Training course · Microsoft 365 Copilot · Automotive

Microsoft 365 Copilot for the Automotive Industry

Use Microsoft 365 Copilot and Copilot Chat in Word, Excel, PowerPoint, Outlook and Teams productively, securely and in line with permissions.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Microsoft 365 Copilot for the Automotive Industry” is designed for roles such as Engineering and requirements management staff, Purchasing and supplier management at OEMs and suppliers and Quality management and complaint handling and shows step by step how to use Microsoft 365 Copilot productively, safely and transparently in Automotive – from the fundamentals to advanced workflows.

Microsoft 365 Copilot brings AI right into the applications where your daily work happens: Word, Excel, PowerPoint, Outlook and Teams. What sets it apart from publicly available chatbots is its grounding in your organisation's data via Microsoft Graph – Copilot can draw on the emails, meetings, chats and documents you already have access to. In this practical day you learn to use that connection deliberately: drafting content from existing files, summarising inboxes and long threads, following up on meetings and generating presentations from Word documents.

You also learn how the licensed Copilot differs from Copilot Chat, when web-grounded and when work-grounded answers make sense, and how to use both prebuilt and your own agents. A central topic is the permission model: Copilot only surfaces what you are allowed to see, so sharing settings in SharePoint, OneDrive and Teams directly determine the quality and security of results. You leave with tested prompts for every Office application and a clear understanding of responsible use within your tenant.

The automotive industry is under immense pressure to change: electrification, software-defined vehicles, new competitors and demanding regulation are transforming manufacturers, suppliers and dealerships alike. Generative AI supports almost every stage of the value chain – from requirements management in engineering, through supplier communication and complaint handling in purchasing and quality, to sales and aftersales at the dealership. AI assistants help unlock specifications, standards and test reports, structure 8D reports or answer customer enquiries. AI agents connect data from different systems. What matters is protecting engineering know-how, meeting quality and safety standards and having clear approval processes.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Engineering and requirements management staff
  • Purchasing and supplier management at OEMs and suppliers
  • Quality management and complaint handling
  • Sales, service and aftersales at dealerships
  • Production and logistics planning

Typical challenges we address

  • Extensive specifications, standards and requirement documents
  • Heavy documentation workload in quality management and complaints
  • Complex supply chains requiring constant coordination
  • Strict protection of engineering data and intellectual property

What you will be able to do

  • You use Copilot in Word, Excel, PowerPoint, Outlook and Teams for your recurring tasks.
  • You write prompts that draw on existing files, emails and meetings as context.
  • You distinguish between Microsoft 365 Copilot and Copilot Chat and choose the right mode.
  • You use prebuilt agents and create a simple agent of your own for your team.
  • Analyse technical documents such as specifications and standards with AI in a structured way.
  • Accelerate quality, complaint and supplier processes with AI support.
  • Use AI while upholding confidentiality, quality standards and approval processes.

Course outline

Module 1 Copilot fundamentals and Microsoft Graph
  • Microsoft 365 Copilot and Copilot Chat: capabilities and licensing
  • Grounding in organisational data through Microsoft Graph
  • Switching between web and work context and referencing specific files
  • Prompt structure with goal, context, source and expectations
Module 2 Word and PowerPoint
  • Drafting from existing documents, notes and emails
  • Rewriting, shortening, adjusting tone and summarising text
  • Generating presentations from Word documents or outlines
  • Refining slides, adding speaker notes and sharpening key messages
Module 3 Excel and data analysis
  • Querying tables, spotting trends and highlighting outliers
  • Getting suggestions for formulas, calculated columns and conditional formatting
  • Creating charts and pivot analyses from natural language
  • Sanity-checking results and ensuring data quality
Module 4 Outlook, Teams and agents
  • Summarising long email threads and drafting replies
  • Summarising Teams meetings and extracting action items and open questions
  • Using Copilot Pages and Notebooks for collaborative work
  • Using prebuilt agents and creating your own with Agent Builder
Module 5 Permissions, data protection and governance
  • The permission model: Copilot only shows what you can access
  • Identifying oversharing in SharePoint, OneDrive and Teams
  • Sensitivity labels, data boundaries and GDPR considerations
  • Usage policies, team adoption and measuring impact
Module 6 Practice lab: Automotive
  • Analysing specifications
  • Complaints and 8D reports
  • Supplier communication
  • Unlocking standards and processes
  • Sales and aftersales
  • Training and technical documentation
Module 7 Data protection, quality & transfer to daily work
  • Engineering data, design documents and customer specifications are subject to strict confidentiality agreements and industry information security requirements such as TISAX, and may only be processed in approved AI environments. Customer data at dealerships falls under the GDPR, and safety-relevant content always requires expert sign-off.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Analysing specifications

AI extracts requirements from lengthy customer specifications, compares them with the supplier's technical response, flags contradictions and ambiguities and drafts clarification questions for customers or development partners.

Complaints and 8D reports

Complaint descriptions are structured, potential causes gathered using methods such as Ishikawa and 8D reports written in clear language – root cause analysis remains the expert team's job.

Supplier communication

Requests, formal notices, escalations and audit reports are written precisely and in several languages, supplier ratings are commented on and meeting preparation is produced. Agreements are recorded for follow-up.

Unlocking standards and processes

Internal process descriptions, work instructions and quality requirements are made searchable, so staff receive answers with a reference to the governing document. New staff find applicable rules much faster.

Sales and aftersales

At the dealership, AI drafts offers, vehicle descriptions, replies to customer enquiries and service reminders and helps service advisers explain repairs clearly. Customer requests are captured for follow-up in the CRM.

Training and technical documentation

Training materials for assembly, service or new vehicle technologies are created from technical documents, simplified for the audience and translated into other languages. Quiz questions per chapter are included.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. Professional experience at a vehicle manufacturer, supplier or dealership; no programming skills required.

Technical requirements

A laptop with access to Microsoft 365 via your work account; a Microsoft 365 Copilot licence is ideal for all exercises, while Copilot Chat covers part of the content.

Data protection & compliance

Engineering data, design documents and customer specifications are subject to strict confidentiality agreements and industry information security requirements such as TISAX, and may only be processed in approved AI environments. Customer data at dealerships falls under the GDPR, and safety-relevant content always requires expert sign-off.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Mon, 23 November 2026 Online Request
  • Fri, 4 December 2026 Munich Request
  • Fri, 11 December 2026 Online Request
  • Fri, 8 January 2027 Online Request
  • Mon, 18 January 2027 Hanover Request
  • Fri, 29 January 2027 Online Request

Frequently asked questions

What is the difference between Microsoft 365 Copilot and Copilot Chat?

Copilot Chat is available to many work accounts without an additional licence and answers mainly from web content and uploaded files. The licensed Microsoft 365 Copilot also reaches your emails, meetings and documents through Microsoft Graph and is built directly into Word, Excel, PowerPoint, Outlook and Teams.

Can Copilot see my colleagues' confidential files?

Copilot respects existing permissions and only surfaces content you can already access yourself. Problems arise when files are shared too broadly – with the entire organisation, for instance. In the course you learn how to spot such oversharing and how to fix it properly together with your IT team.

Do I need prompting experience for this course?

No. We start with the fundamentals of good prompts and practise them directly in the Office applications. What matters is that you are comfortable using Word, Excel, PowerPoint, Outlook and Teams day to day. Everything else – from referencing files to working with agents – we build up step by step through realistic tasks.

Can specifications be uploaded to AI tools?

Only into environments approved by your information security team that meet your customers' requirements. Many OEMs regulate this contractually. The course shows how to work with approved enterprise solutions, clean documents beforehand and which content never belongs in external services.

Can AI carry out a root cause analysis?

AI helps gather potential causes systematically, structure methods such as 5 Whys or Ishikawa and write reports. The actual analysis with measurements, tests and process knowledge remains the expert team's task. AI speeds up the path there and improves documentation quality.

How much does “Microsoft 365 Copilot for the Automotive Industry” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

More courses for the Automotive Industry

More Microsoft 365 Copilot courses

All 45 Microsoft 365 Copilot courses

Microsoft 365 Copilot · MunichMicrosoft 365 Copilot · SalzburgMicrosoft 365 Copilot · BerlinMicrosoft 365 Copilot · AugsburgMicrosoft 365 Copilot · HanoverMicrosoft 365 Copilot · BremenMicrosoft 365 Copilot · StuttgartMicrosoft 365 Copilot · KaiserslauternMicrosoft 365 Copilot · Online