Copilot for Managers
-
Learn how to use Microsoft Copilot to support your daily management tasks.
-
Develop practical skills to write effective prompts and analyze information faster.
-
Understand how to use AI responsibly, securely, and strategically as a manager.
Our training options
Private
Remotely or at your office,
to suit your schedule
made-to-measure :
price per team
Chloé Bessette
Training Manager
- In online classes or at your office
- For a group/team from your company/organization
- Standard or custom-made syllabus
- Live, private Teacher
- Training manual and exercice files provided
- Official Attestation given after course completion
Copilot for Managers
Contact
We'll get back to you within one business day.
Prerequisites
Have a basic knowledge of Microsoft 365
Introduction
– Training objectives and participant expectations
– Why artificial intelligence is becoming a key issue for managers
– Copilot as a strategic assistant in daily work
Understanding Microsoft Copilot
– Definition of Microsoft Copilot and its place within Microsoft 365
– Difference between consumer Copilot and Copilot for business
– Added value of Copilot for leadership and management roles
Copilot, Security, and Governance
– Protection of business data and confidentiality
– Compliance with existing permissions, access controls, and governance rules
– Managers’ responsibilities in the safe use of AI
Copilot Licenses
– Overview of the different types of Copilot licenses
– Importance of Copilot connected to business data
– Key considerations before organizational adoption
Adopting the Right Mindset with Copilot
– Copilot as a thinking aid, not a decision-maker
– The role of human judgment and managerial accountability
– When to use Copilot and in what contexts
How to Write an Effective Prompt (Manager Level)
– Importance of prompt quality
– Simple and effective prompt structure
– Practical examples adapted to management situations
Copilot Chat and Decision-Making
– Using Copilot Chat as a space for reflection and analysis
– Summarizing, structuring, and analyzing information
– Supporting decision-making and the preparation of recommendations
Communication and Collaboration with Copilot
– Improving the quality and speed of communications
– Using Copilot in Outlook for emails
– Using Copilot in Teams for meetings and follow-up
Introduction to Copilot Agents
– Understanding Copilot agents
– Examples of business-focused agents (HR, finance, projects, operations)
– The evolving vision of Copilot within the organization
Best Practices
– Start gradually and test real use cases
– Avoid over-automation
– Keep people at the center of decisions
Conclusion
– Copilot as a performance lever for managers
– Leadership and responsibility in AI adoption
Q&A
This Copilot training helps managers and directors work more efficiently by automating routine tasks and streamlining workflows. It enables faster decision-making through data insights and clear summaries. Leaders can improve communication, generate ideas, and focus more on strategic priorities instead of administrative work. Ultimately, it boosts productivity and supports better leadership.
Beginner
Have a basic knowledge of Microsoft 365
Directors, managers and team leaders
Use Microsoft Copilot strategically to support decision-making, communication, and daily management tasks
Develop the skills to write effective prompts, analyze information more efficiently, and use AI responsibly within a business environment
Gain a clear understanding of governance, security, and best practices for adopting Copilot as a manager or director
Introduction
– Training objectives and participant expectations
– Why artificial intelligence is becoming a key issue for managers
– Copilot as a strategic assistant in daily work
Understanding Microsoft Copilot
– Definition of Microsoft Copilot and its place within Microsoft 365
– Difference between consumer Copilot and Copilot for business
– Added value of Copilot for leadership and management roles
Copilot, Security, and Governance
– Protection of business data and confidentiality
– Compliance with existing permissions, access controls, and governance rules
– Managers’ responsibilities in the safe use of AI
Copilot Licenses
– Overview of the different types of Copilot licenses
– Importance of Copilot connected to business data
– Key considerations before organizational adoption
Adopting the Right Mindset with Copilot
– Copilot as a thinking aid, not a decision-maker
– The role of human judgment and managerial accountability
– When to use Copilot and in what contexts
How to Write an Effective Prompt (Manager Level)
– Importance of prompt quality
– Simple and effective prompt structure
– Practical examples adapted to management situations
Copilot Chat and Decision-Making
– Using Copilot Chat as a space for reflection and analysis
– Summarizing, structuring, and analyzing information
– Supporting decision-making and the preparation of recommendations
Communication and Collaboration with Copilot
– Improving the quality and speed of communications
– Using Copilot in Outlook for emails
– Using Copilot in Teams for meetings and follow-up
Introduction to Copilot Agents
– Understanding Copilot agents
– Examples of business-focused agents (HR, finance, projects, operations)
– The evolving vision of Copilot within the organization
Best Practices
– Start gradually and test real use cases
– Avoid over-automation
– Keep people at the center of decisions
Conclusion
– Copilot as a performance lever for managers
– Leadership and responsibility in AI adoption
Q&A
Need to assess your level?
Select the right course for you using the Formation CAD Auto-Assessment tool
Related courses
Formations apparentées
- 1 year Support
- Official Certificate
approved
- 1 year Support
- Official Certificate
approved
- 1 year Support
- Official Certificate
approved
