Course Overview

Are your files a mess? Does sharing documents feel like a chore? Is everyone juggling multiple file versions? It's time to start using Copilot to get organized.

Bring your questions and real work scenarios! The instructor will use them to show time-saving tips based on on your day-to-day tasks in SharePoint, OneDrive, and Teams.

By the end of the course, you'll be using 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.

Course Outline

Getting ready for Microsoft 365 Copilot
1. Getting your information ready
2. End user requirements
3. Getting your data ready
Using Copilot with SharePoint
1. Copilot in SharePoint
2. Using Copilot in SharePoint
Using Copilot in OneDrive
1. Copilot in OneDrive
2. Using Copilot in OneDrive
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

About the Instructor

Tracy Berry

Since starting her training career in 1993, Tracy Berry has helped countless people learn new skills and develop professionally. She teaches hundreds of classes for Webucator each year, covering business applications including SharePoint, Teams, Excel, Google Workspace, Adobe Creative Suite, Adobe Technical Communication Suite, Claude, Gemini, and Copilot. Tracy is also the co-author and editor of Webucator course materials including Microsoft Productivity, SharePoint, Copilot, and Adobe courses. Many of her titles are purchased and used by training companies throughout the world. Known for her vibrant teaching style, Tracy ensures her classes are engaging with opportunities for students to use the software or ask questions specific to their daily work. Her student testimonials commend her enthusiasm, subject matter expertise, and genuine love for teaching. In addition to her training, Tracy is consultant and has been involved in large corporate software rollouts and helped many organizations optimize and streamline data solutions. Tracy's average instructor evaluation is 9.6 out of 10, based on evaluations from nearly 2,000 classes.

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Delivery Methods

Public Class
Live expert-led online training from anywhere. Guaranteed to run .

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

Class Materials

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

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

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Course Overview

Course Benefits

Course Outline

Delivery Methods

Class Materials

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