Microsoft 365 Copilot: Complete Tutorial for Beginners (2026)

In this complete Microsoft 365 Copilot tutorial, you’ll learn how to use Copilot the right way — from understanding licensing and security, to writing powerful prompts, building agents, and using Copilot across Teams, Outlook, Word, Excel, and PowerPoint. If you're feeling overwhelmed by Microsoft 365 Copilot, don't know where to start or how to get real business value from it, this video walks you step-by-step through everything you need to know. By the end of this tutorial, you’ll understand: • How Microsoft 365 Copilot actually works (Work IQ, grounding, and enterprise security) • How to write effective prompts using the GCSE framework • How to save, schedule, and refine prompts • How to use Pages and Notebooks for collaboration • How to build your own Copilot agents • The difference between Copilot Chat and Copilot inside Microsoft 365 apps • How to use Copilot in Teams, Outlook, Word, Excel, and PowerPoint This is designed for business users, IT professionals, and leaders who want to move beyond experimentation and start using Copilot strategically. ------------------------------ Thank you for supporting my channel: ☕ Buy me a coffee: https://www.buymeacoffee.com/lisacrosbie 📘 Get my book - Copilot Studio Step by Step: https://www.microsoftpressstore.com/store/microsoft-copilot-studio-step-by-step-customizing-copilot-9780135491539 (Also available on Amazon) 🤝 Follow me on LinkedIn: https://www.linkedin.com/in/lisa-crosbie/ --------------------------- Timestamps: 0:00 - How to Get Real Business Value from Microsoft 365 Copilot 0:33 - Access Requirements and Licensing Explained 1:57 - Understanding Work IQ and How It Powers Copilot 2:53 - Enterprise Security and Data Protection in Copilot 3:59 - The Work Tab: How Copilot Uses Your Work Data (Grounding Explained) 6:42 - Using the Web Tab for Broader Research 8:12 - Using Context IQ to Find and Add Specific Sources 12:30 - How to Edit and Refine a Prompt 13:46 - How to Schedule Prompts in Copilot 15:35 - Saving Prompts and Using the Prompt Gallery 16:14 - The GCSE Framework: How to Write an Effective Copilot Prompt 20:05 - Starting a New Chat in Microsoft 365 Copilot 20:27 - Applying the GCSE Framework: Writing a High-Quality Prompt 22:20 - Copy and Collaborate with Copilot Pages 24:30 - Using Notebooks to Organise Your Work 29:04 - How to Build Your Own Copilot Agent 40:43 - The Agent Store and Out-of-the-Box Agents 41:36 - Using the Researcher Agent 44:55 - Using the Analyst Agent 47:06 - Microsoft 365 Copilot Chat vs Copilot in Apps: What’s the Difference? 47:26 - Using Copilot Inside Microsoft Teams 48:14 - Working with Copilot in Outlook 50:05 - Using Copilot in Word 51:48 - Using Copilot in Excel 52:10 - Using Copilot in PowerPoint 52:25 - You Made It to the End! What’s Next?