Using Copilot Across Apps — Lesson 3: Copilot for Meetings, Analysis, and Planning

Lesson Overview

This lesson develops practical understanding of Copilot for Meetings, Analysis, and Planning within the Using Copilot Across Apps learning path.

Learners connect the key concepts to a realistic Microsoft Copilot productivity across workplace applications scenario and document the decisions, evidence, risks, and improvement opportunities identified during the activity.

Learning Objectives

• Explain the purpose and role of copilot for meetings, analysis, and planning.
• Apply the lesson concepts to a practical Microsoft Copilot productivity across workplace applications requirement.
• Recognize security, governance, operational, and quality considerations.
• Validate the result and recommend appropriate next steps.

Topics Covered

• meeting recaps
• data and insight support
• task planning
• cross-app workflows

Hands-On Activity

1. Review the scenario, stakeholders, current process, requirements, and expected outcome.
2. Prepare the required Microsoft environment, design, query, report, script, or configuration.
3. Complete the guided implementation and record important decisions and dependencies.
4. Test the outcome using functional, security, data-quality, and operational checks.
5. Document issues, corrective actions, evidence, and an improvement recommendation.

Validation Checklist

• The solution or analysis matches the documented requirement.
• Configuration, calculations, queries, scripts, or workflows produce the expected result.
• Security, access, governance, data quality, and operational impacts are reviewed.
• Errors and limitations are documented with clear corrective actions.
• The final output includes reusable notes and practical next steps.

Lesson Outcome

After completing this lesson, learners can explain, apply, and validate copilot for meetings, analysis, and planning in a realistic workplace scenario.