Role-Based Programme
RB0462

Copilot for Microsoft 365 for Operations

AI-Assisted Process Management, Operational Analysis & Workflow Coordination

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

Programme Objectives

  • Develop functional proficiency in using Microsoft 365 Copilot for operational planning, process documentation, performance analysis, issue management, and cross-functional coordination.
  • Build reusable workflows that transform operational emails, documents, meetings, and business data into structured insights, actions, and management-ready outputs.
  • Use Copilot in Excel to analyse operational KPIs, workload, turnaround times, service performance, exceptions, and process trends.
  • Integrate Word, Excel, Outlook, Teams, PowerPoint, Copilot Chat, and Copilot Search across realistic operations workflows.
  • Apply source validation, confidentiality, operational controls, human judgement, and responsible AI practices throughout AI-assisted activities.

Tools covered

Microsoft 365 CopilotMicrosoft Copilot ChatMicrosoft Copilot SearchCopilot in WordExcelOutlookMicrosoft TeamsPowerPointMicrosoft Graph

Who should attend

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

Prerequisites & Participant Readiness

  • Working understanding of operational processes and service-delivery activities
  • Familiarity with SOPs, KPIs, operational reports, issues, actions, and process reviews
  • Basic working knowledge of Word, Excel, Outlook, Teams, and PowerPoint
  • Basic spreadsheet and business-analysis skills
  • No programming expertise required
  • No requirement to complete shorter Copilot for Microsoft 365 courses
  • Feature availability may vary according to organisational licensing, permissions, and administrator configuration

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Microsoft Graph, and organisational work context
  • Exploring Copilot across Word, Excel, Outlook, Teams, PowerPoint, and Copilot Search
  • Mapping operations across Plan → Execute → Monitor → Resolve → Improve
  • Identifying operational activities suited to AI assistance versus accountable human decisions
Practical activities
  • Exploring Copilot across selected Microsoft 365 applications
  • Mapping an existing operations process to Copilot capabilities
  • Creating an initial cross-application operational workflow

Scenarios

Operational Performance Gap to Improvement Action

KPI Data + Process Documents + Email Updates → Copilot Synthesis → Excel Analysis → Variance & Bottleneck Identification → Root-Cause Questions → Corrective Actions → Management Review

Participants combine operational data and organisational information to investigate a performance gap and develop a structured improvement plan while keeping root-cause validation and final decisions under human control.

Recurring Operational Issue to Managed Resolution

Operational Issue → Copilot Search → Historical Information → Teams Review → Decision & Actions → Word Process Update → Excel Action Tracker → Outlook Follow-Up → Performance Monitoring

Participants transform a recurring operational issue into a coordinated resolution workflow containing verified information, clear actions, updated documentation, responsible owners, and measurable follow-through.

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