Microsoft 365 Copilot: What Leaders Need to Know
Microsoft 365 Copilot is bringing generative AI into the tools employees already use for documents, email, meetings, presentations, spreadsheets, and file-based collaboration.
This half-day course gives leaders a strategic overview of Copilot’s capabilities, business value, risks, governance needs, and adoption considerations so they can make informed decisions about rollout, training, policy, and use-case prioritization.
Duration
1/2 day
Who Should Take This Course
Audience
Executives, senior managers, department heads, business decision-makers, program managers, innovation leaders, and other leaders responsible for evaluating, sponsoring, or guiding Microsoft 365 Copilot adoption.
Why You Should Take This Course
In the duration of this course, students will:
- Understand what Microsoft 365 Copilot is and how it fits into the Microsoft 365 ecosystem.
- Learn where Copilot can create business value across departments and workflows.
- Understand the difference between general productivity features and emerging agentic capabilities.
- Explore practical use cases in communication, documents, meetings, analysis, research, and decision support.
- Understand key risks involving accuracy, privacy, security, permissions, oversharing, and governance.
- Learn what organizations should consider before and during Copilot rollout.
- Identify training, change management, and adoption strategies that increase the likelihood of success.
- Develop a framework for prioritizing Copilot use cases.
Course Outline
Microsoft 365 Copilot: What Leaders Need to Know
Module 1: The AI-Powered Workplace
How generative AI is changing knowledge work and why Microsoft 365 Copilot matters.
Module 2: What Microsoft 365 Copilot Can Do
Overview of Copilot capabilities across Word, Outlook, PowerPoint, Excel, Teams, OneDrive, SharePoint, and Copilot Chat.
Module 3: Copilot Use Cases for Leaders and Departments
Examples of how Copilot can support executives, managers, analysts, operations teams, HR, finance, project teams, and customer-facing groups.
Module 4: From Copilot to Agents
Introduction to advanced capabilities such as agents, Researcher, Analyst, Copilot Studio, document synthesis, and automation.
Module 5: Business Value and ROI Considerations
Productivity gains, time savings, knowledge reuse, decision support, process improvement, and realistic expectations.
Module 6: Risks, Limitations, and Responsible Use
Hallucinations, inaccurate outputs, data exposure, permissions, sensitive information, compliance concerns, and human review.
Module 7: Governance and Readiness
Policies, data hygiene, access controls, user training, acceptable use, and organizational readiness.
Module 8: Adoption Strategy and Change Management
How to pilot Copilot, identify champions, select use cases, train users, measure impact, and scale responsibly.
Module 9: Leadership Discussion: Where Should We Start?
Participants discuss promising use cases, potential barriers, and next steps for their organization.
Q&A and Wrap-Up