Microsoft 365 Copilot Chat for Word, Excel, PowerPoint, and Outlook Training Course

This practical, hands-on course introduces participants to AI agents in Microsoft 365 Copilot and demonstrates how they can build their own simple agents without any coding or additional tools.

Participants will explore Microsoft-built agents such as Researcher and Analyst, understand how AI agents work in a business context, and learn how to design and use their own agents using structured prompts and workflows in Copilot.

The course focuses on real-life scenarios, enabling participants to automate repetitive tasks, improve productivity, and create reusable AI assistants that can be easily shared across teams.

By the end of the session, participants will have built their own AI agent and will be able to apply the same approach in their daily work.

Module 1: Comprehending AI and Its Influence

• High-Level AI Overview
• AI Ethics

Module 2: Survey of Leading AI Tools

• Overview of Popular LLMs
• Factors to Consider When Selecting an LLM

Module 3: Investigating Popular AI Tools

• Copilot Introduction:
• Introduction to Google AI Studio:
• Introduction to ChatGPT
• Optimizing Outcomes from AI Tools

Module 4: Extending Your AI Toolkit

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

This program is tailored for finance experts who currently leverage AI tools and aim to transition from sporadic usage to a reliable, daily routine utilizing Microsoft Copilot. Attendees will refine their prompting capabilities and leverage Copilot to execute practical financial duties such as data reconciliation, forecasting, budget planning, and reporting. The session is highly interactive, centered on live practice using authentic finance datasets. All practicals are structured in two parallel tracks: one for Copilot Chat (Basic, available with Microsoft 365) and another for Microsoft 365 Copilot (Premium, paid license), ensuring each participant utilizes the tier they already possess.

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

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

Microsoft 365 Copilot is an AI-driven assistant that integrates seamlessly with Microsoft Office applications, empowering finance and accounting professionals to boost productivity, simplify reporting processes, and enhance decision-making capabilities.

This live, instructor-led training session (available online or onsite) is designed for finance and accounting professionals with limited AI experience who aim to utilize Microsoft Copilot to increase accuracy, improve efficiency, and gain deeper insights into financial tasks.

Upon completing this course, participants will be equipped to:

• Rapidly generate accurate financial reports using Copilot.
• Automate routine accounting and data-entry procedures.
• Produce financial summaries and forecasts with the help of AI.
• Leverage natural language prompts to extract key insights from extensive financial datasets.

Course Delivery Method

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

Customization Options

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

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

This instructor-led, live training (available online or on-site) is tailored for advanced-level technical professionals and automation leads who aim to integrate Copilot Studio into existing applications. The curriculum focuses on executing SQL queries, streamlining recruitment workflows, and triggering Power Automate flows within realistic production 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 initiate and orchestrate automated flows.
• Apply best practices for security, data governance, and compliance when exposing data to AI assistants.

Course Delivery Format

• Interactive lectures and facilitated discussions.
• Hands-on labs covering Copilot Studio, SQL, and Power Automate integrations.
• Workshops focused on building, testing, and securing production-ready copilots.

Customization Options

• To request a customized training experience for this course, please contact us to discuss your specific requirements.

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

By integrating AI into widely used Office tools, Microsoft 365 Copilot enhances productivity by offering intelligent suggestions, generating content, automating tasks, and performing advanced data analysis. This allows professionals to work more efficiently without requiring advanced technical expertise.

Designed for beginner-level administrative professionals, this instructor-led live training (available online or onsite) focuses on mastering the effective use of Microsoft 365 Copilot within daily workflows.

Upon completing this course, participants will be equipped to:

• Grasp the fundamentals of Microsoft 365 Copilot and its functionality across Office applications.
• Leverage Copilot in Word to draft, summarize, and format documents seamlessly.
• Utilize Copilot in Excel for data analysis, formula generation, and report creation.
• Manage email correspondence and generate meeting summaries using Copilot in Outlook.
• Streamline meetings and follow-up tasks through collaborative features in Teams with Copilot.

Course Format

• Engaging lectures and discussions
• Practical exercises based on real-world scenarios
• Hands-on practice within Microsoft 365 applications

Customization Options

• For tailored training solutions, please reach out to us to discuss your specific requirements.

Microsoft 365 Copilot is an AI-driven assistant embedded within Microsoft Office applications, designed to assist users in drafting, analyzing, summarizing, visualizing, and communicating with greater efficiency.

Delivered as an instructor-led live training (either online or on-site), this course is tailored for intermediate-level professionals aiming to harness the capabilities of Microsoft 365 Copilot across core applications to boost productivity and optimize workflows.

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

• Leverage Copilot in Word to draft, summarize, and refine documents.
• Utilize Copilot in Excel to analyze, visualize, and automate data-related tasks.
• Develop AI-assisted PowerPoint presentations directly from outlines or existing documents.
• Enhance email management and communication workflows using Copilot in Outlook.
• Optimize collaboration, meeting follow-ups, and task tracking within Teams via Copilot.

Course Format

• Interactive lectures combined with open discussions.
• Extensive exercises and practical drills.
• Hands-on implementation within a live laboratory environment.

Customization Options

• For tailored training requirements regarding this course, please reach out to us to discuss arrangements.

This instructor-led, live training in Denmark (available online or on-site) is tailored for intermediate-level supervisors and programming officers aiming to broaden their skill set in SharePoint administration and the strategic application of Microsoft 365 Copilot.

Upon completion, participants will be equipped to:

• Grasp the core principles of SharePoint architecture and administrative functions.
• Set up and oversee SharePoint sites, including the management of user permissions.
• Deploy robust security protocols and compliance standards within SharePoint environments.
• Integrate and administer Microsoft 365 Copilot features to drive higher organizational efficiency.
• Adopt best practices for data governance and content lifecycle management.