Microsoft 365 Copilot para Uso Gubernamental: Eficiencia, Comunicación y Conocimiento

Este curso práctico y basado en la experiencia introduce a los participantes a los agentes de IA en Microsoft 365 Copilot y demuestra cómo pueden construir sus propios agentes simples sin necesidad de codificar ni usar herramientas adicionales.

Los participantes explorarán agentes creados por Microsoft, como el agente Investigador (Researcher) y Analista (Analyst), comprenderán cómo funcionan los agentes de IA en un contexto empresarial y aprenderán a diseñar y utilizar sus propios agentes mediante instrucciones estructuradas y flujos de trabajo en Copilot.

El curso se centra en escenarios de la vida real, lo que permite a los participantes automatizar tareas repetitivas, mejorar su productividad y crear asistentes de IA reutilizables que puedan compartirse fácilmente entre equipos.

Al finalizar la sesión, los participantes habrán construido su propio agente de IA y estarán capacitados para aplicar el mismo enfoque en su trabajo diario.

Este curso está diseñado para profesionales de finanzas que ya utilizan herramientas de IA y desean pasar de un uso ocasional a una práctica diaria confiable y constante con Microsoft Copilot. Los participantes perfeccionarán sus habilidades de redacción de instrucciones (prompting) y aplicarán Copilot directamente en tareas financieras reales, incluidas la reconciliación de datos, proyecciones, presupuestación e informes. El día es altamente interactivo y se basa en ejercicios prácticos con conjuntos de datos financieros realistas. Todos los ejercicios siguen dos flujos de trabajo paralelos: uno para Copilot Chat (Básico, incluido con Microsoft 365) y otro para Microsoft 365 Copilot (Premium, con licencia de pago), por lo que cada participante trabajará con la licencia que ya posee.

Al finalizar esta capacitación, los participantes podrán:

Al finalizar esta capacitación, los participantes podrán:

Agents allow teams to answer knowledge questions and support document processes in a controlled way. This two-day course covers Agent Builder on day 1 and Copilot Studio with approval steps and test cases on day 2. Participants leave with a tested knowledge agent and a draft for a Studio agent.

This instructor-led, live training in México is aimed at: Key users, AI champions and department leads who want to build their own Copilot agents for knowledge questions and document processes.

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

• Decide when Copilot Chat is enough and when an agent makes sense
• Build a knowledge agent in Agent Builder with audience, knowledge sources and limits
• Understand the structure of an agent in Copilot Studio and create a first agent
• Break down document processes into reviewable steps with human approval
• Test agents with test cases and acceptance criteria
• Classify roles, permissions, licenses and operation

Format of the Course

• Duration: 2 days (7 hours each)
• Interactive training with a trainer, discussion and hands-on exercises on the participants' own use cases
• Outcome, Day 1: Each participant has a tested knowledge agent and a tool map for their own work cases.
• Outcome, Day 2: Each participant has a draft for a Studio agent with approval, two tested process cases and a roadmap for their own use cases.

Course Customization Options

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

Project work in Microsoft 365 spreads across Teams, Planner, Lists and SharePoint, and much of the effort goes into status reports and follow-up. This one-day course shows how Copilot and agents can support status reporting, meetings, tasks and risk detection. Participants build a project knowledge agent and a mock-up for a real project problem.

This instructor-led, live training in México is aimed at: Project managers, PMO staff, team assistants and project members who work in Microsoft 365 with Teams, Planner, Lists and SharePoint.

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

• Classify the agents in Microsoft 365 for project work
• Create status reports from emails, meetings and lists with Copilot
• Use agents in Teams and Planner for meetings and tasks
• Build a project knowledge agent with documents, lessons learned and contacts
• Make risks and delays visible earlier
• Build a solution for a real project problem as a mock-up and present it

Format of the Course

• Duration: 1 day (7 hours)
• Interactive training with a trainer, discussion and hands-on exercises on the participants' own use cases
• Outcome, Day 1: Each participant has a status report, a tested project knowledge agent and a presented mock-up for a real project problem.

Course Customization Options

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

This instructor-led, live training in México is aimed at: Business users and key users who want to build simple Copilot agents.

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

• Understand what Copilot agents are
• Build an agent with your own knowledge sources
• Add simple actions and test the agent
• Share the agent with colleagues

GitHub Copilot

Microsoft 365 Copilot is built into Outlook, Teams, Word, Excel and PowerPoint and works with the data that users already have access to. This course shows how to prompt effectively, verify results and use Notebooks, Pages and agents. Participants finish with a first FAQ agent on a SharePoint knowledge base.

This instructor-led, live training in México is aimed at: Employees and departments with Microsoft 365 Copilot, from beginners to advanced users.

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

• Distinguish Copilot Chat and the Copilots in Outlook, Teams, Word, Excel and PowerPoint
• Understand which data Copilot accesses and how permissions apply
• Prepare emails, meetings, reports and presentations with Copilot
• Analyze Excel data and verify the results
• Prompt effectively and respond when the first answer does not hold up
• Use Notebooks, Pages and the Researcher and Analyst agents
• Build a first simple agent on a SharePoint knowledge base

Format of the Course

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

Course Customization Options

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

Al finalizar esta formación, los participantes serán capaces de: