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

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

Upon completing this training, participants will be able to:

Copilot for Microsoft 365 is an AI-powered 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-powered assistant integrated into familiar Microsoft tools to enhance content creation, automate routine tasks, and provide smart insights.

This instructor-led, live training (online or onsite) is aimed at public sector employees with limited or no prior experience using AI tools who wish to use Microsoft 365 Copilot to enhance communication, streamline document work, and extract insights more efficiently from data and meetings.

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

• Use Copilot in Word, Excel, and Outlook to draft, analyze, and improve communications.
• Automate repetitive documentation and summarization tasks across Microsoft 365 apps.
• Generate insights from meeting notes, spreadsheets, and written reports.
• Follow responsible use guidelines for Copilot in a public sector context.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Microsoft 365 Copilot in sample government scenarios.
• Guided exercises focused on communication, reporting, and meeting productivity.

Course Customization Options

• To request a customized training for this course based on your department's workflows or internal tools, please contact us to arrange.

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 real-world, production-like scenarios.

Upon completing this training, participants will be capable of:

• Designing and configuring Copilot assistants to securely execute SQL queries against HR datasets.
• Implementing conversational flows that automate recruitment and hiring tasks.
• Integrating Copilot Studio with Power Automate to trigger and manage automated flows.
• Applying security, data governance, and compliance best practices when exposing data to AI assistants.

Format of the Course

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

Course Customization Options

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

Upon completing this training, participants will be able to:

Microsoft 365 Copilot brings artificial intelligence into popular Office applications, enhancing productivity through intelligent suggestions, 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 (available online or onsite) is designed for beginner-level administrative professionals who want to learn how to effectively integrate Microsoft 365 Copilot into their daily workflows.

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

• Understand what Microsoft 365 Copilot is and how it functions across various Office apps.
• Utilize Copilot in Word to draft, summarize, and format documents.
• Apply Copilot in Excel to analyze data, generate formulas, and create reports.
• Use Copilot in Outlook to manage email communication and generate meeting summaries.
• Collaborate using Copilot in Teams to streamline meetings and follow up on tasks.

Course Format

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

Customization Options

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

Microsoft 365 Copilot Chat is an AI-powered assistant integrated into Microsoft 365 applications to help users write, summarize, analyze, and automate tasks more effectively.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level business professionals who wish to use Copilot Chat across Word, Excel, PowerPoint, and Outlook to improve daily productivity and communication.

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

• Leverage Copilot Chat to generate content and insights within Word, Excel, PowerPoint, and Outlook.
• Craft and refine prompts to elicit more accurate and useful AI responses.
• Automate routine tasks using basic scripting and integration techniques.
• Apply best practices for security, ethics, and accuracy in generative AI usage.

Format of the Course

• Interactive lecture and discussion.
• Lots of hands-on practice in Microsoft 365.
• Real-world use cases and guided labs.

Course Customization Options

• To request a 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, analyze, summarize, visualize, and communicate with greater efficiency.

This instructor-led training, available online or on-site, targets intermediate-level professionals looking to leverage Microsoft 365 Copilot features across core apps to enhance productivity and streamline workflows.

Upon completing this training, participants will be able to:

• Utilize Copilot in Word to draft, summarize, and rewrite documents.
• Analyze, visualize, and automate data tasks using Copilot in Excel.
• Develop AI-assisted PowerPoint presentations from outlines or existing documents.
• Improve email management and communication through Copilot in Outlook.
• Enhance collaboration, meeting follow-ups, and task tracking in Teams using Copilot.

Course Format

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

Customization Options

• To request a customized training session for this course, please get in touch with us to arrange.

This instructor-led, live training in Brazil (online or onsite) is designed for intermediate-level supervisors and programming officers aiming to expand their expertise in administering SharePoint and effectively utilizing Microsoft 365 Copilot.

By the conclusion 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.