Training course · Microsoft 365 Copilot · Event Management

Microsoft 365 Copilot for Event Managers

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 Event Managers” is a hands-on course for roles such as Corporate event managers, Event, exhibition and conference agencies and Marketing teams responsible for events. Rather than learning Microsoft 365 Copilot in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Event Management.

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.

Events depend on precise planning and many moving parts: concept, venue, programme, speakers, registration, catering, AV, communication and follow-up. Whether corporate events, conferences, trade fair stands or incentives, event teams juggle schedules, budgets and numerous suppliers. Generative AI provides relief at every stage. It develops concept ideas and draft programmes, builds running orders and checklists, writes invitations, attendee information and speaker briefings, answers frequent attendee questions and analyses feedback. AI agents and automations link registration tools, email and spreadsheets so that confirmations, reminders and lists are created automatically. That frees up time for creativity, supplier management and the on-site experience.

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?

  • Corporate event managers
  • Event, exhibition and conference agencies
  • Marketing teams responsible for events
  • Associations and conference organisers
  • Assistants who organise internal events

Typical challenges we address

  • Many parallel tasks with fixed deadlines
  • Heavy communication workload with attendees, speakers and suppliers
  • Last-minute changes that affect every document
  • Time-consuming follow-up and success measurement

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.
  • Plan events more efficiently with AI-supported concepts, running orders and checklists.
  • Automate attendee and supplier communication with AI and simple workflows.
  • Analyse feedback with AI and derive improvements for future events.

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: Event Management
  • Developing concept and programme
  • Running orders and checklists
  • Attendee communication
  • Speaker and supplier briefings
  • Answering attendee questions
  • Feedback and follow-up
Module 7 Data protection, quality & transfer to daily work
  • Attendee data such as contact, travel, dietary or accessibility details is subject to the GDPR, in part as special category data, and belongs only in approved systems. Legal requirements for photo and video recording, marketing consent and disclosing AI chatbots to attendees 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

Developing concept and programme

From objectives, audience and constraints, AI develops concept ideas, themes, format suggestions and draft programmes, which the team evaluates, combines and develops further. Budget and sustainability goals are built in.

Running orders and checklists

Project plans, production schedules, run-of-show documents and checklists for logistics, AV and catering are created in a structured way and updated quickly when things change.

Attendee communication

Save-the-dates, invitations, confirmations, travel information and reminders are written for the audience, in several languages, and sent via automations. Content comes from a single source so changes reach every message consistently.

Speaker and supplier briefings

Briefings for speakers, hosts, caterers and AV suppliers are generated from event data, and enquiries and quote comparisons are prepared in a structured format. Everyone knows early what is expected.

Answering attendee questions

An AI assistant answers frequent questions about the programme, travel, accessibility or dress code based on verified information and passes special cases to the team.

Feedback and follow-up

Survey results and open comments are analysed, lessons for the next event derived and post-event reports, thank-you emails and social media recaps created. Metrics such as attendance rate are shown clearly.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. Experience organising events; no technical background 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

Attendee data such as contact, travel, dietary or accessibility details is subject to the GDPR, in part as special category data, and belongs only in approved systems. Legal requirements for photo and video recording, marketing consent and disclosing AI chatbots to attendees must also be observed.

Suggested dates

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

  • Fri, 27 November 2026 Online Request
  • Wed, 9 December 2026 Bremen Request
  • Thu, 7 January 2027 Augsburg Request
  • Mon, 11 January 2027 Online Request
  • Wed, 27 January 2027 Salzburg Request
  • Mon, 1 February 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 plan an entire event?

AI quickly delivers concepts, draft programmes, schedules and checklists. Venue selection, supplier negotiations, budget responsibility and a feel for the on-site experience remain your job. In the course you use AI as a planning assistant that takes over routine work and gives you time for creative and critical decisions.

Which automations pay off in event management?

Registration confirmations, reminder emails, attendee lists, name badges and feedback surveys pay off especially well. You connect a registration form, spreadsheet and email sending, complemented by AI for personalised copy. The course shows how to set up and test such workflows without programming skills.

How much does “Microsoft 365 Copilot for Event Managers” 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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