Preparing a dossier with M365

How does Copilot help prepare a dossier with Microsoft 365?

  • Microsoft Copilot
  • Microsoft 365

1250 € per session, excl. VAT

In short

This training is for executives, managers, assistants, and project leaders. It guides you to use Microsoft Copilot and 365 to gather documents and exchanges. Participants will develop a consolidated meeting brief, enabling a more efficient and structured dossier preparation for key decisions.

Why this training?

The problem
Fragmented uses and results that are hard to verify.
What it costs today
Manual rework and decisions based on incomplete information.
Why this skill
A complete Microsoft 365 dossier with consistent note, table, presentation and draft message.
What you gain
A complete Microsoft 365 dossier with consistent note, table, presentation and draft message.

Objectives of this training

  • Define project, period and stakeholders.
  • Retrieve accessible documents and exchanges.
  • Summarise progress and decisions.
  • A complete Microsoft 365 dossier with consistent note, table, presentation and draft message.

Who is it for and what are the prerequisites?

Roles and tasks concerned

  • Leadership and management
  • Assistants and administrative teams
  • Project managers

Prior skills

  • AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
  • Have practised: How to draft a professional document with Copilot in Word?; How to better process and draft emails with Copilot in Outlook?; How to clean data and build formulas with Copilot and Excel?; How to create a clear presentation using Copilot and PowerPoint?, or have equivalent skills. Distinguish Copilot Chat from integrated Microsoft 365 Copilot. Word, Outlook, Excel, PowerPoint and the complete dossier require an eligible paid Microsoft 365 Copilot licence, work account, compatible apps, administrator approval and authorised work data.
  • 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

  • Distinguish Copilot Chat from integrated Microsoft 365 Copilot. Word, Outlook, Excel, PowerPoint and the complete dossier require an eligible paid Microsoft 365 Copilot licence, work account, compatible apps, administrator approval and authorised work data.

What you will work on

  1. Frame

    Define project, period and stakeholders.

  2. Search

    Retrieve accessible documents and exchanges.

  3. Connect

    Summarise progress and decisions.

  4. Present

    Build an agenda and questions.

  5. Propagate a change through the Microsoft 365 dossier

    Change a numerical assumption in the authorised table, recalculate and update the Word memo, PowerPoint slides and Outlook draft using available integrated features.

  6. Review and hand over the four supports

    Review the dossier with its source files; check formulas, references, recipients and sharing rights before any real use.

What you take away

  • A meeting brief consolidated from authorised sources.

Method and assessment

  • Demonstration of available features, guided exercises and an independent case.
  • Peer review of the deliverable and correction against original sources.

The participant presents the stated deliverable, justifies sources and permissions, identifies and corrects an error and explains limitations. Assessment rubric: accuracy, traceability, access control and handover to a colleague.

Frequently asked questions

What concrete outcome is assessed?

A complete Microsoft 365 dossier with consistent note, table, presentation and draft message.

What access is needed before the session?

Distinguish Copilot Chat from integrated Microsoft 365 Copilot. Word, Outlook, Excel, PowerPoint and the complete dossier require an eligible paid Microsoft 365 Copilot licence, work account, compatible apps, administrator approval and authorised work data.

Which step should come before this course?

Have practised: How to draft a professional document with Copilot in Word?; How to better process and draft emails with Copilot in Outlook?; How to clean data and build formulas with Copilot and Excel?; How to create a clear presentation using Copilot and PowerPoint?, or have equivalent skills.

How are data protected and results validated?

Use fictional, anonymised or explicitly authorised data. Your organisation’s designated person checks sources, rights and results before use; subscriptions and external access are not assumed to be included.

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