Microsoft 365 Copilot: AI Productivity Across Word, Excel, PowerPoint, Outlook, and Teams 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.

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:

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

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

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.