Tool or Technology
TT0032

Mastering Microsoft 365 Copilot

Advanced AI Productivity, Agents & Intelligent Workflows

Copilot
Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced expertise in using Microsoft 365 Copilot across communication, research, analysis, meetings, documents, presentations, and enterprise knowledge work.
  • Architect reusable AI-assisted workflows by combining advanced prompting, Microsoft 365 organisational context, Copilot Pages, Notebooks, Researcher, and Analyst.
  • Build and extend specialised Copilot agents using Agent Builder, Copilot Studio, enterprise knowledge sources, tools, connectors, and agent flows.
  • Automate recurring Microsoft 365 activities using scheduled prompts, event-driven workflows, and human-in-the-loop automation.
  • Apply enterprise security, permissions, information quality, responsible AI, and governance practices when deploying Copilot across organisational workflows.

Technology covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsOneDriveSharePointCopilot PagesCopilot NotebooksResearcher AgentAnalyst AgentAgent BuilderCopilot StudioCopilot ConnectorsAgent FlowsWorkflows & Scheduled Prompts

Who should attend

  • Business & Functional Leaders
  • Digital Transformation Professionals
  • AI & Innovation Teams
  • Microsoft 365 Power Users
  • Business Analysts & Functional Consultants
  • Project & Program Managers
  • Human Resources & Learning Professionals
  • Sales & Business Development Professionals
  • Marketing & Communications Professionals
  • Operations & Process Excellence Professionals
  • Finance & Business Planning Professionals
  • Research & Strategy Professionals
  • Knowledge Management Professionals
  • Product Managers & Product Owners
  • Enterprise Automation & Solution Teams

Prerequisites & Participant Readiness

  • Familiarity with Microsoft 365 applications and common workplace processes
  • Basic understanding of Generative AI concepts is beneficial
  • Familiarity with Microsoft Copilot or another AI assistant is helpful but not mandatory
  • Ability to work with documents, spreadsheets, presentations, email, meetings, and organisational information
  • Basic understanding of workflow automation is useful for advanced agent and automation modules
  • No programming expertise required for the core programme
  • Some advanced features depend on organisational licensing, administrator configuration, permissions, and feature availability
  • Completion of shorter Copilot programmes is not required

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, and enterprise Generative AI
  • Understanding work-grounded AI using Microsoft 365 organisational context
  • Understanding the relationship between prompts, files, emails, meetings, and connected information
  • Understanding strengths, limitations, hallucinations, and human accountability
Practical activities
  • Exploring advanced Copilot capabilities through corporate examples
  • Comparing manual and Copilot-assisted approaches to knowledge work
  • Identifying high-value Copilot opportunities within business processes

Scenarios

Enterprise Research to Executive Decision

Strategic Question → Researcher → Web + Microsoft 365 Knowledge → Source Validation → Analyst / Business Analysis → Copilot Page / Notebook → Executive Presentation → Recommendation

Participants build an advanced research and decision-support workflow that combines organisational information with external evidence, performs structured analysis, and converts findings into executive-ready recommendations and presentations.

Intelligent Cross-Functional Workflow Automation

Business Trigger → Copilot Agent → Organisational Knowledge → Connector / Agent Flow → Outlook / Teams / SharePoint / Planner → Human Approval → Action → Scheduled Follow-Up

Participants redesign a recurring business process using specialised agents, enterprise data, Microsoft 365 applications, and automation to reduce manual coordination, improve response consistency, and increase operational efficiency.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.