M365 team deliverable

How to co-produce a team deliverable with Copilot in Microsoft 365 without losing track of who validated what?

  • Microsoft Copilot
  • Microsoft 365
  • Microsoft Teams

1250 € per session, excl. VAT

In short

Enhance your team's collaboration on shared documents. This course shows how to use Copilot to draft sections while maintaining a clear validation process. Learn to define roles, use comments, and leverage version history to track approvals without confusion, ensuring complete traceability and accountability.

Why this training?

In modern teams, co-creating documents is vital but can quickly become chaotic. Who wrote what? Which version is the final one? Who approved the last change? The introduction of tools like Copilot adds complexity if not managed properly. This course addresses this challenge by providing a structured method to integrate Copilot into a collaborative workflow on Microsoft 365. It focuses on how to maintain clarity and traceability of contributions and validations, turning potential chaos into organized productivity and clear accountability. Participants will work in small groups on a common document project, such as an activity report. They will use Copilot to draft sections, then take on the roles of reviewer and approver. Through comments, track changes, and version history, they will practice a complete validation cycle, ensuring traceability at every step of the co-creation and validation process. Deliverables: A collaborative work plan defining roles and steps.; A co-created Word document with Copilot contributions and validation trails.; A Teams meeting summary generated by Copilot.. This course focuses on the collaborative process and traceability, not on advanced prompt engineering. The performance and availability of Copilot features depend on your Microsoft 365 plan and the policies set by your system administrator. The workshop is delivered in person as a private session for up to 12 participants, in one language chosen from French, Dutch and English. All exercise data is fictional or anonymised, and every result produced with AI is reviewed and validated by a responsible person. The aim is a bounded result the team can reuse, not a promise of deployment.

Objectives of this training

  • Structure a co-authoring project by defining roles (author, reviewer, approver).
  • Use Copilot to generate content drafts within a shared document.
  • Apply comment and track changes features for the review process.
  • Consult version history to trace validations and contributions.
  • Summarize review discussions from a Teams meeting using Copilot.

Who is it for and what are the prerequisites?

Roles and tasks concerned

  • Project Managers
  • Collaborative Team Members
  • Document Quality and Compliance Officers

Prior skills

  • AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
  • This course requires an understanding of fundamental AI concepts and prompt engineering, gained through our prior training or equivalent experience. Participants must have a paid subscription to Microsoft Copilot, Microsoft 365, and Microsoft Teams that includes the necessary features, and their organization's authorization to use these tools. Active access to their accounts is essential for the exercises, which will use fictional or anonymized data.

What you will work on

  1. Structuring Collaboration and Roles

    Principles of AI-assisted co-creation Defining roles: author, reviewer, approver

  2. Content Generation with Copilot

    Integrating Copilot in Word and PowerPoint Writing effective prompts for content generation

  3. Review and Validation Process

    Using comments for feedback Track Changes as proof of review

  4. Traceability and Summarization

    Leveraging version history in SharePoint/OneDrive Using Copilot in Teams to summarize validation meetings

What you take away

  • A collaborative work plan defining roles and steps.
  • A co-created Word document with Copilot contributions and validation trails.
  • A Teams meeting summary generated by Copilot.

Method and assessment

  • Interactive demonstrations
  • Practical, hands-on scenarios
  • Group discussions and experience sharing

Continuous assessment through the completion of practical exercises and active participation in discussions.

Frequently asked questions

What concrete result does this course deliver?

This course enables you to adopt Copilot to accelerate team-based document creation while maintaining rigorous control and perfect traceability of all validations. Deliverables: a collaborative work plan defining roles and steps., a co-created word document with copilot contributions and validation trails., a teams meeting summary generated by copilot..

Who is this course for and what are the prerequisites?

It is designed for: project managers, collaborative team members, document quality and compliance officers. This course requires an understanding of fundamental AI concepts and prompt engineering, gained through our prior training or equivalent experience. Participants must have a paid subscription to Microsoft Copilot, Microsoft 365, and Microsoft Teams that includes the necessary features, and their organization's authorization to use these tools. Active access to their accounts is essential for the exercises, which will use fictional or anonymized data.

What data and access need to be arranged?

Please ensure every participant has access to their Microsoft 365 environment with active Copilot licenses before the session. Required tools and licences are checked before the session; no subscription is included in the price.

What practical exercise is completed?

Participants will work in small groups on a common document project, such as an activity report. They will use Copilot to draft sections, then take on the roles of reviewer and approver. Through comments, track changes, and version history, they will practice a complete validation cycle, ensuring traceability at every step of the co-creation and validation process.

What are the limits and who validates the results?

This course focuses on the collaborative process and traceability, not on advanced prompt engineering. The performance and availability of Copilot features depend on your Microsoft 365 plan and the policies set by your system administrator.

Can the course be adapted to our line of work?

Exercises can be tailored to use your company's own document templates (reports, presentations) to make the learning more relevant to your daily workflows and internal processes.

How is the session organised and what does it cost?

Half-day, private in-person session for up to 12 participants. The fee is €1,250 excluding VAT per session. Date and location are agreed during scoping; each session runs in a single language: French, Dutch or English.

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