Training course · Microsoft 365 Copilot · Logistics & Supply Chain

Microsoft 365 Copilot for Logistics and Supply Chain Teams

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 Logistics and Supply Chain Teams” is a hands-on course for roles such as Supply chain managers and planners, Logistics and warehouse managers and Transport dispatchers and freight forwarders. Rather than learning Microsoft 365 Copilot in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Logistics & Supply Chain.

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.

Logistics and supply chain management are under constant pressure: volatile demand, disrupted supply chains, rising freight costs, staff shortages and growing demands for transparency and sustainability. Generative AI offers new tools for planning and communication. AI assistants analyse inventory and shipment data, explain forecast deviations, create work instructions for warehouse and shipping, answer customer status enquiries and help clarify customs and Incoterms questions. AI agents and automation process delivery notifications, freight documents and order confirmations, monitor delays and suggest actions. This frees up time for exception management and optimisation. The prerequisites are clean master data, access to ERP, WMS and TMS data and clear ownership of decisions.

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?

  • Supply chain managers and planners
  • Logistics and warehouse managers
  • Transport dispatchers and freight forwarders
  • Customs and foreign trade specialists
  • Demand and inventory planners

Typical challenges we address

  • Detecting and communicating delivery delays and disruptions early
  • Balancing inventory between service levels and working capital
  • Processing large volumes of freight documents and notifications manually
  • Onboarding new warehouse and dispatch staff quickly

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 inventory, forecast and disruption analysis in the supply chain.
  • Automate document processing and status communication with clear review steps.
  • Design AI-supported logistics processes that are secure, traceable and respect employee co-determination.

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: Logistics & Supply Chain
  • Managing disruptions and delays
  • Freight document processing
  • Inventory and forecast analysis
  • Work instructions and training
  • Customs and trade questions
  • Shipment status enquiries
Module 7 Data protection, quality & transfer to daily work
  • Logistics data contains personal information, for example about drivers and recipients, which must be processed in line with the GDPR; AI-based analysis of employee performance or location requires works council involvement in Germany. Customs and export control decisions remain governed by applicable trade regulations, and AI output must be checked by experts.
  • 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

Managing disruptions and delays

Automations compare shipment status with planned dates; AI summarises critical delays, assesses affected orders and drafts customer notifications and options for action.

Freight document processing

AI reads delivery notes, consignment notes, packing lists and customs documents, checks them for completeness and consistency with the order and passes structured data to the ERP or WMS.

Inventory and forecast analysis

Exports from planning and ERP systems are analysed, slow movers and stock-out risks identified and forecast deviations explained clearly as input for S&OP meetings.

Work instructions and training

Process descriptions become clear, multilingual work instructions for goods receipt, picking and shipping, including checklists and quiz questions for onboarding.

Customs and trade questions

An AI assistant explains Incoterms, rules of origin or tariff classification as a starting point for research and prepares questions for customs experts, who verify results against official sources.

Shipment status enquiries

An assistant answers status enquiries based on tracking data, explains delays transparently and routes complaints with complete information to the responsible team.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. You work in logistics, supply chain management or dispatch and know the processes and systems in your area.

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

Logistics data contains personal information, for example about drivers and recipients, which must be processed in line with the GDPR; AI-based analysis of employee performance or location requires works council involvement in Germany. Customs and export control decisions remain governed by applicable trade regulations, and AI output must be checked by experts.

Suggested dates

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

  • Wed, 25 November 2026 Online Request
  • Fri, 11 December 2026 Berlin Request
  • Wed, 16 December 2026 Online Request
  • Tue, 12 January 2027 Online Request
  • Thu, 21 January 2027 Stuttgart Request
  • Fri, 29 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.

Will generative AI replace our planning software?

No. Specialised planning, warehouse management and transport systems remain the backbone. Generative AI complements them with analysis, explanation, communication and document processing. In the course we show how to analyse exports from these systems with AI and automate recurring workflows.

Is AI reliable for customs questions?

AI is a good starting point for research and structure, but it can be wrong about tariff codes, preference rules or sanctions lists. Binding decisions require official sources and expertise, such as binding tariff information. We practise checking AI output systematically against official sources.

How much does “Microsoft 365 Copilot for Logistics and Supply Chain Teams” 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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