Microsoft 365 Copilot Chat for Word, Excel, PowerPoint, and Outlook 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.

Designed for finance professionals who already leverage AI tools, this course helps you transition from sporadic usage to confident, consistent daily adoption of Microsoft Copilot. You will refine your prompting techniques and apply Copilot directly to authentic finance workflows, such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centered on live exercises using realistic financial datasets. All activities utilize 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 with the license they currently possess.

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

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

GitHub Copilot

Upon completing this training, participants will be able to:

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.