Training course · Microsoft 365 Copilot · Research & Science

Microsoft 365 Copilot for Researchers

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 Researchers” is a hands-on course for roles such as Doctoral candidates, Research associates and postdocs and Professors and research group leaders. Rather than learning Microsoft 365 Copilot in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Research & Science.

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.

Academic work is shaped by literature reviews, data analysis, grant writing and publication pressure. Generative AI can help at every stage: navigating and summarising the literature, sharpening research questions, writing analysis code, polishing manuscripts and preparing funding applications. AI agents can automate recurring steps such as data cleaning or cross-checking references. At the same time, AI touches core questions of research integrity: who is an author, how is AI use disclosed, how do you prevent fabricated references? Researchers therefore need more than prompting tricks – they need a methodologically sound, transparent and reproducible way of working with AI tools.

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?

  • Doctoral candidates
  • Research associates and postdocs
  • Professors and research group leaders
  • Research offices and grant managers
  • Corporate R&D teams

Typical challenges we address

  • An ever-growing body of literature that is hard to keep up with
  • Heavy writing load for proposals, reports and papers
  • Data analysis that requires programming skills
  • Uncertainty about AI rules set by journals, funders and universities

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.
  • Use AI for literature work and writing without breaching research integrity standards.
  • Produce traceable analysis code with AI support and document it reproducibly.
  • Disclose AI use transparently in line with journal, funder and institutional requirements.

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: Research & Science
  • Navigating the literature
  • Sharpening research design
  • Writing analysis code
  • Revising manuscripts
  • Preparing grant proposals
  • Analysing qualitative data
Module 7 Data protection, quality & transfer to daily work
  • Codes of research integrity apply: AI cannot be an author, its use must be disclosed and all references must be checked against the original. Personal research data, for example from studies involving participants, is subject to the GDPR and ethics approvals; unpublished results and peer reviews must be treated as confidential.
  • 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

Navigating the literature

AI summarises abstracts and full texts, extracts methods, samples and findings into comparison tables and helps formulate search strings for scholarly databases – every source is then verified in the original.

Sharpening research design

Research questions, hypotheses and operationalisations are stress-tested with AI as a critical sparring partner to spot gaps, confounders and alternative explanations early. Control conditions and limits to generalisability are discussed as well.

Writing analysis code

Researchers without deep programming skills use AI to produce Python or R scripts for data cleaning, statistics and visualisation, documenting them clearly to ensure reproducibility.

Revising manuscripts

AI supports language editing, structuring and shortening of academic texts, checks terminology for consistency and helps draft responses to reviewers without taking over authorship. Your argument stays your own.

Preparing grant proposals

Funding guidelines are turned into checklists, work packages and milestones are structured, and sections such as impact plans or lay summaries are drafted in several versions.

Analysing qualitative data

Interview transcripts and open-ended responses are pre-coded and grouped thematically with AI; researchers review, refine and document the coding frame according to established methodology. Inter-coder checks remain essential.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. Experience of academic work in a discipline; programming skills are helpful but not 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

Codes of research integrity apply: AI cannot be an author, its use must be disclosed and all references must be checked against the original. Personal research data, for example from studies involving participants, is subject to the GDPR and ethics approvals; unpublished results and peer reviews must be treated as confidential.

Suggested dates

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

  • Thu, 26 November 2026 Online Request
  • Thu, 10 December 2026 Salzburg Request
  • Tue, 15 December 2026 Online Request
  • Thu, 7 January 2027 Bremen Request
  • Thu, 21 January 2027 Online Request
  • Thu, 4 February 2027 Augsburg 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 use AI to write my PhD thesis?

That depends on your doctoral regulations and institutional policies. AI is often permitted for language editing and brainstorming if its use is disclosed and your own intellectual contribution remains clear. In the course you learn to document use properly and assess common grey areas with confidence.

How do I avoid fabricated references?

Language models can produce plausible-sounding citations that do not exist. Work with tools that query real databases, ask for DOIs and verify every source in the original. The course demonstrates a workflow that combines AI-assisted searching with reliable reference management.

How much does “Microsoft 365 Copilot for Researchers” 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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