Building AI Agents with Microsoft 365 Copilot (No-Code) Training Course

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

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

Copilot for Microsoft 365 is an AI-powered assistant designed to integrate with Microsoft Office applications, helping finance and accounting professionals boost productivity, streamline reporting, and support decision-making.

This instructor-led, live training (available online or onsite) is tailored for finance and accounting professionals with limited AI experience who wish to leverage Microsoft Copilot to enhance accuracy, efficiency, and insight in their 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 boost content creation, automate routine tasks, and deliver intelligent insights.

This instructor-led, live training (available online or onsite) is designed for public sector employees with little to no prior experience using AI tools. It aims to help participants leverage Microsoft 365 Copilot to improve communication, streamline document workflows, and extract meaningful insights from data and meetings more efficiently.

Upon completing this training, participants will be able to:

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

Course Format

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

Customization Options

• To request a customized version of this course tailored to your department’s specific workflows or internal tools, please contact us to arrange.

Copilot Studio serves as a platform for developing and integrating AI-powered copilots and assistants into business applications, enhancing workflows and automating user tasks.

This instructor-led, live training (available online or onsite) is designed for advanced-level technical professionals and automation leads who aim 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.

Upon completion 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.

Format of the Course

• Interactive lecture and discussion.
• Hands-on labs with Copilot Studio, SQL and Power Automate integrations.
• Workshops for building, testing, and securing production-ready copilots.

Course Customization Options

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

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

Microsoft 365 Copilot embeds AI capabilities into widely used Office applications, enhancing productivity through intelligent suggestions, content creation, task automation, and sophisticated data analysis. This allows professionals to work more efficiently without requiring advanced technical expertise.

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

By the conclusion 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 produce reports.
• Leverage Copilot in Outlook to manage email correspondence and create meeting summaries.
• Enhance collaboration using Copilot in Teams to streamline meetings and follow up on tasks.

Course Format

• Interactive lectures and discussions
• Practical exercises and real-world examples
• Hands-on practice within Microsoft 365 applications

Customization Options

• For customized training arrangements, please contact us directly.

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

This instructor-led live training (available online or onsite) targets beginner to intermediate business professionals who want to leverage Copilot Chat across Word, Excel, PowerPoint, and Outlook to enhance their daily productivity and communication.

Upon completing this training, participants will be able to:

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

Course Format

• Interactive lectures and discussions.
• Extensive hands-on practice within Microsoft 365.
• Real-world use cases and guided labs.

Course Customization Options

• To request customized training 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 content, analyze information, summarize materials, visualize data, and communicate with greater efficiency.

This instructor-led, live training, available both online and onsite, targets intermediate-level professionals seeking to leverage Microsoft 365 Copilot features across core applications to boost productivity and streamline workflows.

Upon completing this training, participants will be able to:

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

Course Format

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

Course Customization Options

• For customized training requests, please contact us to make arrangements.

This instructor-led, live training in Taiwan (online or onsite) is designed for intermediate-level supervisors and IT officers who wish to deepen their understanding of SharePoint administration and effectively leverage Microsoft 365 Copilot.

Upon completing 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.
• Deploy security and compliance measures within SharePoint.
• Integrate and manage Microsoft 365 Copilot features to drive organizational productivity.
• Apply industry best practices for data governance and content management.