Role-Based Programme
RB0461

Copilot for Microsoft 365 for Operations

Build AI-Assisted Process, Reporting & Operational Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Copilot across operational planning, documentation, analysis, communication, and coordination.
  • Use approved organisational information to summarise SOPs, operational reports, emails, meetings, and process documentation.
  • Create structured workflows for operational requests, issue tracking, action management, reporting, and follow-through.
  • Analyse operational data in Excel to identify trends, bottlenecks, exceptions, overdue activities, and performance gaps.
  • Apply accuracy, confidentiality, source validation, human oversight, and responsible AI practices across operational workflows.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft WordExcelOutlookTeamsPowerPointMicrosoft 365 Copilot PagesOneDrive & SharePoint Content

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of operational or business-process workflows
  • Familiarity with SOPs, trackers, operational requests, reports, and team coordination
  • Basic working knowledge of Microsoft 365 applications
  • General awareness of generative AI is helpful
  • No programming expertise required
  • No previous Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across documents, spreadsheets, emails, meetings, presentations, and collaborative work
  • Mapping operational activities across Request → Execute → Track → Review → Improve
  • Identifying opportunities across process support, reporting, communication, and coordination
  • Differentiating AI assistance from accountable operational decision-making
Practical activities
  • Exploring representative operations prompts across Microsoft 365
  • Mapping Operational Activity → Copilot Capability → Business Outcome

Scenarios

Operational Issue to Structured Resolution

Operational Issue → Copilot-Assisted Summary → SOP / Process Context → Priority & Impact → Owner Assignment → Action Tracker → Follow-Up → Resolution → Management Update

Participants use Copilot to transform fragmented operational information into a structured resolution workflow while keeping root-cause confirmation, prioritisation, and final operational decisions under responsible human ownership.

Weekly Operations Data to Management Review

Operations Dataset → Copilot in Excel → KPI & Trend Analysis → Backlog / Bottleneck Identification → Teams Review → Action Owners → Word / PowerPoint Management Summary → Follow-Up

Participants analyse operational performance, identify areas requiring attention, and prepare a concise management review while validating AI-generated observations against the underlying operational data.

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