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Microsoft 365 Copilot at Work: A No-Code Guide

Use Microsoft 365 Copilot with confidence in Outlook, Teams, Word, Excel and PowerPoint. You'll write prompts that get the right result, check every answer and its citations, work with Pages, Notebooks and the Researcher and Analyst agents, and keep company data safe under your organisation's permis
Capable · 16 levels · 2 free · Created Oct 2026 · Professionally curated by levelupwith.com
What's inside
- Level 1: What Microsoft 365 Copilot IsFree
Learn what Microsoft 365 Copilot is, which apps it appears in, how this course is independent of Microsoft, and why you should check every feature on Microsoft's current pages, because Copilot changes every month. - Level 2: Copilot Chat vs the Paid Copilot LicenceFree
Learn how the free Copilot Chat that comes with eligible Microsoft 365 subscriptions differs from the paid Microsoft 365 Copilot licence, and how to find out which one you have. - Level 3: Work Grounding, Web Grounding and Their Limits
Learn how Copilot grounds its answers in your work data or in the web, how to switch between the two, and where grounding stops or gives incomplete answers. - Level 4: Writing Prompts and Checking the Output
Learn to build prompts from context, task, sources and format, then check Copilot's output against its citations before you use it. - Level 5: Copilot in Outlook: Draft, Summarise, Adjust Tone
Use Copilot in Outlook to summarise long email threads, draft replies and change tone and length, then check the result before sending. - Level 6: Copilot in Teams: Meetings and Chats
Use Copilot in Teams for meeting recaps, questions during a live meeting and summaries of chats and channels, and learn how transcription and meeting settings affect what Copilot can do. - Level 7: Copilot in Word: Draft from Files, Rewrite, Summarise
Use Copilot in Word to draft a document from files you choose, rewrite sections and summarise long documents, then check the draft against its sources. - Level 8: Copilot in Excel: Formulas, Analysis, Charts
Use Copilot in Excel to suggest formulas, analyse a well-structured table and create charts, then check the numbers yourself. - Level 9: Copilot in PowerPoint: Deck from a Document
Use Copilot in PowerPoint to build a presentation from a Word or PDF document, shape the story and refine the design, then check the slides against the source. - Level 10: Copilot Pages and Copilot Notebooks
Learn when to use Copilot Pages to collaborate on Copilot output and when to use Copilot Notebooks to gather files and notes into one ongoing workspace that Copilot can draw on. - Level 11: Researcher, Analyst and Ready-Made Agents
Use the Researcher agent for multi-step research and the Analyst agent for data analysis, explore other ready-made agents, and check their licensing, usage limits and preview status. - Level 12: Outlining a Simple Agent Without Code
Learn what a custom Copilot agent is and plan a simple one on paper (purpose, instructions, knowledge sources and starter prompts) before the course on building agents. - Level 13: Permissions, Oversharing and Sensitivity Labels
Learn that Copilot can see only content you already have permission to access, why oversharing makes that a risk, and how sensitivity labels protect Copilot output. - Level 14: Data Protection, Policy and Regulated Data
Learn how enterprise data protection applies to Copilot, how to follow company AI policy, and how to handle personal, financial, health and other regulated data safely. - Level 15: Worked Cases: Sales, HR, Finance, Projects
Apply Copilot to complete worked cases built on emails, meetings and reports from sales, HR, finance and project work, choosing the right tool and checking each result. - Level 16: Final Challenge: Copilot at Work End to End Exam
Review the whole course in one realistic challenge: plan, prompt, produce, check and safely share a set of work outputs using Copilot across apps, Pages, Notebooks and agents.
Access
The first 2 levels are free with a free account. Every level, the podcast edition and the AI tutor come with All Access at £4.99/month or any Creator plan — see pricing.