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Training Program

Microsoft 365 Copilot for Business Operations

Apply Microsoft 365 Copilot to your workflows with clear human-review points, autonomy boundaries, and cost awareness

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Three colleagues collaborating around a conference table with a process flowchart and laptop in a sunlit modern office
Duration 20 hours
Language English
Level Beginner

The course at a glance

Build skills you can put to work.

This 8-session program teaches leaders, managers, finance, administration, operations, project coordination, sales and customer service teams to apply Microsoft 365 Copilot to real workflows. You will practice on your own work, configure agents with clear boundaries and human handoff, and redesign one core workflow with AI insertion points. The program includes a 90-minute leader kickoff, two 1-hour office hours, and a 1-hour 30-day adoption review, for a total of 24.5 contact hours.

Course objective

Help participants apply Microsoft 365 Copilot to their own workflows with appropriate human review and approval points, configure and use pre-built and custom agents, define team AI-use guidelines and cost-awareness practices, and redesign one core workflow with a 30-day adoption plan.

Who is this course for?

Leaders, managers, finance and administration, operations and project coordination, sales and customer service in organizations with 10 or more employees using or planning to use Microsoft 365 Copilot.

What we'll cover

Key topics

    Foundations and responsible use — how Copilot uses work data and respects permissions; prompting; checking outputs
    Email, meetings and collaboration — Outlook and Teams
    Documents and presentations — Word and PowerPoint
    Excel, data and reporting — analysis, charts, cleanup and number-checking
    Knowledge, projects and skills — notebooks, shared knowledge, reusable skills
    Delegation and agents — research and analysis agents, delegated tasks, automations, simple agents, approvals and cost awareness
    Role-track lab — finance and admin, operations and projects, sales and service, or leaders and managers
    Workflow redesign capstone

What you'll take away

Learning outcomes

    Apply Microsoft 365 Copilot to real workflows with appropriate human review and approval points
    Configure and use pre-built agents and build a bounded custom agent or automated task using Copilot Studio
    Define team AI-use guidelines, autonomy levels, and cost-awareness practices for Microsoft 365 Copilot
    Redesign one core workflow with AI insertion points, measures, and a 30-day adoption plan

Before you join

Come prepared

Materials & tools

Bring the following materials and tools:

  • Laptop
  • Microsoft 365 Business or Enterprise plan with Copilot licenses (or Copilot Chat variant for unlicensed teams)
  • IT/admin contact for tenant setup and permissions

Prerequisites

Familiarity with Microsoft 365 apps (Outlook, Teams, Word, Excel, PowerPoint). No prior AI experience required.

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