Training course – Microsoft 365 Copilot – Social Media

Microsoft 365 Copilot for Social Media Teams

Use Microsoft 365 Copilot and Copilot Chat in Word, Excel, PowerPoint, Outlook and Teams productively, securely and in line with permissions.

Duration
6 hours, one session
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 Social Media Teams” is a hands-on course for roles such as Social media managers, Community managers and Content creators and editors. Rather than learning Microsoft 365 Copilot in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Social Media.

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.

Social media teams work at the pace of the platforms: constantly changing formats, trends and algorithms, and a community that expects quick responses. Generative AI becomes a daily sparring partner. AI assistants build content calendars, draft posts, captions, hooks and short-form video scripts, adapt content for LinkedIn, Instagram, TikTok or YouTube and suggest replies for community management. Automation gathers comments and mentions, summarises sentiment and creates reports. Image and video tools help with visuals and subtitles. The human touch remains decisive: authenticity, a feel for timing and crisis sensitivity cannot be automated. Used wisely, AI frees time for interaction, creative formats and a strategy based on real data rather than gut feeling.

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?

  • Social media managers
  • Community managers
  • Content creators and editors
  • Corporate influencers and employer branding teams
  • Social media agency staff

Typical challenges we address

  • Producing high-quality content regularly for several platforms
  • Responding to comments and messages quickly and in the right tone
  • Spotting trends and reacting in time with suitable formats
  • Measuring success and preparing reports for management and clients

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.
  • Plan and produce platform-specific content efficiently and on brand with AI.
  • Use AI for community management and social listening with clear escalation rules.
  • Observe labelling duties, copyright and data protection for AI-generated content.

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: Social Media
  • Content calendar
  • Platform-specific posts
  • Short-form video scripts
  • Community management
  • Social listening insights
  • Automated reporting
Module 7 Data protection, quality & transfer to daily work
  • Social media activity is subject to advertising disclosure and imprint rules, copyright and personality rights for images and music, and the EU AI Act's transparency duties for deepfakes and AI-generated content. Personal data from comments and messages must be processed in line with the GDPR.
  • 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

Content calendar

An AI assistant turns communication goals, topic clusters and seasonal moments into a content calendar with format ideas, platform allocation and posting frequency for the team to adjust and approve.

Platform-specific posts

One core message becomes several variants: an expert LinkedIn post, an Instagram caption with hashtags and a hook for short-form video, each in the appropriate tone.

Short-form video scripts

AI drafts scripts and storyboards for Reels, Shorts or TikToks with a strong opening, clear structure and call to action, and creates subtitles and descriptions.

Community management

Comments and direct messages are sorted by request and sentiment, reply suggestions prepared in the brand voice and critical posts highlighted for personal handling.

Social listening insights

Automations collect mentions and comments; AI summarises recurring topics, questions and sentiment trends and provides ideas for new content and product feedback.

Automated reporting

Metrics from platform exports are combined, top and bottom performing posts analysed and a monthly report with insights and recommendations drafted.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. You manage social media channels professionally and know the main platforms and their formats.

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

Social media activity is subject to advertising disclosure and imprint rules, copyright and personality rights for images and music, and the EU AI Act's transparency duties for deepfakes and AI-generated content. Personal data from comments and messages must be processed in line with the GDPR.

Dates & locations

For every location we suggest a date roughly four weeks ahead. Your preferred date is always possible.

  • Munich Thu, 10 December 2026 6 hrs Request
  • Salzburg Tue, 15 December 2026 6 hrs Request
  • Berlin Wed, 16 December 2026 6 hrs Request
  • Augsburg Tue, 15 December 2026 6 hrs Request
  • Hanover Fri, 11 December 2026 6 hrs Request
  • Bremen Mon, 14 December 2026 6 hrs Request
  • Stuttgart Mon, 14 December 2026 6 hrs Request
  • Kaiserslautern Fri, 11 December 2026 6 hrs Request
  • Online Tue, 15 December 2026 6 hrs 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 AI-generated posts need to be labelled?

Under the EU AI Act, deepfakes in particular, as well as AI-generated text on matters of public interest that has not been editorially reviewed, must be disclosed. Platforms also have their own rules for labelling realistic synthetic content. In the course we draw up a clear labelling policy for your team.

Doesn't AI content feel generic?

It does when AI is used without context. With your own experiences, customer voices, data and a clearly defined brand voice as input, drafts become far more distinctive. AI provides structure and variants; you contribute the personal perspective and a feel for your community.

How much does “Microsoft 365 Copilot for Social Media Teams” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 6 hours of live training with a trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. For every location we suggest a date roughly four weeks ahead. In the request form you can always describe your preferred date or period in free text – we check availability and get back to you 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 and Kaiserslautern. We can also run the course exclusively for your team.

Can the course be tailored to our team?

Yes. Tailor-made courses cost approx. €4,500 more, depending on the topic and by arrangement. We agree content, examples and exercises with you in advance.

More courses for Social Media Teams

More Microsoft 365 Copilot courses

All 45 Microsoft 365 Copilot courses

Microsoft 365 Copilot – MunichMicrosoft 365 Copilot – SalzburgMicrosoft 365 Copilot – BerlinMicrosoft 365 Copilot – AugsburgMicrosoft 365 Copilot – HanoverMicrosoft 365 Copilot – BremenMicrosoft 365 Copilot – StuttgartMicrosoft 365 Copilot – KaiserslauternMicrosoft 365 Copilot – Online