Role-Based Programme
RB0476

Copilot for Microsoft 365 for Quality Management

Improve Quality Documentation, Analysis & Continuous Improvement

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Microsoft 365 Copilot for quality documentation, analysis, reporting, and review activities.
  • Use Copilot to summarize SOPs, audit findings, inspection records, corrective actions, and quality-related communications.
  • Apply Copilot in Excel to organize quality data, identify trends, review exceptions, and support KPI analysis.
  • Create structured quality reports, meeting summaries, corrective-action updates, and management presentations.
  • Apply responsible AI practices covering accuracy, traceability, document control, confidentiality, and human quality approval.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsOneDriveSharePoint

Who should attend

  • Quality Managers
  • Quality Assurance Professionals
  • Quality Control Professionals
  • Quality Analysts
  • Quality Engineers
  • Quality Systems Professionals
  • Process Quality Professionals
  • Continuous Improvement Professionals
  • Operational Excellence Professionals
  • Internal Audit Professionals
  • Compliance & Quality Coordinators
  • Quality Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of quality-management concepts and processes
  • Familiarity with SOPs, inspections, audits, corrective actions, or quality reporting
  • Basic working knowledge of Microsoft 365 applications
  • Basic familiarity with Microsoft Excel
  • No programming expertise required
  • No previous Microsoft 365 Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, PowerPoint, Outlook, Teams, SharePoint, and OneDrive
  • Identifying quality use cases across documentation, analysis, audits, corrective actions, and reporting
  • Understanding how organizational context supports AI-assisted work
  • Differentiating AI-generated support from quality judgement and approval
Practical activities
  • Exploring Copilot in common quality workflows
  • Testing basic quality-management prompts
  • Mapping Quality Activity → Microsoft 365 App → Copilot Support

Scenarios

Quality Issue to Corrective Action

Quality Issue → Excel Data → Copilot Analysis → Recurring Pattern → Root-Cause Review → Word Corrective-Action Draft → Owner Assignment → Verification

Participants analyze a sample quality issue, identify patterns requiring investigation, structure corrective actions, and maintain human approval of root cause and closure.

Internal Audit to Management Review

Audit Notes → Copilot Summary → Findings → Excel Action Tracker → Teams Review → PowerPoint Quality Report → Management Decisions

Participants convert audit information into structured findings, track corrective actions, and prepare a concise management-review presentation with validated quality information.

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