Microsoft Private

Copilot for Excel and Power Platform (COP-EPP-50)

3 hours
Copilot

This course is designed for Microsoft 365 users, business professionals, analysts, makers, and teams who want to understand how Copilot can support work in Excel and across the Power Platform.

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  • Private class for your team
  • Live expert instructor
  • Online or on‑location
  • Customizable agenda
  • Proposal responses same day as request
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Course Overview

This course is designed for Microsoft 365 users, business professionals, analysts, makers, and teams who want to understand how Copilot can support work in Excel and across the Power Platform. Learners begin by reviewing how to prepare their information, meet end user requirements, and get data ready so Copilot can deliver more useful and reliable assistance.

Participants then explore how to use Copilot in Microsoft Excel to create columns, analyze data, import information, and frame data for better insights. The course also introduces Copilot assistance in Power Platform, including Power Automate, Power BI, and Power Pages, with hands-on exercises that help learners practice using Copilot to explore Excel data and build an automated flow.

Course Benefits

  • Understand how to prepare Microsoft 365 information and data for more effective Copilot experiences.
  • Review end user requirements that support successful use of Copilot across Microsoft 365 tools.
  • Practice getting data ready for Copilot through a hands-on preparation exercise.
  • Explore how Copilot in Microsoft Excel can help create columns and work with structured data.
  • Analyze Excel data with Copilot to identify patterns, summarize information, and support decision-making.
  • Use Copilot to import, frame, and organize data for clearer analysis in Excel.
  • Understand how Copilot assistance supports common tasks across the Microsoft Power Platform.
  • Explore Copilot capabilities in Power Automate, Power BI, and Power Pages.
  • Practice using Copilot to build a flow and apply automation concepts in a Power Platform scenario.

Delivery Methods

Private Class
Delivered for your team at your site or online.

Course Outline

  1. Getting ready for Microsoft 365 Copilot
    1. Getting your information ready
    2. End user requirements
    3. Getting your data ready
  2. Using Copilot in Microsoft Excel
    1. Copilot in Microsoft 365 Excel
    2. Creating Columns
    3. Analyzing Your Data
    4. Importing and Framing Data
    5. Explore Copilot in Microsoft Excel 365
  3. Leveraging Copilot in the Power Platform
    1. Power Platform
    2. Using Copilot assistance
    3. Power Automate
    4. Power BI
    5. Power Page
    6. Use Copilot to build a flow

Class Materials

Each student receives a comprehensive set of materials, including course notes and all class examples.

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