Empower your workforce with Microsoft Copilot: HR

Beginner
Administrator
Business Analyst
Business User
Data Analyst
Functional Consultant
Security Operations Analyst
Student
Microsoft 365
Office 365

Complete a series of exercises to build your Microsoft Copilot skills for common HR scenarios.

Learning objectives

By the end of this module, you should be able to:

  • Identify manager effectiveness metrics and generate summary reports with Copilot in Excel.
  • Share manager performance findings with HR leadership using Copilot in Outlook.
  • Plan manager development collaboratively with Copilot in Loop.
  • Create an HR self-service agent grounded in approved policies with Agent Builder.
  • Announce the new HR self-service agent with Copilot in Viva Engage.
  • Answer employee policy and relocation questions with an HR self-service agent and Researcher.

Prerequisites

  • Access to Microsoft Copilot and the Microsoft 365 apps used in the exercises.
  • Some tasks require a Microsoft 365 Copilot license. Agent Builder capabilities and agent availability depend on the licenses and admin settings configured for your organization.