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Team Training Curriculum

Purpose: Train our team across four tracks so we can deliver the Microsoft Partner playbook to clients with confidence. We run this internally first, then take it to market.


Microsoft’s Level Up CSP program gives us the content. Our job is to internalize it, practice it, and build muscle memory. Every team member should be able to explain Copilot, demo it, and answer objections. Specialists go deeper in their tracks.

Principle: Learn by doing, not watching. Every module ends with a hands-on exercise, not a quiz. If you can’t demo it, you don’t know it.


TrackTarget Team MembersDurationOutcome
Track 1: TrainersSales, account managers, practice leads3 weeks (part-time)Can deliver AI transformation briefings and Copilot demos to clients
Track 2: Data WorkersIT admins, security consultants, M365 admins4 weeks (part-time)Can assess, secure, and govern a client’s M365 environment for Copilot readiness
Track 3: Copilot ExpertsEveryone2 weeks (part-time)Daily Copilot proficiency, can train client end-users on adoption
Track 4: Agent BuildersTechnical consultants, solution architects, developers6 weeks (part-time)Can design, build, deploy, and govern custom agents in Copilot Studio

Recommended order: All staff complete Track 3 first (Copilot Experts). Then specialize into Track 1, 2, or 4 based on role. Some team members may do multiple tracks.

See also: Assessment & Schedule for certification milestones and the suggested training timeline.