Microsoft 365 Copilot for AI-Powered Coding 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:

Organizations can leverage agents to resolve knowledge queries and streamline document workflows with robust control mechanisms. This comprehensive two-day program explores Agent Builder on the first day, followed by Copilot Studio on the second, focusing on approval workflows and testing protocols. Attendees will conclude the session with a fully tested knowledge agent and a preliminary Studio agent setup.

Designed for key users, AI champions, and department heads, this live, instructor-led training in Bulgaria empowers business teams to develop custom Copilot agents tailored for answering specific questions and managing document processes.

Upon completion, participants will possess the capability to:

• Distinguish between scenarios suitable for Copilot Chat and those requiring a dedicated agent
• Configure knowledge agents in Agent Builder, defining target audiences, knowledge sources, and operational boundaries
• Grasp the architectural framework of Copilot Studio agents and develop an initial prototype
• Decompose document workflows into manageable steps, integrating human-in-the-loop approvals
• Validate agent performance using structured test cases and defined acceptance criteria
• Categorize roles, permissions, licensing requirements, and operational governance

Course Format

• Duration: Two days (seven hours per day)
• Interactive sessions featuring instructor-led discussions and hands-on exercises applied to participants' specific business scenarios
• Day 1 Deliverable: A validated knowledge agent and a strategic tool map for individual workflows
• Day 2 Deliverable: A draft Studio agent with approval mechanisms, two verified process scenarios, and a personalized implementation roadmap

Customization Options

• Contact us to discuss tailored training solutions for this course

Project management within Microsoft 365 often involves coordinating across Teams, Planner, Lists, and SharePoint, where a significant portion of time is dedicated to status updates and follow-up tasks. This intensive one-day workshop demonstrates how Copilot and AI agents can streamline status reporting, enhance meeting efficiency, manage tasks, and proactively identify risks. Participants will develop a specialized project knowledge agent and create a functional prototype to address a specific project challenge.

This live, instructor-led session in Bulgaria is designed for: Project managers, PMO staff, team assistants, and project team members who utilize Microsoft 365 ecosystems including Teams, Planner, Lists, and SharePoint.

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

• Categorize and apply appropriate Copilot agents within Microsoft 365 for project-specific needs
• Generate comprehensive status reports by integrating data from emails, meetings, and lists using Copilot
• Leverage agents within Teams and Planner to optimize meeting workflows and task management
• Develop a project knowledge agent populated with documentation, lessons learned, and key contacts
• Enhance early detection of risks and potential delays
• Design and present a practical prototype solution to resolve a real-world project issue

Course Format

• Duration: 1 day (7 hours)
• Interactive instruction featuring guided discussions and hands-on exercises tailored to participants' specific use cases
• Outcome (Day 1): Each participant will possess a generated status report, a tested project knowledge agent, and a presented prototype addressing a real project problem.

Customization Options

• Interested in a customized training experience for this course? Please contact us to discuss your specific requirements.

This live, instructor-led training in Bulgaria is intended for business and key users aiming to create simple Copilot agents.

By the conclusion of this training, participants will be capable of:

• Understanding the nature of Copilot agents
• Building an agent with specific knowledge sources
• Adding basic actions and testing the agent
• Sharing the agent with colleagues

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:

Microsoft 365 Copilot is embedded within Outlook, Teams, Word, Excel, and PowerPoint, operating on data that users already possess access rights to. This course demonstrates how to prompt effectively, validate results, and leverage Notebooks, Pages, and agents. Participants will conclude the program by creating an initial FAQ agent on a SharePoint knowledge base.

This instructor-led, live training in Bulgaria is targeted at: Employees and departments with access to Microsoft 365 Copilot, from beginners to advanced users.

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

• Differentiate between Copilot Chat and the Copilot instances in Outlook, Teams, Word, Excel, and PowerPoint
• Comprehend which data Copilot utilizes and how permissions are enforced
• Prepare emails, meetings, reports, and presentations with the assistance of Copilot
• Analyze Excel data and confirm the accuracy of the results
• Formulate effective prompts and adjust them when the first output is inadequate
• Employ Notebooks, Pages, and the Researcher and Analyst agents
• Create a simple agent based on a SharePoint knowledge base

Course Format

• Duration: 2 days (7 hours per day), also available as a series of 2-hour learning sessions
• Interactive sessions with a trainer, including discussions and practical exercises focused on participants' own scenarios
• Day 1 Outcome: Every participant will have implemented at least one use case in the applications and saved two prompts for personal use.
• Day 2 Outcome: Every participant will have a notebook, a verified Researcher result, and a tested FAQ agent. Each group will present a solution idea with a mock-up.

Course Customization Options

• To arrange a customized training for this course, please reach out to us.

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.