Training course · Microsoft 365 Copilot · Quality Management

Microsoft 365 Copilot for Quality Management 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 Quality Management Teams” is a hands-on course for roles such as Quality managers and management representatives, Quality engineers and quality planners and Internal auditors. Rather than learning Microsoft 365 Copilot in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Quality 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.

Quality management depends on clean documentation, systematic analysis and rigorous follow-up of actions. Generative AI can relieve quality teams exactly there: AI assistants create and revise procedures, prepare audits, analyse complaints, support 8D reports and FMEA and compare documents with standard requirements such as ISO 9001 or IATF 16949. Automation sends reminders about action deadlines, evaluates inspection data and consolidates supplier ratings. That leaves more time for root cause work, process improvement and collaboration with production and engineering. AI output must not replace conformity with standards; it needs expert review and must enter the management system through controlled processes. When document control and approval workflows are respected, AI becomes a reliable tool for quality and efficiency.

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?

  • Quality managers and management representatives
  • Quality engineers and quality planners
  • Internal auditors
  • Complaint and supplier quality managers
  • Process owners in management systems

Typical challenges we address

  • Keeping extensive quality documentation current, consistent and compliant with standards
  • Analysing and resolving complaints and nonconformities quickly
  • Preparing internal and external audits efficiently
  • Reliably tracking actions from audits, 8D reports and management reviews

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.
  • Create and maintain quality documentation efficiently and in line with standards using AI.
  • Use AI for complaint analysis, 8D, FMEA and audit preparation.
  • Integrate AI output into your management system in a controlled and traceable way.

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: Quality Management
  • Writing procedures
  • Standards gap analysis
  • 8D report support
  • FMEA preparation
  • Audit preparation
  • Complaint data analysis
Module 7 Data protection, quality & transfer to daily work
  • AI-generated documents must meet the standard's requirements for controlling documented information and be reviewed by experts before release. Customer data from complaints and confidential product information may only be processed in approved, GDPR-compliant AI environments.
  • 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

Writing procedures

An AI assistant turns process descriptions and interviews into procedures and work instructions with a consistent structure, checks them for contradictions with other documents and suggests improvements.

Standards gap analysis

AI compares existing documents with the requirements of ISO 9001, IATF 16949 or ISO 13485, highlights possible gaps and produces an action list for expert evaluation.

8D report support

For complaints, AI structures the problem description, suggests containment actions and possible root causes and writes the 8D report in a form customers can understand.

FMEA preparation

Based on process steps and experience, AI suggests failure modes, effects and causes and helps the team facilitate and document FMEA sessions.

Audit preparation

From standard clauses and the process map, AI creates audit questions, checklists and audit plans and condenses audit notes into a structured draft report with findings.

Complaint data analysis

Complaints and inspection results are analysed by defect type, product and supplier, trends identified and priorities for improvement projects proposed.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. You work in quality management and know the requirements of your management system, for example ISO 9001.

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

AI-generated documents must meet the standard's requirements for controlling documented information and be reviewed by experts before release. Customer data from complaints and confidential product information may only be processed in approved, GDPR-compliant AI environments.

Suggested dates

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

  • Mon, 23 November 2026 Online Request
  • Fri, 11 December 2026 Bremen Request
  • Fri, 15 January 2027 Online Request
  • Mon, 18 January 2027 Salzburg Request
  • Tue, 2 February 2027 Online Request
  • Tue, 16 February 2027 Kaiserslautern 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 auditors accept AI-generated documents?

What matters is not who drafted a document but whether it is technically correct, controlled, approved and applied in practice. If you review AI drafts, release them through your document control and keep responsibility clear, they meet the standard's requirements. We show how to integrate AI cleanly into these processes.

Can AI replace an FMEA?

No. An FMEA relies on the team's cross-functional knowledge of product and process. AI can prepare, make suggestions and document, which makes sessions more efficient. Ratings and decisions on actions remain with the team, which is accountable for the result.

How much does “Microsoft 365 Copilot for Quality Management 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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