Copilot Studio for Beginners: Your First Agent Without Code Training Course

This hands-on course provides an introduction to AI agents within Microsoft 365 Copilot, showing participants how to create their own simple agents without writing code or using extra tools.

Participants will examine pre-built Microsoft agents like Researcher and Analyst, gain insight into how AI agents function in a business environment, and learn to design and operate custom agents through structured prompts and workflows in Copilot.

The course emphasizes real-world scenarios, helping participants automate routine tasks, boost productivity, and develop reusable AI assistants that can be readily shared across teams.

By the end of the session, participants will have created their own AI agent and will be equipped to apply this method in their daily work.

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:

Microsoft Excel remains one of the most widely used business tools, yet many professionals still lose time on repetitive operations, manual data handling, and deciphering information that could be analysed much more quickly and efficiently with the right instruments.

This one-day course is designed for participants who work with Excel daily and want to become faster, more confident, and more effective in their daily work. Instead of pre-recorded videos, the training is conducted by a live instructor who demonstrates real business scenarios, provides practical exercises, and answers participants' specific questions in real time during the session.

Thanks to the small group format (up to two participants), the training has a consultative character. The pace, examples, and exercises can be adapted to participants' specific tasks, allowing them to obtain solutions for real prerequisites they deal with in their work.

The course covers key Excel skills necessary for faster data work – Pivot Tables, professional formatting, keyboard shortcuts and the most used business functions – and concludes with an introduction to Microsoft Copilot for Excel, demonstrating how artificial intelligence can accelerate analysis, formula creation, and report preparation.

Results from the training

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

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

Microsoft Copilot is quickly emerging as a key productivity enabler for organisations that run on Microsoft 365. Yet many companies find that simply handing out Copilot licences does not lead to clear business results. Without structured guidance, staff often tap into only a small part of what Copilot can do, leaving valuable opportunities for time savings, stronger collaboration, and better decisions unused.

This two-day, instructor-led course helps employees move from basic trial-and-error toward confident everyday use of Microsoft Copilot. Instead of treating Copilot as a set of disconnected features, the course shows how it can act as a practical companion across the whole organisation—from production planning and quality reporting to financial analysis, HR documentation, engineering collaboration, supply chain communication, and IT knowledge management.

The training is grounded in realistic manufacturing scenarios, so participants practise workflows that closely mirror their daily tasks. Across the two days, employees learn to craft effective prompts, analyse data, build professional documents, summarise meetings, streamline repetitive communication, and collaborate more efficiently using Word, Excel, Outlook, Teams, PowerPoint, and Copilot Chat.

By the end of the programme, participants take away skills they can use straight away, reusable prompt libraries shaped to their roles, and proven workflows that turn Microsoft Copilot from a novelty into a genuine productivity multiplier for the organisation.

Learning Outcomes

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

• Understand how Microsoft Copilot fits into the Microsoft 365 ecosystem.

• Write effective prompts that consistently produce useful business results.

• Use Copilot Chat as a daily productivity assistant.

• Summarise meetings, emails, and documents in seconds.

• Analyse Excel data using natural language.

• Create reports, presentations, and professional communications significantly faster.

• Apply department-specific Copilot workflows across manufacturing functions.

• Use Copilot responsibly while protecting company data and maintaining compliance.

• Build reusable prompt libraries for everyday work.

Training Format

• Interactive instructor-led sessions

• Live demonstrations

• Hands-on Microsoft 365 exercises

• Manufacturing-focused case studies

• Individual and collaborative practical labs

Course Customization Options

This course can be fully customised to reflect the organisation's Microsoft 365 environment, internal document templates, reporting formats, approval processes, and departmental workflows. Practical exercises can be built using anonymised production reports, quality records, engineering documentation, financial summaries, HR templates, and supply chain scenarios, ensuring participants practise with situations that closely resemble their everyday work.

Expected Organisational Outcomes

When delivered across multiple departments, this programme helps establish a common approach to AI adoption throughout the organisation. Instead of isolated experimentation, employees develop shared ways of working with Copilot, reducing repetitive administrative work, improving communication, accelerating reporting, and enabling managers to make faster, more informed decisions. The result is not simply greater familiarity with Microsoft Copilot, but a stronger foundation for organisation-wide productivity and collaboration.

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