Microsoft Copilot Masterclass by David Fortin Microsoft MVP
A hands-on Microsoft Copilot course for finance and business professionals, built around Excel, Outlook, Word, Teams, and PowerPoint tools you use every day. Taught by a CPA and Microsoft MVP.
Is This You?
Before you dig into the curriculum — here's who tends to get the most out of this course.
You'll get real value if you
- Live in Microsoft 365 (Excel, Outlook, PowerPoint, Teams)
- Already have Copilot, or expect it soon
- Want practical wins, not AI theory
- Prefer short lessons you can apply the same day
- Are a finance, FP&A, ops, or general office pro
You'll benefit most if
- You've tried Copilot and felt underwhelmed
- Your prompts come back generic or wrong
- You want faster Excel analysis and cleanup
- You want to summarize meetings and docs in seconds
- You want to move past demos into daily workflow
Why I’m recommending this
Straight up: I haven’t personally gone through this course. What I can tell you is that I know David, I follow his work, and he’s someone I’ve seen teach Copilot with a real finance and business lens instead of drifting into generic AI theory. I have seen enough of his work to recommend his course to others.
This page includes an affiliate link, which means I earn a commission if you enroll — at no extra cost to you. You also get 10% off with code THEFPAGUY10. I only partner with people whose work I’d recommend regardless.
What’s Inside
Organized around practical use cases, not abstract AI theory.
About the course
The Microsoft Copilot Masterclass is a self-paced course built for working professionals who want more than surface-level Copilot use. It covers the Microsoft 365 tools you already use every day (Excel, Word, Outlook, Teams, and PowerPoint) plus a dedicated section on prompting.
Lessons are short, practical, and example-driven. The goal isn’t a credential on your LinkedIn — it’s getting hours back in your week.
What you’ll walk away able to do
- Analyze and summarize Excel data faster
- Clean messy datasets without doing every step manually
- Draft emails, docs, and summaries in a fraction of the time
- Pull action items from meetings and long email threads
- Apply Copilot to the work you do
Course Modules
Each module is focused on workflows you run every week.
Copilot Fundamentals
- What Copilot is and what it isn’t
- How it fits into day-to-day work
- The mistakes most people make early on
- Why prompt quality changes everything
Copilot in Excel
- Analyze data without building from scratch
- Clean and structure messy datasets faster
- Generate formulas and summaries with prompts
- Work toward more consistent, reliable results
Copilot in Word & Outlook
- Draft and rewrite documents in minutes
- Summarize long emails and threads
- Pull out key points and action items
- Sharpen everyday business communication
Copilot in Teams & PowerPoint
- Summarize meetings and capture next steps
- Turn raw notes into structured output
- Build presentations from outlines or source docs
- Improve decks you already have
Prompt School
- A repeatable framework for better prompts
- Ready-to-use templates
- How to fix weak or generic outputs
- How to iterate without wasting time
Copilot Agents
- Build agents to handle repetitive tasks
- Teach your agents to act like you with your own data
- Tailor each agent to perform one task really well
- Agents change the way you do your daily work
David is a Chartered Professional Accountant with over a decade of corporate finance experience, and he’s become one of the go-to voices for teaching professionals how to use Copilot in real work. What stands ou6 is that he teaches AI through a finance and business lens.
Frequently Asked Questions
Direct answers so you can decide with confidence.