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

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 boost 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 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 creating and integrating AI-driven copilots and assistants into business applications to augment workflows and automate user tasks.

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

Upon completing this training, participants will be able to:

• Design and configure Copilot assistants that securely execute SQL queries against HR datasets.
• Implement conversational flows that automate recruitment and hiring tasks.
• Integrate Copilot Studio with Power Automate to trigger 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 with Copilot Studio, SQL and Power Automate integrations.
• Workshops for building, testing, and securing production-ready copilots.

Course Customization Options

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

Upon completing this training, participants will be able to:

Microsoft 365 Copilot weaves artificial intelligence directly into widely used Office tools to enhance productivity via intelligent suggestions, content creation, task automation, and sophisticated data analysis. This 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 incorporate Microsoft 365 Copilot into their daily workflows.

Upon completing this training, participants will be able to:

• Grasp the fundamentals of Microsoft 365 Copilot and its functionality across various Office apps.
• Leverage Copilot in Word to draft, summarize, and format documents.
• Apply Copilot in Excel for data analysis, formula generation, and report creation.
• Utilize Copilot in Outlook to manage email correspondence and generate meeting summaries.
• Collaborate using Copilot in Teams to streamline meetings and track task follow-ups.

Course Format

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

Customization Options

• For customized training on this course, please reach out to us to make arrangements.

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:

• Use Copilot Chat to generate content and insights in Word, Excel, PowerPoint, and Outlook.
• Create and refine prompts for 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 serves as an AI-driven assistant embedded within Microsoft Office applications, enabling users to draft content, analyze information, summarize data, create visuals, and communicate with greater efficiency.

This instructor-led, live training session, available either online or in-person, targets intermediate professionals looking to harness Microsoft 365 Copilot capabilities across essential applications to enhance productivity and streamline workflows.

Upon completing this training, participants will be equipped to:

• Utilize Copilot in Word to draft, summarize, and rewrite documents.
• Analyze, visualize, and automate data-related tasks using Copilot in Excel.
• Develop AI-supported PowerPoint presentations directly from outlines or existing documents.
• Improve email management and overall communication through Copilot in Outlook.
• Facilitate collaboration, follow up on meetings, and track tasks more effectively in Teams using Copilot.

Course Format

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

Customization Options

• To request a tailored training program for this course, please reach out to us to make arrangements.

This instructor-led, live training in Mexico (online or onsite) is designed for intermediate-level supervisors and programming officers who want to expand their knowledge in administering SharePoint and effectively utilizing 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.