Copilot Studio for Beginners: Your First Agent Without Code 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:

Agents enable teams to respond to knowledge inquiries and support document workflows in a controlled environment. This two-day workshop covers Agent Builder on the first day and Copilot Studio on the second, focusing on approval steps and test cases. Participants will finish with a tested knowledge agent and a draft Studio agent.

This instructor-led, live training in Serbia is tailored for key users, AI champions, and department heads who want to construct their own Copilot agents for knowledge questions and document processes.

By the end of the session, participants will be able to:

• Assess when Copilot Chat is adequate versus when an agent is required
• Set up a knowledge agent in Agent Builder, specifying audience, sources, and constraints
• Grasp the structure of Copilot Studio agents and build a first instance
• Divide document processes into reviewable steps involving human approval
• Test agents against test cases and acceptance criteria
• Classify roles, permissions, licenses, and operational aspects

Course Format

• Duration: 2 days (7 hours each)
• Interactive learning with a trainer, featuring discussions and hands-on practice using participants' own use cases
• Day 1 Outcome: A tested knowledge agent and a tool map for personal work cases.
• Day 2 Outcome: A draft Studio agent with approval features, two tested process cases, and a roadmap for individual use cases.

Customization Options

• Contact us to request a customized training program for this course.

Project management within Microsoft 365 often spans multiple platforms, including Teams, Planner, Lists, and SharePoint. A significant portion of project effort is frequently dedicated to generating status reports and managing follow-up actions. This one-day course demonstrates how to leverage Copilot and AI agents to streamline status reporting, facilitate meetings, organize tasks, and enhance risk detection. During the session, participants will develop a custom project knowledge agent and create a functional mock-up for a specific project challenge.

This instructor-led live training in Serbia is designed for: Project managers, PMO staff, team assistants, and project members who utilize Teams, Planner, Lists, and SharePoint within their Microsoft 365 environment.

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

• Categorize the different types of agents available in Microsoft 365 for project management
• Generate comprehensive status reports by integrating emails, meeting notes, and list data using Copilot
• Leverage agents within Teams and Planner to optimize meeting management and task execution
• Construct a project knowledge agent incorporating documents, lessons learned, and contact information
• Improve the early identification of risks and schedule delays
• Develop and present a mock-up solution for a real-world project issue

Course Structure

• Duration: 1 day (7 hours)
• Interactive sessions featuring instructor guidance, open discussion, and hands-on exercises focused on participants' specific use cases
• Day 1 Outcome: Each participant will have produced a status report, validated a project knowledge agent, and presented a mock-up solution for a real project challenge.

Customization Options

• Interested in tailoring this course to your needs? Please contact us to discuss customization arrangements.

Artificial Intelligence & Digital Workspace Evolution / Contemporary Business Applications

This category focuses on the practical deployment of advanced generative AI tools within enterprise office environments, particularly within the Microsoft 365 ecosystem. Programs in this field convert technical AI capabilities into specific, repeatable business workflows that directly boost operational speed, reduce administrative burden, and ensure corporate data compliance.

Integrated natively into Outlook, Teams, Word, Excel, and PowerPoint, Microsoft 365 Copilot leverages data that users already have access to. This course guides you through crafting effective prompts, validating outcomes, and utilizing Notebooks, Pages, and AI agents. By the end of the session, participants will have successfully deployed their first FAQ agent based on a SharePoint knowledge base.

This live, instructor-led training in Serbia caters to employees and departments utilizing Microsoft 365 Copilot, accommodating everyone from novice users to advanced professionals.

Upon completion, participants will be equipped to:

• Differentiate between Copilot Chat and the specific Copilot features within Outlook, Teams, Word, Excel, and PowerPoint
• Comprehend the data sources Copilot accesses and the application of permission structures
• Draft emails, prepare for meetings, and generate reports and presentations with assistance from Copilot
• Perform data analysis in Excel and rigorously verify the resulting insights
• Develop effective prompting strategies and refine requests when initial outputs require adjustment
• Leverage Notebooks, Pages, as well as the Researcher and Analyst agents
• Construct a foundational simple agent using a SharePoint knowledge base

Course Delivery Structure

• Duration: Two days (7 hours per day), with an alternative option to complete the curriculum through 2-hour learning modules
• Engaging, interactive sessions led by a trainer, incorporating discussions and hands-on exercises tailored to participants' specific business scenarios
• Day 1 Objective: Every participant will have implemented at least one practical use case within the applications and created two reusable prompts for their daily tasks.
• Day 2 Objective: Every participant will possess a functional notebook, a verified output from the Researcher agent, and a tested FAQ agent. Additionally, each group will have presented a solution concept accompanied by a mock-up.

Customization Availability

• Interested in tailoring this course to your specific needs? Please reach out to discuss custom training options.

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: