Microsoft 365 Copilot for AI-Powered Coding Training Course

This practical, hands-on course introduces participants to AI agents in Microsoft 365 Copilot and demonstrates how they can build their own simple agents without any coding or additional tools.

Participants will explore Microsoft-built agents such as Researcher and Analyst, understand how AI agents work in a business context, and learn how to design and use their own agents using structured prompts and workflows in Copilot.

The course focuses on real-life scenarios, enabling participants to automate repetitive tasks, improve productivity, and create reusable AI assistants that can be easily shared across teams.

By the end of the session, participants will have built their own AI agent and will be able to apply the same approach in their daily work.

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

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

Upon completing this training, participants will be able to:

Teams can leverage agents to handle knowledge queries and streamline document workflows within a controlled framework. This two-day program focuses on Agent Builder during the first day and transitions to Copilot Studio on the second day, emphasizing approval workflows and rigorous testing. Participants will conclude the course with a fully tested knowledge agent and a comprehensive draft for a Studio-based agent.

This live, instructor-led training in Brazil is designed for key users, AI champions, and department leaders aiming to develop custom Copilot agents for addressing knowledge questions and managing document processes.

Upon completion, participants will have the capability to:

• Determine the appropriate scenario for using Copilot Chat versus deploying a dedicated agent.
• Develop a knowledge agent within Agent Builder, defining specific audiences, knowledge sources, and operational limits.
• Comprehend the architectural structure of agents in Copilot Studio and develop an initial implementation.
• Decompose document workflows into manageable, reviewable steps that incorporate human approval mechanisms.
• Evaluate agent performance using defined test cases and acceptance criteria.
• Categorize roles, permissions, licensing requirements, and operational responsibilities.

Course Structure

• Duration: Two days, each lasting seven hours.
• Interactive sessions featuring trainer-led discussions and hands-on exercises focused on participants' specific use cases.
• Day 1 Outcome: Participants will possess a validated knowledge agent and a strategic tool map tailored to their professional needs.
• Day 2 Outcome: Participants will finalize a draft Studio agent with integrated approvals, two tested process scenarios, and a strategic roadmap for future implementations.

Customization Opportunities

• Contact us to discuss and arrange customized training tailored to your specific requirements.

Explore how to harness the power of Copilot for Finance to refine reporting and increase productivity. This instructor-led training in Brazil provides professionals with hands-on AI skills to automate accounting tasks, generate financial reports, and uncover valuable insights, thereby optimizing efficiency within your daily workflow.

Managing projects within the Microsoft 365 ecosystem often requires coordinating across Teams, Planner, Lists, and SharePoint, with a significant portion of time dedicated to status reporting and follow-ups. This intensive one-day course demonstrates how to leverage Copilot and specialized agents to streamline status reporting, optimize meetings, manage tasks, and proactively identify risks. During the session, participants will develop a project-specific knowledge agent and create a prototype solution for an actual business challenge.

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

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

• Categorize and understand the role of various agents within Microsoft 365 for project management
• Generate comprehensive status reports by synthesizing data from emails, meetings, and lists using Copilot
• Leverage agents in Teams and Planner to enhance meeting management and task coordination
• Construct a project knowledge agent that aggregates documents, lessons learned, and contact information
• Identify risks and potential delays at an earlier stage of the project lifecycle
• Develop and present a mock-up solution addressing a real-world project issue

Course Structure

• Duration: One day (7 hours)
• Engaging, interactive sessions featuring direct instruction, discussions, and hands-on exercises tailored to participants' specific use cases
• Day 1 Deliverables: Participants will leave with a generated status report, a tested project knowledge agent, and a presented mock-up for a real project problem.

Customization Options

• Interested in tailoring this course to your specific needs? Please contact us to discuss customized training arrangements.

This live, instructor-led training conducted in Brazil targets: Business and key users seeking to build basic Copilot agents.

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

• Comprehend the nature of Copilot agents
• Create an agent utilizing custom knowledge sources
• Add elementary actions and verify functionality
• Share the developed agent with colleagues

Artificial Intelligence & Digital Workspace Transformation / Modern Business Applications

This category focuses on 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.

Microsoft 365 Copilot is embedded in Outlook, Teams, Word, Excel, and PowerPoint, operating on the data users already have access to. This course demonstrates how to prompt effectively, verify outcomes, and utilize Notebooks, Pages, and agents. The session concludes with the creation of a first FAQ agent based on a SharePoint knowledge base.

This live, instructor-led training held in Brazil is designed for employees and departments using Microsoft 365 Copilot, catering to both beginners and advanced users.

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

• Distinguish between Copilot Chat and the Copilots integrated in Outlook, Teams, Word, Excel, and PowerPoint
• Comprehend which data Copilot accesses and how permissions are enforced
• Prepare emails, meetings, reports, and presentations with the assistance of Copilot
• Analyze Excel data and validate the resulting insights
• Formulate effective prompts and adjust them when the initial answer lacks accuracy
• Utilize Notebooks, Pages, and the Researcher and Analyst agents
• Create a basic agent using a SharePoint knowledge base

Course Format

• Duration: 2 days (7 hours each), also offered as a learning journey in 2-hour increments
• Interactive training led by a trainer, including discussions and hands-on exercises tailored to participants' own use cases
• Outcome, Day 1: Each participant will have implemented at least one use case in the apps and saved two prompts for their personal work.
• Outcome, Day 2: Each participant will have a notebook, a verified Researcher result, and a tested FAQ agent. Each group will have presented a solution idea with a mock-up.

Course Customization Options

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