Empower your workforce with Microsoft Copilot: Customer Service
Beginner
Administrator
Business Analyst
Business User
Data Analyst
Functional Consultant
Security Operations Analyst
Student
Microsoft 365
Office 365
Complete two connected customer service scenarios that use Microsoft Copilot and agents to improve support workflows, documentation, data analysis, troubleshooting, and communication.
Learning objectives
By the end of this module, you should be able to:
- Map support journeys, prepare for client meetings, and standardize call notes with Copilot in Whiteboard, Teams, and OneNote.
- Find support data patterns and create visual insights for leadership with the Analyst agent.
- Create a collaborative product-warranty troubleshooting checklist with Copilot in Loop.
- Create a dealer-facing response template with Copilot in Word and the Writing Coach agent.
- Develop a troubleshooting guide with Idea Coach, and share support insights with Copilot Chat and Outlook.
Prerequisites
- Access to Microsoft Copilot and the Microsoft 365 apps used in the exercises.
- Some tasks require a Microsoft 365 Copilot license. Agent capabilities and availability depend on the licenses and admin settings configured for your organization.