Navigating Microsoft 365 Copilot in Excel

Microsoft 365 Copilot is transforming how professionals interact with data and Excel is leading the way. Whether you're managing reports, analyzing trends, or simplifying workflows, Microsoft 365 Copilot in Excel empowers users to be faster, smarter, and more confident with data-driven decisions.

In this hands-on express course, you'll learn how to harness the full potential of Microsoft 365 Copilot in Excel. From cleaning and formatting data to writing effective prompts and performing advanced analysis, this session provides practical, step-by-step instruction. You’ll gain strategies for improving productivity and unlocking insights using AI, all without needing to be a tech expert.

Walk away with a deeper understanding of how Microsoft 365 Copilot works, what to expect from its outputs, and how to use it responsibly within your organization. It’s highly recommended that you have a Microsoft Copilot license for the optimal learning experience.

Who Should Attend

Managers, team leaders, and business professionals who work with Excel will benefit from learning how to integrate Microsoft 365 Copilot effectively regardless of technical background.

How Will You Benefit

1. Gain confidence using Microsoft 365 Copilot in Excel to stay ahead in a modern, tech-enabled workplace
2. Learn practical, hands-on skills you can immediately apply across business functions
3. Save time and increase efficiency by automating repetitive Excel tasks using natural language prompts
4. Learn prompt-writing best practices to maximize Microsoft 365 Copilot performance
5. Transform how you work with data by leveraging Microsoft 365 Copilot to clean, format, and explore insights effortlessly

What You Will Cover

• Introduction to Microsoft 365 Copilot in Excel: What it is, what it’s not, and the differences between Copilot and Microsoft 365 Copilot
• Getting started with Microsoft 365 Copilot in Excel, including navigating the interface and accessing Copilot features
• Overview of Copilot capabilities: Writing formulas, generating summaries, formatting
• Prompt writing fundamentals: How to give clear, effective instructions
• Hands-on practice: Data cleanup, dashboard creation, and aggregation using Microsoft 365 Copilot
• Troubleshooting: Understanding Copilot limitations and how to guide it
• Preparing your organization: Best practices for responsible use
• Enhance your decision-making with faster data analysis, summaries, and visualizations

Learning Objectives

• Differentiate between Copilot Chat and Microsoft 365 Copilot and understand how Microsoft 365 Copilot works in Excel
• Navigate and activate Microsoft 365 Copilot features within Excel to enhance productivity and streamline workflows
• Develop and refine Microsoft 365 Copilot prompts to format, clean, summarize, and analyze Excel data using natural language
• Apply Microsoft 365 Copilot tools to business scenarios across departments
• Recognize Microsoft 365 Copilot’s capabilities and limitations to use it effectively, confidently, and responsibly in the workplace