CoPilot in OneNote

Duration:  Three (3) Hours

About:  This training course is designed to help users effectively integrate and utilize Copilot with OneNote. Participants will learn how to use Copilot to create and organize notes, share and collaborate on notes, automate certain tasks within OneNote, and search for information within notes. By the end of the course, participants will have a solid understanding of how to use Copilot with OneNote to enhance their productivity and efficiency.

License Requirements:  To complete exercises in this course, each student must have access to a Microsoft 365 subscription (BYOS), licensed to use Copilot for Microsoft 365. Each student must also have a Microsoft OneDrive account since Copilot requires OneDrive to complete the file-sharing tasks.

Audience Profile: This course is ideal for professionals who frequently use OneNote for notetaking, brainstorming, and project management in their work environment. It’s suitable for individuals at all levels of an organization, including administrative staff, managers, executives, and IT professionals.

Prerequisites: Participants should have a basic understanding of computer operations, be familiar with the Windows operating system, and frequently use OneNote.

Introduction

• Brief overview of Microsoft Copilot and Microsoft OneNote.
• Benefits of using Copilot with OneNote.
• Enabling Copilot in OneNote

Basic Features

• Note creation:
  • Learn how to use Copilot to create and organize notes, including text, images, and audio notes.
• Collaboration:
  • Understand how Copilot can assist in sharing and collaborating on notes with others.

Advanced Features

• Automation:
  • Explore using Copilot to automate specific tasks within OneNote, such as creating to-do lists or setting reminders.
• Search and retrieval:
  • Learn how Copilot can help search for information within your notes and retrieve it quickly.

Troubleshooting

• Common issues and how to resolve them.
• Where to find additional help and resources.

Best Practices

• Tips and tricks for getting the most out of Copilot with OneNote.
• Privacy and security considerations.