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

Upon completing this training, participants will be capable of:

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

Microsoft 365 Copilot is an AI-driven assistant integrated into Microsoft Office applications, designed to help finance and accounting professionals boost productivity, streamline reporting processes, and support data-driven decision-making.

This instructor-led, live training (available online or onsite) targets finance and accounting professionals with limited prior experience in AI who want to leverage Microsoft Copilot to enhance accuracy, efficiency, and insights in their financial tasks.

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

• Quickly and accurately generate financial reports using Copilot.
• Automate repetitive accounting and data-entry tasks.
• Produce financial summaries and forecasts with AI support.
• Utilize natural language prompts to extract insights from large financial datasets.

Course Format

• Interactive lectures and discussions.
• Numerous exercises and hands-on practice.
• Practical implementation in a live-lab environment.

Customization Options

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

Microsoft 365 Copilot is an AI-powered assistant embedded 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 developing and embedding 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-level technical professionals and automation leads who aim to integrate Copilot Studio into existing applications. The course focuses on executing SQL queries, automating recruitment workflows, and triggering Power Automate flows within real-world production-like scenarios.

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

• Design and configure Copilot assistants that securely execute SQL queries against HR datasets.
• Implement conversational flows to 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.

Course Format

• Interactive lecture and discussion.
• Hands-on labs featuring Copilot Studio, SQL, and Power Automate integrations.
• Workshops dedicated to building, testing, and securing production-ready copilots.

Course Customization Options

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

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

Microsoft 365 Copilot weaves artificial intelligence into popular Office applications to enhance productivity through intelligent suggestions, content creation, task automation, and sophisticated data analysis. It empowers professionals to operate more efficiently without requiring deep technical expertise.

This instructor-led live training session (available online or onsite) is designed for beginner-level administrative professionals seeking to master the effective integration of Microsoft 365 Copilot into their daily workflows.

Upon completion of this training, participants will be capable of:

• Grasping the fundamentals of Microsoft 365 Copilot and its functionality across various Office applications.
• Utilizing Copilot within Word to draft, summarise, and format documents.
• Applying Copilot in Excel to analyse data, generate formulas, and produce reports.
• Leveraging Copilot in Outlook to manage email correspondence and create meeting summaries.
• Collaborating via Copilot in Teams to streamline meetings and track task follow-ups.

Course Format

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

Course Customisation Options

• To request a tailored training session for this course, please get in touch to arrange details.

Microsoft 365 Copilot Chat is an AI-driven assistant embedded within Microsoft 365 applications, designed to assist users in writing, summarizing, analyzing, and automating tasks with greater efficiency.

This instructor-led live training, available both online and onsite, is tailored for beginner to intermediate business professionals seeking to leverage Copilot Chat across Word, Excel, PowerPoint, and Outlook to enhance their daily productivity and communication capabilities.

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

• Utilize Copilot Chat to generate content and derive insights within Word, Excel, PowerPoint, and Outlook.
• Construct and refine prompts to obtain more precise and valuable AI responses.
• Automate routine tasks through basic scripting and integration methods.
• Implement best practices regarding security, ethics, and accuracy when using generative AI.

Course Format

• Interactive lectures and discussions.
• Extensive hands-on practice within the Microsoft 365 environment.
• Real-world use cases and guided laboratory exercises.

Customization Options

• For requests regarding customized training for this course, please contact us to make arrangements.

Microsoft 365 Copilot is an AI-driven assistant embedded within Microsoft Office applications, designed to help users draft, analyze, summarise, visualise, and communicate with greater efficiency.

This instructor-led live training (available online or onsite) targets intermediate-level professionals who wish to harness Microsoft 365 Copilot features across core applications to enhance productivity and streamline workflows.

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

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

Course Format

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

Customisation Options

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

This instructor-led, live training in Portugal (online or on-site) is designed for intermediate-level supervisors and IT officers who wish to expand their expertise in administering SharePoint and effectively utilising 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 organisational productivity.
• Apply best practices for data governance and content management.