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

This hands-on workshop provides an immersive introduction to AI agents within Microsoft 365 Copilot, showing learners how to construct basic agents without the need for programming skills or external software.

Learners will examine pre-configured agents from Microsoft, such as Researcher and Analyst, gain insight into the operational mechanics of AI agents in commercial settings, and master the creation and application of custom agents via structured prompts and workflows within Copilot.

Emphasizing practical applications, the course enables participants to streamline repetitive duties, boost efficiency, and develop reusable AI assistants that can be seamlessly distributed among teams.

Upon completion of the session, learners will have successfully created their own AI agent and possess the skills to implement these strategies in their routine professional tasks.

Module 1: Grasping AI and Its Consequences

• General Overview of Artificial Intelligence
• Ethical Dimensions of AI

Module 2: Survey of Leading AI Platforms

• Summary of Well-Known Large Language Models
• Key Factors in Selecting an LLM

Module 3: Investigation of Common AI Utilities

• Getting to Know Copilot:
• Getting to Know Google AI Studio:
• Getting to Know ChatGPT
• Achieving Superior Outcomes with AI Tools

Module 4: Extending Your AI Capabilities

• Investigating AI Applications on Mobile Devices
• Examining other complimentary generative AI tools (subject to time availability)

This course is tailored for finance professionals who are already familiar with AI tools and aim to transition from sporadic usage to a confident, consistent daily practice with Microsoft Copilot. Participants will refine their prompting capabilities and leverage Copilot to tackle real-world financial tasks such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centered on live exercises that utilize realistic finance datasets. All practical activities follow two parallel workflows: one for Copilot Chat (the Basic version included with Microsoft 365) and one for Microsoft 365 Copilot (the Premium paid license), ensuring that every participant can work with the license tier they currently hold.

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

Teams can leverage agents to handle knowledge inquiries and support document workflows in a structured manner. This two-day program focuses on Agent Builder during the first day and Copilot Studio—incorporating approval workflows and test scenarios—on the second. Attendees will conclude the course with a validated knowledge agent and a preliminary Studio agent setup.

This live, instructor-led training in Germany is designed for key users, AI champions, and department leaders seeking to build custom Copilot agents for knowledge retrieval and document processing.

Upon completion, participants will be equipped to:

• Determine the appropriate scenario for using Copilot Chat versus deploying a dedicated agent
• Configure knowledge agents in Agent Builder, defining target audiences, knowledge sources, and operational boundaries
• Grasp the architecture of Copilot Studio agents and construct an initial instance
• Segment document processes into verifiable stages that require human oversight
• Validate agent performance using defined test cases and acceptance standards
• Distinguish between roles, permissions, licensing requirements, and operational responsibilities

Course Structure

• Length: 2 days (7 hours per day)
• Interactive sessions featuring a trainer, open discussions, and practical exercises based on participants' specific business contexts
• Day 1 Deliverable: Each attendee will possess a tested knowledge agent and a tool mapping guide for their work scenarios.
• Day 2 Deliverable: Each attendee will have a draft Studio agent with approval features, two verified process examples, and a strategic roadmap for their use cases.

Customization Availability

• Interested parties may contact us to request a tailored version of this training.

Project collaboration within Microsoft 365 often involves navigating across Teams, Planner, Lists, and SharePoint, with a significant portion of effort dedicated to status reporting and follow-up activities. This one-day course demonstrates how Copilot and agents can streamline status reporting, facilitate meetings, manage tasks, and enhance risk detection. During the session, participants will develop a project knowledge agent and create a mock-up solution for a specific project challenge.

This live, instructor-led training in Germany is designed for: Project managers, PMO staff, team assistants, and project members who utilize Microsoft 365, specifically Teams, Planner, Lists, and SharePoint.

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

• Categorize and understand the role of agents in Microsoft 365 for project workflows
• Generate status reports from emails, meeting notes, and lists using Copilot
• Leverage agents in Teams and Planner to optimize meeting and task management
• Construct a project knowledge agent utilizing documents, lessons learned, and contact information
• Surface risks and delays earlier in the project lifecycle
• Develop a mock-up solution for a real-world project problem and present it

Course Format

• Duration: 1 day (7 hours)
• Interactive training featuring an instructor, discussions, and hands-on exercises focused on participants' specific use cases
• Outcome, Day 1: Each participant will possess a status report, a validated project knowledge agent, and a presented mock-up for a real project problem.

Customization Options

• To request a tailored version of this training, please contact us to make arrangements.

This live, instructor-led training in Germany is tailored for business professionals and key users looking to develop simple Copilot agents without coding.

By the end of the session, attendees will be equipped to:

• Grasp the core functionality of Copilot agents
• Assemble an agent using personal knowledge bases
• Implement simple actions and test the workflow
• Share the final agent with colleagues

Integrated directly into Outlook, Teams, Word, Excel, and PowerPoint, Microsoft 365 Copilot leverages data that users already have access to. This course demonstrates how to craft effective prompts, validate outputs, and utilize features such as Notebooks, Pages, and agents. By the end of the session, participants will have developed a functional FAQ agent based on a SharePoint knowledge base.

This live, instructor-led training in Germany is designed for: Employees and departments utilizing Microsoft 365 Copilot, ranging from beginners to advanced users.

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

• Differentiate between Copilot Chat and the embedded Copilot features within Outlook, Teams, Word, Excel, and PowerPoint
• Understand the scope of data accessed by Copilot and how permission models apply
• Draft emails, prepare meetings, compile reports, and create presentations using Copilot
• Analyze data in Excel and verify the accuracy of the results
• Formulate effective prompts and apply iterative refinement when initial responses are inadequate
• Utilize Notebooks, Pages, and the Researcher and Analyst agents
• Develop a basic FAQ agent using a SharePoint knowledge base

Course Format

• Duration: Two days (7 hours each), also offered as a learning journey in 2-hour sessions
• Interactive sessions led by a trainer, featuring discussions and hands-on exercises tailored to participants' specific use cases
• Day 1 Outcome: Each participant will have implemented at least one use case within the applications and saved two custom prompts for their daily workflow
• Day 2 Outcome: Each participant will possess a notebook, a verified Researcher output, and a tested FAQ agent. Each group will have presented a solution concept with a mock-up

Customization Options

• For customized training arrangements, please contact us to discuss specific requirements

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