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A Comprehensive Copilot Training Course for Your Business

Ready for takeoff with Microsoft 365 Copilot? Stoneridge Software’s Copilot Flight Plan is your guided journey to effective, secure AI adoption across your organization. With hands-on training, expert support, and a proven framework, you’ll learn how to harness the power of Copilot to drive real business value—safely and smartly.

Expert Guidance from Your Flight Instructors

This four-step journey is backed by expert-led training and hands-on support. You’ll identify high-value use cases, ensure governance is in place, and set your team up for long-term success with AI.

Find Out How Copilot Transforms Your Workday →

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The Four-Part Copilot M365 Flight Plan Includes:

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1. Meet Copilot: Orientation

Format: On-Demand Webinar
Hear directly from our CEO and Chief AI Architect as they introduce Copilot for Microsoft 365 and why it matters.

In this session, you’ll learn:

  • Copilot Basics – What Copilot is, how it integrates with Microsoft 365 tools, and what it can do for your team.
  • Licensing & Prerequisites – Understand licensing requirements, technical readiness, and tenant considerations for a smooth rollout.
  • Suggested Journey – Explore a proven approach to Copilot adoption that starts with champions, builds governance, and drives organization-wide impact.
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2. Pre-Flight Checklist: Strategic Planning

Format: 3-Part Interactive Engagement
Kick off the AI Journey with a 3-part engagement.

This includes:

  1. Kickoff Session – Introduce your team to Copilot’s core features, identify key stakeholders, and review critical security and governance considerations.
  2. Business Value Workshop – Collaborate on identifying high-impact Copilot use cases tailored to your organization.
  3. Value Report – Receive a customized summary outlining key opportunities and recommendations for Copilot success.
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3. Flight Readiness: Tenant & Security Prep

Ensure your Microsoft 365 environment is Copilot-ready. Stoneridge works alongside your team to review and configure security, governance, and core infrastructure in alignment with Microsoft’s best practices.

This includes:

  • Device Readiness – Intune deployment and configuration to ensure devices are prepared for Copilot use.
  • Base-Level Copilot Prep – Aligning your environment with Microsoft’s foundational Copilot setup guidance.
  • License Configuration – Verifying appropriate Copilot licensing is assigned and ready to go.
  • Readiness Dashboard Review – Reviewing tenant-level dashboards to assess licensing, configuration status, and adoption readiness.
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4. Flight School: Champion Enablement

Launch your Copilot success with up to 10 designated team members who receive hands-on training, support, and guidance to lead adoption efforts across your business. These Champions will model effective usage and empower broader rollout success.

The Champions will learn:

  • License Activation – Ensure each Champion has access to Microsoft 365 Copilot.
  • Hands-On Training – Real-world guidance on using Copilot across Microsoft 365 apps.
  • Use Case Coaching – Help Champions identify and demonstrate high-impact Copilot scenarios.
  • Ongoing Support – Provide Champions with access to experts and resources as they guide others.

Cost

Everything you need to launch Copilot confidently—for just $9,000 USD.
(Licensing not included)

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Real Business Value. Everyday Impact.

Copilot connects across Microsoft apps

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What Copilot Can Do

Copilot for Microsoft 365 is like having an intelligent assistant built into the tools your team already uses—Word, Excel, Outlook, Teams, and PowerPoint. Here are some of the most popular and high-value use cases:

  • Summarize lengthy email threads or Teams chats
  • Draft emails, proposals, or meeting agendas instantly
  • Transform meeting notes into action items or summaries
  • Generate first drafts of documents or brainstorm ideas
  • Build presentations from documents or Excel data
  • Quickly locate answers from your company’s files and chats
  • And more!

How can Copilot make your job easier?

  • Get daily digests of key updates and team activity
  • Use natural language to query business performance data
  • Quickly review summarized financial or strategic reports

  • Summarize customer communications across email and Teams
  • Draft account updates, proposals, and pitch decks
  • Analyze CRM data in Excel to identify top opportunities

  • Draft job descriptions or internal communications
  • Prepare onboarding materials or policy summaries
  • Summarize feedback from employee surveys

  • Create first-pass budget models or variance reports
  • Get instant summaries of Excel workbooks
  • Explain formulas or suggest improvements to spreadsheets

  • Generate status updates or project plans from notes
  • Summarize risk logs or action item lists
  • Quickly build presentations for project reviews

  • Draft policy documentation and how-to guides
  • Analyze helpdesk trends or usage logs
  • Search SharePoint or Teams content using natural language

Start Mastering Everyday Copilot Benefits

Request Your Copilot M365 Flight Plan

Copilot M365 Flight Plan FAQ

The Copilot Flight Plan includes four key steps: an executive overview, strategic planning sessions, tenant and security readiness, and training for up to 10 internal champions. Licensing for Microsoft 365 Copilot is separate from the package.

No, you don’t need to have licenses purchased before starting. In fact, part of the Flight Plan includes helping you determine who needs licenses and how to prepare your environment before assigning them.

Copilot for Microsoft 365 requires Microsoft 365 E3 or E5, plus a Copilot license add-on. We’ll walk you through the specific licensing requirements and help you assess readiness during the process.

Most organizations complete the full engagement over 3–4 weeks, depending on internal availability and scheduling. We tailor the pace to your team’s needs.

We can absolutely expand your Flight School. Additional training options, user enablement, and ongoing adoption support are available—just let us know what you need!

Security and governance are a core part of the Flight Plan. During the Flight Readiness step, we help configure Intune, review your permissions, and ensure your Microsoft 365 tenant aligns with Copilot best practices—so you can move forward with confidence.

Above and Beyond:
Fly further with these add-on courses

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Flight Simulator

Meet with our experts to learn these AI development tools, and get started with Agentic Solutions here. Develop custom solutions to extend Copilot features in Copilot Studio and Azure AI Foundry.

Also, Implement Copilot for Sales with D365 Sales and Service.

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Flight School Part 2

Take the leap with sending 10 more (or 50 or 200 more) people through Flight School!

The framework for best practices in AI enablement and successful company-wide adoption is made here, where it matters most.

Request Your Copilot M365 Flight Plan Today!

Learn the basics and best practices from our experts.

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Stoneridge is more than a software vendor—we view every client engagement as a partnership. We work with you side by side to ensure that your needs are met. And we don’t disappear after your go-live date. We provide the ongoing training and support you need to maximize your return on your investment.

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