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Assessment & Training Schedule

MilestoneRequirementTrack
Copilot Daily UserUse Copilot for 5+ tasks/day for 2 consecutive weeksTrack 3
Demo ReadyDeliver a 15-minute live Copilot demo with positive peer feedbackTrack 1
Security CertifiedComplete all 6 Security Labs on Skillable platformTrack 2
Agent Builder Level 1Build and deploy a working agent with knowledge base + topicsTrack 4
Agent Builder Level 2Build an agent with Power Platform integration + autonomous triggersTrack 4
Workshop ReadyDeliver a dry-run AI Transformation Briefing or Agent Strategy WorkshopTrack 1 / Track 4
BadgeAssessmentAccess CodeRequirement
Level Up CSP Copilot Sales Proficientaka.ms/MicrosoftTitanJXTR-QPDAScore 80%+
Level Up CSP Copilot Technical Proficientaka.ms/Level-UpTechnicalAssessmentXJEY-ZQGWScore 80%+

Badges are Microsoft-verified and shareable on LinkedIn.


ResourceLinkUsed In
Skillable Lab Platformaka.ms/smblabAll hands-on labs
Level Up CSP Training Hubaka.ms/LevelUpCSPTrainingAll tracks
Technical Bootcamps (live + on-demand)aka.ms/LevelUpCSPBootcampAll tracks
Sales Bootcampsaka.ms/LevelUpCSPBootcampTrack 1
On-Demand Technical Seriesaka.ms/LevelUpCSP-TechnicalTrackTracks 2 & 4
On-Demand Sales Seriesaka.ms/LevelUpCSP-SalesTrackTrack 1
In-Person Technical Contentaka.ms/LevelUpCopilotTechTrainingTracks 2 & 4
In-Person Sales Contentaka.ms/LevelUpCopilotSalesTrainingTrack 1
AI@Work CSP Insider Newsletteraka.ms/AIatworkCSPStaying current
CSP Event Calendaraka.ms/LevelUpCSPCalendarUpcoming sessions

Training doesn’t end after the initial tracks. Build continuous learning into the rhythm:

Monthly: Each team member shares one new Copilot use case or prompt they discovered. Agent builders demo one new agent or feature.

Quarterly: Attend Microsoft’s quarterly technical and sales bootcamps (live or on-demand). Review product updates and adjust our playbook.

Bi-annually: Participate in Microsoft’s Train the Trainer sessions for customer adoption delivery skills.

As-needed: When Microsoft ships new features (Agent 365 updates, Work IQ, new pre-built agents, Copilot Credit Capacity Packs), the relevant track lead runs a 30-minute internal briefing within one week.


All staff complete Track 3 (Copilot Experts). This gets everyone using Copilot daily before they specialize.

  • Sales/Account Managers → Track 1 (Trainers)
  • IT/Security Consultants → Track 2 (Data Workers)
  • Technical Consultants → Track 4 (Agent Builders)
  • Cross-track exercise: simulate a full client engagement from Phase 1 through Phase 3
  • Track 1 delivers the AI Transformation Briefing
  • Track 2 presents the security assessment and governance plan
  • Track 4 demos the agents they built
  • Whole team debriefs and refines the playbook
  • Pick first client
  • Run the playbook for real
  • Weekly retros to capture learnings and update training materials