Role-Based Programme
RB0475

Copilot for Microsoft 365 for Quality Management

AI-Assisted Quality Documentation, Audit Support & Continuous Improvement

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

Programme Objectives

  • Understand how Microsoft 365 Copilot can support quality documentation, process compliance, audit preparation, issue analysis, and reporting.
  • Explore AI-assisted workflows for SOPs, quality records, nonconformances, CAPA, audits, and quality communications.
  • Use Copilot to summarize approved quality information, analyze validated data, and prepare management-ready outputs.
  • Identify opportunities to improve documentation consistency, follow-up, and quality-team productivity.
  • Apply source validation, document control, data accuracy, confidentiality, and human quality judgement.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsOneDriveSharePointAI-Assisted SearchMeeting SummariesData Analysis & Quality Documentation

Who should attend

  • Quality Managers
  • Quality Assurance Professionals
  • Quality Control Professionals
  • Quality Engineers
  • Quality Analysts
  • Quality Systems Professionals
  • Process Quality Professionals
  • Internal Quality Auditors
  • CAPA Coordinators
  • Continuous Improvement Professionals
  • Operational Excellence Professionals
  • Quality Management Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of quality-management processes
  • Familiarity with SOPs, audits, nonconformances, CAPA, or quality reporting
  • Basic working knowledge of Microsoft 365 applications
  • Basic spreadsheet and business-documentation skills
  • No programming expertise required
  • No previous Copilot training required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, Outlook, Teams, PowerPoint, SharePoint, OneDrive, and Copilot Chat
  • Identifying quality use cases across documentation, audits, analysis, reporting, and follow-up
  • Understanding structured prompting using Quality Objective → Context → Evidence → Constraints → Output
  • Differentiating AI assistance from accountable quality decisions and formal approvals
Practical activities
  • Creating prompts for common quality-management activities
  • Mapping quality workflows to appropriate Microsoft 365 applications

Scenarios

Nonconformance to CAPA Follow-Through

Quality Issue → Copilot-Assisted Summary → Evidence Review → Root-Cause Questions → Corrective Action Draft → Quality Review → CAPA Tracker → Effectiveness Verification

Participants use Microsoft 365 Copilot to support nonconformance and CAPA documentation while keeping root-cause confirmation, corrective-action approval, and effectiveness decisions under qualified human ownership.

Audit Evidence to Management Action

Audit Requirement → Approved Evidence → Copilot-Assisted Analysis → Potential Gap → Auditor Validation → Action Owner → Follow-Up → Management Summary

Participants use Copilot to organize audit information and follow-up actions while ensuring formal findings and quality conclusions are validated by responsible quality professionals.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.