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]
Exclusive Price Per Class (HK$): Please Contact Us for Details
[Top 20 Advanced Use Cases — 2026 Hands-On Training]
Exclusive Price Per Class (HK$): Please Contact Us for Details
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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. | MODULE | ACTIVITY |
| 01 | Deal-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 | Summarise board files, identify inconsistencies, and create Chair-ready briefing questions. |
| 03 | RFP response draft from past-win library Tier A — In-app Copilot + Chat | Analyse RFP requirements, reuse past-win content, and draft cited response sections |
| 04 | Cross-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 | Rebuild chronology from email archive and draft a neutral counsel-ready summary. |
| 06 | Bilingual stakeholder rewrite Tier A — In-app Copilot + Chat | Create Traditional Chinese, Simplified Chinese, and UK English versions with tone control. |
| 07 | Weekly PMO consolidation via Loop Tier A — In-app Copilot + Chat | Consolidate Loop project pages, flag stale updates, and draft PMO sponsor update. |
| 08 | Customer complaint root-cause narrative Tier A — In-app Copilot + Chat | Cluster complaints, cross-check CSAT data, and draft COO escalation memo |
| 09 | Interview debrief consolidation Tier A — In-app Copilot + Chat | Combine interview notes, detect contradictions or bias signals, and draft decision memo. |
| 10 | Vendor 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. |
| 12 | Multi-file reconciliation agent Tier B — Researcher / Analyst / Agents | Reconcile invoice, PO, warehouse tally, and valuation files; route exceptions through an agent workflow. |
| 13 | Sales opportunity health scoring Tier B — Researcher / Analyst / Agents | Score pipeline health, identify red deals, and draft next-best-action outreach. |
| 14 | Onboarding orchestrator agent Tier B — Researcher / Analyst / Agents | Design a SharePoint-triggered onboarding flow with Teams, Outlook, surveys, and escalation. |
| 15 | Contract clause risk review agent Tier B — Researcher / Analyst / Agents | Compare contracts against standard templates, populate risk register, and draft escalation memo. |
| 16 | AR collections prioritisation & bilingual dunning Tier B — Researcher / Analyst / Agents | Rank overdue accounts, segment collection actions, and draft bilingual dunning emails. |
| 17 | SharePoint agent for HR / IT policy Q&A Tier B — Researcher / Analyst / Agents | Create a scoped SharePoint policy bot and test cross-policy employee questions. |
| 18 | Churn-risk & upsell analysis Tier B — Researcher / Analyst / Agents | Use Analyst to build churn-risk scoring, identify predictors, and export an intervention playbook. |
| 19 | Executive 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. |
| 20 | Cross-border regulatory change monitor Tier B — Researcher / Analyst / Agents | Design daily regulatory scanning, product mapping, Teams notification, and weekly digest workflow |
| 21 | Governance, 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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