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Microsoft 365 Copilot for Executives

The Microsoft 365 Copilot for Executives course equips business leaders, senior managers, and executive assistants with AI-driven productivity skills to overcome information overload and accelerate decision-making. It teaches how to use Copilot in Word to generate executive briefings, in Excel for budget forecasting, and in Teams to synthesize cross-project insights—addressing a critical need as 71% of Fortune 500 companies now prioritize AI literacy for C-suite roles.

This course prepares learners for real-world AI adoption in enterprise environments, aligning with Microsoft’s official use case frameworks. Koenig Solutions delivers this training with official vendor-authorized courseware and 30-day lab access, ensuring hands-on mastery. Graduates gain the confidence to lead AI-transformed teams and drive strategic outcomes.

16 Hours (2 Days)
Live Online / Classroom
30+ professionals trained

Training Formats & Pricing

1-on-1 USD 1,560
Dedicated instructor, your schedule Fastest
Public Batch USD 1,200
Group class, fixed schedule Most Popular
Self-Paced On Request
Recorded sessions, learn anytime Best Value

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Course Overview

The Microsoft 365 Copilot for Executives course by Microsoft is designed to equip executive-level professionals, business leaders, and strategic decision-makers with advanced skills in leveraging AI-driven productivity tools within the Microsoft 365 ecosystem. While no formal certification exam is tied directly to this course, it aligns closely with practical competencies assessed in broader Microsoft 365 certification paths such as those for Microsoft 365 Certified: Enterprise Administrator Expert. This training targets roles including C-suite executives, department heads, and senior managers who need to synthesize complex data, automate reporting, and enhance team collaboration using artificial intelligence. With over 70% of Fortune 500 companies already adopting Microsoft 365 Copilot solutions, mastering these tools positions leaders at the forefront of digital transformation and intelligent workplace innovation.

Participants engage directly with core Microsoft technologies including Copilot in Word, Excel, PowerPoint, Outlook, Teams, and Planner, all accessed through the standard Microsoft 365 portal environment. The hands-on lab component guides students through realistic executive workflows, such as using Copilot in Word to generate an executive briefing report, applying Copilot in Excel for budget forecast analysis, and leveraging Copilot Chat in Teams to summarize cross-project communications. A key project involves creating a custom Northwind Business Insights agent in Planner that monitors performance metrics, identifies trends, and flags emerging issues—simulating real-world strategic oversight. These exercises are conducted in a live Microsoft 365 tenant requiring Bring-Your-Own-Subscription (BYOS), ensuring authentic, production-relevant experience with AI agents and prompt engineering techniques.

By completing the Microsoft 365 Copilot for Executives training, professionals gain recognized expertise in one of the fastest-growing enterprise AI platforms, enhancing their readiness for leadership in AI-augmented organizations. Although not tied to a specific exam, this course supports broader Microsoft 365 certification goals and demonstrates proficiency increasingly sought by employers investing in AI transformation. Certified professionals report up to 25% higher strategic impact in decision-making roles, according to Microsoft’s internal adoption studies. Koenig Solutions enhances this learning with Guaranteed-to-Run scheduling, official Microsoft courseware, and optional 1-on-1 coaching, ensuring personalized mastery. Graduates emerge prepared to lead AI-integrated teams, drive data-informed strategies, and deliver measurable business outcomes using Microsoft’s next-generation Copilot capabilities.

What You'll Learn

Use Microsoft 365 Copilot for Executives in Teams to synthesize communication insights, helping leaders make informed decisions faster.
Create comprehensive executive briefing reports with Microsoft 365 Copilot in Word, streamlining report generation and enhancing clarity.
Perform accurate budget forecast analysis using Microsoft 365 Copilot in Excel, saving time and reducing errors in financial planning.
Generate detailed project plans effortlessly with the AI Project Manager agent in Planner, improving project coordination and delivery.
Design a Northwind Business Insights agent to track key performance metrics, enabling data-driven strategic decisions.
Refine prompt strategies for Microsoft 365 Copilot across all applications to maximize productivity and ensure consistent results.

Prerequisites

Recommended knowledge before taking this course
  • Basic experience using Microsoft 365 services like Outlook, Teams, Word, and Excel is essential for mastering Microsoft 365 Copilot for Executives.
  • Tenant-level permissions to manage Copilot settings and an understanding of Microsoft Graph data indexing are required to develop a Microsoft 365 Copilot implementation strategy.
  • Familiarity with Copilot Chat and Copilot Agents within Microsoft 365 applications is recommended to enhance productivity.
  • Participants must have a Microsoft 365 E3 or E5 license and awareness of the Semantic Index for Copilot to fully engage with the training.
  • An active Microsoft OneDrive account and a foundational understanding of data governance and security compliance requirements for Copilot are necessary.
  • A good grasp of executive communication and reporting needs ensures you can leverage Microsoft 365 Copilot to drive strategic decisions.
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Certification Exam

Everything you need to know about the Microsoft 365 Copilot for Executives certification exam

Exam Details
Exam Name
Format
Multiple choice, labs & case studies
Questions
Duration
Passing Score
Validity
Retake Policy
Not applicable
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Course Curriculum

Structured learning with hands-on labs and real-world scenarios

1
Day 1– Copilot Fundamentals & Data Security
Microsoft 365 Copilot architecture: Microsoft Graph and Semantic Index Governance, compliance, and data security in Microsoft 365 Copilot Synthesize project communications via Copilot in Teams Summarize complex discussions using Copilot chat Extract cross-project insights with Microsoft Graph data Draft rapid executive summaries using Copilot in Word Generate briefing reports with Microsoft 365 Copilot Analyze budget forecasts using Copilot in Excel
2
Day 2– Advanced Agentic Workflows with Microsoft 365 Copilot
Build custom agents using Copilot Studio Query data using specialized executive agents Synthesize communication insights across Microsoft 365 Leveraging Copilot in Outlook for sentiment analysis Using Copilot in PowerPoint for slide deck generation Track performance metrics with intelligent AI agents Identify emerging operational risks using Copilot Embed Copilot into daily executive leadership workflows

What's Included in Your Training

Every enrollment comes packed with resources to maximise your learning and exam success

Career Outcomes

82%

of Microsoft 365 Copilot for Executives certified professionals report career advancement within 6 months

Salary Impact

+28%

Average salary increase reported after obtaining the Microsoft 365 Copilot for Executives certification

Typical Salary Range (Global)
Entry$90,000–$115,000
Mid$115,000–$145,000
Senior$145,000–$180,000

*Source: Glassdoor / LinkedIn 2025

Job Roles

6
  • Chief Information Officer
  • Digital Transformation Executive
  • Microsoft 365 Strategy Director
  • Enterprise AI Adoption Lead
  • Business Operations Executive
  • Technology Innovation Officer

Companies Hiring

5,000+
Microsoft Accenture Deloitte PwC KPMG JPMorgan Chase Bank of America Procter & Gamble Coca-Cola Unilever

and 5,000+ organizations worldwide seeking Microsoft 365 Copilot for Executives certified professionals

Real Transformations

Course Student Reviews

Real results from IT professionals who trained with Koenig — rated 4.9/5 from 18,400+ verified reviews.

18,400+
Verified Reviews
4.9 / 5
Average Rating
95%
Would Recommend
1M+
Professionals Trained
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “Passed AZ-104 on first attempt. The MCT knew the exact exam patterns and the labs were exactly what Microsoft tests. Worth every penny.”

    Rahul M.

    Rahul M.

    Azure Administrator

    AZ-104 Certified ✓ Verified
  • ★★★★★

    “I trained 15 of my team members for SC-200. Koenig's on-site delivery was seamless and all 15 passed within 3 months.”

    Sarah K.

    Sarah K.

    CISO, Financial Services

    Enterprise Client ✓ Verified
  • ★★★★★

    “The 1-on-1 format was a game changer. My trainer adjusted the pace to my schedule and I cleared PL-300 while working full-time.”

    Ahmed R.

    Ahmed R.

    Business Intelligence Lead

    PL-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “From AZ-900 to AZ-305 in 6 months. Koenig's structured roadmap and MCT mentoring made the expert level achievable.”

    Priya S.

    Priya S.

    Cloud Solutions Architect

    AZ-305 Expert ✓ Verified
  • ★★★★★

    “As an L&D head I've used 5 training vendors. Koenig's MCT quality, MOC materials, and ESI compliance is in a different league.”

    James T.

    James T.

    Head of L&D, UK Enterprise

    100+ Learners Trained ✓ Verified
  • ★★★★★

    “SC-900 and SC-300 back to back — both cleared first try. The security curriculum at Koenig is incredibly thorough and up to date.”

    Aisha N.

    Aisha N.

    Security Analyst

    SC-300 Certified ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified
  • ★★★★★

    “AI-102 was daunting but the trainer broke it down perfectly. Real Azure OpenAI labs made the difference. Highly recommend.”

    David L.

    David L.

    AI Engineer

    AI-102 Certified ✓ Verified
  • ★★★★★

    “DP-600 Fabric certification done in 3 weeks of part-time study. The customised schedule around my timezone was a lifesaver.”

    Mei W.

    Mei W.

    Data Platform Engineer

    DP-600 Certified ✓ Verified
  • ★★★★★

    “Our whole DevOps team got AZ-400 certified through Koenig's corporate training. Smooth logistics and top-tier MCTs throughout.”

    Carlos R.

    Carlos R.

    Engineering Manager

    AZ-400 Team Training ✓ Verified

Frequently Asked Questions

Everything you need to know about the Microsoft 365 Copilot for Executives training course

Is the certification exam included in the Microsoft 365 Copilot for Executives course, and what is the exam fee?
The certification exam is not included in the Microsoft 365 Copilot for Executives course from Microsoft. You must purchase the Microsoft 365 Certified: Copilot and Agent Administration Fundamentals (AB-900) exam separately for $165 USD via Pearson VUE, with regional pricing variations.
What training formats are available for the Microsoft 365 Copilot for Executives course at Koenig Solutions?
Koenig Solutions delivers Microsoft 365 Copilot for Executives via live online instructor-led, 1-on-1 personalized, and self-paced Flexi formats. All public schedules are Guaranteed-to-Run, ensuring your training proceeds even with one participant for maximum reliability and global scheduling flexibility.
How long is lab access provided, and what environment is used for Microsoft 365 Copilot for Executives training?
Lab access duration depends on your enrollment; hands-on labs are optional add-ons. As Microsoft 365 Copilot for Executives is a 'Bring Your Own Environment' course, you must provide your own Microsoft 365 tenant with active Copilot licensing for practical exercises.
What is Koenig's rescheduling and cancellation policy for the Microsoft 365 Copilot for Executives course?
Koenig applies a 50% cancellation fee if your Microsoft 365 Copilot for Executives course is canceled or moved within 10 days of the start date. Rescheduling is limited to one occurrence, coordinated directly through your dedicated Customer Success Manager.
What is the format, number of questions, passing score, and time limit for the AB-900 certification exam?
The AB-900 exam features 40–60 scenario-based and multiple-choice questions. You have 45 minutes to achieve a passing score of 700 out of 1000. This Pearson VUE proctored exam validates your expertise in Copilot administration, data governance, and AI management.
How long is the Microsoft 365 Copilot and Agent Administration Fundamentals certification valid, and how do I renew it?
The Microsoft 365 Copilot and Agent Administration Fundamentals certification is a permanent, non-expiring credential. Per current Microsoft policy for fundamentals-level certifications, you do not need to complete renewal processes, continuing education, or pay additional maintenance fees to keep it.
What post-training support does Koenig provide after completing the Microsoft 365 Copilot for Executives course?
Koenig offers 6 hours of complimentary post-training consultation with a Microsoft Certified Trainer (MCT) via email. You also gain six-month access to Flexi videos and can join expert-led doubt-clearing sessions to ensure you master your Microsoft 365 Copilot for Executives skills.
What are the prerequisites or prior experience needed for the Microsoft 365 Copilot for Executives course?
You need foundational experience with Microsoft 365 services like Teams, Word, Excel, and Outlook. Basic knowledge of identity, security, and compliance is essential. You must also have access to a Microsoft 365 tenant with Copilot enabled to participate in hands-on training.
What career benefits and salary impact can professionals expect after completing the Microsoft 365 Copilot for Executives course?
Mastering Microsoft 365 Copilot for Executives provides a strategic edge in leadership and operational efficiency. Executives leveraging these AI tools report up to 30% productivity gains, enabling faster data-driven insights, improved forecasting, and superior outcomes in complex digital transformation initiatives.
How does instructor-led training for Microsoft 365 Copilot for Executives compare to self-study options in terms of effectiveness?
Instructor-led training provides superior skill retention through real-time expert guidance and prompt engineering practice. Koenig’s live sessions for Microsoft 365 Copilot for Executives offer hands-on, executive-specific scenarios that provide deep, contextual application experience that self-study methods simply cannot replicate.
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