Training course – Microsoft 365 Copilot – Executive & Office Assistants

Microsoft 365 Copilot for Assistants and Office Managers

Use Microsoft 365 Copilot and Copilot Chat in Word, Excel, PowerPoint, Outlook and Teams productively, securely and in line with permissions.

Duration
6 hours, one session
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 Executive & Office Assistants. 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.

Assistants and office teams are the organisational hub of any business: they coordinate diaries and travel, prepare meetings, pull information together, handle correspondence and keep operations running smoothly. Generative AI is a particularly effective tool for this role. It drafts emails and letters in the right tone, summarises long email threads and documents, produces minutes, translates correspondence and structures presentations. AI agents and automations take over recurring workflows such as scheduling, filing or preparing expense claims. This frees up capacity for more demanding work in project coordination, communication and organisational development – making the assistant role more strategic.

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?

  • Executive and team assistants
  • Office managers
  • Secretariats in companies, law firms and public bodies
  • Reception and facilities office staff
  • Project assistants

Typical challenges we address

  • Overflowing inboxes and many parallel requests
  • Heavy coordination effort for meetings, travel and events
  • Repetitive writing and formatting work
  • Information scattered across emails, documents and tools

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.
  • Handle correspondence, summaries and minutes much faster with AI.
  • Organise meetings, travel and events using AI-supported templates and checklists.
  • Automate recurring office workflows with simple AI and no-code tools.

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: Executive & Office Assistants
  • Emails and correspondence
  • Summarising email threads
  • Meeting preparation and follow-up
  • Travel and event planning
  • Presentations and documents
  • Automating routines
Module 7 Data protection, quality & transfer to daily work
  • Assistants often handle confidential correspondence, HR and board matters, which may only be processed in approved AI environments. In professions bound by confidentiality, such as law firms or medical practices, additional secrecy obligations apply, and third-party contact data is subject to the GDPR.
  • 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

Emails and correspondence

AI drafts replies, declines, invitations and reminders in the right tone, cuts long texts down to essentials and translates business correspondence – you review and send.

Summarising email threads

Long threads and documents are condensed into decisions, open questions and next steps so you can brief your manager in a few minutes. Pending actions are clearly flagged.

Meeting preparation and follow-up

Agendas, briefing packs and attendee information are prepared; after the meeting, notes become structured minutes with an action list. Owners and deadlines are assigned so follow-up works without extra coordination.

Travel and event planning

AI helps structure travel requirements, build event schedules and checklists and present information for attendees in a clear format. Comparison overviews of hotels and connections can also be produced quickly.

Presentations and documents

Bullet points become outlines and slide text, tables are cleaned and formatted and templates for recurring documents are standardised. The result is professional, consistently designed documents in far less time.

Automating routines

Recurring tasks such as filing attachments, collecting responses or chasing deadlines are linked up using no-code automation and AI agents. This saves valuable time every single day.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. Experience as an assistant, secretary or office manager and confident use of standard office software.

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

Assistants often handle confidential correspondence, HR and board matters, which may only be processed in approved AI environments. In professions bound by confidentiality, such as law firms or medical practices, additional secrecy obligations apply, and third-party contact data is subject to the GDPR.

Dates & locations

For every location we suggest a date roughly four weeks ahead. Your preferred date is always possible.

  • Munich Thu, 10 December 2026 6 hrs Request
  • Salzburg Thu, 10 December 2026 6 hrs Request
  • Berlin Tue, 15 December 2026 6 hrs Request
  • Augsburg Thu, 10 December 2026 6 hrs Request
  • Hanover Thu, 10 December 2026 6 hrs Request
  • Bremen Wed, 16 December 2026 6 hrs Request
  • Stuttgart Thu, 10 December 2026 6 hrs Request
  • Kaiserslautern Thu, 10 December 2026 6 hrs Request
  • Online Fri, 11 December 2026 6 hrs 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.

Do I need any technical background?

No. If you are confident with email, word processing and spreadsheets, you have everything you need. The course works with real tasks from an assistant's day and shows step by step how to use AI assistants and simple automations. Templates from the course can be reused straight away.

How do I handle confidential content?

Confidential board, HR or client information belongs only in tools approved by your organisation. In the course you learn to anonymise content, work with placeholders and recognise when it is better not to use AI at all. You also draft simple rules to agree with your manager.

How much does “Microsoft 365 Copilot for Assistants and Office Managers” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 6 hours of live training with a trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. For every location we suggest a date roughly four weeks ahead. In the request form you can always describe your preferred date or period in free text – we check availability and get back to you 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 and Kaiserslautern. We can also run the course exclusively for your team.

Can the course be tailored to our team?

Yes. Tailor-made courses cost approx. €4,500 more, depending on the topic and by arrangement. We agree content, examples and exercises with you in advance.

More courses for Assistants and Office Managers

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