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

Upon completing this training, participants will be equipped to:

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

Copilot for Microsoft 365 serves as an AI-driven assistant that seamlessly integrates with Microsoft Office applications, empowering finance and accounting professionals to boost productivity, streamline reporting processes, and support informed decision-making.

This instructor-led, live training session (available online or onsite) is specifically designed for finance and accounting professionals who have limited AI experience but wish to harness Microsoft Copilot to enhance accuracy, efficiency, and insights in their financial tasks.

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

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

Course Format

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

Course Customization Options

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

Microsoft 365 Copilot is an AI-driven assistant integrated into widely used Microsoft tools to boost content creation, automate everyday tasks, and deliver intelligent insights.

This live, instructor-led training (available online or on-site) is designed for public sector employees who have little to no prior experience with AI tools but want to leverage Microsoft 365 Copilot to improve communication, simplify document management, and extract valuable insights from data and meetings more efficiently.

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

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

Format of the Course

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

Course Customization Options

• To request customized training tailored to your department's workflows or internal tools, please contact us to arrange.

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

This instructor-led, live training session, available either online or onsite, targets advanced 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 realistic, production-like scenarios.

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

Microsoft 365 Copilot brings AI capabilities into widely used Office tools to enhance productivity. It offers intelligent suggestions, content creation, task automation, and sophisticated data analysis. This allows professionals to work more effectively 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 integrate Microsoft 365 Copilot into their daily workflows.

Upon completing this training, participants will be able to:

• Grasp the concept of Microsoft 365 Copilot and its functionality across Office applications.
• Utilize Copilot in Word to draft, summarize, and format documents.
• Apply Copilot in Excel to analyze data, generate formulas, and build reports.
• Use Copilot in Outlook to manage email communications and create 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 with Microsoft 365 applications

Customization Options

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

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 acts as an AI-driven assistant embedded within Microsoft Office applications, enabling users to draft content, analyze information, summarize key points, visualize data, and communicate more effectively.

This instructor-led, live training session (available online or onsite) is designed for intermediate-level professionals looking to utilize Microsoft 365 Copilot capabilities across core applications to enhance productivity and streamline workflows.

Upon completing this training, participants will gain the ability to:

• Leverage Copilot in Word to draft, summarize, and rewrite documents.
• Analyze, visualize, and automate data tasks using Copilot in Excel.
• Develop AI-assisted PowerPoint presentations from existing outlines or documents.
• Improve email management and communication efficiency with Copilot in Outlook.
• Optimize collaboration, meeting follow-ups, and task tracking in Teams through Copilot.

Course Format

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

Customization Options

• For tailored training requests for this course, please reach out to us to make arrangements.

This instructor-led, live training in Argentina (online or onsite) targets intermediate-level supervisors and programming officers who wish to broaden 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.