Role-Based Programme
RB0482

Copilot for Microsoft 365 for Administration & Facilities

AI-Assisted Workplace Coordination, Documentation & Service Support

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

Programme Objectives

  • Understand how Microsoft 365 Copilot can support administrative coordination, facilities services, workplace communication, and operational documentation.
  • Explore practical Copilot capabilities across Outlook, Word, Excel, Teams, PowerPoint, Search, and Copilot Chat.
  • Experience summarising requests, creating documents, analysing service information, and preparing workplace communications.
  • Identify opportunities to improve facilities-request tracking, vendor coordination, meeting preparation, and action follow-up.
  • Recognise confidentiality, access permissions, factual validation, human approval, and responsible AI requirements.

Tools covered

Microsoft 365 CopilotMicrosoft Copilot ChatCopilot in OutlookWordExcelMicrosoft TeamsPowerPointMicrosoft Copilot SearchMicrosoft Graph

Who should attend

  • Administration Managers
  • Facilities Managers
  • Workplace Managers
  • Office Managers
  • Administration Executives
  • Facilities Executives
  • Workplace Operations Professionals
  • Corporate Services Professionals
  • Facility Coordinators
  • Front Office / Workplace Services Professionals
  • Vendor Coordination Professionals
  • Administration & Facilities Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of administration, workplace, or facilities processes
  • Familiarity with service requests, vendors, documentation, meetings, or workplace coordination
  • Basic familiarity with Microsoft 365 applications
  • No AI or programming expertise required
  • No previous Microsoft 365 Copilot experience required
  • Feature availability may depend on organisational licensing and administrator configuration

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot across Outlook, Word, Excel, Teams, PowerPoint, Search, and Copilot Chat
  • Understanding how Microsoft Graph provides permitted organisational work context
  • Mapping Request → Coordinate → Track → Communicate → Close
  • Identifying appropriate administrative and workplace-services use cases
Practical activities
  • Exploring Copilot within selected Microsoft 365 applications
  • Mapping a sample facilities or administration process to Copilot
  • Testing a simple workplace-support prompt

Scenarios

Workplace Service Request to Resolution

Employee Request → Outlook Summary → Request Classification → Excel Service Tracker → Facilities Coordination → Status Communication → Resolution → Closure

Participants use Copilot to organise a workplace request, document the required action, track progress, and communicate updates while retaining human control over operational decisions.

Vendor Review to Facilities Action Plan

Vendor Emails + Service Information → Copilot Summary → Meeting Preparation → Vendor Review → Decisions & Actions → Owners & Deadlines → Follow-Up

Participants convert vendor and facilities information into a structured review and follow-up workflow containing clear actions, responsibilities, and validated commitments.

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