Role-Based Programme
RB0281

Microsoft 365 Copilot for Operations

Practical AI for Process, Productivity & Operational Excellence

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Microsoft 365 Copilot across practical Operations activities.
  • Apply structured prompting techniques for process documentation, operational planning, issue analysis, coordination, and reporting.
  • Use Copilot across Word, Excel, Outlook, Teams, and PowerPoint to create, analyse, summarise, and communicate operational information.
  • Analyse approved operational trackers, reports, process documents, meeting information, and performance data to identify trends, exceptions, and improvement opportunities.
  • Build repeatable Copilot-assisted Operations workflows while maintaining accuracy, confidentiality, safety, governance, and human operational judgement.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelOutlookTeamsPowerPointWeb-Grounded ResearchOrganisational Work Data where authorised

Who should attend

  • Operations Executives
  • Operations Managers
  • Business Operations Professionals
  • Service Operations Professionals
  • Process Operations Professionals
  • Production & Manufacturing Operations Professionals
  • Operations Planning Professionals
  • Operations Analysts
  • Process Excellence Professionals
  • Continuous Improvement Professionals
  • Site & Branch Operations Teams
  • Supply & Operational Coordination Teams
  • Operations Team Leaders
  • Functional Managers Responsible for Operational Delivery

Prerequisites & Participant Readiness

  • Basic understanding of operational processes and day-to-day business activities
  • Familiarity with SOPs, schedules, trackers, issues, reports, or operational performance information
  • Basic familiarity with Microsoft 365 applications such as Word, Excel, Outlook, Teams, and PowerPoint is helpful
  • Basic document and spreadsheet-handling knowledge
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Microsoft 365 Copilot experience required
  • Participants should use anonymised or organisation-approved operational information during practical exercises
  • Production-impacting, safety-critical, regulatory, or high-risk operational actions must remain subject to authorised human review

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Generative AI, and work-grounded assistance
  • Understanding how Copilot works across Word, Excel, Outlook, Teams, and PowerPoint
  • Identifying applications across process management, planning, coordination, analysis, and reporting
  • Understanding permissions, hallucinations, confidentiality, data quality, and operational-risk considerations
Practical activities
  • Exploring Copilot through common Operations activities
  • Comparing simple and structured prompts for the same operational requirement
  • Reviewing generated operational content for assumptions and inaccuracies
  • Identifying activities suitable for Copilot assistance versus operational judgement

Scenarios

Operational Issue to Corrective Action

Operational Issue → Copilot Analysis → Evidence → Root-Cause Questions → Corrective Actions → Teams Review → Action Tracker → Follow-Up

Participants use Microsoft 365 Copilot to structure a realistic operational issue, organise investigation information, develop corrective-action options, and track follow-through while retaining human ownership of root-cause confirmation and implementation.

Operations Data to Performance Improvement

Operational Dataset → Copilot in Excel → Trends & Outliers → Process / Service Gaps → Improvement Priorities → Management Commentary → PowerPoint Review

Participants analyse sample operational-performance data, identify validated trends and exceptions, and convert findings into practical improvement priorities and management-ready reporting.

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