Maximizing Productivity with Microsoft 365 Copilot: Excel, PowerPoint, Outlook and OneNote Training Course

This practical, hands-on course introduces participants to the concept of AI agents within Microsoft 365 Copilot and shows them how to create their own simple agents without needing to code or use extra tools.

Attendees will examine Microsoft-prebuilt agents like Researcher and Analyst, grasp how these AI agents function in business environments, and learn to design and utilize custom agents by employing structured prompts and workflows in Copilot.

Focusing on real-world applications, the course empowers participants to automate routine tasks, boost productivity, and build reusable AI assistants that can be effortlessly shared across teams.

Upon completion of this session, participants will have constructed their own AI agent and will be equipped to apply these techniques in their everyday professional activities.

This course is tailored for finance professionals who already utilize AI tools and are ready to transition from sporadic usage to confident, daily integration of Microsoft Copilot. Attendees will refine their prompting techniques and apply Copilot directly to practical finance assignments such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centered on live exercises utilizing realistic finance datasets. All activities utilize 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 completion of this training, attendees will be equipped to:

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

This instructor-led, live training—available online or on-site—is tailored for finance and accounting practitioners with limited prior experience in AI who wish to harness Microsoft Copilot to improve accuracy, efficiency, and analytical insight in their financial tasks.

Upon completing this training, participants will be able to:

• Generate financial reports swiftly and accurately using Copilot.
• Automate repetitive accounting procedures and data-entry workflows.
• Produce financial summaries and forecasts with the support of AI.
• Leverage natural language queries to extract meaningful insights from extensive financial datasets.

Format of the Course

• Interactive lectures coupled with group discussions.
• Ample opportunities for exercises and hands-on practice.
• Practical implementation in a live-lab setting.

Course Customization Options

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

Microsoft 365 Copilot is an AI-driven assistant integrated into well-known Microsoft applications to improve content generation, automate routine activities, and deliver intelligent insights.

This instructor-led live training session (available online or onsite) targets public sector employees who have little to no prior experience with AI tools but want to leverage Microsoft 365 Copilot to enhance communication, streamline document management, and extract valuable insights from data and meetings more efficiently.

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

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

Course Format

• Interactive lectures and group discussions.
• Practical experience with Microsoft 365 Copilot using sample government scenarios.
• Guided exercises focused on communication, reporting, and meeting productivity.

Customization Options for the Course

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

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

This instructor-led live training, available either online or onsite, is designed for advanced technical professionals and automation leads seeking to integrate Copilot Studio into existing systems. The curriculum covers executing SQL queries, automating recruitment processes, and triggering Power Automate flows within realistic, production-like environments.

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 trigger and orchestrate automated workflows.
• Apply security, data governance, and compliance best practices when exposing data to AI assistants.

Course Format

• Interactive lectures and discussions.
• Hands-on labs focusing on Copilot Studio, SQL, and Power Automate integrations.
• Workshops dedicated to 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 widely used Office applications to enhance productivity through intelligent suggestions, content creation, task automation, and sophisticated data analysis. It empowers professionals to work more efficiently without requiring advanced technical expertise.

This instructor-led live training (available online or on-site) is designed for administrative professionals at the beginner level who want to learn how to effectively incorporate Microsoft 365 Copilot into their daily workflows.

Upon completing this training, participants will be able to:

• Understand the functionality of Microsoft 365 Copilot and its operation across various Office apps.
• Utilize Copilot in Word to draft, summarize, and format documents.
• Apply Copilot in Excel to analyze data, generate formulas, and produce reports.
• Leverage Copilot in Outlook to manage email correspondence and create meeting summaries.
• Collaborate using Copilot in Teams to streamline meetings and follow up on tasks.

Course Format

• Interactive lectures and discussions
• Practical exercises with real-world examples
• Hands-on practice within Microsoft 365 applications

Customization Options

• To request a customized version of this course, please contact us to make arrangements.

Microsoft 365 Copilot Chat is an AI-powered assistant integrated into Microsoft 365 applications to help users write, summarize, analyze, 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 Customization Options

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

Microsoft 365 Copilot serves as an AI-driven assistant embedded within Microsoft Office applications, designed to help users draft content, analyze information, summarize data, create visuals, and communicate more efficiently.

This instructor-led training session, available both online and onsite, is tailored for intermediate-level professionals aiming to utilize Microsoft 365 Copilot features across key applications to enhance productivity and optimize workflows.

Upon completing this course, participants will be equipped to:

• Utilize Copilot in Word to draft, summarize, and rewrite documents effectively.
• Analyze data, create visualizations, and automate tasks using Copilot in Excel.
• Generate AI-assisted PowerPoint presentations directly from outlines or existing documents.
• Improve email management and communication efficiency with Copilot in Outlook.
• Simplify collaboration, follow-ups on meetings, and task tracking in Teams via Copilot.

Course Format

• Engaging lectures combined with interactive discussions.
• Numerous exercises and practical practice sessions.
• Hands-on implementation within a live laboratory environment.

Customization Options

• For personalized training arrangements, please reach out to us.

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

By the end of this training, 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.