Copilot Studio: Advanced Integration and Automation 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 Microsoft-created agents like Researcher and Analyst, grasp how AI agents function in a business setting, and learn to design and utilize custom agents through structured prompts and workflows in Copilot.

Focusing on real-world scenarios, the course enables attendees to automate routine tasks, boost productivity, and develop reusable AI assistants that can be effortlessly shared among teams.

Upon completion of the session, participants will have constructed their own AI agent and will know how to apply this method in their daily professional activities.

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 is tailored for finance professionals who already utilize AI tools and are ready to transition from sporadic usage to confident, consistent daily integration of Microsoft Copilot. Attendees will refine their prompting techniques and apply Copilot directly to authentic financial tasks, such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centered on live exercises using realistic finance datasets. All activities utilize two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and another for Microsoft 365 Copilot (Premium, requiring a paid license), ensuring every participant works with the license they currently possess.

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

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

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

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

This instructor-led, live training in Serbia (online or on-site) is designed for intermediate-level supervisors and programming officers who wish to expand their knowledge in administering SharePoint and effectively utilizing Microsoft 365 Copilot.

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.