Microsoft Private

Copilot for SharePoint, OneDrive, and Teams (COP-SOT-50)

3 hours
CopilotMicrosoft SharePointMicrosoft Teams

Copilot for SharePoint, OneDrive, and Teams is designed for Microsoft 365 users who want to prepare their information, files, and collaboration spaces for more effective use with Microsoft 365 Copilot.

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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

Copilot for SharePoint, OneDrive, and Teams is designed for Microsoft 365 users who want to prepare their information, files, and collaboration spaces for more effective use with Microsoft 365 Copilot. This course introduces the readiness steps needed to support Copilot, including how to organize information, understand end user requirements, and prepare data for practical use across Microsoft 365.

Learners explore how Copilot works in SharePoint, OneDrive, and Microsoft Teams, with hands-on exercises that reinforce key concepts in real workplace scenarios. By the end of the course, participants will be able to use Copilot to find, summarize, create, and work with content across sites, files, chats, channels, Teams apps, Whiteboard, and Forms.

Course Benefits

  • Understand how to prepare Microsoft 365 information and data for more effective Copilot experiences.
  • Review end user requirements that support successful adoption of Microsoft 365 Copilot.
  • Practice getting data ready for Copilot through a guided hands-on exercise.
  • Explore how Copilot can support content discovery, summarization, and creation in SharePoint.
  • Use Copilot in SharePoint to work more efficiently with site-based content and information.
  • Apply Copilot in OneDrive to locate, review, and work with personal and shared files.
  • Analyze how Copilot supports productivity in Microsoft Teams chats and channels.
  • Use Copilot capabilities across Teams apps, including Microsoft Whiteboard and Microsoft Forms.
  • Practice using Copilot in Microsoft Teams to support collaboration, communication, and follow-up work.

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 with SharePoint
    1. Copilot in SharePoint
    2. Using Copilot in SharePoint
  3. Using Copilot in OneDrive
    1. Copilot in OneDrive
    2. Using Copilot in OneDrive
  4. Using Copilot in Microsoft Teams
    1. Copilot in Teams
    2. Chats and Channels
    3. Copilot in Teams apps
    4. Microsoft Whiteboard
    5. Microsoft Forms
    6. Using Copilot in Microsoft Teams

Class Materials

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

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