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

Microsoft Copilot is quickly emerging as one of the most powerful productivity tools available to Microsoft 365 organisations. Yet many companies soon realise that simply handing out Copilot licenses does not guarantee visible business results. Without hands-on guidance, employees tend to use only a small part of its functionality, leaving significant opportunities for time savings, stronger collaboration, and more informed decisions on the table.

This two-day, instructor-led course helps employees move past basic trial and error and build the confidence to integrate Microsoft Copilot into their daily routines. Instead of examining isolated features, the course shows how Copilot can act as a dependable assistant across the whole organisation—from production planning and quality reporting to financial analysis, HR documentation, engineering teamwork, supply chain communication, and IT knowledge management.

The training is anchored in realistic manufacturing situations, giving participants the chance to practise workflows that closely reflect their day-to-day duties. During the course, employees learn to craft effective prompts, interpret data, produce professional documents, condense meetings, streamline repetitive communication, and collaborate more smoothly using Word, Excel, Outlook, Teams, PowerPoint, and Copilot Chat.

By the end of the programme, participants come away with immediately applicable skills, role-specific prompt libraries they can reuse, and established workflows that help turn Microsoft Copilot from an unfamiliar tool into a genuine productivity driver across the organisation.

Learning Outcomes

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

• Understand how Microsoft Copilot fits into the Microsoft 365 ecosystem.

• Write effective prompts that consistently produce useful business results.

• Use Copilot Chat as a daily productivity assistant.

• Summarise meetings, emails, and documents in seconds.

• Analyse Excel data using natural language.

• Create reports, presentations, and professional communications significantly faster.

• Apply department-specific Copilot workflows across manufacturing functions.

• Use Copilot responsibly while protecting company data and maintaining compliance.

• Build reusable prompt libraries for everyday work.

Training Format

• Interactive instructor-led sessions

• Live demonstrations

• Hands-on Microsoft 365 exercises

• Manufacturing-focused case studies

• Individual and collaborative practical labs

Course Customization Options

This course can be fully customised to match the organisation's Microsoft 365 setup, internal document templates, reporting formats, approval processes, and departmental workflows. Practical exercises can be developed using anonymised production reports, quality records, engineering documentation, financial summaries, HR templates, and supply chain scenarios, ensuring participants practise with situations that closely mirror their daily work.

Expected Organisational Outcomes

When rolled out across multiple departments, this programme helps establish a consistent approach to AI adoption throughout the organisation. Instead of scattered experimentation, employees develop shared working practices with Copilot, cutting down repetitive administrative tasks, improving communication, speeding up reporting, and helping managers make quicker, better-informed decisions. The result is not just increased familiarity with Microsoft Copilot, but a stronger foundation for organisation-wide productivity and collaboration.

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.