Training course · Microsoft 365 Copilot · Project Management

Microsoft 365 Copilot for Project 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 Project Managers” is a hands-on course for roles such as Project managers, PMO staff and portfolio managers and Scrum Masters and agile coaches. Rather than learning Microsoft 365 Copilot in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Project 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.

Project management is largely information work: clarifying requirements, building plans, assessing risks, reporting status and keeping a wide range of stakeholders aligned. Generative AI speeds up exactly these activities. It turns meeting notes into minutes and action lists, structures project charters and work breakdown structures, writes status reports for different audiences and supports risk workshops with well-grounded suggestions. AI agents connect project management tools, inbox and calendar and send automatic reminders about overdue tasks. Whether you work waterfall, agile with Scrum or hybrid, project leads gain time for what AI cannot do: making decisions, resolving conflicts and leading the team.

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?

  • Project managers
  • PMO staff and portfolio managers
  • Scrum Masters and agile coaches
  • Workstream and work package leads
  • Business teams with occasional project responsibility

Typical challenges we address

  • Heavy documentation workload for minutes, reports and plans
  • Many stakeholders with different information needs
  • Risks and dependencies spotted too late
  • Information scattered across tools, emails and chats

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.
  • Produce project documents such as charters, plans, minutes and reports faster and more consistently with AI.
  • Use AI as a sparring partner for risk analysis, planning and stakeholder communication.
  • Design simple automations for follow-up and reporting in your project environment.

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: Project Management
  • Meeting minutes and actions
  • Project charter and WBS
  • Audience-specific status reports
  • Identifying risks
  • Agile artefacts
  • Automated follow-up
Module 7 Data protection, quality & transfer to daily work
  • Project documents often contain confidential client data, contract details and personal data about team members, which may only be processed in approved AI environments. Analysing employee performance or workload data requires compliance with the GDPR and, where applicable, works council co-determination rights.
  • 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

Meeting minutes and actions

Notes or transcripts become structured minutes with decisions, open points and actions including owners and due dates, ready to be transferred into the project tool.

Project charter and WBS

AI helps turn a project idea into a charter with objectives, scope boundaries and success criteria, plus an initial work breakdown structure with work packages and milestones.

Audience-specific status reports

From raw data such as task progress, budget and risks, AI drafts status reports at different levels of detail – concise for the steering committee, detailed for the core team.

Identifying risks

In risk workshops AI suggests typical risks for the project type and industry, helps assess likelihood and impact and drafts mitigation actions. Owners and review dates are assigned straight away.

Agile artefacts

User stories with acceptance criteria, backlog refinement, sprint goals and retrospective formats are prepared with AI and then sharpened together by the team. Definitions of done can be drafted too.

Automated follow-up

AI agents check task progress regularly, remind owners about overdue items, summarise the week's changes and prepare a short project newsletter from them. The team stays informed without extra effort.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. Experience leading or contributing to projects, whether traditional, agile or hybrid.

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

Project documents often contain confidential client data, contract details and personal data about team members, which may only be processed in approved AI environments. Analysing employee performance or workload data requires compliance with the GDPR and, where applicable, works council co-determination rights.

Suggested dates

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

  • Wed, 25 November 2026 Online Request
  • Wed, 2 December 2026 Augsburg Request
  • Fri, 18 December 2026 Online Request
  • Thu, 7 January 2027 Online Request
  • Mon, 18 January 2027 Kaiserslautern Request
  • Wed, 3 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 create a project plan?

AI provides a solid first draft of the work breakdown structure, milestones and dependencies if you describe objectives and constraints clearly. Effort estimates, resources and priorities still need to be agreed with the team. The course shows how to review AI drafts systematically and transfer them into your project tool.

Does this work in agile projects too?

Yes. In Scrum or Kanban, AI helps write user stories and acceptance criteria, prepare refinements and retrospectives and summarise sprint results for stakeholders. Decisions about the backlog and delivery naturally remain with the team and the Product Owner. AI supports, the team decides.

How much does “Microsoft 365 Copilot for Project 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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