Maximizing Productivity with Microsoft 365 Copilot: Excel, PowerPoint, Outlook and OneNote Training Course

This hands-on course provides a practical introduction to AI agents within Microsoft 365 Copilot, demonstrating how participants can develop simple agents without writing code or using external tools.

Participants will examine pre-built agents such as Researcher and Analyst, gain insights into how AI agents function in business environments, and learn to design and utilize custom agents through structured prompts and workflows in Copilot.

Emphasizing real-world scenarios, the course empowers learners to automate routine tasks, boost productivity, and create reusable AI assistants that are easily shareable across teams.

Upon completion, participants will have created their own AI agent and will be equipped to apply this methodology in their daily workflows.

Upon completing 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.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

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

Microsoft 365 Copilot is an AI-driven assistant integrated into familiar Microsoft applications to support content creation, automate routine tasks, and deliver intelligent insights.

This instructor-led live training, available online or onsite, is designed for public sector employees who have little to no prior experience with AI tools. The course empowers participants to leverage Microsoft 365 Copilot to enhance communication, streamline document workflows, and efficiently extract insights from data and meetings.

Upon completing this training, participants will be able to:

• Utilize Copilot in Word, Excel, and Outlook to draft, analyze, and refine communications.
• Automate repetitive documentation and summarization tasks across Microsoft 365 applications.
• Derive actionable insights from meeting notes, spreadsheets, and written reports.
• Adhere to responsible use guidelines for Copilot within the public sector.

Course Format

• Interactive lectures and group discussions.
• Hands-on practice with Microsoft 365 Copilot in sample government scenarios.
• Guided exercises focused on communication, reporting, and meeting productivity.

Course Customization Options

• To arrange customized training tailored to your department's workflows or internal tools, please contact us.

Copilot Studio serves as a robust platform designed for building and embedding AI-powered copilots and assistants into business applications, thereby enhancing workflows and automating user tasks.

This instructor-led, live training session, available both online and onsite, targets advanced technical professionals and automation leads aiming to integrate Copilot Studio into existing applications. Participants will learn to execute SQL queries, automate recruitment processes, and trigger Power Automate flows within realistic, production-like environments.

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

• Design and configure Copilot assistants that securely execute SQL queries against HR datasets.
• Develop conversational flows that automate recruitment and hiring tasks.
• Integrate Copilot Studio with Power Automate to initiate and orchestrate automated workflows.
• Implement security, data governance, and compliance best practices when exposing data to AI assistants.

Format of the Course

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

Course Customization Options

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

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

Microsoft 365 Copilot enhances everyday Office productivity by embedding AI directly into familiar tools. It empowers users with intelligent suggestions, automated content creation, streamlined tasks, and sophisticated data insights, allowing professionals to achieve greater efficiency without requiring deep technical expertise.

This instructor-led live training, available both online and onsite, is designed for administrative professionals at the beginner level who want to integrate Microsoft 365 Copilot into their daily workflows effectively.

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

• Grasp the fundamentals of Microsoft 365 Copilot and its functionality across Office applications.
• Utilize Copilot in Word to draft, summarize, and format documents.
• Apply Copilot in Excel to analyze data, generate formulas, and build reports.
• Leverage Copilot in Outlook to manage email communications and generate meeting summaries.
• Enhance collaboration in Teams by using Copilot to streamline meetings and track tasks.

Course Format

• Interactive lectures and discussions
• Real-world exercises and case studies
• Practical hands-on experience with Microsoft 365 applications

Customization Options

• For tailored training sessions, please contact us to arrange a customized program.

Microsoft 365 Copilot Chat serves as an AI-driven assistant embedded within Microsoft 365 applications, designed to enhance users' ability to write, summarize, analyze, and automate tasks with greater efficiency.

This instructor-led live training, available both online and onsite, targets beginner to intermediate business professionals who aim to leverage Copilot Chat across Word, Excel, PowerPoint, and Outlook to boost daily productivity and communication.

Upon completing this training, participants will be capable of:

• Utilizing Copilot Chat to generate content and derive insights within Word, Excel, PowerPoint, and Outlook.
• Developing and refining prompts to obtain more precise and valuable AI outputs.
• Automating routine workflows through basic scripting and integration methods.
• Implementing best practices for security, ethics, and accuracy when using generative AI.

Course Format

• Engaging lectures and interactive discussions.
• Extensive hands-on practice within the Microsoft 365 environment.
• Real-world scenarios supported by guided laboratory exercises.

Course Customization Options

• For tailored training solutions, please reach out to us to make arrangements.

Microsoft 365 Copilot serves as an AI-integrated assistant within Microsoft Office applications, designed to help users draft, analyze, summarize, visualize, and communicate more efficiently.

This instructor-led, live training session, available online or on-site, targets intermediate-level professionals aiming to leverage Microsoft 365 Copilot across core applications to boost productivity and optimize workflows.

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

• Utilize Copilot in Word to draft, summarize, and rewrite documents.
• Analyze, visualize, and automate data tasks using Copilot in Excel.
• Develop AI-assisted PowerPoint presentations based on outlines or existing documents.
• Improve email management and communication through Copilot in Outlook.
• Enhance collaboration, meeting follow-ups, and task tracking in Teams with the aid of Copilot.

Course Format

• Interactive lectures and discussions.
• Numerous exercises and practical sessions.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• For customized training on this course, please contact us to arrange.

This instructor-led, live training in South Korea (online or onsite) is designed for intermediate-level supervisors and programming officers looking to deepen their expertise in SharePoint administration and the effective utilization of Microsoft 365 Copilot.

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

• Comprehend the core principles of SharePoint architecture and administration.
• Configure and manage SharePoint sites along with user permissions.
• Enforce security and compliance protocols within SharePoint.
• Integrate and oversee Microsoft 365 Copilot features to drive organizational productivity.
• Apply industry best practices for data governance and content management.