Copilot Roadmap QA & Customer-Journey Test — Executive Assistant Perspective (+ Shopify/Business Central/Dynamics 365 Setup Advisory)
Publicada el 2026-07-27
Descripción de la oferta
We're building a Microsoft Copilot adoption roadmap and a series of daily lessons specifically for Executive Assistants (EAs). We need an experienced EA to quality-assure this content by actually role-playing the "client" and running through the full customer journey end-to-end — from onboarding through the daily lessons — to confirm the material genuinely helps EAs in their real day-to-day work (scheduling, inbox triage, meeting prep, travel, document handling, etc.). Scope of work: Review the Copilot roadmap and daily lesson sequence as a subject-matter expert with hands-on EA experience. Walk through the customer journey A to Z as if you were the client (for 5 fictive clients), flagging gaps, unrealistic steps, missing scenarios, or lessons that don't map to real EA workflows. Provide structured written feedback and recommended revisions per lesson/module. Separately, advise on integration and configuration of Shopify, Microsoft Dynamics 365 Business Central, and Dynamics 365, specifically how these systems should be set up so that Copilot-driven automations run reliably (data structure, permissions, connectors, triggers). Provide a short written recommendation on system configuration best practices for automation reliability. Requirements: Proven hands-on experience working as an Executive Assistant (not just training/consulting on EA work). Familiarity with Microsoft Copilot / Microsoft 365. Working knowledge of Shopify and Dynamics 365 Business Central/Dynamics 365 configuration. Strong written communication for structured QA feedback. Engagement type: Hourly. Expected weekly hours: 4
Skills
Fuente original: freelancer