Training course · Microsoft 365 Copilot · Energy & Utilities

Microsoft 365 Copilot for the Energy Sector

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 Energy Sector” is a hands-on course for roles such as Staff at municipal utilities and energy suppliers, Grid operators in planning, connections and operations and Customer service and billing teams. Rather than learning Microsoft 365 Copilot in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Energy & Utilities.

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 energy sector is undergoing a deep transformation: distributed generation, grid expansion, sector coupling, new market roles and dense regulation are reshaping municipal utilities, grid operators, suppliers and energy service providers alike. Generative AI helps above all in managing complexity. It summarises regulatory decisions and legislative changes, answers customer enquiries about billing, tariffs or grid connections efficiently, unlocks technical documentation and prepares project documents for permits. AI agents can support market communication processes, pre-sort fault reports or automate reporting. Because critical infrastructure is involved, requirements for IT security, data quality and traceability are especially high.

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?

  • Staff at municipal utilities and energy suppliers
  • Grid operators in planning, connections and operations
  • Customer service and billing teams
  • Regulatory affairs and energy trading
  • Renewable energy project developers

Typical challenges we address

  • Dense regulation that changes frequently
  • Growing numbers of customer enquiries on tariffs, bills and grid connections
  • Extensive technical and permitting documentation
  • Skills shortages alongside rising investment volumes

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.
  • Navigate regulatory requirements and technical documents faster and more reliably with AI.
  • Relieve customer service and grid connection processes through AI-supported pre-checks and draft replies.
  • Assess AI use cases with due regard to IT security and critical infrastructure requirements.

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: Energy & Utilities
  • Making regulation understandable
  • Relieving customer service
  • Pre-checking connection requests
  • Unlocking technical documentation
  • Permitting and project documents
  • Reporting and market analysis
Module 7 Data protection, quality & transfer to daily work
  • As operators of critical infrastructure, utilities and grid operators face heightened IT security requirements, for example under NIS2 and sector-specific security catalogues; grid and asset data must not flow uncontrolled into external AI services. Consumption and metering data is personal data under the GDPR and metering regulations, and unbundling rules must also be observed.
  • 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

Making regulation understandable

Regulatory decisions, legislative changes and industry guidelines are summarised, their impact on internal processes derived and prepared as task lists for departments – reviewed by regulatory affairs.

Relieving customer service

Enquiries about instalments, annual bills, tariff changes or registering wallboxes and PV systems are classified, draft replies created and missing documents requested specifically. Recurring issues feed into FAQs and self-service content.

Pre-checking connection requests

Incoming applications are checked for completeness, technical details extracted and passed to grid planning in a structured format, with follow-up questions to installers drafted. Processing times shrink noticeably.

Unlocking technical documentation

Operating manuals, maintenance logs and excerpts from standards are made searchable so teams quickly get answers to technical questions, including a reference to the source.

Permitting and project documents

For wind, solar or grid projects, application documents are structured, comments from authorities and the public analysed and project reports prepared for boards. Deadlines and conditions are tracked clearly.

Reporting and market analysis

AI helps write commentary on sales, generation and grid KPIs, summarises market reports and drafts mandatory disclosures and internal reports. Figures always come from verified source systems, never from the AI.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. Professional experience in an energy sector company; 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

As operators of critical infrastructure, utilities and grid operators face heightened IT security requirements, for example under NIS2 and sector-specific security catalogues; grid and asset data must not flow uncontrolled into external AI services. Consumption and metering data is personal data under the GDPR and metering regulations, and unbundling rules must also be observed.

Suggested dates

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

  • Wed, 25 November 2026 Online Request
  • Mon, 30 November 2026 Hanover Request
  • Mon, 14 December 2026 Online Request
  • Mon, 18 January 2027 Munich Request
  • Tue, 26 January 2027 Online Request
  • Wed, 10 February 2027 Stuttgart 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.

May a grid operator use cloud AI services?

In principle yes, but only for suitable data and after approval by IT security and data protection. Operational and grid data from critical assets does not belong in external services. In the course we carefully distinguish non-critical use cases such as text work from sensitive areas that require special safeguards.

Can AI reliably interpret regulatory changes?

AI summarises regulatory decisions and legislation well and helps identify affected processes. Binding interpretation, however, remains the job of regulatory affairs or the legal department. The course shows how to back up AI summaries with source references and avoid misinterpretation.

How much does “Microsoft 365 Copilot for the Energy Sector” 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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