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Mastering Microsoft Copilot

AI for Word, Excel, PowerPoint, and Outlook

Created byDavid Trahairworkspace_premiumBest Instructor
BeginnerUpdated Mar 26, 2024

What You'll Learn

  • check_circleUnderstand the functionalities and distinctions of Microsoft Copilot and Copilot for Microsoft 365 apps
  • check_circleDiscover how to use Copilot in Word to effortlessly create documents and reports and condense lengthy documents into concise summaries all with a simple prompt
  • check_circleBecome proficient in utilizing Copilot within Excel to effortlessly generate intricate pivot tables and conduct in-depth data analysis
  • check_circleLearn how to use Copilot in PowerPoint to automatically generate slides based on an outline or a set of bullet points to clearly present financial data and analysis
  • check_circleBecome skilled in how Copilot in Outlook can streamline email sorting and prioritization and provide suggestions for composing emails and quick replies
  • check_circleFind out which is a better option for certain tasks Copilot or ChatGPT
  • check_circleSee detailed screencasts of Copilot in action in Word, Excel, PowerPoint and Outlook
  • check_circleOptimize your workflow with effective prompts for superior results

About This Course

Learn how to elevate your work life with Microsoft Copilot, a game-changer for efficiency and creativity.

In the rapidly evolving landscape of accounting and business technology, staying ahead is not just an option; it's a necessity. This on-demand course tailored exclusively for accountants, will revolutionize the way you interact with Microsoft 365 applications.

This course unveils the transformative power of Microsoft Copilot, enabling you to leverage artificial intelligence to enhance your productivity, creativity, and decision-making skills. 

Whether customizing Copilot to suit your unique needs, evaluating and improving content generation, or using it responsibly and ethically, this course covers it all.

You'll embark on an eye-opening journey to master effective prompts, creating, and editing documents within Microsoft 365 apps effortlessly. The curriculum is designed to provide a balanced view, highlighting both the strengths and limitations of Copilot, empowering you to make informed choices between Copilot and other AI tools like ChatGPT.

By the end of this course, you'll not only be adept at using Copilot as a reliable assistant for document-related tasks but also savvy in selecting the best AI tools for any given job. This course promises to change the way you work, turning everyday tasks into opportunities for growth and innovation.

Course Content

3 activities • 2 videos • duration: 2h 3m

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Section 11 videos • 45 min
  • videocamIntroduction
    Duration 45:12
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Copilot for Microsoft 3651 videos • 1.3 hours
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Final Assessment1 quiz

Your Instructor

David Trahair

Acclaimed Author and On-demand Course Developer

menu_book39 courses
star13,037 reviews

David Trahair, CPA, CA, is an author and eLearning developer who creates on-demand video courses for CPAs across Canada. His courses cover topics including personal finance, ethics, AI, and Microsoft Excel. David is also the author of six personal finance books, three of which are national bestsellers. Through his firm, he helps CPAs build practical skills through engaging, self-paced learning.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.7 out of 5
Student's Choice
193 reviews
  • DD
    Debbie D.
    starstarstarstarstar

    This seems a little "sales pitchy" in the beginning.

  • SY
    Shelley Y.
    starstarstarstarstar

    Thank you for this insight. I did wonder what the benefits of Copilot over other AI platforms might be.

  • KA
    Karen A.
    starstarstarstarstar

    Heavy going. Good content but I didn’t think the costing section at the beginning was necessary,

  • PG
    Paula G.
    starstarstarstarstar

    Great to understand the difference between Copilot and other AI options. Also helpful to understand the Copilot PRO subscription with MS365 and enhanced security and integration.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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