Empower your workforce with Microsoft 365 Copilot: Customer Service use case

This Microsoft Learn module shows customer service managers how to use Microsoft 365 Copilot to design better support workflows and get more out of every client interaction. You will map an ideal customer support journey using Copilot in Whiteboard, prepare for client support meetings with Copilot in Teams, and build reusable call summary templates in OneNote to speed up post-call documentation. A second exercise walks you through using Copilot's Analyst agent to analyze customer support data, identify recurring issues, and generate insights that help reduce repeat contacts. Practical and beginner-friendly, this module helps retail customer service leaders reduce admin time and coach their teams with data-backed guidance.