Advanced Productivity with Microsoft 365 Copilot: AI Agents and Microsoft Apps 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.

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

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

This instructor-led, live training (online or onsite) is aimed at finance and accounting professionals with limited experience with AI 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.
• Plenty of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customisation Options

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

Microsoft 365 Copilot is an AI-powered assistant embedded into familiar Microsoft tools to enhance content creation, automate routine tasks, and provide smart insights.

This instructor-led, live training (online or onsite) is aimed at public sector employees with limited or no prior experience using AI tools who wish to use Microsoft 365 Copilot to enhance communication, streamline document work, and extract insights more efficiently from data and meetings.

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

• Use Copilot in Word, Excel, and Outlook to draft, analyse, and improve communications.
• Automate repetitive documentation and summarisation tasks across Microsoft 365 apps.
• Generate insights from meeting notes, spreadsheets, and written reports.
• Follow responsible use guidelines for Copilot in a public sector context.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Microsoft 365 Copilot in sample government scenarios.
• Guided exercises focused on communication, reporting, and meeting productivity.

Course Customisation Options

• To request a customised training for this course based on your department's workflows or internal tools, please contact us to arrange.

Copilot Studio is a platform for creating and integrating AI-driven copilots and assistants into business applications to enhance workflows and automate user tasks.

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

By the end of 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 orchestrate automated flows.
• Apply security, data governance, and compliance best practices when exposing data to AI assistants.

Course Format

• Interactive lectures and discussions.
• Hands-on labs featuring Copilot Studio, SQL, and Power Automate integrations.
• Workshops focused on building, testing, and securing production-ready copilots.

Course Customisation Options

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

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

Microsoft 365 Copilot brings artificial intelligence into widely used Office tools to enhance productivity through intelligent suggestions, content creation, task automation, and advanced data analysis. It allows professionals to work more efficiently without requiring advanced technical expertise.

This instructor-led, live training (available online or on-site) is designed for beginner-level administrative professionals who want to learn how to effectively integrate Microsoft 365 Copilot into their daily workflows.

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

• Understand what Microsoft 365 Copilot is and how it functions across Office applications.
• Use Copilot in Word to draft, summarise, and format documents.
• Apply Copilot in Excel to analyse data, generate formulas, and create reports.
• Use Copilot in Outlook to manage email communication and create meeting summaries.
• Collaborate using Copilot in Teams to streamline meetings and follow-up tasks.

Course Format

• Interactive lecture and discussion
• Real-world exercises and examples
• Hands-on practice within Microsoft 365 applications

Course Customisation Options

• To request a customised version of this training, please contact us to arrange.

Microsoft 365 Copilot Chat is an AI-powered assistant embedded within Microsoft 365 applications, designed to help users write, summarise, analyse, and automate tasks more efficiently.

This instructor-led, live training (available online or on-site) is tailored for business professionals at beginner to intermediate levels who wish to leverage Copilot Chat across Word, Excel, PowerPoint, and Outlook to boost daily productivity and enhance communication.

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

• Use Copilot Chat to generate content and gain insights in Word, Excel, PowerPoint, and Outlook.
• Craft and refine prompts to elicit more accurate and useful AI responses.
• Automate routine tasks using basic scripting and integration techniques.
• Apply best practices for security, ethics, and accuracy when using generative AI.

Course Format

• Interactive lectures and group discussions.
• Extensive hands-on practice within the Microsoft 365 environment.
• Real-world use cases and guided laboratory exercises.

Course Customisation Options

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

Microsoft 365 Copilot is an AI-powered assistant embedded within Microsoft Office applications, designed to help users draft, analyse, summarise, visualise, and communicate more efficiently.

This instructor-led, live training (available online or on-site) is tailored for intermediate-level professionals who wish to leverage Microsoft 365 Copilot features across core applications to boost productivity and streamline workflows.

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

• Use Copilot in Word to draft, summarise, and rewrite documents.
• Analyse, visualise, and automate data tasks using Copilot in Excel.
• Create AI-assisted PowerPoint presentations from outlines or existing documents.
• Enhance email management and communication with Copilot in Outlook.
• Streamline collaboration, meeting follow-ups, and task tracking in Teams using Copilot.

Format of the Course

• Interactive lecture and discussion.
• Ample exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Course Customisation Options

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

This instructor-led, live training in New Zealand (online or onsite) is aimed at intermediate-level supervisors and programming officers who wish to expand their knowledge in administering SharePoint and effectively utilising 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 organisational productivity.
• Apply best practices for data governance and content management.