Microsoft 365 Copilot for Office Users Training Course

This practical, interactive course provides an introduction to AI agents within Microsoft 365 Copilot, demonstrating how participants can create their own simple agents without requiring any coding skills or additional tools.

Participants will examine Microsoft-provided agents, such as the Researcher and Analyst, gain insight into how AI agents function in a business environment, and learn to design and utilise personal agents using structured prompts and workflows in Copilot.

Focused on real-world scenarios, the course empowers participants to automate repetitive tasks, boost productivity, and develop reusable AI assistants that can be readily shared across teams.

By the conclusion of the session, participants will have constructed their own AI agent and will be equipped to apply this methodology in their daily professional activities.

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)

Conducted live by an instructor in the Netherlands, this training empowers intermediate professionals to achieve mastery over ChatGPT and Microsoft 365 Copilot for superior productivity. Learners will develop skills to automate document creation, interpret complex data, and optimize communication across Excel, PowerPoint, and Outlook.

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:

Teams can use agents to handle knowledge queries and assist with document workflows in a regulated manner. This two-day program focuses on Agent Builder on the first day, followed by Copilot Studio on the second day, emphasizing approval workflows and testing. By the end of the course, participants will possess a verified knowledge agent and a preliminary version of a Studio agent.

This live, instructor-led training in the Netherlands is designed for key users, AI champions, and department heads who aim to develop custom Copilot agents for information retrieval and document management.

Upon completion, participants will be equipped to:

• Determine when Copilot Chat is sufficient versus when a dedicated agent is required
• Develop a knowledge agent in Agent Builder by defining the target audience, knowledge sources, and boundaries
• Grasp the architecture of a Copilot Studio agent and create an initial instance
• Structure document processes into reviewable stages that incorporate human approval
• Validate agent performance using specific test cases and acceptance criteria
• Categorize roles, permissions, licensing requirements, and operational aspects

Course Format

• Duration: Two days (7 hours per day)
• Interactive sessions featuring a trainer, discussions, and hands-on exercises tailored to participants' specific use cases
• Day 1 Deliverable: Each participant will have a verified knowledge agent and a tool mapping for their individual work scenarios
• Day 2 Deliverable: Each participant will have a draft Studio agent with approval capabilities, two validated process examples, and a roadmap for their own applications

Course Customization Options

• To request a tailored training experience for this course, please contact us to make arrangements

Explore how to utilize Copilot for Finance to optimize reporting and enhance productivity. This instructor-led course in the Netherlands provides professionals with practical AI competencies to automate accounting tasks, generate financial reports, and derive key insights, thereby improving the efficiency of your everyday workflow.

Managing projects within Microsoft 365 often involves navigating across Teams, Planner, Lists, and SharePoint, with a significant portion of the workload dedicated to generating status reports and conducting follow-ups. This one-day course demonstrates how Copilot and AI agents can streamline status reporting, facilitate meetings, manage tasks, and identify potential risks. During the session, participants will develop a project-specific knowledge agent and create a functional mock-up addressing a real-world project challenge.

This instructor-led, live training session in the Netherlands is designed for project managers, PMO staff, team assistants, and project members who utilize Microsoft 365 tools such as Teams, Planner, Lists, and SharePoint.

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

• Categorize and understand the various agents available in Microsoft 365 for project management.
• Leverage Copilot to generate status reports by consolidating data from emails, meetings, and lists.
• Integrate agents into Teams and Planner to optimize meeting management and task execution.
• Construct a project knowledge agent that aggregates documents, lessons learned, and contact information.
• Identify risks and delays at an earlier stage of the project lifecycle.
• Develop and present a mock-up solution for a specific, real-world project problem.

Course Format

• Duration: 1 day (7 hours).
• Interactive learning environment featuring a trainer, group discussions, and hands-on exercises focused on participants' own use cases.
• Day 1 Outcome: Each participant will have a completed status report, a tested project knowledge agent, and a presented mock-up for a real project problem.

Course Customization

• Contact us to arrange a customized training experience tailored to this course's objectives.

This instructor-led live training in the Netherlands is tailored for business and key users aiming to build simple Copilot agents.

By the end of the session, participants will be able to:

• Understand the concept of Copilot agents
• Develop an agent based on custom knowledge sources
• Add simple actions and test the agent
• Share the agent with colleagues

Artificial Intelligence & Digital Workspace Transformation / Modern Business Applications

This category covers the practical application of cutting-edge generative AI tools within enterprise office ecosystems, specifically Microsoft 365. Programs in this domain translate technical AI capabilities into concrete, repeatable business workflows that directly enhance operational velocity, eliminate administrative overhead, and safeguard corporate data compliance.

Embedded in Outlook, Teams, Word, Excel, and PowerPoint, Microsoft 365 Copilot works with the data users already have access to. This course demonstrates how to prompt effectively, verify results, and utilize Notebooks, Pages, and agents. Participants will conclude by creating a first FAQ agent on a SharePoint knowledge base.

This live, instructor-led training in the Netherlands is aimed at employees and departments using Microsoft 365 Copilot, covering skill levels from beginner to advanced.

Upon completion, participants will be able to:

• Distinguish between Copilot Chat and the Copilots within Outlook, Teams, Word, Excel, and PowerPoint
• Understand the data Copilot accesses and the application of permissions
• Prepare emails, meetings, reports, and presentations using Copilot
• Analyze Excel data and verify the outcomes
• Prompt effectively and address issues when initial answers are insufficient
• Utilize Notebooks, Pages, and the Researcher and Analyst agents
• Build a simple agent on a SharePoint knowledge base

Training Format

• Duration: Two days (seven hours each), or available as a two-hour session learning journey
• Interactive training with a trainer, including discussions and hands-on exercises based on participants' own use cases
• Day 1 Outcome: Each participant will have implemented at least one use case in the apps and saved two prompts for their own work.
• Day 2 Outcome: Each participant will have a notebook, a verified Researcher result, and a tested FAQ agent. Each group will present a solution idea with a mock-up.

Customization Options

• To request a customized version of this training, please contact us to make arrangements.

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.