Navigating Microsoft 365 Copilot in Outlook

Email remains one of the most time-consuming and stressful parts of the modern workday. Microsoft 365 Copilot in Outlook helps professionals move from inbox overload to actionable communication by using AI to summarize, prioritize, draft and coach emails and meetings directly where work happens.

In this hands-on course, participants learn how to use Microsoft 365 Copilot in Outlook to manage email, meetings and calendars more efficiently and confidently. The session focuses on practical, real-world scenarios such as summarizing long email threads, drafting and rewriting messages, preparing meeting follow-ups, and improving tone, clarity and responsiveness using natural language prompts.

Those without a Copilot license can still benefit from live demonstrations, examples and reusable prompting frameworks, but it’s highly recommended that you have a Microsoft Copilot license for the optimal learning experience. Read more here.

Bonus! This course can be applied toward the AI Mastery Series certificate. More details.

• Gain control of your inbox by learning how Copilot summarizes long email threads, highlights action items and helps prioritize messages
• Save time drafting and responding to emails using Copilot to generate, rewrite and refine messages based on purpose, audience and tone
• Improve communication quality by using Copilot’s email coaching features to make messages clearer, more concise and more professional
• Enhance meeting effectiveness by generating meeting summaries, creating follow-up emails, and scheduling support directly from Outlook
• Learn practical prompt-writing techniques tailored specifically to Outlook scenarios, including email, meetings and calendar management
• Build confidence using Microsoft 365 Copilot in Outlook while understanding its limitations, troubleshooting common issues and applying responsible-use practices

• Introduction to Microsoft 365 Copilot in Outlook: What it is, what it’s not and the differences between Copilot and Microsoft 365 Copilot
• Navigating Outlook with Copilot across email, calendar and chat, including where and when Copilot appears
• Inbox management and triage techniques, including summarizing long threads, prioritizing messages and using Outlook features alongside Copilot
• Effective prompting for Outlook using the Who, What, When, Where, How and Why framework
• Email drafting, rewriting and coaching to improve tone, clarity, length and professionalism
• Calendar and meeting optimization, including scheduling assistance, agendas, recaps and follow-ups
• Applying Copilot to real business scenarios such as weekly updates, project status, meeting follow-ups and stakeholder communication
• Understanding advanced tips, common troubleshooting scenarios and Copilot limitations
• Responsible use of AI in workplace communication, including accuracy checks, privacy and ethical considerations

Download Extended Seminar Outline PDF