Microsoft 365 Copilot Training in Gaia

Explore how Copilot for Finance can optimize reporting and elevate productivity. This instructor-led training in Gaia provides professionals with practical AI competencies to automate accounting duties, generate financial reports, and extract actionable insights, thereby improving efficiency in your daily workflow.

Upon completing this training, participants will be capable of:

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

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

This instructor-led, live training in Gaia (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.

This practical, hands-on course introduces participants to the world of AI agents within Microsoft 365 Copilot and shows how they can construct their own simple agents without needing any coding skills or extra tools.

Participants will examine Microsoft's pre-built agents, such as Researcher and Analyst, gain insight into how AI agents function in a business environment, and learn to design and utilise their own agents by leveraging structured prompts and workflows within Copilot.

The course centres on real-life scenarios, empowering participants to automate routine tasks, boost productivity, and develop reusable AI assistants that can be readily shared across teams.

Upon completing the session, participants will have created their own AI agent and will be equipped to apply this methodology in their day-to-day work.

This training is tailored for finance professionals who are already familiar with AI tools and wish to transition from sporadic usage to a confident, routine daily practice with Microsoft Copilot. Participants will refine their prompt engineering skills and apply Copilot directly to authentic finance tasks such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, revolving around live exercises using realistic financial datasets. All activities accommodate two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and another for Microsoft 365 Copilot (Premium, requires a paid license), ensuring that every participant works within the scope of their existing licence.

Agents enable teams to handle knowledge queries and streamline document workflows in a controlled manner. This two-day programme features an introduction to Agent Builder on the first day, followed by Copilot Studio on the second day, focusing on approval steps and testing. Participants will conclude the course with a fully tested knowledge agent and a preliminary draft of a Studio agent.

This live, instructor-led session in Gaia is tailored for key users, AI champions, and department leads who aim to develop custom Copilot agents for answering knowledge questions and managing document processes.

Upon completing this training, participants will be equipped to:

• Determine scenarios where Copilot Chat suffices versus those requiring a dedicated agent
• Configure a knowledge agent within Agent Builder, defining the target audience, knowledge sources, and operational boundaries
• Comprehend the architectural structure of agents in Copilot Studio and develop an initial agent
• Deconstruct document workflows into reviewable stages that incorporate human approval mechanisms
• Validate agents using structured test cases and defined acceptance criteria
• Categorise roles, permissions, licensing requirements, and operational considerations

Course Format

• Duration: Two days (7 hours per day)
• Interactive training sessions featuring a trainer, discussions, and practical exercises focused on participants’ specific use cases
• Day 1 Outcome: Each participant will have a tested knowledge agent and a tool map tailored to their work scenarios.
• Day 2 Outcome: Each participant will possess a draft Studio agent with approval features, two validated process cases, and a roadmap for their unique use cases.

Customisation Options

• Please contact us to discuss arrangements for a customised training version of this course.

Managing projects in Microsoft 365 often involves navigating a complex landscape of Teams, Planner, Lists, and SharePoint, where significant time is consumed by status reporting and follow-up activities. This one-day course demonstrates how Copilot and AI agents can streamline status reporting, enhance meeting management, automate task tracking, and improve risk detection. Participants will develop a project knowledge agent and create a mock-up solution for a real-world project challenge.

Delivered as live, instructor-led training in Gaia, this session is designed for project managers, PMO staff, team assistants, and project members who utilize Microsoft 365, including Teams, Planner, Lists, and SharePoint.

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

• Classify and understand the role of agents in Microsoft 365 for project environments
• Leverage Copilot to generate status reports from emails, meetings, and lists
• Utilize agents within Teams and Planner to manage meetings and task workflows
• Construct a project knowledge agent integrated with documents, lessons learned, and contact data
• Enhance early visibility into risks and potential delays
• Develop and present a mock-up solution addressing a specific project issue

Course Format

• Duration: 1 day (7 hours)
• Interactive learning with a certified trainer, featuring discussions and hands-on exercises tailored to participants' own use cases
• Day 1 Deliverables: Each participant will have a generated status report, a tested project knowledge agent, and a presented mock-up for a real project problem.

Customization Options

• For tailored training aligned with specific organizational needs, please contact us to discuss arrangements.

This instructor-led, live training held in Gaia is tailored for: business professionals and key users aiming to build basic Copilot agents.

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

• Comprehend the core concept of Copilot agents
• Develop an agent utilizing custom knowledge sources
• Incorporate basic actions and validate the agent's functionality
• Distribute the agent to team members

Artificial Intelligence & Digital Workspace Transformation / Modern Business Applications

This category focuses on the practical application of cutting-edge generative AI tools within enterprise office ecosystems, particularly Microsoft 365. Programs in this domain translate technical AI capabilities into concrete, repeatable business workflows that directly enhance operational velocity, reduce administrative overhead, and ensure corporate data compliance.

Microsoft 365 Copilot is integrated directly into Outlook, Teams, Word, Excel, and PowerPoint, leveraging the data that users already possess access to. This course demonstrates how to craft effective prompts, validate outputs, and utilize Notebooks, Pages, and AI agents. Upon completion, participants will have developed their initial FAQ agent based on a SharePoint knowledge base.

This live, instructor-led training in Gaia is designed for: Employees and departments using Microsoft 365 Copilot, ranging from novice to advanced users.

By the conclusion of this training, participants will be equipped to:

• Differentiate between Copilot Chat and the Copilots embedded in Outlook, Teams, Word, Excel, and PowerPoint
• Comprehend which data Copilot accesses and how permission controls are applied
• Draft emails, prepare for meetings, generate reports, and create presentations using Copilot
• Analyze data within Excel and verify the accuracy of the results
• Write effective prompts and refine them if initial responses are insufficient
• Utilize Notebooks, Pages, and the Researcher and Analyst agents
• Construct a basic agent using a SharePoint knowledge base

Course Structure

• Duration: Two days (7 hours per day), with an alternative option available as a learning journey in 2-hour sessions
• Interactive instruction led by a trainer, including discussions and hands-on exercises tailored to participants' specific use cases
• Outcome for Day 1: Each participant will have implemented at least one use case within the applications and saved two prompts for personal use.
• Outcome for Day 2: Each participant will possess a notebook, a verified Researcher result, and a tested FAQ agent. Each group will present a solution concept with a mock-up.

Customization Options

• To request a customized version of this training, please contact us to discuss arrangements.