Role-Based Programme
RB0484

Copilot for Microsoft 365 for Administration & Facilities

Streamline Workplace Operations, Documentation & Facility Coordination

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

Programme Objectives

  • Develop practical proficiency in using Microsoft 365 Copilot for administrative coordination, workplace operations, facility documentation, and internal communication.
  • Apply Copilot to create and improve SOPs, notices, reports, service requests, vendor communication, and operational documentation.
  • Use Excel with Copilot to organize and analyze facility data, maintenance records, inventory, expenses, occupancy, and service metrics.
  • Build connected workflows across Outlook, Teams, Word, Excel, PowerPoint, SharePoint, and Forms for workplace administration.
  • Apply responsible AI practices covering workplace data, vendor information, employee privacy, operational accuracy, approvals, and human accountability.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsOneDriveSharePointMicrosoft Forms

Who should attend

  • Administration Managers
  • Facilities Managers
  • Workplace Managers
  • Office Administration Professionals
  • Facility Coordinators
  • Administrative Executives
  • Workplace Operations Professionals
  • Office Managers
  • Facility Operations Professionals
  • Vendor Management Coordinators
  • Corporate Services Professionals
  • Front Office & Workplace Support Teams
  • Administration Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of administration or facilities-management activities
  • Familiarity with workplace operations, vendors, maintenance, documentation, and service coordination
  • Working knowledge of Microsoft 365 applications
  • Basic proficiency with Microsoft Excel
  • Familiarity with internal reporting and administrative communication is helpful
  • No programming expertise required
  • Basic exposure to generative AI concepts is helpful

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, PowerPoint, Outlook, Teams, OneDrive, and SharePoint
  • Mapping AI assistance to administrative and facility-management activities
  • Understanding organizational context, permissions, and information access
  • Differentiating AI assistance from operational decision-making
Practical activities
  • Exploring Copilot across common workplace applications
  • Testing administration and facilities prompts
  • Mapping Workplace Task → Microsoft 365 App → Copilot Support
  • Creating reusable prompt patterns for routine activities

Scenarios

Facility Issue to Resolution & Management Reporting

Employee Request → Microsoft Forms → Excel Tracker → Priority Assessment → Vendor / Internal Assignment → Outlook Follow-Up → Teams Review → Resolution → PowerPoint Summary

Participants manage a workplace facility issue from request capture through resolution and reporting, using Copilot to accelerate documentation, communication, and analysis while retaining human control over priority and approval decisions.

Workplace Operations Monthly Review

Maintenance Data + Vendor Status + Inventory + Occupancy → Excel Analysis → Copilot Summary → Word Management Report → PowerPoint Review → Decisions → Action Tracker

Participants consolidate key workplace operational information, identify exceptions and trends, prepare a management review, and translate approved decisions into accountable follow-up actions.

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