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

This course targets finance professionals who are already familiar with AI tools and wish to transition from sporadic use to confident, daily integration of Microsoft Copilot. Participants will refine their prompt engineering skills and apply Copilot to authentic financial workflows, such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centered on live exercises utilizing realistic finance datasets. Each exercise follows two parallel pathways: one for Copilot Chat (Basic tier, included with Microsoft 365) and another for Microsoft 365 Copilot (Premium tier, paid license), ensuring every participant engages with the specific license they currently possess.

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

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

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

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.