OneDrive and SharePoint for Copilot

How to organize OneDrive and SharePoint for useful answers with Copilot?

• Microsoft Copilot
• Microsoft 365

1250 € per session, excl. VAT

In short

This training is for IT managers, Microsoft 365 administrators, assistants, and administrative teams. Participants learn to map, structure, and verify document access with Microsoft Copilot, for optimal OneDrive and SharePoint organization. The deliverable is a pilot document structure and a source quality grid, promoting relevant answers.

Why this training?

The problem

Teams struggle to get reliable and relevant answers from Copilot based on their company documents.

What it costs today

This leads to uncertainty in decisions, time-consuming manual verifications, and a lack of trust in digital information.

Why this skill

Rigorous document organization is essential to enable Copilot to provide useful and accurate information for daily tasks.

What you gain

The participant gains precise answers from Copilot, improved quality of data used, and greater autonomy in document management.

Objectives of this training

• Map existing document versions, duplicates, and owners.
• Define consistent names, folders, and metadata for documentation.
• Distinguish human document access from Copilot's discovery.
• Verify sharing and permissions with the document space administrator.
• Test queries on a document corpus to identify ambiguities.
• Document the necessary maintenance for source quality.

Who is it for and what are the prerequisites?

Roles and tasks concerned

• IT Managers
• Microsoft 365 Administrators
• Administrative Assistants
• Members of Administrative Teams

Prior skills

• AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
• Understanding of OneDrive functionality
• Knowledge of SharePoint principles
• Familiarity with digital document organization
• A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

• A personal computer per participant.
• Functional access to Microsoft Copilot and Microsoft 365 tools.
• A specific business case to work on.

What you will work on

1. Diagnose

   The participant identifies reference documents, as well as existing versions, duplicates, and owners.

2. Structure

   The participant defines clear rules for naming, folder organization, and metadata for documentation.

3. Verify Access

   The participant understands the distinction between user access and how Copilot accesses information.

4. Test

   The participant evaluates the relevance of Copilot's answers on a set of documents and plans corrections.

What you take away

• A pilot document structure.
• A source quality grid.
• Completed practical materials and templates.

Method and assessment

• Demonstrations with explanations using a concrete case
• Guided exercises followed by application to your role
• Peer review of results and source verification
• An individual or team action plan

Assessment is formative: participants complete and review a practical case linked to the intended deliverable (A pilot document structure and a source-quality rubric). Criteria include meeting the brief, accuracy, checks performed and the ability to explain decisions. Each participant identifies an application to test in their own work.

Frequently asked questions

What concrete benefit does this session bring to my team?

Your team will be able to interact more effectively with Copilot, receiving relevant answers based on organized documents. This improves confidence in available information and reduces time spent searching for data or verifying its accuracy.

Who should participate in this session and what should they know beforehand?

IT managers, Microsoft 365 administrators, and administrative teams are most relevant. It's beneficial to have familiarity with OneDrive and SharePoint, as well as an understanding of the company's current document organization.

What types of data and documents will be used during the session, and how are they protected?

We use fictional or anonymized data, or a business case provided by your organization with confidentiality measures. Sensitive information is handled with the utmost care and is not retained beyond the session.

What practical exercise will be carried out using our organization's case?

Participants will apply the methods taught to map documents, define a pilot structure, and verify access on a specific business case. This includes simulating Copilot queries and identifying areas for improvement.

What are the limitations of the tools covered, and who validates the outcome of our work?

Tools like Copilot depend on the quality of data and document organization. The validation of the work accomplished rests with the document space administrator or your organization's internal managers.

How can this session adapt to our specific industry and use cases?

The session is designed to be applied to concrete cases brought by participants. We adapt examples and discussions to the types of documents and processes specific to your industry, allowing for personalized implementation.