Role-Based Programme
RB0477

Copilot for Microsoft 365 for Quality Management

Strengthen Quality Analysis, Documentation & Continuous Improvement with AI

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

Programme Objectives

  • Develop functional proficiency in applying Copilot across quality planning, documentation, issue analysis, audits, CAPA, reporting, and continuous improvement.
  • Analyse approved quality records and operational data to identify trends, exceptions, recurring issues, and areas requiring investigation.
  • Build reusable AI-assisted workflows for SOP review, non-conformance analysis, root-cause investigation, corrective actions, quality reviews, and management reporting.
  • Improve collaboration and follow-through through Copilot-supported meetings, communication, action tracking, and stakeholder reporting.
  • Apply source validation, document control, confidentiality, human judgement, and responsible AI practices throughout quality-management workflows.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft WordExcelPowerPointTeamsOutlookMicrosoft 365 Copilot PagesOneDrive & SharePoint Content

Who should attend

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

Prerequisites & Participant Readiness

  • Working understanding of quality-management processes
  • Familiarity with SOPs, quality records, audits, defects, non-conformances, CAPA, and quality KPIs
  • Basic working knowledge of Microsoft 365 applications
  • General awareness of generative AI and prompt design is helpful
  • Experience working with quality reports or operational data is beneficial
  • No programming expertise required
  • No previous Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across quality documentation, analysis, meetings, communication, and reporting
  • Mapping AI assistance across Plan → Execute → Check → Correct → Improve
  • Differentiating AI-generated observations from validated quality evidence and conclusions
Practical activities
  • Exploring representative quality-management activities across Microsoft 365
  • Mapping Quality Activity → Copilot Capability → Human Validation → Outcome

Scenarios

Non-Conformance to CAPA & Effectiveness Verification

Quality Issue → Evidence Collection → Copilot-Assisted Issue Analysis → Root-Cause Investigation → Corrective Action → CAPA Tracker → Owner & Due Date → Effectiveness Review → Quality Closure

Participants manage a realistic non-conformance through investigation and corrective action while ensuring that root-cause confirmation, CAPA approval, and final closure remain under qualified quality ownership.

Quality Performance to Management Improvement Plan

Quality Dataset → Copilot in Excel → KPI & Trend Analysis → Recurring Issue Identification → Supporting Evidence → Management Review → Improvement Actions → Owners → Follow-Up

Participants transform quality-performance information into an actionable management review while validating AI-generated observations before using them for quality or business decisions.

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