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

This hands-on, practical course introduces participants to AI agents within Microsoft 365 Copilot, demonstrating how to create simple agents without writing code or using extra tools.

Participants will explore Microsoft-prebuilt agents like Researcher and Analyst, gain insight into how AI agents function in a business environment, and learn to design and utilise their own agents through structured prompts and workflows in Copilot.

With a focus on real-world scenarios, the course empowers participants to automate routine tasks, boost productivity, and develop reusable AI assistants that can be effortlessly shared across teams.

By the end of the session, participants will have constructed their own AI agent and will be equipped to apply the same techniques in their everyday work.

This course is tailored for finance professionals who are already familiar with AI tools and wish to transition from sporadic usage to confident, consistent daily application of Microsoft Copilot. Participants will refine their prompting techniques and apply Copilot directly to authentic financial tasks such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, relying on live exercises utilising realistic finance datasets. All activities are designed around two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and another for Microsoft 365 Copilot (Premium, paid license), ensuring that every participant works with the license they currently possess.

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

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

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

This instructor-led, live training (available online or onsite) is tailored for finance and accounting professionals who have limited experience with AI but wish to harness the power of Microsoft Copilot to enhance the accuracy, efficiency, and insightfulness of their financial tasks.

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

• Produce financial reports swiftly and accurately using Copilot.
• Automate routine accounting and data-entry tasks.
• Generate financial summaries and forecasts with the aid of AI.
• Utilise natural language prompts to extract meaningful insights from extensive financial datasets.

Format of the Course

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

Course Customization Options

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

Microsoft 365 Copilot is an AI-powered assistant embedded into familiar Microsoft tools to enhance content creation, automate routine tasks, and provide smart insights.

This instructor-led, live training (online or onsite) is aimed at public sector employees with limited or no prior experience using AI tools who wish to use Microsoft 365 Copilot to enhance communication, streamline document work, and extract insights more efficiently from data and meetings.

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

• Use Copilot in Word, Excel, and Outlook to draft, analyze, and improve communications.
• Automate repetitive documentation and summarization tasks across Microsoft 365 apps.
• Generate insights from meeting notes, spreadsheets, and written reports.
• Follow responsible use guidelines for Copilot in a public sector context.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Microsoft 365 Copilot in sample government scenarios.
• Guided exercises focused on communication, reporting, and meeting productivity.

Course Customization Options

• To request a customized training for this course based on your department's workflows or internal tools, please contact us to arrange.

Boost your productivity in 2024 using Microsoft Copilot Pro across Word, PowerPoint, Excel, Teams, and Outlook. Discover the power of Microsoft Copilot for Microsoft 365.

Copilot Studio serves as a comprehensive platform for developing and embedding AI-powered copilots and virtual assistants into business applications. This integration aims to enhance operational workflows and automate routine user tasks.

This instructor-led, live training session—available either online or on-site—is tailored for advanced technical professionals and automation leads seeking 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 completing this training, participants will be equipped to:

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

Format of the Course

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

Course Customization Options

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

Upon completing this training, participants will be able to:

Microsoft 365 Copilot seamlessly integrates artificial intelligence into widely used Office applications, enhancing productivity through intelligent suggestions, content creation, task automation, and sophisticated data analysis. This tool empowers professionals to operate more efficiently, without the need for advanced technical expertise.

This instructor-led, live training (available online or onsite) is designed for beginner-level administrative professionals who wish to master the effective use of Microsoft 365 Copilot in their day-to-day workflows.

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

• Gain a clear understanding of what Microsoft 365 Copilot is and its functionality across Office applications.
• Utilise Copilot in Word to draft, summarise, and format documents.
• Apply Copilot in Excel to analyse data, generate formulas, and produce reports.
• Employ Copilot in Outlook to manage email correspondence and create meeting summaries.
• Collaborate effectively using Copilot in Teams to streamline meetings and task follow-ups.

Course Format

• Interactive lectures and discussions
• Real-world exercises and case studies
• Hands-on practice within Microsoft 365 applications

Customization Options

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

Microsoft 365 Copilot Chat serves as an AI-driven assistant embedded within Microsoft 365 applications, designed to help users write, summarise, analyse, and automate tasks with greater efficiency.

This instructor-led live training (available online or onsite) is tailored for beginner to intermediate-level business professionals who wish to utilise Copilot Chat across Word, Excel, PowerPoint, and Outlook to enhance daily productivity and communication.

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

• Using Copilot Chat to generate content and derive insights in Word, Excel, PowerPoint, and Outlook.
• Constructing and refining prompts to elicit more accurate and useful AI responses.
• Automating routine tasks through basic scripting and integration techniques.
• Applying best practices regarding security, ethics, and accuracy when using generative AI.

Format of the Course

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

Course Customization Options

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

This instructor-led, live training in South Africa (online or on-site) is designed for intermediate-level supervisors and programming officers who wish to expand their knowledge in administering SharePoint and effectively utilizing 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.