Training course · Microsoft 365 Copilot · Recruiting

Microsoft 365 Copilot for Recruiters

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 Recruiters” is designed for roles such as Recruiters and talent acquisition managers, Sourcers and HR generalists with recruiting responsibility and shows step by step how to use Microsoft 365 Copilot productively, safely and transparently in Recruiting – 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.

With talent shortages in many fields, recruiting has become a key business function: candidates must be found, convinced and guided quickly through the process. Generative AI supports recruiters at many points of the candidate journey. AI assistants write job ads that speak to the target group, build search strings for active sourcing, draft personal outreach messages, prepare structured interview guides and summarise interview notes. Automation handles scheduling, acknowledgements and status updates for applicants. At the same time, recruiting is a particularly sensitive area: selection decisions must be non-discriminatory and transparent, and AI systems used to screen candidates face strict requirements. Using AI for communication, structure and efficiency while keeping selection in human hands improves both candidate experience and time to hire.

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?

  • Recruiters and talent acquisition managers
  • Sourcers
  • HR generalists with recruiting responsibility
  • Employer branding leads
  • Recruitment consultants and staffing agencies

Typical challenges we address

  • Finding and approaching suitable candidates in tight labour markets
  • Writing job ads that genuinely reach the target group
  • Running fast application processes with a good candidate experience
  • Making fair, structured and legally sound selection decisions

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 targeted job ads, sourcing strategies and outreach messages with AI.
  • Structure selection processes with AI-supported guides and improve the candidate experience.
  • Use AI in recruiting in line with anti-discrimination law, the GDPR and the EU AI Act.

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: Recruiting
  • Job ad optimisation
  • Active sourcing strategies
  • Personal outreach
  • Structured interview guides
  • Candidate communication
  • Recruiting metrics analysis
Module 7 Data protection, quality & transfer to daily work
  • Selection processes must comply with anti-discrimination law such as the German General Equal Treatment Act (AGG); AI must not disadvantage people based on age, gender or origin. Applicant data is protected by the GDPR, solely automated rejections are not permitted under Article 22 GDPR, and AI systems for screening and selecting candidates are high-risk under 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

Job ad optimisation

An AI assistant turns the role profile and team information into an inclusive job ad tailored to the target group, checks it for gender-neutral language and unnecessary barriers and creates variants for different channels.

Active sourcing strategies

AI builds Boolean search strings, alternative job titles and relevant skills for professional networks and job boards and suggests target companies and communities for direct approach.

Personal outreach

Based on the public profile and the role, AI drafts individual contact messages and follow-ups that make the specific value of the position clear to the person.

Structured interview guides

AI creates competency-based interview questions, rating anchors and case exercises for a role, so that all candidates are assessed against the same criteria.

Candidate communication

Automations send acknowledgements, scheduling proposals and status updates, while AI drafts respectful rejections and offers that recruiters review before sending.

Recruiting metrics analysis

Applicant tracking system exports are analysed for time to hire, channel performance and drop-off rates, bottlenecks identified and improvements proposed.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. You work in recruiting or talent acquisition and know your organisation's hiring process.

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

Selection processes must comply with anti-discrimination law such as the German General Equal Treatment Act (AGG); AI must not disadvantage people based on age, gender or origin. Applicant data is protected by the GDPR, solely automated rejections are not permitted under Article 22 GDPR, and AI systems for screening and selecting candidates are high-risk under the EU AI Act.

Suggested dates

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

  • Fri, 27 November 2026 Online Request
  • Thu, 10 December 2026 Berlin Request
  • Thu, 17 December 2026 Online Request
  • Tue, 12 January 2027 Stuttgart Request
  • Mon, 18 January 2027 Online Request
  • Thu, 28 January 2027 Hanover 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.

May AI pre-screen applications?

Systems that filter or rank applications are classified as high-risk AI under the EU AI Act, with extensive obligations. The GDPR also prohibits solely automated rejections. The course therefore focuses on AI for communication, structure and preparation, while screening and decisions remain with people.

How do we avoid discrimination by AI?

Language models can reproduce biases from their training data, for example in job ad wording. Check outputs specifically for protected characteristics, use structured criteria and never enter sensitive data into AI tools. We practise concrete review questions that you can adopt in your process.

How much does “Microsoft 365 Copilot for Recruiters” 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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