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Microsoft 365 Copilot for Information Managers 

 

3.5-Hour Instructor Led Training Workshop

Date:  Wednesday January 28, 2026 |  1:30 - 4:30 PM ET or Monday November, 2, 2026
Location:  Online - Microsoft Teams
Duration:  3 hours total (1 Session - 3.5 hours)
Price:  $399 per person ($349 for current members) Bundle Pricing Available

 

Introduction: 

AIIM has collaborated with Leadership Through Data (LTD) for Enhanced Microsoft 365 Training. This course is instructor-led with hands-on experience.

 

Master Microsoft 365 Copilot for Information Management  

Unlock the power of AI-driven productivity with AIIM’s Microsoft 365 Copilot for Information Managers Training Workshop. This hands-on, instructor-led course is designed for information management professionals looking to integrate Copilot strategically while ensuring compliance and security. Learn how to configure, govern, and optimize Copilot to enhance workflows and organizational efficiency. 

 

What You'll Learn

Gain practical skills and expert insights to confidently manage and optimize Microsoft 365 Copilot, including: 

✅ Copilot Fundamentals: Understanding its role, capabilities, and impact on information management
✅ Compliance & Security: Best practices for governance, data retention, eDiscovery, and communication compliance
✅ Configuration & Optimization: Setting up Copilot for Teams meetings, auditing interactions, and enhancing workflows
✅ Strategic Integration: Leveraging AI to improve efficiency while maintaining compliance

By the end of the course, you’ll have the knowledge to implement Microsoft 365 Copilot responsibly and effectively within your organization.

Who Should Attend

This course is perfect for professionals responsible for managing and securing information within Microsoft 365, including:
📌 Information Managers
📌 IT Administrators
📌 Compliance & Governance Officers
📌 Business Leaders looking to optimize AI-powered workflows

Pricing

Non-Member Pricing

$399

 

Some key features
  • 3 hours of training (1, 3.5 hour session)

  • All training materials

  • Certificate of Completion

  • Current CIPs Earn 3 CEUs (learn more about CIP)

Register Now

Member Pricing

 

*Discount code: CSYKHTDARF0Z

$349*

 

Some key features
  • Member Discount*
  • 3 hours of training (1, 3.5 hour session)
  • All training materials
  • Certificate of Completion

  • Current CIPs Earn 3 CEUs (learn more about CIP)

Register Now

Course + AIIM+Pro Membership

$695

 

Some key features
  • 3 hours of training (1, 3.5 hour session)
  • All training materials
  • Certificate of Completion

  • 1 Year of AIIM+ Pro membership with unlimited training courses

  • Current CIPs Earn 3 CEUs (learn more about CIP)

Register Now

 

*Member pricing is available exclusively for current AIIM+ or AIIM+ Pro members. Bundle pricing is offered for new AIIM+ Pro memberships only.

To request an invoice for this course, complete the invoice request form.

Conditions:

  • A minimum of 5 attendees is required for AIIM to proceed with this course. 
  • As the course is hands-on attendance is mandatory for all course days, recordings will not be applicable. 

Additional Terms and Conditions

Your Instructor

ANDREA MCINTOSH

Andrea has worked in information and technology management for over two decades.

As an experienced Information Manager, mainly in the public records space, she brings extensive experience in strategy, information and data architecture, and project delivery.

As a skilled trainer and business coach, she shares her passion for information and records management and empowers others around her.  Increasing stakeholder engagement and bringing people along on the journey, while delivering pragmatic solutions with sustainable information management at the heart of them is always the aim.

Andrea is also actively involved in the development of IM standards and delivery of support to the sector in this space.

 

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Don’t miss this opportunity to enhance your skills and advance your career. Reserve your spot today!