Microsoft 365 Copilot for Office Users Training Course

This practical, hands-on course introduces participants to AI agents within Microsoft 365 Copilot and demonstrates how they can create 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.

This live, instructor-led programme in New Zealand empowers intermediate professionals to gain mastery over ChatGPT and Microsoft 365 Copilot for advanced productivity. Participants will learn to automate document creation, analyse complex data sets, and streamline communication across Excel, PowerPoint, and Outlook.

This course is tailored for finance professionals who are already utilising AI tools and wish to transition from intermittent use to confident, consistent daily integration of Microsoft Copilot. Participants will refine their prompting techniques and apply Copilot directly to practical finance tasks such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centred around live exercises using realistic finance datasets. All activities follow two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and one for Microsoft 365 Copilot (Premium, paid license), ensuring every participant works with the licence they already possess.

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

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

Empowering teams to handle knowledge queries and streamline document workflows with precision, agents offer a controlled and efficient solution. This intensive two-day programme introduces Agent Builder on Day 1, followed by an in-depth exploration of Copilot Studio, including approval mechanisms and rigorous test case development, on Day 2. By the conclusion of the course, participants will have developed a fully tested knowledge agent and a working draft of a Studio agent.

Delivered as live, instructor-led training in New Zealand, this course is specifically tailored for key users, AI champions, and departmental leads seeking to develop bespoke Copilot agents tailored to their organisational needs for answering knowledge questions and managing document processes.

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

• Evaluate scenarios where Copilot Chat suffices and identify situations requiring a dedicated agent
• Construct knowledge agents within Agent Builder, defining target audiences, integrating knowledge sources, and establishing necessary boundaries
• Comprehend the architectural components of Copilot Studio agents and successfully create an initial agent
• Deconstruct document workflows into manageable steps that incorporate human approval checkpoints
• Validate agent performance using structured test cases and defined acceptance criteria
• Classify and manage roles, permissions, licensing requirements, and operational responsibilities

Course Structure and Delivery

• Duration: Two full days, each comprising seven hours of instruction
• Interactive learning environment featuring direct trainer engagement, group discussions, and practical exercises focused on participants' specific business use cases
• Day 1 Deliverable: Every participant will possess a verified knowledge agent and a comprehensive tool map for their specific work scenarios.
• Day 2 Deliverable: Every participant will hold a draft Studio agent incorporating approval workflows, two validated process cases, and a strategic roadmap for their unique use cases.

Tailored Training Options

• For bespoke training arrangements or customised curricula aligned with this course, please reach out to our team to discuss and arrange a suitable solution.

Explore how to utilise Copilot for Finance to optimise reporting and enhance operational efficiency. Delivered in New Zealand, this instructor-led program provides professionals with hands-on AI skills to automate accounting processes, generate financial reports, and derive meaningful insights, thereby improving the efficiency of your daily workflow.

Project delivery within Microsoft 365 is often fragmented across Teams, Planner, Lists, and SharePoint, with a significant portion of time consumed by status updates and follow-up actions. This one-day course demonstrates how Copilot and agents can streamline status reporting, meeting management, task tracking, and early risk identification. Participants will develop a project knowledge agent and create a mock-up solution for a real-world project challenge.

This instructor-led, live training session in New Zealand is designed for project managers, PMO staff, team assistants, and project members who utilise Microsoft 365 alongside Teams, Planner, Lists, and SharePoint.

Upon completing this training, participants will be equipped to:

• Categorise and apply the various agents available in Microsoft 365 for project management tasks
• Generate status reports from emails, meeting notes, and list items using Copilot
• Leverage agents within Teams and Planner to facilitate meetings and task management
• Construct a project knowledge agent incorporating documentation, lessons learned, and contact lists
• Identify risks and potential delays at an earlier stage
• Develop and present a mock-up solution addressing a specific project issue

Course Structure

• Duration: One day (7 hours)
• Interactive instruction featuring a trainer, guided discussions, and hands-on exercises tailored to participants' specific use cases
• Outcome for Day 1: Each participant will possess a generated status report, a tested project knowledge agent, and a presented mock-up for a real project problem.

Customisation Options

• To arrange a customised version of this training, please reach out to us to discuss your requirements.

This instructor-led live session in New Zealand is tailored for: Business professionals and key users who wish to construct simple Copilot agents.

By the conclusion of this training, participants will be capable of:

• Understanding the concept and capabilities of Copilot agents
• Building an agent using your specific knowledge sources
• Adding simple actions and testing the agent
• Sharing the agent with your colleagues

Artificial Intelligence & Digital Workspace Transformation \ Modern Business Applications

This category explores the practical application of cutting-edge generative AI tools within enterprise office ecosystems, specifically Microsoft 365. Programs in this domain translate technical AI capabilities into concrete, repeatable business workflows that directly enhance operational velocity, eliminate administrative overhead, and safeguard corporate data compliance.

Microsoft 365 Copilot is integrated into Outlook, Teams, Word, Excel, and PowerPoint, operating directly with data that users already have access to. This course demonstrates how to craft effective prompts, validate outputs, and leverage Notebooks, Pages, and agents. Participants will complete the training by building a basic FAQ agent on a SharePoint knowledge base.

This instructor-led, live training session in New Zealand is designed for employees and departments with Microsoft 365 Copilot, ranging from beginners to advanced users.

Upon completing this training, participants will be equipped to:

• Differentiate between Copilot Chat and the embedded Copilots in Outlook, Teams, Word, Excel, and PowerPoint
• Understand which data Copilot accesses and how permission structures apply
• Draft emails, prepare for meetings, and create reports and presentations using Copilot
• Analyze Excel data and verify the accuracy of the results
• Prompt effectively and refine queries when initial responses are insufficient
• Utilize Notebooks, Pages, and the Researcher and Analyst agents
• Construct a simple agent based on a SharePoint knowledge base

Course Structure

• Duration: Two days (seven hours per day), or available as a learning journey in two-hour sessions
• Interactive sessions led by a trainer, featuring discussions and hands-on exercises tailored to participants' own use cases
• Day 1 Outcome: Each participant will have implemented at least one use case within the apps and saved two prompts for their personal workflow.
• Day 2 Outcome: Each participant will have created a notebook, verified a Researcher result, and tested a FAQ agent. Each group will present a solution concept with a mock-up.

Customization Options

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

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