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MICROSOFT 365 COPILOT ADVANCED (Top 20 Advanced Use Cases — 2026 Hands-On Training)

MICROSOFT 365 COPILOT ADVANCED
[Top 20 Advanced Use Cases — 2026 Hands-On Training]

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FORMAT: Hands-on Workshop

DURATION Maximum: Advanced full-day / modular delivery

LEVEL: Advanced practitioners

AUDIENCE: Business professionals in APAC / Hong Kong enterprise context

TEACHING MEDIUM: Cantonese/ English/ Mandarin

Course Overview

This advanced Microsoft 365 Copilot workshop is designed for participants who have already completed foundational Copilot training and now need practical, high-impact workplace use cases. The course focuses on 20 hands-on demos across in-app Copilot, Copilot Chat, Researcher, Analyst, SharePoint agents, and Copilot Studio agents, all designed to run within the standard M365 Copilot license without paid role-specific add-ons. Participants will practise cross-file grounding, executive summarisation, financial and operational analysis, bilingual business communication, agentic workflows, risk review, and governance-aware AI adoption.

Learning Outcomes

  • Apply Microsoft 365 Copilot to advanced business workflows across sales, finance, legal, HR, procurement, compliance, customer operations, and executive support
  • Use structured prompts to extract, compare, reconcile, summarise, translate, and generate business-ready outputs from multiple files and communication sources
  • Build practical awareness of Copilot Chat, Word, Excel, PowerPoint, Outlook, Teams, Loop, OneNote, Researcher, Analyst, SharePoint agents, and Copilot Studio agents
  • Identify governance risks including confidential data, sensitivity labels, legal privilege, regulated disclosures, customer PII, recruitment data, and contract review boundaries
  • Evaluate Copilot output critically by checking citations, source grounding, data accuracy, hallucination risks, and human approval requirements

Course Agenda

NO.MODULEACTIVITY
01Deal-desk quote pack assembly
Tier A — In-app Copilot + Chat
Extract RFQ requirements, cross-reference pricing, draft quotation email, and prepare Teams deal-desk summary.
02

Board pack pre-read synthesizer
Tier A — In-app Copilot + Chat

Summarise board files, identify inconsistencies, and create Chair-ready briefing questions.
03RFP response draft from past-win library
Tier A — In-app Copilot + Chat
Analyse RFP requirements, reuse past-win content, and draft cited response sections
04Cross-file variance commentary
Tier A — In-app Copilot + Chat
Compare actuals against budget, identify material variances, and write FP&A-style commentary.
05

Litigation / dispute timeline reconstruction
Tier A — In-app Copilot + Chat

Rebuild chronology from email archive and draft a neutral counsel-ready summary.
06Bilingual stakeholder rewrite
Tier A — In-app Copilot + Chat
Create Traditional Chinese, Simplified Chinese, and UK English versions with tone control.
07Weekly PMO consolidation via Loop
Tier A — In-app Copilot + Chat
Consolidate Loop project pages, flag stale updates, and draft PMO sponsor update.
08Customer complaint root-cause narrative
Tier A — In-app Copilot + Chat
Cluster complaints, cross-check CSAT data, and draft COO escalation memo
09Interview debrief consolidation
Tier A — In-app Copilot + Chat
Combine interview notes, detect contradictions or bias signals, and draft decision memo.
10Vendor negotiation prep from contract history
Tier A — In-app Copilot + Chat
Analyse contract history, benchmark vendors, and create negotiation brief.

11

Deep competitive intelligence dossier
Tier B — Researcher / Analyst / Agents
Use Researcher to build a cited competitor dossier and strategic watchlist.
12Multi-file reconciliation agent
Tier B — Researcher / Analyst / Agents
Reconcile invoice, PO, warehouse tally, and valuation files; route exceptions through an agent workflow.
13Sales opportunity health scoring
Tier B — Researcher / Analyst / Agents
Score pipeline health, identify red deals, and draft next-best-action outreach.
14Onboarding orchestrator agent
Tier B — Researcher / Analyst / Agents
Design a SharePoint-triggered onboarding flow with Teams, Outlook, surveys, and escalation.
15Contract clause risk review agent
Tier B — Researcher / Analyst / Agents
Compare contracts against standard templates, populate risk register, and draft escalation memo.
16AR collections prioritisation & bilingual dunning
Tier B — Researcher / Analyst / Agents
Rank overdue accounts, segment collection actions, and draft bilingual dunning emails.
17SharePoint agent for HR / IT policy Q&A
Tier B — Researcher / Analyst / Agents
Create a scoped SharePoint policy bot and test cross-policy employee questions.
18Churn-risk & upsell analysis
Tier B — Researcher / Analyst / Agents
Use Analyst to build churn-risk scoring, identify predictors, and export an intervention playbook.
19Executive inbox triage via Chat + reference list
Tier B — Researcher / Analyst / Agents
Use a priority-contact Excel list to triage inbox, detect silence, and draft top replies.
20Cross-border regulatory change monitor
Tier B — Researcher / Analyst / Agents
Design daily regulatory scanning, product mapping, Teams notification, and weekly digest workflow
21Governance, verification, and responsible rollout
Wrap-up and adoption readiness
Review source checking, sensitivity labels, human approval gates, and common rollout traps.


***Looking for something specific? This course can be fully tailor-made to fit your team's objectives. Contact us today to discuss more details.***
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