Microsoft 365 Copilot A practical workshop for Swiss teams deploying Microsoft 365 Copilot — from first prompts and role-based habits to Copilot Studio agents and a 90-day adoption roadmap your leadership can stand behind.
Duration. Half-day or full-day depending on scope.
Delivery. On-site across Switzerland or hybrid.
Language. English, French or German.
How it works
Most organisations start at level one and aim to reach level three within 90 days. The workshop maps your current position and designs a realistic path forward.
Start where teams already work: Teams, Outlook, Word and the web. Copilot Chat connects to your Microsoft 365 data so responses are grounded in your organisation's documents, emails and calendar — not the public internet alone.
Researcher connects to the web and enterprise data to conduct deep research on your behalf. Analyst reasons over structured data like spreadsheets and reports, then generates insights and visualisations you can act on immediately.
Agents built in Copilot Studio or Agent Builder extend Copilot from personal assistant to team workflow automation. They answer questions from your SharePoint knowledge base, route requests, submit forms and escalate to humans at the right moment.
Adoption roadmap
Based on Microsoft's Copilot Success Kit framework and adapted for Swiss corporate structures. The goal is a self-sustaining Copilot community — not just a training day followed by drop-off.
By this milestone: 50+ members joined. Kickoff complete. First prompt-a-thon scheduled.
By this milestone: Active weekly Copilot users measurably growing. Champions publishing tips.
By this milestone: Repeatable event cadence. ROI metrics dashboard live. Agents in pilot.
Role-based scenarios
From Microsoft's Scenario Library — filtered for the use cases most relevant to Swiss corporate teams in finance, HR, legal and operations.
Finance
HR
Legal & Compliance
Operations & Executive
Security & governance
Microsoft 365 Copilot is built on the Microsoft 365 compliance boundary. The workshop includes a governance module so procurement, legal and IT stakeholders can make informed decisions alongside business teams.
Microsoft 365 Copilot processes prompts within the Microsoft 365 compliance boundary. Your data is not used to train models and does not leave your tenant.
Copilot surfaces only content the user already has access to. It enforces your existing SharePoint, Teams and Exchange permissions automatically.
The Copilot Control System gives administrators visibility into agent activity, content interactions, and usage patterns — aligned with Microsoft Purview compliance.
Agents built in Copilot Studio can be scoped, published selectively, monitored for quality, and retired through a defined lifecycle — not left running without oversight.
No. The workshop is useful at any stage — whether you are evaluating Copilot, rolling it out, or trying to improve adoption after an existing deployment. We adjust the focus based on where your team is.
Microsoft 365 Copilot is the AI assistant built into the apps your team already uses (Teams, Outlook, Word, Excel). Copilot Studio is the platform for building custom agents and automations that connect to your own data, APIs and workflows. The workshop covers both and when each is appropriate.
Microsoft's materials focus on product adoption. We focus on Swiss business context, governance decisions, and building practical habits your teams can use immediately — not just awareness. We also cover where Copilot should and should not be used, which is often the harder conversation.
Yes. We can tailor sessions to cover Microsoft 365 Copilot alongside Azure OpenAI and Foundry patterns for teams building custom AI on the Microsoft stack.
We work with Swiss corporate teams across finance, pharma, professional services and public-sector-adjacent organisations — delivering in Zurich, Geneva, Lausanne, Basel and Bern.
Also running: Agentic AI · ChatGPT Enterprise · All programs
Markdown for LLMs and citations — PDF to share internally.
Corporate AI adoption in Switzerland succeeds when training is practical, governed, and tied to real workflows. AI Workshop Switzerland designs every session around your tools, data boundaries, and team maturity — not generic demos. Participants practice prompting, review, and hand-off patterns they can reuse immediately after the workshop.
Our facilitators combine software engineering background with executive enablement experience. That means credible answers on Copilot, ChatGPT Enterprise, Claude, and agent frameworks, plus business judgment on ROI, risk, and change management. Sessions align with Swiss FADP/nLPD expectations and sector norms for finance, pharma, and public-sector clients.
Workshops run on-site in Zurich, Geneva, Lausanne, and Basel, hybrid for distributed teams, or online when travel is impractical. Formats range from half-day AI Fundamentals to full-day Agentic AI and multi-week coaching for AI champions. Every engagement includes templates, prompt libraries, and a prioritised pilot backlog.
Common outcomes include faster document drafting, structured research workflows, governed automation pilots, and a shared vocabulary for AI across HR, legal, finance, and operations. Leadership receives a concise adoption summary; practitioners receive artefacts ready for Monday morning.
To plan your workshop, request a quote with team size, location, and goals. We typically respond within one Swiss business day with format recommendations and transparent pricing factors.
