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

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

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

Copilot for Microsoft 365 is an AI-powered assistant that integrates with Microsoft Office applications to help finance and accounting professionals enhance productivity, streamline reporting, and support decision-making.

This instructor-led, live training (online or onsite) is aimed at finance and accounting professionals with limited experience with AI who wish to leverage Microsoft Copilot to improve accuracy, efficiency, and insight in financial tasks.

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

• Create financial reports quickly and accurately using Copilot.
• Automate repetitive accounting and data-entry tasks.
• Generate financial summaries and forecasts with AI assistance.
• Use natural language prompts to extract insights from large financial datasets.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

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

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:

• Use Copilot in Word, Excel, and Outlook to draft, analyze, and improve communications.
• Automate repetitive documentation and summarisation tasks across Microsoft 365 apps.
• Generate insights from meeting notes, spreadsheets, and written reports.
• Follow responsible use guidelines for Copilot in a public sector context.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Microsoft 365 Copilot in sample government scenarios.
• Guided exercises focused on communication, reporting, and meeting productivity.

Course Customization Options

• To request a customized training for this course based on your department's workflows or internal tools, please contact us to arrange.

Copilot Studio serves as a platform designed for the creation and integration of AI-driven copilots and assistants into business applications, thereby enhancing workflows and automating user tasks.

This instructor-led, live training session (available online or onsite) is tailored for advanced-level technical professionals and automation leads who aim to integrate Copilot Studio into existing applications to execute SQL queries, automate recruitment processes, and trigger Power Automate flows within real-world, production-like scenarios.

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

• Designing and configuring Copilot assistants that securely execute SQL queries against HR datasets.
• Implementing conversational flows to automate recruitment and hiring tasks.
• Integrating Copilot Studio with Power Automate to trigger and orchestrate automated flows.
• Applying security, data governance, and compliance best practices when exposing data to AI assistants.

Course Format

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

Customization Options

• To request customized training for this course, please contact us to make arrangements.

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

Microsoft 365 Copilot brings artificial intelligence into everyday Office tools to enhance productivity through intelligent suggestions, content creation, task automation, and sophisticated data analysis. It allows professionals to work more efficiently without requiring advanced technical expertise.

This live, instructor-led training (available online or on-site) is designed for administrative professionals at a beginner level who want to master the use of Microsoft 365 Copilot in their daily workflows.

Upon completing this course, participants will be able to:

• Grasp the fundamentals of Microsoft 365 Copilot and its functionality across Office applications.
• Utilize Copilot in Word to draft, summarise, and format documents.
• Apply Copilot in Excel to analyse data, generate formulas, and produce reports.
• Use Copilot in Outlook to manage email correspondence and create meeting summaries.
• Collaborate 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 with Microsoft 365 applications

Customisation Options

• To request tailored training for this course, please contact us to arrange your session.

Microsoft 365 Copilot Chat is an AI-powered assistant integrated into Microsoft 365 applications to help users write, summarise, analyse, 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 Customisation Options

• To request a customised training for this course, please contact us to arrange.

Microsoft 365 Copilot is an intelligent assistant embedded within Microsoft Office applications, designed to help users draft content, analyse data, summarise information, visualise insights, and communicate more effectively.

This instructor-led live training, available either online or onsite, is tailored for intermediate-level professionals looking to harness the power of Microsoft 365 Copilot across key applications to streamline workflows and enhance productivity.

Upon completing this course, participants will be equipped to:

• Utilise Copilot in Word to draft, summarise, and rewrite documents with ease.
• Analyse data, create visualisations, and automate tasks using Copilot in Excel.
• Generate AI-assisted PowerPoint presentations directly from outlines or documents.
• Improve email management and communication through Copilot in Outlook.
• Simplify collaboration, meeting follow-ups, and task tracking in Teams with Copilot.

Course Format

• Interactive lectures and group discussions.
• Extensive hands-on exercises and practice sessions.
• Practical implementation in a live-lab environment.

Customisation Options

• For bespoke training tailored to your organisation, please get in touch to arrange a session.

This instructor-led, live training in Australia (online or onsite) is designed for intermediate-level supervisors and programming officers looking to deepen their expertise in administering SharePoint and effectively leveraging Microsoft 365 Copilot.

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

• Grasp the core principles of SharePoint architecture and administration.
• Configure and manage SharePoint sites along with user permissions.
• Implement security and compliance protocols within SharePoint.
• Integrate and manage Microsoft 365 Copilot features to drive organisational productivity.
• Apply best practices for data governance and content management.