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Microsoft 365 Copilot: Outlook, Teams, Edge, Forms and More

Use AI to summarize, research, plan, and communicate faster across Outlook, Teams, Edge, Forms, and OneNote.

Created bySimon Sez ITworkspace_premiumBest Instructor
BeginnerUpdated Feb 11, 2026

What You'll Learn

  • check_circleDistinguish between Copilot Chat and In-App features.
  • check_circleDraft emails and summarize threads in Microsoft Outlook.
  • check_circleGenerate meeting recaps and action items in Teams.
  • check_circleAnalyze images and summarize web content in Edge.
  • check_circleCreate surveys in Forms and study guides in OneNote.
  • check_circleApply best practices for writing effective AI prompts.

About This Course

Copilot for Microsoft 365: Outlook, Teams, Edge, Forms, and OneNote introduces you to Microsoft Copilot and shows how AI support fits into everyday work across key Microsoft apps. In the first part, you see where Copilot appears, how access works, and why it matters for faster, clearer, and more confident work.

This beginner-friendly course focuses on practical use. You will learn how to write clear prompts and apply Copilot to real tasks in Outlook, Teams, Edge, Forms, and OneNote. You will practice summarizing long email threads, drafting replies, and creating meeting recaps with action items.

In Teams, you will learn how to use AI to help capture decisions and plan follow-ups. In Edge, you’ll see how to research topics, compare products, and analyze images using the sidebar and Vision features. You will also learn to generate survey questions in Forms and turn long notes in OneNote into clean study guides or meeting outlines.

By the end, you can see how to save time, reduce manual effort, and improve clarity in daily communication with Copilot, and gain confidence using Copilot Chat and in-app tools. You’ll also leave with prompt best practices and trusted resources to keep building skills after the session.

In this course, you will be able to:

  • Identify where Copilot appears across Microsoft 365 and Edge.
  • Write clear prompts for summaries, planning, and brainstorming.
  • Summarize long email threads and draft effective replies.
  • Generate meeting recaps, decisions, and action items in Teams.
  • Research topics and compare options using Copilot in Edge.
  • Create survey questions and analyze responses in Forms.
  • Turn long OneNote pages into concise outlines or study guides.

Course Content

6 activities • 25 videos • duration: 1h 15m

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Introduction3 videos • 1 quiz • 6 min
  • videocamWelcome & Agenda
    Duration 2:37
  • videocamOverview of the Microsoft Copilot Ecosystem
    Duration 2:29
  • videocamValue of AI Assistance in Daily Workflows
    Duration 0:53
  • quizReview Questions #1
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Copilot Chat (For users without M365 Copilot license)4 videos • 1 quiz • 10 min
add
Copilot in Outlook and Teams6 videos • 1 quiz • 22 min
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Copilot in Edge ( with Vision)4 videos • 1 quiz • 14 min
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Copilot in Forms & OneNote5 videos • 1 quiz • 15 min
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Conclusion3 videos • 7 min

Your Instructor

Simon Sez IT

Since 2008, we've taught 2 million learners in over 190 countries, with 200+ courses

menu_book151 courses
star9,307 reviews

Since its formation in 2008, Simon Sez IT has been educating learners with one goal in mind: to make business and technical software simple to learn. The company extensive library of over 10,000 videos across more than 200 courses delivers comprehensive training for the most popular software applications used by professionals worldwide. Courses include training in everyday IT applications, from Microsoft suite of office productivity tools to more niche applications such as QuickBooks, Power BI and many more. Aimed at every level of proficiency, Simon Sez IT courses are designed to give learners the ability to quickly evolve from beginner to advanced, or to drop in at their relevant level and acquire new skills to continue in their development path. Simon Sez IT subject matter experts bring knowledge and practical insights to video-based courses and practice exercises – all designed to help learners immediately apply new knowledge and master learning goals. More than two million learners have relied on Simon Sez IT for its quality and engaging coursework. Student feedback is consistently ranked among the best in the industry, with particular emphasis on the quality, detail and delivery of the course materials. Many indicate that upon completion of a course, they are more confident and proficient in their area of study, and their skills have helped them progress in their careers.

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

4.8 out of 5
Student's Choice
30 reviews
  • RZ
    Robert Z.
    starstarstarstarstar

    I thought this was a decent explainer showing how Copilot can be used in Outlook, Teams, and Edge. However, I'm not sure how helpful it would be for scheduling meetings.

  • YL
    Yu Guo L.
    starstarstarstarstar

    Good match

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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