NEW! Microsoft 365 Copilot for Project Managers with Rafsan Huseynov
What You Will Learn
Upon completion of this training, participants will be able to:
- Discover how Microsoft 365 Copilot can streamline project management processes.
- Learn practical applications in Microsoft 365 apps (Teams, Planner, Excel, Word, OneNote, Power Automate).
- Create project charters, risk assessments, and plans with AI assistance
- Automate status updates, reporting, and approvals effortlessly
- Monitor progress in real time with AI-powered dashboards
- Capture key takeaways and generate closure reports instantly
Description
This course will supercharge your project management skills with the power of Microsoft 365 Copilot and AI-driven automation. In this hands-on workshop, you’ll explore how Copilot enhances every phase of project management; Initiation, Planning, Execution, Monitoring, and Closure, by streamlining workflows, generating insights, and improving collaboration across Microsoft 365 applications; Teams, Word, Excel, Whiteboard, OneNote, Outlook, Loop, and PowerPoint.
AGENDA
-
Overview of Microsoft 365 Copilot and its role in project management
- Aligning Copilot with PMI’s Project Management Process Groups.
- Using Copilot in Word to draft a Project Charter.
- Summarizing stakeholder input and defining objectives in Teams.
- Organizing project notes and discussions in OneNote.
- Generate a Project Charter with Copilot in Word.
- Use Copilot in Teams to summarize stakeholder conversations.
- Collaborating on project plans and brainstorming in Loop.
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Microsoft 365 Copilot in Project Execution
- Organizing risks, dependencies, and meeting notes in OneNote
- Using Whiteboard with Copilot for mind mapping and strategy discussions
- Managing project communications and tracking action items in Teams
- Using Outlook Copilot to draft and summarize project emails
- Generating a Project Closure Report using Word Copilot
- Conducting a Lessons Learned Session in Teams
- Documenting best practices and insights in OneNote
- Using Microsoft 365 Copilot Chat to ask questions, summarize conversations, and generate plans with project-specific context
- Exploring the Researcher Agent for real-time insights and background research across internal and external sources
- Using the Analyst Agent to interpret data, identify trends, and assist with reports and visualizations
- Tracking deliverables, decisions, and progress in Loop
- Using Copilot in Excel to track budgets and timelines
Prework
Participants should have a valid Microsoft 365 subscription. This can be any of the following: A Microsoft 365 Business (Basic, Standard, or Premium), Microsoft 365 Enterprise license (E3, E5), Office 365 Enterprise license (E1, E3, E5)
Microsoft 365 Copilot License: Microsoft 365 Copilot is available as an add-on plan. To add Microsoft 365 Copilot to your subscription, you need one of the compatible Microsoft 365 plans mentioned above. See the Microsoft 365 licensing details.
PDU Allocation Table
| Ways of Working | Power Skills | Business Acumen | Total | |
|---|---|---|---|---|
| CAPM® / PMI-CP™ / PMP® / PgMP® | 6 | 6 | 2 | 14.00 |
| PMI-ACP® / Agile* | 0 | 7 | 0 | 7.00 |
| PMI-SP® | 0 | 7 | 0 | 7.00 |
| PMI-RMP® | 0 | 7 | 0 | 7.00 |
| PfMP® | 0 | 7 | 0 | 7.00 |
| PMI-PBA® | 0 | 7 | 0 | 7.00 |
 |  |  |  |
Instructor(s)
Rafsan Huysenov PMP, PMI-ACP, CSM, MS Power Platform Expert, DASSM, SAP LeanIX, Microsoft MVP
His work spans agentic automation, AI adoption, low-code transformation, and enterprise architecture. I partner with cross-functional teams to drive initiatives like ERP modernization, IT technical debt, cloud migration, and application rationalization, always with a focus on turning AI into real business value.