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Duration 7 hours
Course Outline
- Day 1: Project work with Copilot agents
- Project work in Microsoft 365
- Teams, Planner, Lists, Loop and SharePoint as a project environment
- Where Copilot helps in project work today
- Agents in Teams and Planner, depending on activation in the tenant
- Exercise: Sort the own project routine by the three biggest time sinks.
- Status and reports
- Combining status from emails, chats, meetings and lists
- A uniform status template
- Marking gaps and open points automatically
- Exercise: Generate a status report with open points from a project folder and two meetings.
- Meetings and tasks
- Agenda, notes and tasks with the meeting agent
- Transferring tasks from meetings into Planner
- Following up without manual chasing
- Exercise: Prepare and follow up a project meeting and create the tasks in Planner.
- Project knowledge agent
- Knowledge base from documents, lessons learned and contacts
- Agent Builder with instructions and limits
- Onboarding new project members
- Exercise: Build a knowledge agent for the own project and test it with five typical questions.
- Recognizing risks early
- Evaluating dependencies and overdue tasks
- Warning signals for the critical path
- Limits of prediction
- Exercise: Have a task list checked for delay risks and evaluate the result.
- Mini hackathon and pitch
- Small groups choose a real project problem
- Solution idea with Microsoft 365 and Copilot
- Mock-up and short pitch
- Exercise: Sketch and present a status cockpit, a risk radar or a knowledge assistant in small groups.
- Outcome: Each participant has a status report, a tested project knowledge agent and a presented mock-up for a real project problem.
- Project work in Microsoft 365
Requirements
- Microsoft 365 Copilot license, access to Teams, Planner and SharePoint, and a running or completed project with released documents.
- No programming skills required.
Audience
- Project managers, PMO staff, team assistants and project members who work in Microsoft 365 with Teams, Planner, Lists and SharePoint.
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1600 € + VAT*
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Testimonials (1)
Understand AI function n tools to make our job easier. Need to improved AI Chubb such as make analysis n creating presentation
