Training course · Microsoft 365 Copilot · Construction & Architecture

Microsoft 365 Copilot for Construction and Architecture

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 Construction and Architecture” is designed for roles such as Architects, Civil and building services engineers and Site managers and project managers and shows step by step how to use Microsoft 365 Copilot productively, safely and transparently in Construction & Architecture – 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.

Construction projects generate vast amounts of documentation: tenders, bills of quantities, specifications, minutes, snagging lists, variations, correspondence with authorities and standards. Architecture practices, engineering consultancies, contractors and clients spend a great deal of time on writing work that generative AI can speed up considerably. AI assistants help draft specification clauses, turn voice notes into site meeting minutes, structure variation claims, write competition and design statements and review extensive contract documents. Image-generating AI supports early design and visualisation stages. Professional and legal liability remains with designers and contractors – AI is a tool, not a substitute for knowledge of standards, structural engineering or site management.

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?

  • Architects
  • Civil and building services engineers
  • Site managers and project managers
  • Estimators and planners at contractors
  • Client representatives and public works departments

Typical challenges we address

  • Heavy documentation workload on site and in the office
  • Extensive bills of quantities, contracts and standards
  • Contentious variations, defects and delay notices
  • Skills shortages alongside rising design and sustainability requirements

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.
  • Produce minutes, specifications and correspondence more efficiently with AI.
  • Analyse contract and project documents with AI in a structured way and spot risks earlier.
  • Use AI responsibly with due regard to liability, standards and confidentiality.

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: Construction & Architecture
  • Drafting specifications
  • Site meeting minutes
  • Variations and correspondence
  • Reviewing contract documents
  • Competition and design statements
  • Defects management
Module 7 Data protection, quality & transfer to daily work
  • Professional and legal liability for design, tendering and site supervision remains with the designer or contractor; AI output must be checked against standards, building regulations and contract terms. Public contracts are subject to procurement law and tender confidentiality, and copyright in designs must be respected.
  • 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

Drafting specifications

AI helps write clear and complete item descriptions for bills of quantities, spot gaps and contradictions and structure preliminaries – reviewed by the designer. Gaps are flagged for the designer.

Site meeting minutes

Voice notes and bullet points from site meetings or inspections become structured minutes with findings, responsibilities and deadlines, circulated to all parties. Photos are linked to each item.

Variations and correspondence

Delay notices, variation quotes, notices of concern and replies are prepared objectively and in line with the contract, with reference to the relevant contractual provisions.

Reviewing contract documents

Building contracts, special conditions and specifications are summarised for deadlines, liquidated damages, warranties and departures from standard terms, as a basis for legal review. Differences between contract versions are highlighted too.

Competition and design statements

Design concepts, sustainability strategies and project descriptions for competitions, planning applications or presentations are written concisely and tailored to different audiences. Length limits in competition briefs are respected.

Defects management

Defect reports are classified by trade and location, descriptions standardised and letters requesting remedial work with deadlines prepared. Progress stays transparent for site management and client alike.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. Professional experience in design, construction or project management; 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

Professional and legal liability for design, tendering and site supervision remains with the designer or contractor; AI output must be checked against standards, building regulations and contract terms. Public contracts are subject to procurement law and tender confidentiality, and copyright in designs must be respected.

Suggested dates

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

  • Tue, 24 November 2026 Online Request
  • Thu, 3 December 2026 Kaiserslautern Request
  • Thu, 10 December 2026 Online Request
  • Thu, 17 December 2026 Bremen Request
  • Thu, 7 January 2027 Augsburg Request
  • Tue, 19 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 AI produce a bill of quantities?

AI can draft item descriptions, suggest structures and highlight gaps. Quantities, technical requirements and alignment with standards and design remain the responsibility of the designer, who is also liable. In the course you practise using AI as a drafting aid and reviewing results systematically.

Can drawings and plans be uploaded to AI tools?

Only if confidentiality agreements, copyright and your firm's policies allow it and the tool is approved. Strict requirements apply especially for security-sensitive buildings or public clients. The course shows how to work with approved solutions and sanitised documents. Project names and addresses can be removed beforehand.

How much does “Microsoft 365 Copilot for Construction and Architecture” 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.

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