuron Academy.

Do I need to know how to code?

No. Like everything in the Academy, it needs no coding or technical background.

How do I get access?

This course is included in a The Neuron Academy membership. Start with a 7-day free trial, then choose a monthly or yearly plan. Cancel anytime. New lessons are added every week.

The Neuron Academy

Learn AI the way you read The Neuron: short, practical, no hype.

  • 73 courses and lessons, with new ones every week
  • Guided paths for 5 goals, from first prompt to first agent
  • A certificate for every course you finish
  • No coding or technical background required
Start your 7-day free trial

7 days free, then a monthly or yearly plan. Cancel anytime.

Intro to Microsoft 365 Copilot

The Neuron Logo

Don't fall behind on AI. Get the AI trends & tools you need to know. Join 700,000+ professionals from top companies like Microsoft, Apple, Salesforce and more.

Property of TechnologyAdvice. © 2026 TechnologyAdvice. All Rights Reserved

Advertiser Disclosure: Some of the products that appear on this site are from companies from which TechnologyAdvice receives compensation. This compensation may impact how and where products appear on this site including, for example, the order in which they appear. TechnologyAdvice does not include all companies or all types of products available in the marketplace.

Stay in the loop

Get notified when we publish new articles.