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

Module 1: Understanding AI and Its Impact

• High-Level Overview of AI
• AI Ethics

Module 2: Overview of Popular AI Tools

• Overview of Popular LLMs
• Considerations when Choosing an LLM

Module 3: Exploring Popular AI Tools

• Introduction to Copilot:
• Introduction to Google AI Studio:
• Introduction to ChatGPT
• Getting Better Results from AI tools

Module 4: Expanding Your AI Toolkit

• Exploring AI Tools on Mobile Devices
• Exploring other free generative AI tools (time permitting)

This course targets finance professionals who already utilize AI tools and aim to transition from sporadic usage to confident, consistent daily implementation of Microsoft Copilot. Participants will refine their prompting techniques and apply Copilot directly to practical finance tasks such as data reconciliation, forecasting, budgeting, and reporting. The training is highly interactive, centered on live exercises using realistic finance datasets. All activities follow two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and one for Microsoft 365 Copilot (Premium, paid license), ensuring every participant works with the license they currently possess.

Upon completing this training, participants will be able to:

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

Copilot for Microsoft 365 serves as an AI-driven assistant designed to integrate seamlessly with Microsoft Office applications, enabling finance and accounting professionals to boost productivity, streamline reporting processes, and enhance decision-making capabilities.

This instructor-led, live training is available both online and onsite. It is specifically designed for finance and accounting professionals who have limited experience with artificial intelligence but want to utilize Microsoft Copilot to improve the accuracy, efficiency, and depth of insight in their financial tasks.

Upon completing this training, participants will be capable of:

• Rapidly and accurately generating financial reports using Copilot.
• Automating routine accounting and data entry activities.
• Producing financial summaries and forecasts with the help of AI.
• Leveraging natural language prompts to uncover insights from extensive financial datasets.

Course Format

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

Customization Options for the Course

• To arrange a tailored training session for this course, please reach out to us to coordinate the details.

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:

• Leverage Copilot within Word, Excel, and Outlook to draft, analyze, and refine professional communications.
• Automate repetitive documentation and summarization tasks across the Microsoft 365 ecosystem.
• Derive actionable insights from meeting notes, spreadsheets, and written reports.
• Adhere to responsible use guidelines for Copilot in a public sector context.

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

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

This instructor-led, live training (available online or onsite) targets advanced-level technical professionals and automation leads who want 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.

By the end of this training, participants will be able 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.

This instructor-led course is designed for commercial teams working extensively with data exports, spreadsheets, reporting and information analysis. The course focuses on using Microsoft Copilot to reduce repetitive work, improve data analysis capabilities and increase productivity when working with large amounts of commercial information.

The training is designed specifically for teams working with large datasets, customer information, sales reports and spreadsheet-heavy workflows

Learning Outcomes

Participants will be able to:

• Reduce manual Excel work

• Analyze commercial data faster

• Compare information more efficiently

• Create reports faster

• Use Copilot for everyday commercial activities

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

Microsoft 365 Copilot embeds artificial intelligence into widely used Office applications to enhance productivity through intelligent suggestions, content creation, task automation, and sophisticated data analysis. This tool empowers professionals to operate more efficiently without requiring advanced technical expertise.

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

Upon completing this training, participants will be equipped to:

• Comprehend the functionality of Microsoft 365 Copilot and its integration across various Office apps.
• Utilize Copilot in Word to draft, summarize, and format documents.
• Leverage Copilot in Excel to analyze data, generate formulas, and produce reports.
• Employ Copilot in Outlook to manage email correspondence and generate meeting summaries.
• Enhance collaboration via 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 using Microsoft 365 applications

Course Customization Options

• For those interested in a tailored training experience, please reach out to us to arrange a customized session.

Microsoft 365 Copilot Chat serves as an AI-driven assistant embedded within Microsoft 365 applications, designed to empower users to write, summarize data, analyze information, and automate tasks with greater efficiency.

This instructor-led live training, available both online and onsite, targets 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.
• Formulate and refine prompts to achieve more precise and valuable AI responses.
• Automate routine workflows using fundamental scripting and integration methods.
• Implement best practices regarding security, ethics, and accuracy when using generative AI.

Course Format

• Engaging lectures combined with interactive discussions.
• Extensive hands-on practice within the Microsoft 365 environment.
• Real-world scenarios and guided laboratory exercises.

Customization Options

• For those interested in a tailored training session, please reach out to us to make arrangements.

Microsoft 365 Copilot serves as an intelligent assistant embedded within Microsoft Office applications, empowering users to draft content, analyze information, summarize documents, visualize data, and communicate with greater efficiency.

This instructor-led live training session, available both online and on-site, is designed for intermediate professionals aiming to harness the power of Microsoft 365 Copilot across essential apps to boost productivity and optimize daily workflows.

Upon completing this training, participants will be capable of:

• Utilizing Copilot in Word to draft, summarize, and rewrite documents effectively.
• Analyzing data, creating visualizations, and automating tasks using Copilot in Excel.
• Generating AI-supported PowerPoint presentations directly from outlines or existing documents.
• Improving email management and communication through Copilot in Outlook.
• Simplifying collaboration, follow-ups, and task management in Teams with Copilot assistance.

Course Format

• Engaging lectures and group discussions.
• Extensive exercises and practical drills.
• Real-time implementation exercises in a live laboratory environment.

Customization Options

• For those interested in a tailored training experience, please reach out to us to arrange customization.

This instructor-led live training in Bulgaria (online or onsite) targets intermediate-level supervisors and technical officers aiming to broaden their skills in SharePoint administration and the effective use of Microsoft 365 Copilot.

By the end of this course, 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.