Role-Based Programme
RB0486

Copilot for Microsoft 365 for Risk & Internal Audit

AI-Assisted Risk Analysis, Audit Review & Reporting

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability to use Microsoft 365 Copilot for risk assessment, audit planning, evidence review, control analysis, and reporting.
  • Use Copilot to synthesise permitted information from documents, emails, meetings, and organisational sources into structured audit and risk insights.
  • Apply Copilot in Excel to organise and analyse risk registers, control data, audit observations, findings, and remediation actions.
  • Create risk summaries, audit working documents, stakeholder communications, management reports, and follow-up actions.
  • Apply evidence traceability, confidentiality, professional judgement, access permissions, factual validation, and responsible AI practices.

Tools covered

Microsoft 365 CopilotMicrosoft Copilot ChatMicrosoft Copilot SearchCopilot in WordExcelOutlookMicrosoft TeamsPowerPointMicrosoft Graph

Who should attend

  • Risk Managers
  • Enterprise Risk Management Professionals
  • Internal Audit Managers
  • Internal Auditors
  • Risk Analysts
  • Audit Analysts
  • Governance, Risk & Control Professionals
  • Operational Risk Professionals
  • Controls Assurance Professionals
  • Internal Control Professionals
  • Audit & Risk Coordinators
  • Risk & Internal Audit Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of risk-management or internal-audit processes
  • Familiarity with risks, controls, audit evidence, findings, and remediation activities
  • Basic familiarity with Microsoft 365 applications
  • Basic spreadsheet and document-review skills
  • No AI or programming expertise required
  • No previous Microsoft 365 Copilot experience required
  • Feature availability may depend on organisational licensing, policies, and administrator configuration

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot across Word, Excel, Outlook, Teams, PowerPoint, Search, and Copilot Chat
  • Understanding how Microsoft Graph provides permitted organisational context
  • Mapping AI assistance across Plan → Gather → Analyse → Validate → Report
  • Distinguishing Copilot-generated observations from verified audit evidence and professional conclusions
Practical activities
  • Exploring Copilot across selected Microsoft 365 applications
  • Mapping a sample risk or audit process to relevant Copilot capabilities
  • Creating a basic AI-assisted risk and audit workflow

Scenarios

Control Evidence to Audit Finding

Audit Objective → Copilot Search → Policy / Procedure Evidence → Word Review → Excel Control Analysis → Potential Exception → Auditor Validation → Finding Draft

Participants combine permitted organisational information, audit evidence, and structured data to identify a potential control issue while keeping the final finding and audit conclusion under professional human ownership.

Audit Review to Remediation Follow-Up

Audit Findings → Excel Remediation Tracker → Teams Management Review → Copilot Summary → Actions & Owners → Outlook Follow-Up → Progress Review → Auditor Verification

Participants transform audit-review information into a structured remediation workflow containing clear actions, responsibilities, deadlines, communication, and evidence-based follow-up.

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