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

This interactive, hands-on training 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.

Learners will examine agents developed by Microsoft, such as Researcher and Analyst, gain insight into how AI agents function in a business setting, and acquire the skills to design and utilize personal agents through structured prompts and Copilot workflows.

The training centers on real-world use cases, allowing participants to automate routine tasks, boost efficiency, and develop reusable AI assistants that can be effortlessly shared among team members.

By the conclusion of the session, participants will have constructed their own AI agent and will be equipped to apply this methodology in their everyday 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)

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

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

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

This instructor-led, live training (available online or onsite) is designed for finance and accounting professionals with limited AI experience 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 serves as an AI-driven assistant integrated into well-known Microsoft tools, designed to improve content generation, automate everyday tasks, and deliver intelligent insights.

This instructor-led, live training (available online or on-site) is tailored for public sector employees who have little to no prior experience with AI tools but wish to leverage Microsoft 365 Copilot to enhance communication, streamline document handling, and more efficiently extract insights from data and meetings.

Upon completing 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 various Microsoft 365 applications.
• Derive insights from meeting notes, spreadsheets, and written reports.
• Adhere to responsible use guidelines for Copilot within a public sector environment.

Course Format

• Interactive lectures and discussions.
• Practical application of Microsoft 365 Copilot in sample government scenarios.
• Guided exercises centered on communication, reporting, and meeting productivity.

Customization Options

• To request customized training for this course that aligns with your department's workflows or internal tools, please contact us to arrange.

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

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

Upon completing this training, participants will be able 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 manage automated flows.
• Apply security, data governance, and compliance best practices when exposing data to AI assistants.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with Copilot Studio, SQL, and Power Automate integrations.
• Workshops for building, testing, and securing production-ready copilots.

Course Customization Options

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

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

Microsoft 365 Copilot embeds artificial intelligence into widely used Office applications to enhance productivity via intelligent recommendations, content creation, task automation, and sophisticated data analysis. This tool allows professionals to work more efficiently without requiring advanced technical expertise.

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

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

• Grasp the concept of Microsoft 365 Copilot and its functionality across various Office apps.
• Utilize Copilot in Word to draft, summarize, and format documents.
• Apply Copilot in Excel for data analysis, formula generation, and report creation.
• Leverage Copilot in Outlook to manage email correspondence and produce meeting summaries.
• Enhance collaboration through Copilot in Teams to streamline meetings and track task follow-ups.

Course Format

• Interactive lectures and discussions
• Real-world exercises and illustrative examples
• Practical, hands-on practice within Microsoft 365 applications

Course Customization Options

• To arrange customized training for this course, please contact us directly.

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

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

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

• Utilize Copilot in Word to draft, summarize, and rewrite documents effectively.
• Analyze, visualize, and automate data processing tasks using Copilot in Excel.
• Develop AI-assisted PowerPoint presentations from existing outlines or documents.
• Improve email management and communication through Copilot in Outlook.
• Optimize collaboration, meeting follow-ups, and task tracking in Teams using Copilot.

Course Format

• Interactive lectures and group discussions.
• Extensive exercises and practical activities.
• Hands-on implementation within a live-lab environment.

Customization Options

• For tailored training solutions for this course, please contact us to arrange.

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.