Training course – Microsoft 365 Copilot – Product Management

Microsoft 365 Copilot for Product 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

“Microsoft 365 Copilot for Product Managers” is designed for roles such as Product managers, Product Owners in agile teams and Heads of Product and product directors and shows step by step how to use Microsoft 365 Copilot productively, safely and transparently in Product Management – 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.

Product managers connect customer needs, business goals and technical delivery. Their day revolves around discovery, prioritisation, specification and alignment with engineering, design, sales and leadership. Generative AI speeds up almost every one of these steps: it analyses customer feedback, interviews and support tickets, helps write product requirements and user stories, structures competitor analyses and prepares roadmap communication for different stakeholders. With vibe coding, product managers can build clickable prototypes themselves and test ideas before committing engineering capacity. AI agents bring together signals from analytics, CRM and feedback tools. That leaves more time for product vision, decisions and conversations with customers.

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?

  • Product managers
  • Product Owners in agile teams
  • Heads of Product and product directors
  • Product marketing teams
  • UX researchers and product designers

Typical challenges we address

  • Large amounts of unstructured feedback from many channels
  • Heavy effort for specifications and stakeholder alignment
  • Prioritising under uncertainty and competing interests
  • Long lead times from idea to testable prototype

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.
  • Synthesise customer feedback and market information with AI into well-founded product decisions.
  • Produce specifications, user stories and roadmap communication faster and more precisely with AI.
  • Build clickable prototypes through vibe coding to validate ideas early with users.

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: Product Management
  • Synthesising customer feedback
  • PRDs and user stories
  • Preparing prioritisation
  • Competitor and market analysis
  • Prototypes via vibe coding
  • Roadmap and release communication
Module 7 Data protection, quality & transfer to daily work
  • Customer feedback and usage data often contain personal information and are subject to the GDPR; they should be pseudonymised before being processed in AI tools. Roadmaps and unreleased product information are trade secrets, and AI features in your own product must be assessed against the requirements of the EU AI Act.
  • 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

Synthesising customer feedback

Interviews, support tickets, app reviews and surveys are grouped by theme, problem and request and turned into an opportunity overview with supporting quotes for discovery.

PRDs and user stories

Problem statement, target users and goals become drafts of product requirement documents, user stories with acceptance criteria and edge cases, refined with engineering and design.

Preparing prioritisation

AI helps score initiatives using frameworks such as RICE or Kano, surface assumptions and prepare arguments for and against options ahead of prioritisation discussions. Disagreements become easier to resolve.

Competitor and market analysis

Feature comparisons, positioning and pricing models of competitors are structured and updated regularly; claims are backed by sources and checked critically. You keep track of market moves without lengthy manual research.

Prototypes via vibe coding

Product managers use AI coding tools to build clickable prototypes and simple functional demos to test concepts with users and make requirements tangible for the team.

Roadmap and release communication

Roadmaps, release notes, internal enablement material and customer communication are tailored to the audience – technical for engineering, benefit-led for sales and customers. Every audience gets exactly what it needs.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. Experience in product management or as a Product Owner; no programming skills 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

Customer feedback and usage data often contain personal information and are subject to the GDPR; they should be pseudonymised before being processed in AI tools. Roadmaps and unreleased product information are trade secrets, and AI features in your own product must be assessed against the requirements of the EU AI Act.

Dates & locations

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

  • Munich Fri, 11 December 2026 6 hrs Request
  • Salzburg Fri, 11 December 2026 6 hrs Request
  • Berlin Thu, 10 December 2026 6 hrs Request
  • Augsburg Thu, 10 December 2026 6 hrs Request
  • Hanover Mon, 14 December 2026 6 hrs Request
  • Bremen Thu, 10 December 2026 6 hrs Request
  • Stuttgart Fri, 11 December 2026 6 hrs Request
  • Kaiserslautern Tue, 15 December 2026 6 hrs Request
  • Online Tue, 15 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.

Can AI make product decisions?

No, but it improves the basis for them. AI condenses feedback, surfaces assumptions and prepares options. Product vision, weighing trade-offs and accountability for decisions remain with product management. In the course you use AI deliberately as an analysis and sparring partner without giving up critical judgement.

How far can I get with vibe-coded prototypes?

Very far for clickable interfaces, simple logic and user testing – often within a few hours. Production-ready software with security, scalability and maintainability remains engineering's job. The course shows how prototypes improve collaboration with the team rather than replacing it.

How much does “Microsoft 365 Copilot for Product 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.

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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