Tool or Technology
TT0072

Mastering Copilot for Microsoft 365

Advanced Productivity, Agents & Enterprise Workflows

Copilot for Microsoft 365
Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced expertise in applying Copilot across Microsoft 365 for communication, research, analysis, meetings, documentation, presentations, and enterprise knowledge work.
  • Build intelligent cross-application workflows using organisational context from Outlook, Teams, Word, Excel, PowerPoint, OneDrive, and SharePoint.
  • Apply Researcher, Analyst, Pages, and Notebooks to perform complex research, data analysis, knowledge synthesis, and persistent project work.
  • Design specialised enterprise agents using Agent Builder and Copilot Studio with appropriate knowledge, connectors, tools, actions, and workflow automation.
  • Establish secure, governed, and human-supervised Copilot adoption using permissions, data policies, agent controls, validation, and responsible-AI practices.

Technology covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsOneDriveSharePointCopilot PagesCopilot NotebooksResearcherAnalystAgent BuilderCopilot StudioCopilot ConnectorsAgent FlowsCoworkWorkflows & Scheduled Prompts

Who should attend

  • Business & Functional Leaders
  • Microsoft 365 Power Users
  • Digital Transformation Professionals
  • AI & Innovation Teams
  • 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, emails, meetings, and organisational information
  • Basic understanding of business workflows is beneficial for Agent and automation modules
  • No programming expertise required for the core programme
  • Some advanced capabilities depend on Microsoft 365 licensing, administrator settings, permissions, and organisational configuration
  • Completion of shorter Copilot programmes is not required

TOC Modules

Concepts
  • Understanding Copilot for Microsoft 365 and its role across enterprise knowledge work
  • Understanding Copilot Chat, Microsoft 365 applications, Agents, and organisational grounding
  • Understanding how Copilot works with authorised files, emails, meetings, chats, and business information
  • Understanding strengths, limitations, hallucinations, and human accountability
  • Differentiating general AI assistance from work-grounded Copilot experiences
Practical activities
  • Exploring advanced Copilot capabilities across realistic workplace activities
  • Comparing manual and Copilot-assisted approaches to complex business tasks
  • Identifying high-value Copilot opportunities across business functions

Scenarios

Enterprise Research to Executive Decision

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

Participants create an end-to-end decision-support workflow that combines organisational information with external research, performs advanced analysis, and converts findings into decision-ready reports and presentations.

Intelligent Cross-Functional Business Workflow

Business Trigger → Copilot Agent → Microsoft 365 Context → Connector / Agent Flow → Outlook / Teams / SharePoint → Human Approval → Business Action → Scheduled Follow-Up

Participants redesign a recurring cross-functional activity into a governed Copilot workflow that coordinates organisational information, specialised agents, Microsoft 365 applications, and automation to improve productivity and operational efficiency.

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Instructor-ledVirtualHybrid

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