Role-Based Programme
RB0296

Microsoft 365 Copilot for Quality Management

Analyse, Improve & Build Smarter Quality Workflows

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

Programme Objectives

  • Develop functional proficiency in applying Microsoft 365 Copilot across quality documentation, nonconformance analysis, root-cause investigation, CAPA, audits, supplier quality, and management reporting.
  • Apply advanced prompting and context-engineering techniques to produce structured, traceable, and review-ready quality outputs.
  • Use Excel and Analyst to investigate defects, complaints, nonconformances, audit findings, CAPA status, and other approved quality datasets.
  • Use Researcher, Word, SharePoint, Teams, and Outlook to support standards research, QMS documentation, audit preparation, collaboration, and follow-through.
  • Apply document control, confidentiality, evidence validation, quality governance, responsible AI, and authorised human approval across AI-assisted quality activities.

Tools covered

Microsoft 365 CopilotCopilot ChatResearcherAnalystWordExcelPowerPointOutlookTeamsOneDrive & SharePoint

Who should attend

  • Quality Managers
  • Quality Assurance Professionals
  • Quality Control Professionals
  • Quality Engineers
  • Quality Analysts
  • QMS Professionals
  • Internal Quality Auditors
  • Supplier Quality Professionals
  • Process Quality Professionals
  • Continuous Improvement Professionals
  • CAPA Coordinators
  • Compliance & Quality Professionals
  • Operational Excellence Professionals
  • Quality Team Leads & Heads

Prerequisites & Participant Readiness

  • Basic familiarity with quality-management or quality-assurance activities
  • Understanding of SOPs, nonconformances, corrective actions, audits, or quality records
  • Basic working knowledge of Microsoft 365 applications
  • Familiarity with Excel, quality reports, QMS documents, or audit information 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 quality productivity
  • Identifying suitable applications across Detect → Investigate → Correct → Prevent → Monitor workflows
  • Understanding how organisational permissions affect access to quality information
  • Recognising hallucinations, incomplete evidence, outdated information, and quality-system risks
Practical activities
  • Mapping recurring quality activities to suitable Copilot-assisted workflows

Scenarios

Nonconformance to CAPA & Effectiveness Verification

Nonconformance → Evidence Consolidation → Copilot Analysis → Root-Cause Investigation → Corrective / Preventive Actions → CAPA Ownership → Effectiveness Criteria → Verification → Closure Review

Participants use Microsoft 365 Copilot to structure a nonconformance investigation, explore evidence-backed potential causes, prepare CAPA actions, and establish effectiveness checks while keeping final root-cause and closure decisions with authorised quality professionals.

Quality Trend to Management Action

Defect / Complaint / Audit Data → Excel → Analyst → Trends & Exceptions → Researcher → Quality Context → Priority Issues → Improvement Actions → PowerPoint Management Review

Participants analyse approved quality data, identify significant recurring patterns, investigate relevant external context, and prepare an evidence-backed management review with prioritised improvement actions.

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