Mastering Copilot: Real Productivity with AI Tools

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👉 Full Show Notes
https://www.microsoftinnovationpodcast.com/744   

David Fortin shares his journey from CPA to LinkedIn Learning instructor and Microsoft MVP, offering practical insights into creating professional learning content and mastering Microsoft 365 Copilot. Learn how to prompt effectively, stay current with AI tools, and apply Copilot in real-world business scenarios.

🎙️ What you’ll learn 

• How to design and deliver a LinkedIn Learning course from concept to studio 
• Practical Excel tips for professionals, drawn from 10 years of experience 
• How to use Microsoft 365 Copilot for productivity across Teams, OneNote, and To Do 
• Why prompt engineering is essential for effective AI use 
• Strategies to stay current with fast-evolving AI tools and features 

✅ Highlights 

• “I packaged my best Excel tips from 10 years into an hour and 15 minutes.” 
• “You hit record and it shows ‘recording’ in red at the top.” 
• “I teach busy professionals how to make the most out of Microsoft 365 Copilot.” 
• “It’s a machine to forecast the next word.” 
• “I always ask—who are we helping and how?” 
• “I comment on everyone personally—LinkedIn even blocked me once for typing too fast.” 
• “You need to refill AI courses every time—three times now.” 
• “Use it every day. You’ll get better by using it.” 
• “I scroll Instagram and read the AI report newsletter daily.” 
• “I show people how to build an agent to be more productive.” 
• “If you say ‘help me’ instead of ‘do this,’ it’ll do two completely different things.” 

🧰 Mentioned 

• LinkedIn Learning - Excel Quick Tips - https://courses.davidpba.com/ 
• Microsoft To Do - https://www.microsoft.com/en-us/microsoft-365/microsoft-to-do-list-app 
• AI Report newsletter - https://www.microsoft.com/en-us/microsoft-365/microsoft-to-do-list-app  
• ChatGPT - https://openai.com/index/introducing-gpt-5/  
• ChatGPT Tricks - https://techpp.com/2025/08/21/chatgpt-for-instagram-growth/  
• Microsoft MVP YouTube Series - How to Become a Microsoft MVP - https://www.youtube.com/playlist?list=PLzf0yupPbVkqdRJDPVE4PtTlm6quDhiu7 

✅Keywords 
linkedin learning, microsoft 365 copilot, excel tips, prompt engineering, ai productivity, gpt-5, chatgpt, onenote, teams, microsoft to do, training, content creation 

Microsoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoption

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Thanks for listening 🚀 - Mark Smith