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.

Copilot is here.
Ready to use it to save countless hours?

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Course curriculum

    1. Welcome and my journey👋

      FREE PREVIEW

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

    3. Where to Find and How to Access Microsoft Copilot

    1. Welcome to the Foundations Module

    2. AI Basics - Copilot, ChatGPT & LLM Explained

    3. Microsoft Copilot Licensing Explained (The different versions)

    4. A quick word about Data Security🔒

    5. Copilot Housekeeping Rules 🧹 (Quick tips!)

    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. Copilot in PowerPoint

    3. Copilot in Excel

    4. Copilot in Word

    5. Copilot in Outlook

    6. Copilot in OneNote

    7. 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
  • 40 lessons
  • 3.5 hours of video content

Frequently Asked Questions

If you work in an office and want to save serious time, this course is for you. You don’t need to be “techy”. I’ll show you how to actually use Copilot in your day-to-day job to cut hours off your workload. Real examples, practical tips, zero BS.

I’m David Fortin, a CPA with 10+ years of corporate experience. In my career I helped raise $30M in venture capital and played a key role in a $200M company exit, so I know firsthand the business challenges professionals face every day.

I’m also a Microsoft MVP, LinkedIn Learning Instructor, and full-time educator on Microsoft Copilot. Over the past year alone, I’ve trained more than 1,000 busy professionals on how to use Copilot to save time and boost productivity.

And when I’m not teaching? You’ll probably find me raiding in World of Warcraft or run a marathon 😉

Because AI isn’t just a trend, it’s quickly becoming the way work gets done in every industry. Companies are hiring AI specialists, teams are reshaping their processes, and the people who know how to use Copilot are standing out. By learning Copilot, you’ll stay ahead of the curve, save hours of repetitive work, and give yourself an edge over colleagues who are still figuring it out. (Bonus: that means more time at home, not stuck at the office!)

The course has 3 hours and 13 minutes of video lessons. With the hands-on exercises, you’ll spend about 4–5 hours in total. I recommend blocking two 2.5-hour sessions in your calendar so you can move through the content smoothly and actually apply what you learn.

Nope! It’s 100% self-paced, so you decide when to start and how fast to go. 😎

Yes! You get lifetime access to the course, so you can always come back to the lessons whenever you need a refresher. You pay once, and it’s yours forever, no subscriptions, no hidden fees. Plus, all future updates are included. As of August 2025, I’ve already updated the course three times, adding new modules and even a full revamp.

That’s awesome! I offer team and corporate training options, including bulk enrollment discounts. Just email me directly at [email protected] and we’ll set up the best option for your team.

No! Three out of the five modules are designed so you can learn using the free version of Microsoft Copilot.

If you’d like to explore more, Microsoft also offers a 30-day free trial of Copilot Pro (subject to change).

You’ll still get plenty of value from the course without a paid license, and the skills you’ll build will make it easy to transition once your company provides one, which many are already starting to do.

Note: In this course I'm using the Microsoft 365 Copilot version (The Paid Business version)

  • No tech skills required, we start from scratch

  • Step by step in Microsoft 365 apps

  • Follow-along exercises to build confidence

  • Lifetime access, updates included

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

Cheers
-Dave

Join The Course Today for $147