Role-Based Programme
RB0282

Microsoft 365 Copilot for Operations

Analyse, Optimise & Build Smarter Operational Workflows

IMAGE REQUIRED
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Microsoft 365 Copilot across operational planning, process documentation, issue analysis, reporting, coordination, and continuous improvement.
  • Apply advanced prompting and context-engineering techniques to produce structured, operationally relevant, and review-ready outputs.
  • Use Excel and Analyst to examine operational data, trends, exceptions, bottlenecks, service levels, and performance indicators.
  • Use Teams, Planner, Loop, Word, Outlook, and SharePoint to connect operational communication, actions, procedures, and follow-through.
  • Apply confidentiality, permissions, process controls, source validation, responsible AI, and human approval across AI-assisted operational activities.

Tools covered

Microsoft 365 CopilotCopilot ChatResearcherAnalystWordExcelPowerPointOutlookTeamsPlannerLoopOneDriveSharePoint & Copilot Agents

Who should attend

  • Operations Managers
  • Operations Executives
  • Business Operations Professionals
  • Process Excellence Professionals
  • Service Operations Managers
  • Production & Manufacturing Operations Professionals
  • Supply Chain Operations Professionals
  • Operational Excellence Professionals
  • Process Improvement Professionals
  • Business Process Analysts
  • Operations Analysts
  • Shared Services Professionals
  • Operations Team Leads
  • Functional Operations Heads

Prerequisites & Participant Readiness

  • Basic familiarity with business or operational processes
  • Understanding of workflows, SOPs, KPIs, service levels, issues, and operational reporting
  • Basic working knowledge of Microsoft 365 applications
  • Familiarity with spreadsheets, reports, or operational documentation is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • Completion of a shorter Copilot programme is not required

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, agents, and AI-assisted operational productivity
  • Identifying suitable Copilot applications across Plan → Execute → Monitor → Improve workflows
  • Understanding how Microsoft 365 permissions and organisational context affect available information
  • Recognising hallucinations, incomplete context, outdated information, and operational risks
Practical activities
  • Mapping recurring operational activities to appropriate Copilot-assisted workflows

Scenarios

Operational Issue to Process Improvement

Operational Problem → Teams / Process Files → Copilot Analysis → Root-Cause Investigation → Excel & Analyst → Improvement Options → Revised SOP → Planner Actions → Management Review

Participants use Microsoft 365 Copilot to investigate a recurring operational problem, analyse supporting data, identify potential causes, redesign the process, and convert approved improvements into updated procedures and tracked actions.

Weekly Operations Performance Review

Operational KPIs → Excel → Analyst → Exceptions & Trends → Teams Updates → Researcher → Improvement Opportunities → Priority Actions → PowerPoint Management Brief

Participants analyse weekly operational performance, identify material exceptions and emerging trends, investigate improvement opportunities, and prepare an evidence-backed management review with clear actions and ownership.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.