Role-Based Programme
RB0483

Copilot for Microsoft 365 for Administration & Facilities

AI-Assisted Workplace Coordination, Service Management & Administrative Productivity

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build practical capability in using Microsoft 365 Copilot for administration, facilities coordination, workplace services, and office operations.
  • Use Copilot to draft communications, summarize requests, organize documents, analyse workplace data, and coordinate routine service activities.
  • Apply Copilot to maintenance requests, vendor coordination, meeting and visitor support, asset tracking, facilities reporting, and management updates.
  • Create reusable workflows across Outlook, Word, Excel, Teams, SharePoint, OneDrive, Forms, and PowerPoint.
  • Apply confidentiality, data accuracy, access controls, workplace safety considerations, and human approval throughout AI-assisted administrative workflows.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft OutlookWordExcelPowerPointTeamsOneDriveSharePointMicrosoft FormsAI-Assisted SearchMeeting SummariesData Analysis & Workplace Communication

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of administration, workplace, or facilities-management activities
  • Familiarity with service requests, vendors, maintenance, meetings, visitors, or office coordination
  • 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 Outlook, Teams, Word, Excel, PowerPoint, OneDrive, SharePoint, and Copilot Chat
  • Identifying relevant use cases across workplace coordination, facilities support, documentation, and communication
  • Understanding structured prompting using Task → Context → Requirements → Constraints → Output
  • Differentiating AI assistance from operational judgement and authorized workplace decisions
Practical activities
  • Creating prompts for common administration and facilities activities
  • Comparing generic and context-rich Copilot outputs
  • Mapping workplace processes to appropriate Microsoft 365 applications

Scenarios

Facility Service Request to Verified Resolution

Employee Request → Copilot-Assisted Summary → Facilities Classification → Vendor / Internal Team Coordination → Schedule → Service Completion → Verification → Employee Update

Participants use Microsoft 365 Copilot to coordinate a facilities request from intake through closure while maintaining human control over service authorization, safety, and completion verification.

Workplace Operations Data to Management Action

Validated Facilities Data → Excel Copilot Analysis → Maintenance & Service Exceptions → Management Summary → Action Owners → Leadership Review → Follow-Up

Participants transform workplace data into a concise management view that highlights overdue activities, service issues, and required actions while ensuring all operational conclusions remain validated by responsible staff.

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