Microsoft 365 & Office

Copilot Mastery

The complete Copilot certification path for administrative professionals — 13 modules from the AI-powered professional to building agents, plus a final exam.

96 lessons13 modulesFinal exam includedFree with account

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Course curriculum

The AI-Powered Administrative Professional

8 lessons

1The AI-Powered Administrative Professional 2Practice Lab: The AI-Powered Admin Professional(Bonus)3How I Work Today — AI Readiness Assessment 4Choose the Right Copilot 5Where Copilot Appears Across Microsoft 365 6Your Copilot Access Audit 7Copilot Mastery Workbook(Bonus)8Copilot Skills Assessment(Bonus)

Copilot, Information & Safety

6 lessons

1How Copilot Uses Your Microsoft 365 Information 2Permissions, Access, and Organizational Data 3Protecting Confidential Executive Information 4Hallucinations, Errors, and Verification 5What Information Should Never Be Entered 6Human Review and Administrative Accountability

Prompt Engineering — The CREATE Method

2 lessons

1Prompt Engineering — The CREATE Method 2CREATE Prompt Engineering Lab(Bonus)

Copilot for Email & Communication

5 lessons

1Summarizing Long Email Threads 2Drafting Professional Executive Communications 3Adjusting Tone, Length, and Urgency 4Identifying Decisions, Deadlines, and Action Items 5Creating Daily and Weekly Inbox Summaries

Calendar Management

8 lessons

1Reviewing an Executive's Calendar Strategically 2Identifying Conflicts, Gaps & Preparation Time 3Analyzing Recurring Meetings 4Protecting Focus Time & Executive Priorities 5Meetings to Shorten or Delegate 6Creating Daily & Weekly Calendar Briefings 7Preparing for High-Stakes Meetings 8Working Safely With Delegate Access

Copilot in Microsoft Teams

8 lessons

1Summarizing Meetings and Conversations 2Identifying Decisions and Action Items 3Catching Up on Missed Meetings 4Creating Follow-Up Plans 5Drafting Meeting Recaps 6Searching for Information Across Teams 7Preparing for the Next Meeting 8Using Copilot When Transcripts Are Unavailable

Copilot in Microsoft Word

8 lessons

1Drafting Executive-Ready Documents 2Turning Notes Into Structured Reports 3Summarizing Lengthy Documents 4Rewriting for Tone, Clarity, and Audience 5Creating SOPs and Process Documentation 6Comparing Documents and Identifying Changes 7Creating Templates, Checklists, and FAQs 8Turning Meeting Notes Into Decision Memos

Copilot in Excel

9 lessons

1Preparing Data for Copilot 2Understanding Tables, Headers, and Data Structure 3Creating and Explaining Formulas 4Cleaning and Organizing Data 5Summarizing Trends and Patterns 6Creating Charts and Dashboards 7Analyzing Budgets and Expenses 8Tracking Projects, Events, and Administrative Work 9Verifying Copilot's Calculations

Copilot & PowerPoint

9 lessons

1Creating Presentations From Prompts 2Building Slides From Word Documents 3Turning Reports Into Executive Presentations 4Improving Slide Structure and Storytelling 5Summarizing Presentations 6Creating Speaker Notes and Talking Points 7Revising Presentations for Different Audiences 8Applying Organizational Templates and Branding 9Reviewing Every Slide for Accuracy

Executive Briefings With Copilot

7 lessons

1What Belongs in an Executive Brief 2Daily vs. Weekly Executive Briefings 3Combining Calendar, Email, Meetings, and Priorities 4Separating Facts, Recommendations, and Risks 5Highlighting Decisions Requiring Executive Attention 6Creating a Consistent Executive Briefing Format 7Verifying Dates, Owners, and Deadlines

Copilot for Travel, Events & Projects

8 lessons

1Researching and Comparing Travel Options 2Creating Executive Itineraries 3Applying Travel Preferences and Policies 4Building Travel Checklists and Contingency Plans 5Preparing Meetings and Events 6Creating Project Plans and Timelines 7Tracking Budgets, Vendors, and Deliverables 8Identifying Risks and Missing Information

Building Copilot Workflows

7 lessons

1Moving From Individual Prompts to Repeatable Systems 2Identifying High-Value Administrative Workflows 3Connecting Outlook, Teams, Word, Excel, and PowerPoint 4Creating Standard Inputs and Outputs 5Adding Human Review and Approval Steps 6Documenting the Workflow 7Measuring Time Saved and Results

Copilot Studio & Agents

10 lessons

1Understanding Copilot Agents 2When to Use an Agent Instead of a Prompt 3Defining an Agent's Purpose and Scope 4Writing Agent Instructions 5Adding Trusted Knowledge Sources 6Creating Topics and Actions 7Testing Responses and Edge Cases 8Adding Approvals and Human Oversight 9Publishing and Maintaining an Agent 10Bonus: Advanced Agent Blueprints for Admins(Bonus)