Copilot for Outlook, OneNote, Teams, Forms

Who should attend

This course is ideal for anyone looking to maximize their productivity and efficiency by harnessing the power of Microsoft's Copilot in Outlook, OneNote, Teams, and Forms.

Participants of this course must have the Copilot program installed before attending. This is essential for full participation and benefit from the training.

Team Pass by Learnit

Copilot for Outlook, OneNote, Teams, Forms

From $0
Two, 2-hour Modules (9am - 11:30am PT)

In this course, you'll learn how to enhance your productivity using Microsoft's Copilot across Outlook, OneNote, Teams, and Forms. Discover how to manage emails and calendars efficiently in Outlook, take and organize notes seamlessly in OneNote, streamline communication and teamwork in Teams, and create and manage forms quickly in Forms. By leveraging Copilot's advanced AI capabilities, you'll be equipped to work smarter and achieve more across these essential Microsoft tools.

Course ID
COPILOnImV
Upcoming LIVE ONLINE public classes
No Upcoming public classes
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June 17 & June 18, 2021
9:00am-11:30am
June 17 & June 18, 2021
9:00am-11:30am
June 17 & June 18, 2021
9:00am-11:30am
June 17 & June 18, 2021
9:00am-11:30am
June 17, 2021
9:00am-11:30am
June 17, 2021
9:00am-11:30am
June 17, 2021
9:00am-11:30am
June 17, 2021
9:00am-11:30am
June 17, 2021
9:00am-11:30am

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Course Outline

Copilot for Outlook

Intro to Copilot in Outlook

  • How to activate Copilot if you have access
  • Accessing Copilot in Outlook 

Introducing yourself to Copilot 

  • Quick tips for orienting Copilot to your work style
  • Ways to provide feedback to Copilot as you work together

Drafting Emails / Coaching

  • Having Copilot draft Emails for you
  • Accepting recommendations from Copilot

Calendar Management

  • Asking Copilot to schedule meetings
  • Generating calendar invites and meeting prep

Accuracy limitations

  • Copilot may make incorrect suggestions at times
  • Importance of verifying Copilot's work 

Over-reliance

  • Dangers of becoming over-dependent on Copilot
  • Maintaining your own Outlook skills and knowledge

Copilot for OneNote

Intro to Copilot in OneNote

  • How to activate Copilot if you have access
  • Accessing Copilot in OneNote

Introducing yourself to Copilot 

  • Quick tips for orienting Copilot to your work style
  • Ways to provide feedback to Copilot as you work together

Note Taking/ Organization

  • Having Copilot suggest topics and headers as you type
  • Accepting/modifying Copilot's suggested notes
  • Asking Copilot to summarize and reorganize notes
  • Generating tables of contents and indexes

Embedding

  • Inserting images, links, files into notes with Copilot
  • Automating repetitive embedding tasks 

Accuracy limitations

  • Copilot may make incorrect suggestions at times
  • Importance of verifying Copilot's work 

Over-reliance

  • Dangers of becoming over-dependent on Copilot
  • Maintaining your own OneNote skills and knowledge

Copilot for Teams

Intro to Copilot in OneNote

  • How to activate Copilot if you have access
  • Accessing Copilot in Teams 

Introducing yourself to Copilot 

  • Quick tips for orienting Copilot to your work style
  • Ways to provide feedback to Copilot as you work together 

Communication/ Task Management

  • Having Copilot suggest responses to messages
  • Customizing Copilot's tone when interacting with others
  • Assigning tasks and due dates through Copilot
  • Tracking task progress and status

Document Creation

  • Generating documents like lists, notes, templates
  • Formatting documents consistently

Accuracy limitations

  • Copilot may make incorrect suggestions at times
  • Importance of verifying Copilot's work 

Over-reliance

  • Dangers of becoming over-dependent on Copilot
  • Maintaining your own Teams skills and knowledge

Copilot for Forms

Intro to Copilot in Forms

  • How to activate Copilot if you have access
  • Accessing Copilot in MS Forms

Introducing yourself to Copilot 

  • Quick tips for orienting Copilot to your work style
  • Ways to provide feedback to Copilot as you work together

Form & Question Creation

  • Having Copilot draft forms for you
  • Asking Copilot to suggest questions

Form Design

  • Letting Forms Copilot suggest layouts and themes
  • Customizing Forms Copilot’s designs

Accuracy limitations

  • Copilot may make incorrect suggestions at times
  • Importance of verifying Copilot's work

Over-reliance

  • Dangers of becoming over-dependent on Copilot
  • Maintaining your own Forms skills and knowledge


Skills covered

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Copilot for Outlook, OneNote, Teams, Forms

Reviews

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