Microsoft 365 Copilot for AI-Powered Coding 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 is tailored for finance professionals who are already utilizing AI tools and seek to transition from sporadic usage to confident, consistent daily integration of Microsoft Copilot. Participants will refine their prompting techniques and apply Copilot directly to authentic finance tasks, such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centered on live exercises using realistic finance datasets. Each exercise utilizes two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and another for Microsoft 365 Copilot (Premium, paid license), ensuring every participant engages with the license they currently possess.

Upon completing this training, participants will be able to:

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

Agents empower teams to address knowledge queries and manage document workflows with precise control. This two-day program explores Agent Builder on the first day, followed by Copilot Studio, focusing on approval mechanisms and testing protocols, on the second day. Participants will conclude the course with a fully tested knowledge agent and a preliminary draft of a Studio agent.

This live, instructor-led training in Kenya is designed for: Key users, AI champions, and department leads looking to develop custom Copilot agents for handling knowledge questions and document processes.

Upon completing this training, participants will be able to:

• Determine when Copilot Chat is sufficient and when deploying an agent adds greater value
• Develop a knowledge agent in Agent Builder, defining the audience, knowledge sources, and operational limits
• Grasp the architecture of a Copilot Studio agent and build their first instance
• Segment document processes into manageable steps that include human approval checkpoints
• Validate agents using defined test cases and acceptance criteria
• Categorize roles, permissions, licenses, and operational requirements

Course Structure

• Duration: Two days (7 hours per day)
• Interactive sessions featuring guided training, discussions, and hands-on exercises tailored to participants’ specific use cases
• Day 1 Outcome: Each participant will possess a tested knowledge agent and a tool map for their specific work scenarios.
• Day 2 Outcome: Each participant will have a draft Studio agent with integrated approvals, two tested process scenarios, and a roadmap for their own use cases.

Customization Options

• To arrange a customized training session for this course, please contact us for coordination.

Accelerate your workflow with Microsoft Copilot Pro in 2024 | Word, PowerPoint, Excel, Teams, Outlook | Microsoft Copilot for Microsoft 365.

Project management within the Microsoft 365 ecosystem often involves navigating multiple platforms such as Teams, Planner, Lists, and SharePoint, with a significant portion of effort dedicated to generating status updates and managing follow-ups. This intensive one-day course demonstrates how Copilot and specialized agents can automate and enhance status reporting, facilitate meetings, streamline task management, and proactively identify risks. Participants will gain hands-on experience by developing a custom project knowledge agent and prototyping a solution for a specific project challenge.

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

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

• Categorize and identify different types of agents available in Microsoft 365 for project workflows
• Generate comprehensive status reports from emails, meeting transcripts, and list data using Copilot
• Integrate agents into Teams and Planner to optimize meeting management and task execution
• Construct a project knowledge agent leveraging documents, lessons learned, and contact information
• Enhance the early visibility of potential risks and schedule delays
• Develop and present a mock-up solution addressing a real-world project issue

Course Delivery Format

• Duration: 1 day (7 hours)
• Interactive sessions led by an expert trainer, incorporating discussions and hands-on exercises tailored to participants' specific use cases
• Day 1 Deliverables: Each participant will possess a generated status report, a tested project knowledge agent, and a presented mock-up for a real project problem.

Customization Options

• To request tailored training content for this course, please contact us to make arrangements.

This instructor-led, live training held in Kenya targets business users and key stakeholders aiming to build simple Copilot agents.

Upon completion, participants will be able to:

• Gain a clear understanding of Copilot agents
• Create an agent leveraging their own knowledge sources
• Implement basic actions and test the agent
• Share the agent with colleagues

Microsoft 365 Copilot is seamlessly integrated into Outlook, Teams, Word, Excel, and PowerPoint, leveraging data that users already have permission to access. This course guides you on crafting effective prompts, validating outputs, and utilizing Notebooks, Pages, and specialized agents. By the end of the session, participants will have built a functional FAQ agent based on a SharePoint knowledge base.

This instructor-led, live training in Kenya is designed for employees and teams with Microsoft 365 Copilot licenses, catering to skill levels from novice to advanced.

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

• Differentiate between Copilot Chat and the specific Copilot features embedded in Outlook, Teams, Word, Excel, and PowerPoint.
• Understand the data scope Copilot accesses and how organizational permissions apply.
• Efficiently prepare emails, meeting summaries, reports, and presentations using Copilot.
• Analyze data in Excel and rigorously verify the accuracy of results.
• Craft effective prompts and refine inputs when initial responses lack precision.
• Leverage Notebooks, Pages, and the Researcher and Analyst agents for advanced tasks.
• Develop a basic agent utilizing a SharePoint knowledge base.

Course Structure

• Duration: Two days (7 hours per day), with an alternative format available as a learning journey consisting of 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 prompts for personal workflow use.
• Day 2 Outcome: Each participant will possess a functional notebook, a verified Researcher output, and a tested FAQ agent. Each group will present a solution concept accompanied by a mock-up.

Customization Options

• For customized training tailored to your specific needs, please contact us to discuss arrangements.