Course Outline
Day 1 – Building a Strong Foundation
Module 1: Understanding Microsoft Copilot – Building a Common Starting Point
Before employees can use Copilot effectively, everyone needs the same understanding of what it is, how it works, and where it creates value. This opening module establishes a shared foundation for participants from different departments, ensuring that Plant Managers, Engineers, HR professionals, Finance teams, and IT staff speak the same language before moving into practical applications.
Participants explore the different Copilot experiences available within Microsoft 365, learn how organisational data is used securely, and understand where Copilot excels—and where human judgment remains essential. By creating realistic expectations from the beginning, organisations increase adoption while reducing uncertainty around AI usage.
Topics include:
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What Microsoft Copilot is—and what it is not
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Copilot vs Copilot Chat
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Where Copilot works across Microsoft 365
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How organisational data remains protected
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Responsible AI principles
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Real business benefits across manufacturing organisations
Hands-on exercise
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Configure your personal Copilot workspace.
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Complete your first guided Copilot conversation.
Business impact
Employees leave this module confident enough to start using Copilot, rather than viewing it as another unfamiliar technology.
Module 2: Prompt Engineering – Getting Better Results Every Time
The quality of Copilot's output depends largely on the quality of the prompt. This module teaches participants a simple framework for writing prompts that consistently generate accurate, relevant, and actionable business outputs.
Instead of memorising commands, participants learn how to communicate naturally with Copilot while providing the context it needs to produce better reports, analyses, summaries, and recommendations.
Topics include:
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The anatomy of an effective prompt
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Adding context and objectives
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Refining responses through follow-up questions
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Role-based prompting techniques
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Building reusable prompt templates
Hands-on exercise
Participants transform weak prompts into high-performing prompts and build their first departmental prompt library.
Business impact
Employees become more independent users, reducing trial-and-error and increasing productivity from the very first week after training.
Module 3: Outlook and Teams – Reclaiming Time from Communication
A significant portion of the working day is spent managing emails and attending meetings. This module demonstrates how Copilot helps employees recover valuable time by summarising conversations, extracting actions, preparing meetings, and drafting professional communication.
The focus is on reducing administrative workload while improving clarity and accountability across teams.
Topics include:
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Summarising lengthy email conversations
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Drafting professional responses
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Preparing for meetings
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Generating meeting recaps
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Extracting action items
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Following up automatically
Department scenarios
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Plant Manager preparing for daily production meetings
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Supply Chain responding to suppliers
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HR managing recruitment communication
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Engineering following up on technical discussions
Hands-on exercise
Turn a complex email thread and Teams meeting into a concise management briefing.
Business impact
Participants experience immediate time savings in one of their most frequent daily activities.
Module 4: Word – Creating Professional Business Documents Faster
Documentation remains essential across every department, from production reports and audit records to HR policies and engineering documentation. This module shows how Copilot accelerates document creation while maintaining professional quality and consistency.
Rather than replacing employees, Copilot helps them start faster, structure information more clearly, and spend more time reviewing content instead of writing from scratch.
Topics include:
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Creating documents from notes
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Rewriting for different audiences
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Improving clarity
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Summarising lengthy documents
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Translating business content
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Standardising documentation
Manufacturing scenarios
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Incident reports
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Quality procedures
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Engineering documentation
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HR communications
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Management updates
Hands-on exercise
Create a production incident report from meeting notes and convert it into an executive summary.
Business impact
Employees reduce document preparation time while improving consistency across departments.
Day 2 – Applying Copilot Across the Manufacturing Business
Module 5: Excel – Faster Analysis and Better Decisions
Excel is where many manufacturing decisions are made. Whether analysing production performance, quality trends, budgets, or inventory levels, Copilot allows employees to explore data using natural language instead of complex formulas.
This module demonstrates how faster analysis leads to faster decisions.
Topics include:
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Asking questions in plain English/ Bulgraian
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Creating formulas with Copilot
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Finding trends
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Identifying anomalies
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Creating visualisations
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Explaining results
Department exercises
Plant Manager
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Production efficiency
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Downtime analysis
Quality
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Defect trends
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Pareto analysis
Engineering
- Maintenance insights
Finance
- Budget variance
Supply Chain
- Inventory optimisation
Business impact
Participants learn to extract insights from data more quickly, improving reporting and operational decision-making.
Module 6: PowerPoint – Communicating Decisions More Effectively
Managers often spend hours preparing presentations for operational reviews, management meetings, and customer updates. This module demonstrates how Copilot dramatically reduces presentation preparation time while helping presenters communicate more clearly.
Topics include:
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Creating presentations from documents
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Building executive summaries
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Improving slide structure
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Creating speaker notes
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Refining existing presentations
Hands-on exercise
Create a monthly operations review presentation using existing reports.
Business impact
Managers spend less time formatting slides and more time preparing meaningful discussions.
Module 7: Department Productivity Labs – Real Manufacturing Workflows
This is the most practical part of the course. Participants apply everything learned so far to realistic scenarios that mirror their daily responsibilities.
Instead of completing generic AI exercises, each department solves genuine workplace challenges using Microsoft Copilot.
Plant Manager
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Shift handover
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Production KPI reporting
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Safety briefings
Quality
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CAPA documentation
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Audit preparation
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Customer complaint responses
Engineering
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Root cause documentation
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Maintenance reporting
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Technical documentation
Finance
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Budget commentary
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Cost-saving analysis
HR
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Performance reviews
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Job descriptions
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Employee communication
Supply Chain
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Supplier performance reviews
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Delivery risk communication
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Inventory summaries
IT
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Incident documentation
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Knowledge articles
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Change communication
Business impact
Employees leave with workflows they can implement immediately within their own teams.
Module 8: Cross-Department Collaboration with Copilot
Manufacturing challenges rarely belong to one department. A production issue may involve Operations, Quality, Engineering, Supply Chain, Finance, and HR at the same time.
This final module demonstrates how Copilot becomes a collaboration tool rather than simply an individual productivity assistant.
Participants work through a realistic production disruption scenario where multiple departments must coordinate their response using Microsoft Teams, Outlook, Word, Excel, and Copilot Chat.
Activities include:
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Building an incident timeline
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Summarising cross-functional discussions
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Drafting supplier communication
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Preparing executive updates
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Creating follow-up action plans
Business impact
Leaders experience how Copilot can help reduce communication gaps, improve coordination, and accelerate decision-making during real operational situations.
Personal Copilot Toolkit
Every participant leaves the course with practical resources they can continue using immediately after the training.
The toolkit includes:
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Department-specific prompt library
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Meeting summary templates
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Email templates
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Excel analysis prompts
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Report-writing prompts
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Presentation prompts
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Personal productivity workflows
Requirements
Pre-requisites
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Basic knowledge of Microsoft 365.
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Access to Microsoft 365 Copilot.
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Familiarity with Outlook, Teams, Word, and Excel.
Target Audience
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Plant Managers
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Production Supervisors
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Quality Engineers
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Manufacturing Engineers
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Finance Professionals
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HR Specialists
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Supply Chain Teams
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IT Professionals
Testimonials (3)
Everything is possible :-)
Sandra Bardewyck - Media Carrier Solutions GmbH
Course - Microsoft 365 Copilot: AI Productivity Across Word, Excel, PowerPoint, Outlook, and Teams
i already have some reports that i know, i will use some of the prompts that looked at today
Kelly Cotham
Course - Copilot for Finance and Accounting Professionals
Learning and creating of agents.