AI

Practical course

Microsoft Copilot for Office Work

Use Copilot-style workflows for documents, email, spreadsheets, presentations, meetings, and internal knowledge with permission awareness.

Learning outcome

Use Copilot-style workflows for documents, email, spreadsheets, presentations, meetings, and internal knowledge with permission awareness.

Course project

Build a Microsoft 365 AI workflow kit for email, meeting recap, Excel analysis, Word rewrite, and PowerPoint outline.

Safety rule

Do not paste passwords, payment data, private IDs, customer records, or illegal requests into AI tools.

Course syllabus

Learn, do, quiz, and save proof.

Module 1

Microsoft 365 workflows

1Outlook, Word, and TeamsDraft replies, rewrite documents, summarize discussions, and prepare follow-up actions.Start lab

1. Learn

This lesson teaches one practical AI habit: Draft replies, rewrite documents, summarize discussions, and prepare follow-up actions. You will apply it to a real document, email, slide, meeting note, or workspace task, compare the AI output with the goal, then save a reusable version only after review.

  1. 1Open Microsoft Copilot or the closest approved tool for this task family.
  2. 2Paste the lab prompt, replace the bracketed parts with a real document, email, slide, meeting note, or workspace task, and answer any clarifying questions.
  3. 3Review the output for facts, missing context, privacy, risky claims, and whether it solves the original task.
  4. 4Improve one weak part, then save the prompt, final output, and review note as course evidence.

2. Study the example

Example: use Microsoft Copilot to complete this task: Turn meeting notes into a recap, action list, and follow-up email. A strong result names the goal, gives enough context, asks for a specific format, marks assumptions, and includes a human review step before use.

Job seeker use

Use this skill to build safer job-search assets: tailored resumes, LinkedIn summaries, networking messages, company research notes, ethical interview preparation, and application tracking templates.

Student use

Use this skill for study plans, summaries, practice quizzes, class notes, project outlines, and revision checklists without submitting AI work as your own when your school rules prohibit it.

3. Proof to save

Meeting and email workflow.

Copy-ready lab prompt

You are helping me complete a practical AI-for-work task.

Task: [describe your real task]
Goal: Draft replies, rewrite documents, summarize discussions, and prepare follow-up actions.
Tool I may use: Microsoft Copilot, Word, Excel, PowerPoint, Outlook, Teams
Audience: [who will read or use the output]
Constraints: keep it accurate, private-data safe, and easy to review.

First ask up to 3 clarifying questions if needed. Then create the output in a clear structure. End with assumptions, risk checks, and a final checklist before I use the result.

Tools to try

Microsoft CopilotWordExcelPowerPointOutlookTeams

4. Quick quiz and checklist

Identify permission and confidentiality risks in workplace AI use.

  • Does the prompt include goal, context, audience, and output format?
  • Did you remove private, sensitive, payment, legal, medical, or account data?
  • Did you check facts, numbers, claims, tone, and missing assumptions?
  • Did you save the final prompt, output, and review notes as proof?

Common mistakes

  • Asking a one-line prompt with no audience, source, format, or success criteria.
  • Pasting private customer, payment, account, legal, medical, or employer-confidential information.
  • Using the AI answer without checking facts, numbers, tone, assumptions, and missing steps.

Passing answer key

A passing answer explains which tool you chose, why it fits the task, what context you gave it, how you checked the output, and what you changed before saving the final document, email, slide, meeting note, or workspace task.

Rubric

  • Clear task and audience: 25%
  • Useful prompt structure and tool choice: 25%
  • Human review, privacy, and safety checks: 25%
  • Reusable saved template or work sample: 25%
2Excel and PowerPointUse AI to explain spreadsheet data and build clear presentation outlines from source material.Start lab

1. Learn

This lesson teaches one practical AI habit: Use AI to explain spreadsheet data and build clear presentation outlines from source material. You will apply it to a real document, email, slide, meeting note, or workspace task, compare the AI output with the goal, then save a reusable version only after review.

  1. 1Open Microsoft Copilot or the closest approved tool for this task family.
  2. 2Paste the lab prompt, replace the bracketed parts with a real document, email, slide, meeting note, or workspace task, and answer any clarifying questions.
  3. 3Review the output for facts, missing context, privacy, risky claims, and whether it solves the original task.
  4. 4Improve one weak part, then save the prompt, final output, and review note as course evidence.

2. Study the example

Example: use Microsoft Copilot to complete this task: Create a data summary and a five-slide presentation plan from a sample table. A strong result names the goal, gives enough context, asks for a specific format, marks assumptions, and includes a human review step before use.

Job seeker use

Use this skill to build safer job-search assets: tailored resumes, LinkedIn summaries, networking messages, company research notes, ethical interview preparation, and application tracking templates.

Student use

Use this skill for study plans, summaries, practice quizzes, class notes, project outlines, and revision checklists without submitting AI work as your own when your school rules prohibit it.

3. Proof to save

Excel-to-slide workflow.

Copy-ready lab prompt

You are helping me complete a practical AI-for-work task.

Task: [describe your real task]
Goal: Use AI to explain spreadsheet data and build clear presentation outlines from source material.
Tool I may use: Microsoft Copilot, Word, Excel, PowerPoint, Outlook, Teams
Audience: [who will read or use the output]
Constraints: keep it accurate, private-data safe, and easy to review.

First ask up to 3 clarifying questions if needed. Then create the output in a clear structure. End with assumptions, risk checks, and a final checklist before I use the result.

Tools to try

Microsoft CopilotWordExcelPowerPointOutlookTeams

4. Quick quiz and checklist

Spot which chart insight must be verified before presenting.

  • Does the prompt include goal, context, audience, and output format?
  • Did you remove private, sensitive, payment, legal, medical, or account data?
  • Did you check facts, numbers, claims, tone, and missing assumptions?
  • Did you save the final prompt, output, and review notes as proof?

Common mistakes

  • Asking a one-line prompt with no audience, source, format, or success criteria.
  • Pasting private customer, payment, account, legal, medical, or employer-confidential information.
  • Using the AI answer without checking facts, numbers, tone, assumptions, and missing steps.

Passing answer key

A passing answer explains which tool you chose, why it fits the task, what context you gave it, how you checked the output, and what you changed before saving the final document, email, slide, meeting note, or workspace task.

Rubric

  • Clear task and audience: 25%
  • Useful prompt structure and tool choice: 25%
  • Human review, privacy, and safety checks: 25%
  • Reusable saved template or work sample: 25%
3Copilot safety at workUnderstand permission boundaries, internal data, human review, and when to avoid AI assistance.Start lab

1. Learn

This lesson teaches one practical AI habit: Understand permission boundaries, internal data, human review, and when to avoid AI assistance. You will apply it to a real document, email, slide, meeting note, or workspace task, compare the AI output with the goal, then save a reusable version only after review.

  1. 1Open Microsoft Copilot or the closest approved tool for this task family.
  2. 2Paste the lab prompt, replace the bracketed parts with a real document, email, slide, meeting note, or workspace task, and answer any clarifying questions.
  3. 3Review the output for facts, missing context, privacy, risky claims, and whether it solves the original task.
  4. 4Improve one weak part, then save the prompt, final output, and review note as course evidence.

2. Study the example

Example: use Microsoft Copilot to complete this task: Write a team AI use checklist for sensitive documents and customer information. A strong result names the goal, gives enough context, asks for a specific format, marks assumptions, and includes a human review step before use.

Job seeker use

Use this skill to build safer job-search assets: tailored resumes, LinkedIn summaries, networking messages, company research notes, ethical interview preparation, and application tracking templates.

Student use

Use this skill for study plans, summaries, practice quizzes, class notes, project outlines, and revision checklists without submitting AI work as your own when your school rules prohibit it.

3. Proof to save

Workplace AI policy checklist.

Copy-ready lab prompt

You are helping me complete a practical AI-for-work task.

Task: [describe your real task]
Goal: Understand permission boundaries, internal data, human review, and when to avoid AI assistance.
Tool I may use: Microsoft Copilot, Word, Excel, PowerPoint, Outlook, Teams
Audience: [who will read or use the output]
Constraints: keep it accurate, private-data safe, and easy to review.

First ask up to 3 clarifying questions if needed. Then create the output in a clear structure. End with assumptions, risk checks, and a final checklist before I use the result.

Tools to try

Microsoft CopilotWordExcelPowerPointOutlookTeams

4. Quick quiz and checklist

Classify workplace tasks as safe, review-needed, or blocked.

  • Does the prompt include goal, context, audience, and output format?
  • Did you remove private, sensitive, payment, legal, medical, or account data?
  • Did you check facts, numbers, claims, tone, and missing assumptions?
  • Did you save the final prompt, output, and review notes as proof?

Common mistakes

  • Asking a one-line prompt with no audience, source, format, or success criteria.
  • Pasting private customer, payment, account, legal, medical, or employer-confidential information.
  • Using the AI answer without checking facts, numbers, tone, assumptions, and missing steps.

Passing answer key

A passing answer explains which tool you chose, why it fits the task, what context you gave it, how you checked the output, and what you changed before saving the final document, email, slide, meeting note, or workspace task.

Rubric

  • Clear task and audience: 25%
  • Useful prompt structure and tool choice: 25%
  • Human review, privacy, and safety checks: 25%
  • Reusable saved template or work sample: 25%
4Word document rewrite and reviewUse Copilot-style assistance to improve documents while preserving accuracy, tone, and ownership.Start lab

1. Learn

This lesson teaches one practical AI habit: Use Copilot-style assistance to improve documents while preserving accuracy, tone, and ownership. You will apply it to a real document, email, slide, meeting note, or workspace task, compare the AI output with the goal, then save a reusable version only after review.

  1. 1Open Microsoft Copilot or the closest approved tool for this task family.
  2. 2Paste the lab prompt, replace the bracketed parts with a real document, email, slide, meeting note, or workspace task, and answer any clarifying questions.
  3. 3Review the output for facts, missing context, privacy, risky claims, and whether it solves the original task.
  4. 4Improve one weak part, then save the prompt, final output, and review note as course evidence.

2. Study the example

Example: use Microsoft Copilot to complete this task: Rewrite a rough policy, memo, or report into a clearer version with a review checklist. A strong result names the goal, gives enough context, asks for a specific format, marks assumptions, and includes a human review step before use.

Job seeker use

Use this skill to build safer job-search assets: tailored resumes, LinkedIn summaries, networking messages, company research notes, ethical interview preparation, and application tracking templates.

Student use

Use this skill for study plans, summaries, practice quizzes, class notes, project outlines, and revision checklists without submitting AI work as your own when your school rules prohibit it.

3. Proof to save

Word rewrite workflow.

Copy-ready lab prompt

You are helping me complete a practical AI-for-work task.

Task: [describe your real task]
Goal: Use Copilot-style assistance to improve documents while preserving accuracy, tone, and ownership.
Tool I may use: Microsoft Copilot, Word, Excel, PowerPoint, Outlook, Teams
Audience: [who will read or use the output]
Constraints: keep it accurate, private-data safe, and easy to review.

First ask up to 3 clarifying questions if needed. Then create the output in a clear structure. End with assumptions, risk checks, and a final checklist before I use the result.

Tools to try

Microsoft CopilotWordExcelPowerPointOutlookTeams

4. Quick quiz and checklist

Find the rewrite that changes meaning too much.

  • Does the prompt include goal, context, audience, and output format?
  • Did you remove private, sensitive, payment, legal, medical, or account data?
  • Did you check facts, numbers, claims, tone, and missing assumptions?
  • Did you save the final prompt, output, and review notes as proof?

Common mistakes

  • Asking a one-line prompt with no audience, source, format, or success criteria.
  • Pasting private customer, payment, account, legal, medical, or employer-confidential information.
  • Using the AI answer without checking facts, numbers, tone, assumptions, and missing steps.

Passing answer key

A passing answer explains which tool you chose, why it fits the task, what context you gave it, how you checked the output, and what you changed before saving the final document, email, slide, meeting note, or workspace task.

Rubric

  • Clear task and audience: 25%
  • Useful prompt structure and tool choice: 25%
  • Human review, privacy, and safety checks: 25%
  • Reusable saved template or work sample: 25%
5Teams meeting follow-up systemTurn meetings into decisions, owners, due dates, and follow-up messages.Start lab

1. Learn

This lesson teaches one practical AI habit: Turn meetings into decisions, owners, due dates, and follow-up messages. You will apply it to a real document, email, slide, meeting note, or workspace task, compare the AI output with the goal, then save a reusable version only after review.

  1. 1Open Microsoft Copilot or the closest approved tool for this task family.
  2. 2Paste the lab prompt, replace the bracketed parts with a real document, email, slide, meeting note, or workspace task, and answer any clarifying questions.
  3. 3Review the output for facts, missing context, privacy, risky claims, and whether it solves the original task.
  4. 4Improve one weak part, then save the prompt, final output, and review note as course evidence.

2. Study the example

Example: use Microsoft Copilot to complete this task: Build a Teams meeting recap with action items and a manager-ready summary. A strong result names the goal, gives enough context, asks for a specific format, marks assumptions, and includes a human review step before use.

Job seeker use

Use this skill to build safer job-search assets: tailored resumes, LinkedIn summaries, networking messages, company research notes, ethical interview preparation, and application tracking templates.

Student use

Use this skill for study plans, summaries, practice quizzes, class notes, project outlines, and revision checklists without submitting AI work as your own when your school rules prohibit it.

3. Proof to save

Teams follow-up workflow.

Copy-ready lab prompt

You are helping me complete a practical AI-for-work task.

Task: [describe your real task]
Goal: Turn meetings into decisions, owners, due dates, and follow-up messages.
Tool I may use: Microsoft Copilot, Word, Excel, PowerPoint, Outlook, Teams
Audience: [who will read or use the output]
Constraints: keep it accurate, private-data safe, and easy to review.

First ask up to 3 clarifying questions if needed. Then create the output in a clear structure. End with assumptions, risk checks, and a final checklist before I use the result.

Tools to try

Microsoft CopilotWordExcelPowerPointOutlookTeams

4. Quick quiz and checklist

Separate decision, task, risk, and open question.

  • Does the prompt include goal, context, audience, and output format?
  • Did you remove private, sensitive, payment, legal, medical, or account data?
  • Did you check facts, numbers, claims, tone, and missing assumptions?
  • Did you save the final prompt, output, and review notes as proof?

Common mistakes

  • Asking a one-line prompt with no audience, source, format, or success criteria.
  • Pasting private customer, payment, account, legal, medical, or employer-confidential information.
  • Using the AI answer without checking facts, numbers, tone, assumptions, and missing steps.

Passing answer key

A passing answer explains which tool you chose, why it fits the task, what context you gave it, how you checked the output, and what you changed before saving the final document, email, slide, meeting note, or workspace task.

Rubric

  • Clear task and audience: 25%
  • Useful prompt structure and tool choice: 25%
  • Human review, privacy, and safety checks: 25%
  • Reusable saved template or work sample: 25%
6SharePoint and permission-aware knowledge useUnderstand how AI tools can surface internal content and why permission checks matter.Start lab

1. Learn

This lesson teaches one practical AI habit: Understand how AI tools can surface internal content and why permission checks matter. You will apply it to a real document, email, slide, meeting note, or workspace task, compare the AI output with the goal, then save a reusable version only after review.

  1. 1Open Microsoft Copilot or the closest approved tool for this task family.
  2. 2Paste the lab prompt, replace the bracketed parts with a real document, email, slide, meeting note, or workspace task, and answer any clarifying questions.
  3. 3Review the output for facts, missing context, privacy, risky claims, and whether it solves the original task.
  4. 4Improve one weak part, then save the prompt, final output, and review note as course evidence.

2. Study the example

Example: use Microsoft Copilot to complete this task: Create a safe internal knowledge prompt that avoids restricted data and unclear ownership. A strong result names the goal, gives enough context, asks for a specific format, marks assumptions, and includes a human review step before use.

Job seeker use

Use this skill to build safer job-search assets: tailored resumes, LinkedIn summaries, networking messages, company research notes, ethical interview preparation, and application tracking templates.

Student use

Use this skill for study plans, summaries, practice quizzes, class notes, project outlines, and revision checklists without submitting AI work as your own when your school rules prohibit it.

3. Proof to save

Permission-aware knowledge checklist.

Copy-ready lab prompt

You are helping me complete a practical AI-for-work task.

Task: [describe your real task]
Goal: Understand how AI tools can surface internal content and why permission checks matter.
Tool I may use: Microsoft Copilot, Word, Excel, PowerPoint, Outlook, Teams
Audience: [who will read or use the output]
Constraints: keep it accurate, private-data safe, and easy to review.

First ask up to 3 clarifying questions if needed. Then create the output in a clear structure. End with assumptions, risk checks, and a final checklist before I use the result.

Tools to try

Microsoft CopilotWordExcelPowerPointOutlookTeams

4. Quick quiz and checklist

Identify which internal document should not be used in AI output.

  • Does the prompt include goal, context, audience, and output format?
  • Did you remove private, sensitive, payment, legal, medical, or account data?
  • Did you check facts, numbers, claims, tone, and missing assumptions?
  • Did you save the final prompt, output, and review notes as proof?

Common mistakes

  • Asking a one-line prompt with no audience, source, format, or success criteria.
  • Pasting private customer, payment, account, legal, medical, or employer-confidential information.
  • Using the AI answer without checking facts, numbers, tone, assumptions, and missing steps.

Passing answer key

A passing answer explains which tool you chose, why it fits the task, what context you gave it, how you checked the output, and what you changed before saving the final document, email, slide, meeting note, or workspace task.

Rubric

  • Clear task and audience: 25%
  • Useful prompt structure and tool choice: 25%
  • Human review, privacy, and safety checks: 25%
  • Reusable saved template or work sample: 25%

Certificate evidence

This course contributes to your AI work portfolio.

Finish the lessons, save your prompts and outputs, then use the capstone checklist to show what AI did, what you reviewed, and where human judgment was required.

View certificate pathBack to all courses