Building AI Agents with Microsoft 365 Copilot (No-Code) Training Course

Module 1: Understanding AI and Its Impact

• High-Level Overview of AI
• AI Ethics

Module 2: Overview of Popular AI Tools

• Overview of Popular LLMs
• Considerations when Choosing an LLM

Module 3: Exploring Popular AI Tools

• Introduction to Copilot:
• Introduction to Google AI Studio:
• Introduction to ChatGPT
• Getting Better Results from AI tools

Module 4: Expanding Your AI Toolkit

• Exploring AI Tools on Mobile Devices
• Exploring other free generative AI tools (time permitting)

This course is tailored for finance professionals who already utilize AI tools and wish to transition from sporadic usage to confident, consistent daily application of Microsoft Copilot. Participants will refine their prompting techniques and apply Copilot directly to practical finance tasks, such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centered around live exercises using realistic finance datasets. All exercises follow two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and one for Microsoft 365 Copilot (Premium, paid license), ensuring every participant works with the license they already possess.

By the end of this training, participants will be able to:

By the end of this training, participants will be able to:

Copilot for Microsoft 365 is an AI-driven assistant that integrates with Microsoft Office applications to help finance and accounting professionals enhance productivity, streamline reporting, and support decision-making.

This instructor-led, live training (online or onsite) is aimed at finance and accounting professionals with limited experience with AI who wish to leverage Microsoft Copilot to improve accuracy, efficiency, and insight in financial tasks.

By the end of this training, participants will be able to:

• Create financial reports quickly and accurately using Copilot.
• Automate repetitive accounting and data-entry tasks.
• Generate financial summaries and forecasts with AI assistance.
• Use natural language prompts to extract insights from large financial datasets.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Microsoft 365 Copilot is an AI-driven assistant integrated into familiar Microsoft applications to facilitate content creation, automate routine tasks, and deliver intelligent insights.

This instructor-led live training, available online or onsite, is designed for public sector employees who have little to no prior experience with AI tools. It focuses on leveraging Microsoft 365 Copilot to improve communication, streamline document workflows, and extract meaningful insights from data and meetings more efficiently.

Upon completion of this training, participants will be able to:

• Utilize Copilot in Word, Excel, and Outlook to draft, analyze, and refine communications.
• Automate repetitive documentation and summarization tasks across Microsoft 365 applications.
• Generate actionable insights from meeting notes, spreadsheets, and written reports.
• Adhere to responsible use guidelines for Copilot within a public sector environment.

Course Format

• Interactive lectures and discussions.
• Practical, hands-on exercises using Microsoft 365 Copilot in simulated government scenarios.
• Guided activities focused on enhancing communication, reporting, and meeting productivity.

Course Customization Options

• To arrange customized training tailored to your department’s specific workflows or internal tools, please contact us.

Copilot Studio serves as a platform for developing and integrating AI-powered copilots and assistants into business applications, enhancing workflows and automating user tasks.

This instructor-led live training (available online or onsite) targets advanced technical professionals and automation leads who aim to integrate Copilot Studio into existing applications to execute SQL queries, automate recruitment processes, and trigger Power Automate flows in production-like scenarios.

Upon completion of this training, participants will be able to:

• Design and configure Copilot assistants to securely execute SQL queries against HR datasets.
• Implement conversational flows that automate recruitment and hiring tasks.
• Integrate Copilot Studio with Power Automate to initiate and orchestrate automated flows.
• Apply security, data governance, and compliance best practices when exposing data to AI assistants.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs involving Copilot Studio, SQL, and Power Automate integrations.
• Workshops focused on building, testing, and securing production-ready copilots.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This one-day course consists of two parts - Getting started with Microsoft 365 Copilot and Boost your team's performance with Microsoft 365 Copilot Use Cases.

Getting started with Microsoft 365 Copilot

The first part of the course introduces you to Copilot for Microsoft 365, exploring how it can be used across various Microsoft 365 apps. It covers best practices for using Copilot, crafting effective prompts, and extending its functionality.

Boost your team's performance with Microsoft 365 Copilot Use Cases

The second part of this training content forms the core of this course. Students engage in a series of hands-on exercises covering seven Use Cases - Executives, Sales, Marketing, Finance, IT, HR, and Operations. These exercises focus on leveraging Copilot within various Microsoft 365 apps (such as Word, PowerPoint, Outlook, and more) to accomplish common business tasks associated with each Use Case.

Course Summary

Module 1: Get started with Microsoft 365 Copilot

• Introduction to Microsoft 365 Copilot
• Explore the possibilities with Microsoft 365 Copilot
• Optimize and extend Microsoft 365 Copilot

Module 2: Module 2: Craft effective prompts for Microsoft 365 Copilot

• Summarize and simplify information with Microsoft 365 Copilot
• Create and draft with Microsoft 365 Copilot
• Edit and transform content with Microsoft 365 Copilot
• Ask questions and analyse content with Microsoft 365 Copilot

Upon completion of this course, participants will be able to:

Microsoft 365 Copilot brings artificial intelligence into familiar Office applications to enhance productivity via intelligent recommendations, automated content creation, task automation, and sophisticated data analysis. It empowers professionals to work more efficiently without requiring advanced technical expertise.

This instructor-led, live training session (available online or on-site) is designed for administrative professionals at the beginner level who want to learn how to effectively incorporate Microsoft 365 Copilot into their daily workflows.

Upon completion of this training, participants will be able to:

• Gain a clear understanding of Microsoft 365 Copilot and its functionality across Office applications.
• Leverage Copilot in Word to draft, summarise, and format documents.
• Apply Copilot in Excel to analyse data, generate formulas, and produce reports.
• Utilise Copilot in Outlook to manage email correspondence and create meeting summaries.
• Collaborate using Copilot in Teams to streamline meetings and follow up on tasks.

Course Format

• Interactive lectures and group discussions
• Practical exercises and real-world examples
• Hands-on practice within Microsoft 365 applications

Customisation Options

• To request a bespoke training programme for this course, please get in touch with us to make arrangements.

Microsoft 365 Copilot Chat is an AI-driven assistant embedded within Microsoft 365 applications, designed to help users write, summarize, analyze, and automate tasks more effectively.

This instructor-led, live training (available online or onsite) is designed for beginner to intermediate-level business professionals who want to leverage Copilot Chat across Word, Excel, PowerPoint, and Outlook to enhance their daily productivity and communication.

Upon completion of this training, participants will be able to:

• Utilize Copilot Chat to generate content and gain insights in Word, Excel, PowerPoint, and Outlook.
• Craft and refine prompts for more accurate and valuable AI responses.
• Automate routine tasks using basic scripting and integration methods.
• Apply best practices for security, ethics, and accuracy when using generative AI.

Course Format

• Interactive lectures and discussions.
• Extensive hands-on practice within Microsoft 365.
• Real-world use cases and guided lab exercises.

Course Customization Options

• To request customized training for this course, please contact us to arrange.

Microsoft 365 Copilot is an AI-driven assistant embedded within Microsoft Office applications, designed to help users draft content, analyze data, summarize information, visualize results, and communicate more effectively.

This instructor-led live training (available online or on-site) targets intermediate-level professionals looking to harness Microsoft 365 Copilot features across key applications to enhance productivity and optimize workflows.

Upon completion of this course, participants will be able to:

• Utilize Copilot in Word to draft, summarize, and rewrite documents.
• Analyze data, create visualizations, and automate tasks using Copilot in Excel.
• Develop AI-assisted PowerPoint presentations based on outlines or existing documents.
• Improve email management and communication through Copilot in Outlook.
• Streamline collaboration, follow-up actions, and task tracking in Teams with Copilot support.

Course Format

• Interactive lectures and group discussions.
• Extensive exercises and practical practice sessions.
• Hands-on implementation within a live-lab environment.

Customization Options

• For tailored training solutions for this course, please get in touch with us to arrange a session.

This instructor-led, live training in the Netherlands (online or onsite) targets intermediate-level supervisors and programming officers who aim to expand their knowledge in administering SharePoint and effectively leveraging Microsoft 365 Copilot.

By the end of this training, participants will be able to:

• Understand the fundamentals of SharePoint architecture and administration.
• Configure and manage SharePoint sites and user permissions.
• Implement security and compliance measures within SharePoint.
• Integrate and manage Microsoft 365 Copilot features to enhance organizational productivity.
• Apply best practices for data governance and content management.