Role-Based Programme
RB0460

Copilot for Microsoft 365 for Operations

Improve Operational Planning, Coordination & Reporting

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft 365 Copilot can support day-to-day operations, coordination, documentation, analysis, and reporting.
  • Use Copilot to summarize operational emails, reports, procedures, meeting discussions, and shared business information.
  • Explore Copilot for creating SOPs, status updates, action plans, operational communications, and management summaries.
  • Use Excel with Copilot to organize and review operational data, KPIs, service issues, workloads, and action trackers.
  • Apply responsible AI practices covering operational accuracy, confidentiality, data validation, approvals, and human accountability.

Tools covered

Microsoft 365 CopilotCopilot ChatOutlookTeamsWordExcelPowerPointOneDriveSharePoint

Who should attend

  • Operations Managers
  • Business Operations Professionals
  • Operations Executives
  • Operations Analysts
  • Service Operations Professionals
  • Process Coordinators
  • Operational Excellence Professionals
  • Shared Services Professionals
  • Regional Operations Professionals
  • Workforce Operations Professionals
  • Business Process Professionals
  • Operations Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of operational processes and business workflows
  • Familiarity with operational reporting, coordination, or process documentation
  • Basic experience with Microsoft 365 applications
  • Basic familiarity with Microsoft Excel is helpful
  • No programming expertise required
  • No previous Microsoft 365 Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot across Outlook, Teams, Word, Excel, PowerPoint, SharePoint, and OneDrive
  • Identifying operational use cases across planning, execution, monitoring, and communication
  • Understanding AI-assisted productivity within routine operational workflows
  • Differentiating AI-generated suggestions from operational decisions
Practical activities
  • Exploring Copilot across common operations activities
  • Testing basic operations-focused prompts
  • Mapping Operational Activity → Microsoft 365 App → Copilot Support

Scenarios

Operational Issue to Corrective Action

Operational Data → Excel Review → Performance Exception → Copilot Summary → Teams Discussion → Corrective Action → Owner & Deadline → Follow-Up

Participants identify an operational exception, organize supporting information, capture corrective actions, and create accountable follow-up while retaining human ownership of final decisions.

Weekly Operations Review to Management Update

Operational Reports + Email Updates → Copilot Synthesis → KPI & Issue Summary → Teams Review → PowerPoint Update → Decisions → Action Tracker

Participants consolidate operational information, prepare a concise weekly review, capture management decisions, and convert them into structured follow-up actions.

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