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Copilot & Excel: Smarter Workflows for Modern Professionals
- Free Microsoft Copilot vs. Paid Copilot
- Install and Access Copilot – Options Step by Step
- Will CoPilot will work with Standalone Excel?
- Copilot Screen Tour
- Compare ChatGPT and Copilot
- Copilot Terminology
- Copilot Question Techniques & Tips for Best Responses
- Tips and Tricks to Improve Productivity
- Microsoft Copilot use Cases for Professionals
- Analyze a PDF
- Compare Two Uploaded PDF Documents with Copilot
- Compare and highlight differences in 2 uploaded MS Word documents
- Remove Duplicates in Data
- Vlookup/Xlookup Functions
- PivotTables Tutorial
- Excel Formulas and Functions
- VBA Code for Macro to Subtotal Data
Overview of the webinar
AI is changing the way we work—and Excel is no exception. In this interactive webinar, Ray will demystify Microsoft Copilot, explain why it doesn’t work in standalone Excel, and show you the difference between free and paid versions. You’ll get a guided tour of Copilot’s interface, learn question techniques to get the best responses, and discover practical productivity hacks you can use immediately. From VLOOKUPs and PivotTables to comparing PDFs and automating tasks with VBA, Ray will reveal how Copilot can transform your everyday workflows into time-saving, AI-powered solutions.
Who should attend?
- All Microsoft Office and AI users
- Educators
- Trainers
- Sales and Marketing Professionals
- Account Executives
- Accountants
- Auditors
- Bookkeepers
- Business Owners
- Chief Executives
- Controllers
- CPA's
- Cybersecurity staff
- Database Administrators (DBA)
- Engineers
- Financial Analysts
- Human Resource Personnel
- IT Professionals
- Managers
- New Recruits
- Project Managers
- Social Media Specialists
- Staff at all level
- Supervisors
Why should you attend?
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.
- Harness the full potential of your software investment
- Time-Efficient Power Learning with Focused Topics
- Practical Hands-On Skill Enhancement with High Retention
- Supporting Resources, Learning Guide and Practice Files
- Improved Productivity, Quality and Error minimization
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognized for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
Faculty - Mr.Ray Evans
Ray blends a professional, easy-going style with a strong grasp of adult learning—demonstrated across classroom, seminar, workshop, and live-online delivery, supported by practical, high-retention instructional materials.
Backed by Microsoft certifications, Ray teaches more than 2,500 topics spanning Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher—and is one of very few presenters delivering expert-level webinars across all six leading AI cognitive engines: Claude, ChatGPT, Copilot, Grok, Gemini and DeepSeek.
He holds qualifications in Frontline Management, Accounting, Training and Assessment and is certified in Six Sigma business-improvement methodology.
Since 1990, Ray has trained over 40,000 students, business owners, and executives, and authored extensive training documentation, complex reports, and engaging web content—consistently demonstrating exceptional communication and knowledge transfer.
Ray's webinars replicate the in-person classroom experience and include:
- A comprehensive step-by-step Learning Guide
- Demonstrations and practical exercises
- Exercise files
- Productivity techniques, tips and shortcuts