Microsoft 365 Copilot: AI Productivity Across Word, Excel, PowerPoint, Outlook, and Teams 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 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:

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

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.