Training course · Microsoft 365 Copilot · Leadership & Management

Microsoft 365 Copilot for Leaders

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

This course connects Microsoft 365 Copilot with the everyday processes of Leadership & Management. Participants work on realistic scenarios and leave with prompts, workflows and checklists they can use straight away.

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.

For leaders, generative AI matters in two ways: as a personal tool and as a strategic topic for the organisation. Personally, AI helps you grasp decision papers faster, structure strategy documents, prepare difficult conversations and sharpen your own communication. Strategically, leaders must judge where AI creates real value, what risks arise and how to support their teams in building skills. AI agents are changing roles, processes and responsibilities, which calls for clear guardrails, employee participation and an open learning culture. Leaders who have experienced AI hands-on can assess opportunities realistically, steer investment purposefully and lead change credibly.

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?

  • Managing directors and board members
  • Division and department heads
  • Team leaders
  • Strategy and transformation leads
  • Emerging leaders

Typical challenges we address

  • Information overload from reports, emails and decision papers
  • Uncertainty about where AI realistically adds value in your area
  • Teams with very different levels of AI knowledge and reservations
  • Legal, ethical and employee relations questions when introducing AI

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 confidently in your day-to-day leadership work for analysis, communication and preparation.
  • Assess AI opportunities and risks in your area realistically and prioritise pilot projects.
  • Lead AI adoption in your team with clear guardrails, participation and upskilling.

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: Leadership & Management
  • Condensing decision papers
  • Strategy sparring
  • Preparing one-to-ones
  • Leadership communication
  • Assessing AI potential
  • More effective meetings
Module 7 Data protection, quality & transfer to daily work
  • Introducing AI systems capable of monitoring employee behaviour or performance is subject to co-determination by works or staff councils where these exist, and employee data requires particular protection under the GDPR. The EU AI Act also requires organisations to ensure adequate AI literacy among staff and to scrutinise high-risk applications, for example in HR.
  • 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

Condensing decision papers

Lengthy reports, business cases and analyses are distilled into key messages, assumptions, risks and open questions so you can form a sound judgement faster and ask targeted follow-up questions.

Strategy sparring

AI acts as a critical sounding board for strategic options, runs through scenarios, formulates counter-arguments and helps surface assumptions and blind spots in plans. The decision remains yours.

Preparing one-to-ones

Guides for feedback, objective-setting or conflict conversations are structured, wording is refined and possible reactions are rehearsed – without entering personal details into unapproved tools.

Leadership communication

Announcements, speeches, change messages and answers to tough questions are drafted for the audience and adjusted in tone, clarity and length for staff, boards or customers.

Assessing AI potential

Together with the team, processes are systematically screened for AI suitability, prioritised by benefit and effort and translated into concrete pilot projects. Success criteria are defined up front.

More effective meetings

Agendas, pre-reads and minutes are prepared with AI, making meetings shorter and more decision-focused while actions are tracked clearly. Recurring formats can gradually be standardised as well.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. Leadership or management responsibility, or preparation for such a role; 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

Introducing AI systems capable of monitoring employee behaviour or performance is subject to co-determination by works or staff councils where these exist, and employee data requires particular protection under the GDPR. The EU AI Act also requires organisations to ensure adequate AI literacy among staff and to scrutinise high-risk applications, for example in HR.

Suggested dates

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

  • Wed, 25 November 2026 Online Request
  • Mon, 30 November 2026 Kaiserslautern Request
  • Thu, 10 December 2026 Online Request
  • Mon, 14 December 2026 Bremen Request
  • Fri, 15 January 2027 Augsburg Request
  • Wed, 20 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.

Why should leaders use AI hands-on themselves?

Only those who have tried AI tools themselves can judge benefits, limits and effort realistically, steer investment sensibly and support their teams credibly. The course therefore combines practical exercises on your own leadership tasks with strategic questions about organisational adoption.

What about works councils and employee representatives?

Where AI systems can be used to monitor employee behaviour or performance, employee representatives usually have co-determination rights. Early involvement, transparent objectives and a framework agreement on AI use have proven effective. In the course we discuss typical provisions and steps towards a trust-based rollout.

How much does “Microsoft 365 Copilot for Leaders” 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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