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

Upon completing this training, participants will be able to:

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

Copilot for Microsoft 365 is an AI-driven assistant designed to integrate seamlessly with Microsoft Office applications, enabling finance and accounting professionals to boost productivity, simplify reporting processes, and support informed decision-making.

This instructor-led, live training session (available online or on-site) is tailored for finance and accounting professionals with limited AI experience who wish to harness Microsoft Copilot to enhance the accuracy, efficiency, and depth of insight in their financial tasks.

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

• Generate financial reports swiftly and with high accuracy using Copilot.
• Automate routine accounting and data-entry activities.
• Produce financial summaries and forecasts with AI support.
• Utilize natural language prompts to extract valuable insights from extensive financial datasets.

Course Format

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

Course Customization Options

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

Microsoft 365 Copilot acts as an AI-driven assistant integrated into familiar Microsoft tools, designed to boost content creation, automate routine tasks, and deliver smart insights.

This instructor-led, live training (available online or onsite) targets public sector employees who have little to no prior experience with AI tools. It aims to help them leverage Microsoft 365 Copilot to enhance communication, streamline document workflows, and extract insights more efficiently from data and meetings.

Upon completing this training, participants will be able to:

• Utilize Copilot in Word, Excel, and Outlook to draft, analyze, and refine communications.
• Automate repetitive documentation and summarization tasks across Microsoft 365 applications.
• Generate insights from meeting notes, spreadsheets, and written reports.
• Adhere to responsible use guidelines for Copilot within a public sector environment.

Course Format

• Interactive lectures and discussions.
• Hands-on practice with Microsoft 365 Copilot in sample government scenarios.
• Guided exercises focused on communication, reporting, and meeting productivity.

Customization Options

• To arrange customized training for this course tailored to your department’s workflows or internal tools, please contact us.

Copilot Studio serves as a platform for developing and integrating AI-powered copilots and assistants into business applications, thereby enhancing workflows and automating user tasks.

This instructor-led, live training (available online or onsite) is designed for advanced technical professionals and automation leads who aim 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 completion of this training, participants will be able to:

• Design and configure Copilot assistants to 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 seamlessly integrates artificial intelligence into widely used Office applications to enhance productivity. It offers intelligent suggestions, content creation, task automation, and sophisticated data analysis, allowing professionals to work more efficiently without requiring advanced technical expertise.

This instructor-led, live training—available both online and on-site—is designed for beginner-level administrative professionals eager to master the effective use of Microsoft 365 Copilot in their daily workflows.

Upon completing this training, participants will be able to:

• Comprehend the functionality of Microsoft 365 Copilot and its operation across Office applications.
• Utilize Copilot in Word to draft, summarise, and format documents.
• Apply Copilot in Excel to analyse data, generate formulas, and produce reports.
• Leverage Copilot in Outlook to manage email correspondence and create meeting summaries.
• Collaborate effectively using Copilot in Teams to streamline meetings and follow up on tasks.

Course Format

• Interactive lectures and discussions
• Practical exercises and real-world examples
• Hands-on practice with Microsoft 365 applications

Course Customization Options

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

Microsoft 365 Copilot Chat is an AI-driven assistant embedded within Microsoft 365 applications, designed to help users write, summarize, analyze, and automate tasks more efficiently.

This instructor-led live training (available online or onsite) targets beginner to intermediate business professionals who want to leverage Copilot Chat across Word, Excel, PowerPoint, and Outlook to enhance daily productivity and communication.

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

• Utilize Copilot Chat to generate content and insights in 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.
• Extensive 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 intelligent assistant integrated directly into Microsoft Office applications, empowering users to draft, analyse, summarise, visualise, and communicate with greater efficiency.

This instructor-led, live training (available online or onsite) targets intermediate professionals keen on leveraging Microsoft 365 Copilot capabilities across core applications to enhance productivity and streamline workflows.

Upon completing this training, participants will be able to:

• Utilise Copilot in Word to draft, summarise, and rewrite documents effectively.
• Analyse, visualise, and automate data tasks using Copilot in Excel.
• Develop AI-assisted PowerPoint presentations from outlines or existing documents.
• Optimise email management and communication through Copilot in Outlook.
• Streamline collaboration, meeting follow-ups, and task tracking in Teams with Copilot.

Course Format

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

Course Customisation Options

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

This instructor-led, live training (online or onsite) is targeted at intermediate-level supervisors and IT administrators who wish to deepen their understanding of SharePoint administration and effectively utilize 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.