Empower your workforce with Microsoft Copilot: Operations

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

Complete two connected operations scenarios that use Microsoft Copilot and agents to support facilities planning, analysis, stakeholder communication, project coordination, and safety updates.

Learning objectives

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

  • Brainstorm a facilities project plan with Copilot in Whiteboard.
  • Compare operational options and create a structured report with Copilot in Word.
  • Turn an operational report into an executive presentation with Copilot in PowerPoint.
  • Prepare decision criteria and vendor engagement materials with Copilot Chat.
  • Coordinate facility expansion milestones, risks, and dependencies with Copilot in Loop.
  • Create a grounded project FAQ agent with Agent Builder.
  • Update and summarize safety protocols with Copilot in OneNote.
  • Communicate safety changes to Operations staff with Copilot in Outlook.

Prerequisites

  • Access to Microsoft Copilot and the Microsoft 365 apps used in the exercises.
  • Familiarity with Microsoft 365 apps such as Word, PowerPoint, Outlook, OneNote, Whiteboard, and Loop.
  • Some tasks require a Microsoft 365 Copilot license. Agent Builder and agent availability depend on licensing, tenant configuration, and admin settings.