Microsoft Copilot Essentials: From AI Beginner to Proficient

What used to take you 3 hours... Will now take you 5 minutes!

A practical, step-by-step Microsoft Copilot course for real work. Learn the prompts, workflows, and agents that deliver results.

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Copilot is Your Shortcut To Productivity

No AI background? I got you.
If you can type a clear thought, you can use Microsoft Copilot.

The truth is, AI is moving fast. Features are changing monthly, sometimes weekly, and it’s hard to know what works today versus what already changed. 

This course is always updated and keeps it simple.

✅ Learn to actually use Copilot with real workplace scenarios (not just experiments)
✅ Know how to get reliable, consistent results from AI
✅ See exactly how Copilot fits into Excel, Word, Outlook, Teams and PowerPoint 

Microsoft Copilot is becoming a must-have for busy professionals.
This course keeps you ahead of the curve.

Total Value: $1,176 Your price: $147

14-day money-back guarantee, no questions asked.

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Recognized as a Microsoft MVP and LinkedIn Learning Instructor
Trusted by leading organizations across many industries

"I enjoyed the lessons so much and learned a lot along the way. I went from what is an agent to making 10 of my own. Now that I know what they are and the correct way to create one, I see use cases everywhere!"

Gráinne Duggan

Certified Microsoft Excel Expert

Most People Have Copilot.
Few Know How to Use It Properly.

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Your Step-by-Step Guide to Copilot Mastery

The same frameworks I teach in my $8,000/day corporate workshops

This course is made of 5 clear & concise modules

1. Copilot Foundations

Feeling overwhelmed by Microsoft Copilot? Unsure how Copilot fits into your workflow, how it works and what it can even do? This module breaks it all down, step by step.

  • Master the fundamentals: Understand what Copilot is, how it works, and why it’s a game-changer for productivity.
  • Understand Copilot’s licensing and availability: Learn which Copilot plan fits your needs, whether you're using it as an individual or within a business environment.
  • Set up for success: Learn essential Copilot setup tips so you actually use Copilot instead of staring at its multicolor logo that is litteraly everywhere.

2. The Prompt School

Most people get poor results from Copilot, not because the tool is bad, but because they don’t know how to ask the right questions.

Microsoft Copilot is only as smart as your prompts. If you’re not structuring your questions correctly, you’re missing out on precise, high-quality answers that could save you hours.

  • Master the ideal prompt formula: Learn the proven Goal, Context, Expectation, Source (GCES) framework to get clear, accurate, and useful answers every time.
  • Understand Copilot's best practices and pitfalls: Poor prompts lead to misleading, generic, or even completely wrong answers. Discover how to phrase your requests properly to reduce AI mistakes & get more reliable results.
  • Apply Copilot to real-world tasks: Save time by using Copilot to analyze and compare PDFs, draft high-impact emails, and complete tasks faster.

3. Game-changer Features

This module shows you hidden features and use cases that most people miss. You know, the ones that instantly boost your productivity and change the way you work.

  • Email management made easy: Struggling to keep up with emails? Let Copilot search, organize, and even draft responses for you so you never stare at a blank page again.
  • Use Copilot to read your handwritten documents: Got messy notes? Copilot can digitize your notes.
  • Summarize meetings: Missed a meeting? No problem. Copilot summarizes key takeaways for you, saving you from digging through long transcripts.

4. Copilot in 365 Apps

Microsoft 365 apps are loaded with hidden and complex features. Copilot makes it easier to go through your day without burning out 😂

  • Excel Made Easy: Struggling with spreadsheets? Just ask Copilot to generate formulas, analyze data, and create charts in seconds, no more Googling how to fix that formula! (it actually DOES IT FOR YOU).
  • Master Text with Copilot: Drafting documents in Word, managing emails in Outlook, or organizing notes in OneNote? Copilot helps you summarize, rewrite, and create polished text instantly. Say goodbye to blank page syndrome.
  • Lost these meeting notes? Copilot in Teams is there for you. Never take meeting notes ever again.

5. Become the Agent Boss!

Stop doing it all yourself. Let Copilot Agents work for you.

Inside the Agent Module, you’ll learn how to:

  • Automate repetitive tasks in minutes: Build custom Copilot Agents that handle tasks like PDF summaries, LinkedIn posts, or meeting prep while you sip your coffee
  • Save hours every week: Replace boring manual work with tailored agents trained to do one thing really well
  • Plug in your own knowledge: Feed your agents real files so they answer in your voice, your style, and your format
  • Work smarter, not harder: From planning your whole week in 8 minutes to refining reports instantly, agents become your secret weapon

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What professionals say about Copilot Essentials
Dan Sawatsky
Partner at CPA firm

I am a CPA. David speaks my language. So many golden nuggets of Copilot wisdom are found in this course. Well worth it!

Sherry Barnes-Fox
Business Analyst

Loved this course! David provided lots of materials and made it easy to follow along as he showed me what Copilot was capable of. I learned so many new ways to use Copilot. Thanks David!!!!

Bill Duke
CPA & Certified Healthcare Business Consultant

The class has amazing content and takes you step by step to understand how Copilot works and how it can help you in your daily activities. Great Course!

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MEET YOUR TEACHER

Hi, I’m David Fortin 👋

I’m a Microsoft MVP, LinkedIn Learning Instructor, and CPA, and I love helping people feel confident with tools like Copilot and Excel.

Before teaching, I spent over a decade in the corporate world, raising $30M in venture capital and helping lead a $200M company exit (with Excel at the heart of it all) 💚.

Since then, my YouTube videos have reached millions of views, and I’ve trained over 1,000 professionals in the past year alone in live sessions on Microsoft Copilot. My students describe my teaching as practical, clear, and fun.

My goal? To make Microsoft Copilot less intimidating, more useful, and something you’ll actually enjoy using every day.

Welcome to my world, and now, yours too!

Cheers,
Dave

Can you see everyone listening!!! 😂

Me explaining how Copilot saves you hours (and a few headaches).

When training ends, but everyone still wants to talk AI.

Bonus Material

Here’s Everything You Get Inside Copilot Essentials, on top of the 3-hour Copilot Video course:

The Ultimate Copilot Guide

Bonus 01

📊 10+ Cheat Sheets & Templates 
Ready-to-use reference sheets and templates to speed up your workflow — $199 value

My Copilot Prompt Dictionary

Bonus 02

🔑 My Private Prompt Dictionary 
The exact prompts I use to run my business — $150 value

Exclusive 365 Apps Guides

Bonus 03

📘 Copilot App Guides 

Step-by-step written guides for each Microsoft 365 app (Excel, PowerPoint, Teams, Outlook) — $188 value

Copilot Agents Master Guide

Bonus 04

📘 Module Resource Guides (10–15 pages each) 
Detailed written guides for every module to reinforce learning and guide you step-by-step — $197 value

📕 Copilot Agents Master Guide (38 pages)
Deep-dive manual on building and using Copilot Agents — $197 value

When you add up the core lessons and bonuses, the total course value comes to $1,176

You get it all for just $147

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What students say

Straight from the professionals who’ve learned Copilot with me.

Tom Sickert

Co-Founder & Executive

I use Copilot since September 2023, I consider myself experienced. However, in David’s course I found insights and practical applications I had not tested before. Great examples, easy to understand and nicely bite-sized content to follow at my pace.

Glynn Harwood

Workplace Consultant

The course is an excellent introduction to all things M365 Copilot. David’s engaging personality keeps you watching. The inclusion of the Prompt School and one-pager reference guides raises the quality of this course above many others I’ve taken.

Jacques-Antoine Boucher

CPA

David combines genuine authenticity with a bold approach that makes his presentations dynamic and engaging. His commitment to sharing knowledge reflects exemplary professionalism.

Nico Michels

Head of Digital Enterprise

I picked this course because it felt real — no overhyped promises, just practical, hands-on teaching. David explains things clearly, updates content when needed, and keeps it human and relatable.

Jeff Stevens

Founder

Highly recommend David’s course for beginners in Microsoft Copilot. David has a friendly and informative teaching style that benefits users wanting to enhance and automate their skills with Microsoft products.

Simon Bélanger Fortin

Tax Lawyer

David kept me attentive until the end. He is energetic, entertaining, and knows his stuff. Thank you for the great presentation!

Audrey Lessard

Business Development

I had the pleasure of collaborating with David in an AI training. He is passionate, dynamic, and deeply committed. He makes complex concepts clear and engaging.

Anthony Genest

Deputy Director

David possesses an exceptional talent for energizing training sessions and captivating the audience. David makes everyone who crosses his path love Copilot.

Antoni Allaire

CPA

Forget those boring, one-sided lectures. David brings a whole new vibe to the table that makes you actually enjoy learning.

👉These are just a few of the 1,000+ professionals already learning with Copilot Essentials. Ready to join them?

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Copilot is here, and it's here to stay

Perfect for finance professionals, administrative assistants, and other business professionals who want to become proficient with Copilot and enhance their productivity.

$147
Total Value: $1,176.00

Start Saving Time with Microsoft Copilot

Say goodbye to AI fear and welcome to productivity (I wish that this would be "bad marketing" but it's just true)

14-day Money Back Guarentee

I sold hundreds of copies of this course and never had a refund asked. I am so confident in the quality of this course and I'm happy to provide you with a refund if you're not satisfied for any reason. This is HANDS DOWN the best Copilot course on the market.

Never take meeting notes again... and that’s only scratching the surface of what Copilot can do.

  • 3 hours of straight-to-the-point, high-quality video lessons
  • FULL access to my Prompt Dictionary
  • BONUS Cheat Sheets & PDFs for quick, insightful, and visual learning
  • Real-life AI use cases I apply with my clients daily
  • Lifetime updates (Copilot evolves fast!)
  • Thorough written guide in each module
  • Copilot Agents Master Guide (38 pages)
  • English closed captions (Reviewed by REV)
  • Certificate of Completion

🚀 See you inside!

David

My 14-Day Money Back Guarantee

I pour my heart into every course I create, and I’m proud of the results. My goal is to make sure you actually save time and feel more confident at work. 

Join the course, download the material and if within 14 days you feel it’s not the right fit, I’ll give you a full refund. 

No stress, no questions asked.
There is no risk.

Course curriculum

    1. Welcome and my journey👋

      FREE PREVIEW

    2. 🎁BONUS: The Ultimate Copilot Guide (Resource Guide)

    1. Welcome to the Foundations Module

    2. How to Access Microsoft Copilot & Licensing Explained

    3. A Quick Word about Data Security🔒

    4. AI Basics - Copilot, ChatGPT & LLM Explained

    5. Personalize Copilot With Custom Instructions for Better Results

    6. Copilot Foundations Quiz

    1. Welcome to The Prompt School

    2. The Perfect Prompt Formula (GCES)

    3. Copilot Dos and Don'ts

    4. Analyze a PDF With Copilot (The Smart Way)

    5. Compare multiple PDFs with Copilot

    6. Context & Role: The Secret Sauce for Better Prompts

    7. Analyze Excel Spreadsheets with Copilot (For Free!)

    8. You’re (Almost) a Prompt School Graduate 🎓

    1. Welcome to Module #3 (Game-Changer Features)

    2. Generate STUNNING Images with Copilot and Copilot Create 🎨

    3. Build PowerPoints with Copilot (For Free!)

    4. Digitize your handwritten notes ✍️ ➡️ 💻

    5. Meeting Notes & Summaries with AI (For free!)

    6. Find & Answer Emails Faster Than Ever

    7. Microsoft Copilot App (Desktop & Mobile)

    1. Welcome to Module #4 (Copilot in 365 apps)

    2. Important Update To This Module (2025-09-24)

    3. Copilot in PowerPoint

    4. Copilot in Excel

    5. Copilot in Word

    6. Copilot in Outlook

    7. Copilot in OneNote

    8. Copilot in Teams

    1. 5.1 - Welcome to the Copilot Agents Module!

    2. 5.2 - What is an agent?

    3. 5.3 - Create your own agent using Describe

    4. 5.4 - Create your own agent using the Configure Tab (Part 1)

    5. 5.5 - Create your own agent using the Configure Tab (Part 2)

    6. 5.6 - Test and Refine your Agent (Configure - Part 3)

    7. 5.7 - Plan your WHOLE work week in 8 minutes with the Researcher Agent

    8. 5.8 - You are the AGENT BOSS! 👏

About this course

  • $147.00
  • 41 lessons
  • 3.5 hours of video content

Frequently Asked Questions

Copilot Essentials is for busy professionals who are tired of long days, repetitive tasks, and feeling like there’s never enough time. If you want to work smarter, get more done with less effort, and cut hours off your workload, this course is built for you.

If you’re not even sure where to start with AI, I got you.

Microsoft Copilot is new for everyone, and you don’t need to be tech-savvy. This course is beginner-friendly, and I guide you step by step so you can use it with confidence.

This course is a good fit if you:

  • Want practical examples you can use right away to save time at work

  • Feel a bit lost with AI and want simple, clear guidance

  • Want a shortcut instead of spending hours trying to figure out Microsoft 365 Copilot alone

  • Prefer learning at your own pace in short, bite-sized lessons

What you learn in Copilot Essentials will make your job easier, your work faster, and help you stand out for the next opportunity or promotion.

Hi, I’m David Fortin 👋

I’m a CPA with more than a decade in the corporate world. I helped raise $30M in venture capital and supported a $200M company exit, so I know exactly what it feels like to be buried in deadlines, repetitive tasks, and nonstop pressure.

I’ve always been tech-savvy, but my reality was the same as every busy professional: way too much work and not enough time. When I started using Copilot and saw how much time it could save, I realized I could combine both sides of me, the tech nerd and the corporate guy, to help people who aren’t naturally tech-savvy learn Copilot the easy way.

Today, I’m a Microsoft MVP, a LinkedIn Learning Instructor, and a full-time educator focused on Microsoft Copilot. More than 20,000 people have followed my trainings across LinkedIn Learning, live workshops, corporate sessions, and my online courses.

My teaching style is simple: no jargon, no fluff, just practical workflows you can use at work right away, and a lot of fun along the way. I’m high energy, I keep it light, and I make AI actually feel doable.

And outside of work, you’ll find me raiding in World of Warcraft or training for my next marathon 🙂🏃‍➡️🧑‍💻

A lot of people think Copilot is “easy” because you just type a question. But the truth is, if you don’t know what Copilot can really do, you end up using 5 percent of its power. You might be spending 50 minutes on something Copilot could finish in 5.

And that gap is only getting bigger. Copilot evolves incredibly fast, and it’s becoming the tool you’ll use every single day for the next 20 to 25 years. It won’t be optional. It’s already built into Outlook, Excel, Teams, Word, PowerPoint… basically everything you touch at work.

By 2026, companies will expect you to know how to use it. Many performance reviews will include expectations around AI skills, productivity gains, and your ability to work with Copilot.

The challenge is that Copilot changes so quickly that random YouTube videos won’t keep you ahead. You need a clear, practical path and the most useful workflows, all kept up to date.

If you learn Copilot now, you’re not just “keeping up,” you’re putting yourself ahead while everyone else is still trying to figure out where to start.

The full course is about 3 hours and 20 minutes of video, plus optional hands-on practice. Most people wrap everything up in 4 to 5 hours total.

The lessons are super short. Most are under 5 minutes, and the longest is around 10 minutes. You can easily learn a full topic in a quick 20 to 30 minute block on your calendar.

You can finish it in one afternoon, spread it across a couple of evenings, or just pick away at it during the week. No long lectures, no heavy theory, just simple bite-sized steps you can apply right away.

Perfect for busy people who don’t have time to “take a course.” And honestly, I don’t believe in dragging things out. I hate 8-hour courses. This one is concise, practical and still covers everything you need.

Absolutely. This course is beginner-friendly and I show you everything from the ground up. You’ll learn how Microsoft Copilot actually works, how to log in, how to use it safely, and what you need to know about data security at work.

No tech experience needed. I walk you through the basics step by step, then show you real examples so you can start using Copilot with confidence.

This course is not intended for Microsoft Copilot (Personal) — the one on copilot.microsoft.com with the brown background. If that’s the version you’re using, this course won’t be a good fit.

You can follow most of the course with:

  • Microsoft 365 Copilot Chat (free business version)

  • Microsoft 365 Copilot (paid license)

If you have the free Microsoft 365 Copilot Chat (the one with the green shield), you’ll still get a ton of value. A good 75% of the course applies directly, and I show plenty of workflows you can do without the paid features.

And honestly? Starting with the free version is often the smartest move. You get to learn the workflows, build your use case, and see exactly what Copilot can do before deciding whether the paid license is worth it. Most people skip this step and end up buying a license without knowing what they actually need.

The paid Microsoft 365 Copilot version unlocks the full experience inside Excel, Word, PowerPoint, Outlook, and Teams, so it definitely gives you more, but it’s not required to start.

If you’re unsure, don’t stress it. You have 14 days to try the course. If it doesn’t feel right based on your Copilot access, you can request a refund — no questions asked.

Nope! It’s 100% self-paced, so you decide when to start and how fast to go. No schedule, no deadlines, and no pressure. Perfect if you’re busy and can only learn in small pockets of time. 😎

Yes! You get lifetime access, so you can always jump back into the lessons whenever you need a quick refresher. You pay once, and it’s yours forever, no subscriptions and no hidden fees.

All future updates are included too, so you can keep learning as Copilot keeps evolving.

Absolutely. Microsoft 365 Copilot changes fast, and keeping this course updated is one of my top priorities.

I update the lessons regularly so you always learn the newest workflows, features, and interface changes. Just on November 18th, I recorded four brand-new videos to reflect the latest updates.

You’re not buying a course that goes stale. You’re getting a living resource that grows as Copilot evolves.

Yes! If you have questions while going through the course, just email me at [email protected]. I’m always happy to help point you in the right direction.

Easy. Just click the “For Organizations” page at the top of this site. It will take you to all the details for team training, plus a short form you can fill out when you’re ready. I’ll follow up and help set everything up for your team.

Click the "Join The Course Today" button below. You’ll unlock instant access to all the lessons and course material! Get ready, it’s high-energy learning time!  😎

Cheers
-Dave

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