The complete curriculum for Microsoft 365 Copilot — taught by someone who deploys it to enterprises every week. From Outlook drafts to Excel formulas to Teams summaries: the workflows that actually save hours per week.
The 7 named Microsoft agents already in your M365 tenant: Researcher, Analyst, Facilitator, Interpreter, Sales agents, Service Agent, Copilot Studio.
Start here — real value before you ever upgrade.
Drafting, summarizing threads, replying with context from your inbox, inbox-wide briefings, tone adjustments. The Outlook workflow that turns a 2-hour inbox session into 20 minutes.
Microsoft's shift from Copilot to "Autopilot," explained honestly. What Copilot Cowork can do today (it's generally available), what Scout will do later (still private preview), and which to actually use right now.
Per-seat pricing after the July 1 shake-up — Copilot now bundled into Business plans, standalone up to $21 — plus the new Cowork credits. What a task costs and how to cap it.
Anthropic's Claude is a selectable model in Copilot Chat as of July 2026. How to try it, when Claude beats the default, and the admin switch that turns it on.
The everyday workflows across M365 — included in both paid tiers.
Formula generation, pivot tables on demand, chart creation from natural language, data cleaning, analyzing trends. The Excel workflow your CFO didn't know was possible.
Proposals, reports, memos, RFPs. The prompt structures that get usable first drafts in minutes — and the editing patterns that turn drafts into final docs.
Recap workflows, action item extraction, catching up on missed meetings, generating prep briefs from past conversations. Plus the privacy controls every IT admin should know.
The Microsoft 365 surface that ties everything together — and why most Copilot users haven't touched it yet.
Code completion, chat in your IDE, agent mode, pull request summaries. For technical roles who want their Copilot license to also accelerate dev work.
Cowork turns the Microsoft 365 Copilot Frontier Firm tenant into a real working environment — Claude (or Copilot, now GA) reads your files, runs scripts, drafts documents, automates the boring stuff.
Most people don't realize how much time they lose to file shuffling — renaming, sorting, converting, extracting.
Cowork's biggest practical win is creating Office-quality documents from scratch.
Researcher is one of two flagship named agents Microsoft shipped in Copilot Chat (the other is Analyst).
Analyst is the quantitative sibling of Researcher. Where Researcher synthesizes documents and the web, Analyst crunches numbers — your Excel files, your CRM data, your dashboards.
Facilitator is a Copilot agent embedded directly in Teams meetings. It listens, takes notes, captures decisions and action items, and can moderate conversation turns — surfacing voices that haven't spoken, summarizing in real time, flagging when t...
Interpreter is one of Microsoft's smaller but most impactful agents — real-time speech-to-speech translation in Teams meetings.
Microsoft has a family of sales-focused agents inside Dynamics 365 and Copilot: the Sales Agent (lead research and outreach), Sales Qualification Agent (lead scoring and qualifying), and Sales Development Agent (autonomous pipeline building).
The Dynamics 365 Customer Service Agent (and its Copilot Chat counterpart) handles the operational layer of support: case categorization, response drafting from your knowledge base, SLA tracking, and escalation.
Building, automating, and scaling Copilot — exclusive to Pro+.
Custom agents that know your team's data, your job, your style. Walkthrough builds: a sales follow-up agent, an HR policy agent, a Q&A agent for your knowledge base.
Adoption playbooks for IT admins, prompt-library templates by department, security & compliance settings, measuring real ROI — the advanced curriculum for people deploying Copilot at scale.
Email is where most knowledge workers lose 1-2 hours a day. With Cowork connected to Outlook (or Microsoft 365), the morning triage that used to take 90 minutes becomes a structured 15-minute review of what actually needs your attention.
Out-of-the-box Cowork is powerful. But its real superpower is extensibility — three different mechanisms for adding capabilities.
The last Cowork capability is the one that changes the relationship: scheduled tasks and live artifacts.
Microsoft's named agents (Researcher, Analyst, Sales, etc.) solve common patterns.
Copilot Studio can now build agents on xAI's Grok 4.1 Fast alongside OpenAI and Anthropic. When to pick Grok, what stays under Microsoft governance, and how to choose a model per agent.
All 26 Copilot lessons are available today — plus every other tool track, the hands-on builds, and the playground. Founding pricing — $9/mo Pro, $19/mo Pro+ — locks your rate for life: the price you join at never goes up.
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