Generative AI for Customer Service with Microsoft 365 Copilot Professional Training

Download Course Brochure Interview Questions

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Generative AI for Customer Service with Microsoft 365 Copilot Professional Training Course Overview

The Generative AI for Customer Service with Microsoft 365 Copilot – Professional Training by Multisoft Systems is designed to equip professionals with the skills to transform customer support using the power of AI. This hands-on program introduces learners to Microsoft 365 Copilot and its integration into key applications like Outlook, Teams, Word, Excel, and PowerPoint to enhance service operations, automate workflows, and personalize customer engagement. Through real-world use cases and interactive modules, participants will learn how to leverage generative AI to create intelligent responses, summarize conversations, analyze feedback, and accelerate resolution times. The course also focuses on prompt engineering techniques to guide Copilot effectively, ensuring consistent and brand-aligned communication. Learners will explore customer-centric scenarios such as automating email replies, generating reports, and managing service data using Microsoft 365 Copilot. Additional focus is given to ethical AI practices, security compliance, and the Responsible AI principles defined by Microsoft.

Ideal for customer service leaders, support teams, and Microsoft 365 users, this course enables professionals to build AI-powered strategies for seamless support experiences. A final capstone project helps learners implement their knowledge in a practical setup, culminating in a professional certificate that validates their expertise in AI-enhanced customer service.

Instructor-led Training Live Online Classes

Suitable batches for you

Sep, 2025 Weekdays Mon-Fri Enquire Now
Weekend Sat-Sun Enquire Now
Oct, 2025 Weekdays Mon-Fri Enquire Now
Weekend Sat-Sun Enquire Now

Share details to upskills your team


Build Your Own Customize Schedule


Generative AI for Customer Service with Microsoft 365 Copilot Professional Training Course curriculum

Curriculum Designed by Experts

Download Curriculum DOWNLOAD CURRICULUM

The Generative AI for Customer Service with Microsoft 365 Copilot – Professional Training by Multisoft Systems is designed to equip professionals with the skills to transform customer support using the power of AI. This hands-on program introduces learners to Microsoft 365 Copilot and its integration into key applications like Outlook, Teams, Word, Excel, and PowerPoint to enhance service operations, automate workflows, and personalize customer engagement. Through real-world use cases and interactive modules, participants will learn how to leverage generative AI to create intelligent responses, summarize conversations, analyze feedback, and accelerate resolution times. The course also focuses on prompt engineering techniques to guide Copilot effectively, ensuring consistent and brand-aligned communication. Learners will explore customer-centric scenarios such as automating email replies, generating reports, and managing service data using Microsoft 365 Copilot. Additional focus is given to ethical AI practices, security compliance, and the Responsible AI principles defined by Microsoft.

Ideal for customer service leaders, support teams, and Microsoft 365 users, this course enables professionals to build AI-powered strategies for seamless support experiences. A final capstone project helps learners implement their knowledge in a practical setup, culminating in a professional certificate that validates their expertise in AI-enhanced customer service.

  • Understand the fundamentals of Generative AI and its impact on customer service.
  • Explore the capabilities and architecture of Microsoft 365 Copilot.
  • Integrate Copilot into Outlook, Teams, Word, and Excel for customer support tasks.
  • Automate repetitive customer service processes to boost efficiency.
  • Apply prompt engineering techniques to guide AI-generated content effectively.
  • Personalize communication while maintaining brand tone and consistency.
  • Analyze customer interactions and generate insights using Excel Copilot.
  • Improve team collaboration and task management via Teams Copilot.
  • Implement ethical AI practices aligned with Microsoft’s Responsible AI framework.

Course Prerequisite

  • Basic understanding of customer service processes and workflows
  • Familiarity with Microsoft 365 applications (Outlook, Teams, Word, Excel)
  • Fundamental knowledge of business communication practices

Course Target Audience

  • Customer Support Managers
  • Microsoft 365 Power Users
  • Technical Support Engineers
  • Customer Experience (CX) Specialists
  • IT and Helpdesk Professionals
  • Business Analysts
  • Digital Transformation Consultants
  • Operations Managers
  • AI and Automation Enthusiasts

Course Content

  • What is Generative AI?
  • Evolution of AI in customer support
  • Benefits and challenges of using AI for customer service
  • Overview of Microsoft 365 Copilot and its capabilities
  • Understanding Microsoft Copilot architecture

Download Curriculum DOWNLOAD CURRICULUM

  • Components of Microsoft 365 Copilot (Word, Excel, Outlook, Teams, PowerPoint)
  • Integration of Copilot in daily business workflows
  • Security, compliance, and responsible AI principles
  • Licensing and access requirements for Copilot

Download Curriculum DOWNLOAD CURRICULUM

  • Using Copilot in Outlook for faster customer responses
  • Automating common inquiries using Word templates
  • Leveraging Excel Copilot for data-driven customer insights
  • Creating personalized PowerPoint presentations for clients
  • Streamlining team collaboration and updates using Teams Copilot

Download Curriculum DOWNLOAD CURRICULUM

  • Basics of writing effective prompts for customer service tasks
  • Creating intelligent auto-responses and summaries
  • Real-time suggestions and guided replies in Teams and Outlook
  • Prompt customization for brand tone and voice

Download Curriculum DOWNLOAD CURRICULUM

  • Case Study 1: Reducing average response time using Copilot
  • Case Study 2: Enhancing escalation workflow with AI triggers
  • Case Study 3: Automating ticket summaries and reporting
  • Case Study 4: Real-time feedback analysis and AI-driven decision-making

Download Curriculum DOWNLOAD CURRICULUM

  • Identifying the right use cases for AI automation
  • Best practices for implementation and training support teams
  • Change management and user adoption strategies
  • KPIs to measure AI impact on service performance

Download Curriculum DOWNLOAD CURRICULUM

  • Understanding bias, transparency, and accountability in AI
  • Microsoft’s Responsible AI framework
  • Data privacy and user consent in customer service scenarios

Download Curriculum DOWNLOAD CURRICULUM
video-img

Request for Enquiry

assessment_img

Generative AI for Customer Service with Microsoft 365 Copilot Professional Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
Try It Now

Generative AI for Customer Service with Microsoft 365 Copilot Professional Corporate Training

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.

500+
Global Clients
4.5 Client Satisfaction
Explore More

Customized Training

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Expert
Mentors

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

360º Learning Solution

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Learning Assessment

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

zoom-in Zoom-in

Certification Training Achievements: Recognizing Professional Expertise

Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

  • Globally recognized certificate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
Request for Certificate

Generative AI for Customer Service with Microsoft 365 Copilot Professional Training FAQ's

Microsoft 365 Copilot is an AI-powered assistant integrated into Microsoft apps like Word, Excel, Outlook, and Teams. It helps automate tasks, generate content, and improve productivity through generative AI.

This course is ideal for customer service professionals, support team leads, business analysts, Microsoft 365 users, and anyone looking to implement AI in customer support workflows.

No. This course is designed for non-technical users as well. A basic understanding of Microsoft 365 apps and customer service processes is sufficient.

You will learn to use Microsoft 365 Copilot across Outlook, Teams, Word, Excel, and PowerPoint to automate and enhance customer service operations.

To contact Multisoft Systems you can mail us on info@multisoftsystems.com or can call for course enquiry on this number +91 9810306956

What Attendees are Saying

Our clients love working with us! They appreciate our expertise, excellent communication, and exceptional results. Trustworthy partners for business success.

Share Feedback
  WhatsApp Chat

+91-9810-306-956

Available 24x7 for your queries

For Career Assistance : contact +91-9810306956