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Copilot 365 Essentials

Copilot 365 Essentials is a 5 to 6-hour, hands-on course for non-technical knowledge workers who need to use Microsoft Copilot effectively in daily work. Learn to prompt with context, verify outputs, protect sensitive information, and apply Copilot across Microsoft 365 workflows, then validate your skills with a CompTIA CompCert. 

Essentials Copilot 365 CompCert

Building your foundational knowledge

  • Use Copilot responsibly and safely at work: Build judgment for using Copilot in enterprise settings. Learn what it can and cannot do, when to use it, how to spot hallucinations, and why human verification matters before acting on outputs.

  • Prompt effectively and iteratively with Copilot: Write clearer prompts with goals, context, and expectations. Practice improving results with follow-up prompts, revising outputs, and breaking complex tasks into smaller, manageable requests. 

  • Use context and modes to boost the effectiveness of Copilot: Understand how Web mode, Work mode, and referenced files, emails, or meetings affect output quality. Learn when to search, continue a chat, or start a new one for better results.

  • Work across core Microsoft 365 apps with Copilot: Apply Copilot across Word, Outlook, Excel, PowerPoint, and Teams through workplace scenarios. Practice drafting, rewriting, summarizing, analyzing data, and supporting collaboration.

  • Leverage prebuilt Copilot agents and reusable workflows: Use Researcher for guided research, Analyst for structured data analysis, and the People Agent to find recent work from colleagues. Learn to save prompts and build repeatable workflows.

  • Verify, refine, and scale outputs responsibly: Strengthen your ability to review Copilot outputs before using them at work. Practice verifying results, refining responses, protecting sensitive information, and supporting consistent, accountable use.

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Course details

  • Duration: 5-6 hours

  • Focus areas: Microsoft Copilot fluency, prompting skills, verification, responsible AI use, enterprise data protection, and app-specific workflows across Microsoft 365.

  • Skill-building resources: Hands-on, scenario-driven learning with video, text, and interactive activities in CertMaster Learn.

  • Recommended experience: No prior AI experience required; this is designed for non-technical, desk-based knowledge workers with access to Microsoft Copilot in their organization’s Microsoft 365 environment.

  • CompCert assessment: Prove your competency by passing the Copilot 365 Essentials Competency Assessment and earn a downloadable CompTIA CompCert (Competency Certificate) to showcase your skills.

  • Outcome: Practical fluency using Microsoft Copilot effectively, responsibly, and consistently in daily work.