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AI Tool Review: Microsoft Copilot Foundations
- Level: Beginner
- Length: 30 minutes
- Krista Neher
Microsoft Copilot is packed with advanced features—but are you really using it to its full potential? This course shows you exactly how to get the most out of Copilot’s tools, including chat, agents, notebooks, and AI-generated visuals. You’ll discover how to integrate Copilot into your daily workflow and unlock productivity gains across Microsoft tools like Word, Excel, Teams, and Outlook. Understand what each feature does, when to use it, and how to customize Copilot to work for you. Whether you’re new to Copilot or looking to go deeper, this course will show you how to use it smarter and more strategically.
This course is ideal for professionals, marketers, and business leaders who want to use Microsoft Copilot more effectively to enhance productivity and integrate AI into everyday work.
- Learn exactly how Microsoft Copilot works and what sets it apart from other AI tools.
- Use Copilot chat in both work and web modes to boost daily productivity.
- Customize Copilot’s memory and instructions to get better and more personalized results.
- Build and deploy AI Agents using Microsoft’s step-by-step framework.
- Create on-brand visuals and videos with Copilot Create’s image and video generation tools.
- Discover how Copilot integrates with Microsoft apps like Word, Excel, Outlook, and Teams.
What’s Included In The Course
- Downloadable Resources
- Completion Certificate
- Live Demonstrations
- Activities to Implement
- Real-world Examples
Resources
You may be using Copilot, but are you really taking advantage of all of the functionality? Copilot is a powerful AI tool with a wide variety of features and functions. Copilot has powerful generative AI chat, RAG (Retrieval Augmented Generation) Notebooks, custom AI Agents, branded visuals, and integration into the Microsoft suite. In this course, you’ll learn about the functionality of Copilot and how to use it in your AI processes and projects.
Digital marketing & social media E-Learning or virtual workshops for your team or organization.
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AI Tool Review: Microsoft Copilot Foundations Course Outline
- What Copilot is and how it works
- How Copilot compares to other generative AI tools
- Why people use Copilot
- Pros and cons of Copilot as a general AI tool
- How Copilot chat works
- Features that make Copilot chat stand out
- Difference between work and web modes
- Features that make Copilot chat stand out
- When to use each mode
- What Copilot memory and custom instructions are
- How memory and custom instructions work
- How to customize your memory and custom instructions
- What Copilot Agents are and how they work
- How to create an Agent in Copilot
- How to view and access shared Agents
- Agent settings that make Copilot stand out
- What Copilot Notebooks are
- When to use Notebooks
- Unique features of Copilot Notebooks
- What Copilot Create is and how to use it
- How to create images and videos with Copilot Create
- How to edit and adapt visuals prompting and preset options
- Unique features available in Copilot Create
- What Copilot Apps are and how to use them
- Using Microsoft and third-party apps to extend Copilot functionality
- Unique features available in Copilot Apps
Course Description
AI Tool Review: Microsoft Copilot Foundations is a beginner-level course that shows you how to unlock the full potential of Copilot in your work. With Microsoft investing heavily in generative AI, Copilot offers an integrated, advanced set of tools that go far beyond chat-based AI. Whether you’re looking to improve efficiency, create content, or build AI tools for your team, this course breaks down exactly how to use Microsoft Copilot in real business situations.
You’ll start by understanding what Copilot is, how it works, and how it compares to other AI tools. We’ll explore why businesses use Copilot and the pros and cons that impact your choice of tools. Then, dive into Copilot’s AI chat features, including both Work and Web modes. You’ll learn the difference between them, when to use each, and how to use chat effectively to complete real tasks faster.
Next, you’ll explore Copilot Memory and Custom Instructions—two powerful features that help personalize your AI. Discover how to create customized experiences that remember your preferences and adapt to your workflow.
The course also covers Copilot Agents, which allow you to create custom AI agents with unique features and automation settings. Learn how to build, manage, and share agents inside your team or organization.
In the Copilot Notebooks section, you’ll see how to combine prompt engineering with structured notes to manage projects and content creation more effectively.
With Copilot Create, you’ll learn how to generate branded images and videos using AI. We’ll cover the visual creation process, editing options, and how to use AI prompts to design content that fits your brand.
You’ll also discover how to use Copilot Apps—both from Microsoft and third-party developers—to extend what Copilot can do. These apps allow even more powerful automation and task handling inside the Microsoft ecosystem.
Finally, we’ll explore how Copilot integrates with Microsoft tools like Outlook, Excel, Word, and Teams. See how you can use AI directly inside the tools you already use to write faster emails, build smarter spreadsheets, and communicate more effectively across your organization.
This course includes the Generative AI Landscape Quickstart Guide to help you explore other tools and trends as you implement Copilot in your workflow. You’ll also get live demonstrations, interactive lessons, and real-world use cases to apply what you learn immediately.
By the end of this course, you’ll be able to confidently use Microsoft Copilot and apply it in your business to improve productivity, streamline tasks, and lead with AI.
Learning Objectives
- Articulate what Copilot is and how it works
- Use core Copilot features and functions, and understand how they work
- Use work and web chat modes appropriately
- Customize your Copilot memory and custom instructions
- Articulate what agents are and when to create one
- Create a Copilot agent using unique features
- Create notebooks for chat and content creation
- Create 0n-brand images and videos with Copilot
- Use Copilot-enabled apps
- Harness Copilot in other Microsoft applications like Outlook, Teams, Word, and Excel
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Instructor
Krista Neher is a six-time bestselling author, international speaker, award-winning entrepreneur, global thought-leader, and an expert in social media, digital marketing, and personal branding, with over 20 years of experience.
She is the CEO of Boot Camp Digital and a contributor on Forbes and Newsweek. She wrote the first textbook on social media and created the first accredited digital marketing certification in the world.

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