Training course · Microsoft 365 Copilot · Engineering

Microsoft 365 Copilot for Engineers

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 Engineers” is designed for roles such as Design and development engineers, Project engineers in plant and machine building and Test and validation engineers and shows step by step how to use Microsoft 365 Copilot productively, safely and transparently in Engineering – 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.

Engineers in design, development, plant engineering and technical planning spend much of their time on research, documentation, coordination and calculations. Generative AI can reduce that share considerably: AI assistants summarise standards and technical literature, structure requirement and design specifications, support requirements analysis, generate calculation scripts in Python or spreadsheets and produce technical documentation and reports. Automation helps with change management, comparing document revisions and analysing test and measurement data. Creative problem-solving, plausibility checks and responsibility for technical safety remain with the experts. Using AI for routine work and as a sparring partner frees time for real engineering: developing concepts, evaluating variants and delivering robust solutions.

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?

  • Design and development engineers
  • Project engineers in plant and machine building
  • Test and validation engineers
  • Technical writers
  • Engineers in planning and engineering consultancies

Typical challenges we address

  • Evaluating extensive standards, guidelines and requirements efficiently
  • Producing technical documentation and reports alongside development work
  • Analysing and interpreting test and measurement data quickly
  • Managing changes traceably across many documents and stakeholders

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.
  • Use AI for requirements analysis, standards research and technical documentation.
  • Have AI create calculation and analysis scripts and validate them systematically.
  • Protect engineering know-how and observe product safety and liability requirements when using AI.

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: Engineering
  • Structuring requirements
  • Standards and literature review
  • Calculation scripts
  • Test data analysis
  • Technical documentation
  • Change management support
Module 7 Data protection, quality & transfer to daily work
  • Design data, drawings and development results are trade secrets and may be subject to export control; they belong only in approved AI environments. Product safety and liability law apply unchanged to safety-related designs, so AI output must be verified and documented traceably.
  • 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

Structuring requirements

An AI assistant analyses customer requirements and specifications, spots contradictions, gaps and vague wording and turns them into a structured, verifiable requirements list for the design specification.

Standards and literature review

AI summarises relevant sections of standards, guidelines and technical papers, creates comparison tables and checklists and references the passages, which engineers check in the original.

Calculation scripts

Instead of coding formulas by hand, describe the calculation and receive a commented Python script or spreadsheet, for example for sizing, tolerance stack-ups or unit conversions, ready for testing and validation.

Test data analysis

Test bench data is cleaned, statistically analysed and visualised using AI-generated analysis code, anomalies are flagged and a draft test report is created.

Technical documentation

Design data, notes and previous documents are turned into drafts of operating manuals, maintenance handbooks, specifications and project reports with consistent terminology.

Change management support

AI compares document revisions, summarises technical changes clearly, identifies affected documents and interfaces and prepares change requests for the change board.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. You have an engineering or technical background and work in development, design, planning or testing.

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

Design data, drawings and development results are trade secrets and may be subject to export control; they belong only in approved AI environments. Product safety and liability law apply unchanged to safety-related designs, so AI output must be verified and documented traceably.

Suggested dates

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

  • Fri, 27 November 2026 Online Request
  • Fri, 4 December 2026 Kaiserslautern Request
  • Mon, 7 December 2026 Online Request
  • Tue, 15 December 2026 Bremen Request
  • Thu, 14 January 2027 Online Request
  • Fri, 22 January 2027 Salzburg 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 I use AI calculations for safety-related designs?

Only as support with full verification. Language models can get formulas, units or standard values wrong. Have calculation steps output as traceable code or formulas, check them against standards, hand calculations or validated software and document the check. Responsibility remains with you.

How do we protect design data?

Use only approved enterprise environments where inputs are not used for training. Also observe export control rules, for example for dual-use technologies, and agree with IT and export control which information may go into which tools. We discuss practical rules in the course.

How much does “Microsoft 365 Copilot for Engineers” 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 Engineers

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