Role-Based Programme
RB0295

Microsoft 365 Copilot for Quality Management

Practical AI for Quality Analysis, CAPA & Continuous Improvement

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Microsoft 365 Copilot across practical Quality Management activities.
  • Apply structured prompting techniques for quality documentation, inspections, non-conformance analysis, CAPA, audits, and reporting.
  • Use Copilot in Word and Excel to analyse approved quality documents, records, trackers, feedback, and performance data.
  • Use Microsoft 365 Copilot to improve audit preparation, quality meetings, follow-ups, management reporting, and continuous-improvement activities.
  • Build reusable AI-assisted quality workflows while maintaining traceability, confidentiality, evidence validation, and human quality judgement.

Tools covered

Microsoft 365 CopilotCopilot ChatCopilot in WordCopilot in ExcelCopilot in Outlook & TeamsMicrosoft 365 FilesOneDrive / SharePoint

Who should attend

  • Quality Assurance Professionals
  • Quality Control Professionals
  • Quality Managers
  • Quality Executives
  • Quality Systems Professionals
  • Process Quality Professionals
  • Supplier Quality Professionals
  • Internal Quality Auditors
  • Quality Analysts
  • CAPA Professionals
  • Continuous Improvement Professionals
  • Process Excellence Professionals
  • Compliance & Quality Professionals
  • Quality Team Leaders

Prerequisites & Participant Readiness

  • Basic understanding of Quality Management activities
  • Familiarity with SOPs, inspections, defects, deviations, audits, CAPA, or quality records
  • Basic familiarity with Microsoft Word, Excel, Outlook, and Teams
  • Basic computer proficiency
  • No programming knowledge required
  • No previous Microsoft 365 Copilot experience required
  • Participants should use anonymised or organisation-approved quality information
  • Final root-cause conclusions, compliance decisions, CAPA approvals, safety decisions, and product-release decisions require authorised professional review

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot and Generative AI in Quality Management
  • Identifying applications across documentation, inspections, CAPA, audits, analysis, and reporting
  • Understanding AI assistance versus Quality professional judgement and accountability
  • Recognising hallucinations, confidentiality risks, incomplete evidence, and verification requirements
Practical activities
  • Exploring common Quality Management activities with Copilot Chat
  • Comparing simple and structured prompts for the same quality requirement
  • Asking Copilot to identify missing context and evidence requirements
  • Identifying recurring quality activities suitable for Copilot assistance

Scenarios

Non-Conformance to CAPA

Quality Issue → Copilot Document Review → Evidence Analysis → Problem Statement → Root-Cause Questions → Corrective Actions → CAPA → Effectiveness Review

Participants use Microsoft 365 Copilot to structure a sample non-conformance investigation and prepare CAPA inputs while authorised Quality professionals validate root cause and approve final actions.

Quality Performance to Continuous Improvement

Quality Data → Copilot in Excel → Trends & Outliers → Recurring Defects / Deviations → Priority Areas → Improvement Actions → Management Summary

Participants analyse approved quality-performance data, identify validated trends and exceptions, and transform findings into focused improvement priorities and management-ready reporting.

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