CopilotAdvance — 2-Day Applied Copilot Workflows Program

Level: Intermediate
Duration: 2 Days / 14 Hrs
Delivery: Classroom / Live Virtual
Training Methodology: Learning By Doing (Hands-On Labs)

Course Introduction

Builds on the core toolset with function-specific applications across Procurement, Engineering, and Operations, plus selected advanced topics like decision support and knowledge management.

Course Objective

Move participants from basic usage to applied, role-relevant workflows — enabling them to use Copilot for real business scenarios, not just generic tasks.

Key Takeaways

  • Function-specific Copilot workflows (vendor comms, technical reporting, ops documentation)
  • Applied decision-support and knowledge-retrieval skills
  • Reusable prompt libraries tailored to their role

Course Modules

Module 1: Introduction to Microsoft Copilot

Topics

  • What is Microsoft Copilot?
  • Types of Copilot
  • Business applications
  • Responsible AI

Suggested Demonstrations

  • Asking Copilot business questions
  • Understanding contextual responses

Illustrative Lab Activities

  • Interact with Copilot using everyday workplace questions.
  • Compare traditional search versus Copilot responses.
  • Explore different styles of AI-generated outputs.

Module 2: Prompt Engineering and Effective Prompting

Topics

  • Anatomy of an effective prompt
  • Context, task, and expected output
  • Refining prompts

Illustrative Lab Activities — Participants may practice:

  • Writing a prompt to draft an email.
  • Improving an incomplete prompt.
  • Refining outputs using follow-up instructions.
  • Creating prompts for their own work scenarios.

Module 3: Copilot in Outlook

Topics

  • Email summarization
  • Drafting responses
  • Action item extraction

Suggested Lab Activities — Participants may:

  • Summarize a lengthy email conversation.
  • Draft a professional response to a supplier.
  • Create a follow-up email.
  • Extract tasks and commitments from emails.

Module 4: Copilot in Word

Topics

  • Document creation
  • Summarization
  • Content enhancement

Suggested Lab Activities — Participants may:

  • Generate a meeting minutes document.
  • Summarize a lengthy report.
  • Rewrite content in a professional tone.
  • Draft a business letter or memo.

Module 5: Copilot in Excel

Topics

  • Data analysis
  • Formula generation
  • Trend analysis

Suggested Lab Activities — Participants may:

  • Analyze sample tabular data.
  • Ask Copilot to identify trends.
  • Generate charts from datasets.
  • Create formulas using natural language.
  • Summarize large spreadsheets.

Module 6: Copilot in PowerPoint

Topics

  • Presentation creation
  • Slide generation
  • Executive summaries

Suggested Lab Activities — Participants may:

  • Create a presentation from a Word document.
  • Generate slide summaries.
  • Produce executive briefing slides.
  • Improve presentation content and structure.

Module 7: Copilot in Teams

Topics

  • Meeting summaries
  • Action tracking
  • Collaboration

Suggested Lab Activities — Participants may:

  • Review meeting transcripts.
  • Generate meeting summaries.
  • Extract action items and responsibilities.
  • Draft follow-up communications.

Module 8: Copilot for Procurement

Topics

  • Vendor communication
  • Quotation review
  • Procurement reporting

Suggested Lab Activities — Participants may work on examples such as:

  • Drafting vendor communication.
  • Summarizing quotations.
  • Preparing procurement reports.
  • Creating comparison summaries.
  • Developing RFQ communication.

Module 9: Copilot for Engineering Teams

Topics

  • Technical summarization
  • Project status reporting
  • Inspection documentation

Suggested Lab Activities — Participants may:

  • Prepare technical summaries.
  • Generate project status updates.
  • Draft inspection reports.
  • Summarize technical discussions.
  • Create action trackers.

Module 10: Copilot for Operations Teams

Topics

  • Status reporting
  • SOP drafting
  • Meeting summarization

Suggested Lab Activities — Participants may:

  • Prepare daily status reports.
  • Create SOP drafts.
  • Summarize operational meetings.
  • Generate task lists.
  • Develop management updates.

Module 12: Using Copilot for Decision Support

Topics

  • Summarizing large information sets
  • Identifying trends and patterns
  • Risk identification
  • Scenario analysis

Suggested Lab Activities — Participants may:

  • Analyze procurement scenarios.
  • Compare multiple options.
  • Generate decision summaries.
  • Create management recommendations.

Module 13: Copilot for Knowledge Management

Topics

  • Finding organizational knowledge
  • Information retrieval
  • Document intelligence
  • Knowledge summarization

Suggested Lab Activities

  • Search across multiple documents.
  • Generate knowledge summaries.
  • Build FAQ documents.
  • Create quick reference guides.

Note: Labs are illustrative. Actual exercises may vary by trainer approach, participant profile, and Microsoft Copilot licensing.