Training course · Microsoft 365 Copilot · Real Estate

Microsoft 365 Copilot for Real Estate Professionals

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 Real Estate Professionals” is a hands-on course for roles such as Estate agents and sales teams, Residential and block property managers and Asset and property managers. Rather than learning Microsoft 365 Copilot in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Real Estate.

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.

Much of the work in real estate revolves around documents: property listings, leases, service charge statements, minutes of owners' meetings, valuation reports and an endless stream of enquiries from prospects and tenants. Generative AI takes over the routine – drafting listings from key facts, summarising declarations of division and valuation reports, answering standard questions up front and structuring repair requests. AI agents connect the inbox, property database and scheduling into end-to-end workflows. For agents, property managers and asset managers this frees up time for viewings, negotiations and owner relations. What matters is handling tenant and owner data responsibly and having an expert check every legally relevant statement before it goes out.

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?

  • Estate agents and sales teams
  • Residential and block property managers
  • Asset and property managers
  • Developers and housebuilders
  • Staff at housing companies and cooperatives

Typical challenges we address

  • A high volume of recurring enquiries from prospects, tenants and owners
  • Time-consuming drafting of listings, letters and meeting minutes
  • Extensive lease and property documentation that must be grasped quickly
  • Data scattered across property management software, email and spreadsheets

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 listings, tenant letters and minutes with AI much faster and at consistent quality.
  • Analyse leases and property documents with AI in a structured way and review the results professionally.
  • Design simple automations for enquiries, repair requests and reporting across your portfolio.

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: Real Estate
  • Listings from key facts
  • Pre-qualifying enquiries
  • Minutes of owners' meetings
  • Summarising contract documents
  • Structuring repair requests
  • Market and owner reports
Module 7 Data protection, quality & transfer to daily work
  • Tenant, owner and prospect data falls under the GDPR, especially tenant self-disclosures and credit documents, and belongs only in approved AI environments. Legally relevant content such as contract clauses, mandatory listing details or resolution wording must be reviewed by a qualified person.
  • 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

Listings from key facts

Floor plans, location details and specification lists become compelling property descriptions in several tones and languages, which the team then reviews and completes with mandatory details such as energy performance data.

Pre-qualifying enquiries

An AI assistant triages incoming enquiries, answers standard questions about the property and documents, asks for missing details such as household size or financing status and proposes suitable viewing slots.

Minutes of owners' meetings

Notes or transcripts are turned into structured minutes with resolution wording, voting results and an action list, which the property manager checks before circulating and adding to the record of resolutions.

Summarising contract documents

Leases, declarations of division and valuation reports are condensed into key points such as terms, indexation clauses, exclusive use rights and maintenance obligations, speeding up due diligence and property handovers.

Structuring repair requests

Free-text tenant reports are classified by trade, urgency and property, enriched with follow-up questions and turned into draft work orders for contractors – including an acknowledgement to the tenant.

Market and owner reports

AI helps draft quarterly reports for owners and investors, summarising vacancies, letting activity and maintenance work from existing data and adding clear commentary on variances.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. Hands-on experience in property marketing, management or asset management; 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

Tenant, owner and prospect data falls under the GDPR, especially tenant self-disclosures and credit documents, and belongs only in approved AI environments. Legally relevant content such as contract clauses, mandatory listing details or resolution wording must be reviewed by a qualified person.

Suggested dates

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

  • Tue, 24 November 2026 Online Request
  • Thu, 3 December 2026 Kaiserslautern Request
  • Mon, 7 December 2026 Online Request
  • Fri, 8 January 2027 Online Request
  • Fri, 15 January 2027 Augsburg Request
  • Mon, 25 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.

Can I enter tenant data into an AI assistant?

Only in an environment approved by your organisation, backed by a data processing agreement and clear rules. In the course we show how to pseudonymise data, which information never belongs in public tools and how to work with placeholders without losing the benefits of AI.

Will AI replace agents and property managers?

No. AI handles drafting, triage and summaries. Viewings, negotiations, owners' meetings and legal responsibility stay with you. The gain lies in time freed up for client conversations and in faster, more consistent day-to-day processes. Error rates in routine correspondence also tend to fall.

How much does “Microsoft 365 Copilot for Real Estate Professionals” 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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