Copilot Studio: Advanced Integration and Automation Training Course

This practical, hands-on module introduces participants to AI agents within Microsoft 365 Copilot, illustrating how to construct simple agents without writing code or requiring additional tools.

Learners will explore pre-built Microsoft agents such as Researcher and Analyst, gain an understanding of how AI agents function in a business setting, and discover how to design and deploy their own agents using structured prompts and workflows in Copilot.

The course emphasises real-world scenarios, empowering participants to automate repetitive tasks, enhance productivity, and create reusable AI assistants that can be easily distributed across teams.

By the end of the session, participants will have developed their own AI agent and will be equipped to apply this approach to their day-to-day work.

Module 1: Grasping AI and Its Effects

• A Broad Look at AI
• ​Ethics in AI

Module 2: Survey of Common AI Tools

• A Look at Leading LLMs
• ​Factors to Consider When Selecting an LLM

Module 3: Investigating Widely Used AI Tools

• Intro to Copilot:
• Intro to Google AI Studio:
• ​Intro to ChatGPT
• Achieving Better Outcomes from AI Tools

Module 4: Broadening Your AI Resources

• Looking at AI Tools on Mobile Devices
• ​Examining other free generative AI tools (if time allows)

This instructor-led live training in the UK enables intermediate professionals to master ChatGPT and Microsoft 365 Copilot for advanced productivity. Learners will discover how to automate document creation, analyse complex data, and streamline communication across Excel, PowerPoint, and Outlook.

This programme is tailored for finance professionals who currently employ AI tools and aspire to shift from intermittent use to a confident, consistent daily practice with Microsoft Copilot. Participants will enhance their prompting skills and apply Copilot directly to practical financial tasks, such as data reconciliation, forecasting, budgeting, and reporting. The day is highly interactive, featuring live exercises based on realistic finance datasets. All exercises adhere to two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and one for Microsoft 365 Copilot (Premium, paid licence), allowing every participant to work with their existing licence.

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

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

Agents enable teams to answer knowledge questions and support document processes in a controlled manner. This two-day course covers Agent Builder on day 1 and Copilot Studio with approval steps and test cases on day 2. Participants leave with a tested knowledge agent and a draft for a Studio agent.

This instructor-led, live training in the UK is aimed at: Key users, AI champions and department leads who want to build their own Copilot agents for knowledge questions and document processes.

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

• Decide when Copilot Chat is enough and when an agent makes sense
• Build a knowledge agent in Agent Builder with audience, knowledge sources and limits
• Understand the structure of an agent in Copilot Studio and create a first agent
• Break down document processes into reviewable steps with human approval
• Test agents with test cases and acceptance criteria
• Classify roles, permissions, licenses and operation

Format of the Course

• Duration: 2 days (7 hours each)
• Interactive training with a trainer, discussion and hands-on exercises on the participants' own use cases
• Outcome, Day 1: Each participant has a tested knowledge agent and a tool map for their own work cases.
• Outcome, Day 2: Each participant has a draft for a Studio agent with approval, two tested process cases and a roadmap for their own use cases.

Course Customisation Options

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

Explore how to utilise Copilot for Finance to optimise reporting and increase productivity. This instructor-led training in the UK empowers professionals with practical AI skills to automate accounting tasks, generate financial reports, and uncover insights, thereby improving efficiency within daily workflows.

Project management in Microsoft 365 typically spans multiple platforms, including Teams, Planner, Lists, and SharePoint, often resulting in significant time spent on status reporting and follow-up activities. This one-day course demonstrates how Copilot and agents can streamline status reporting, facilitate meetings, manage tasks, and detect risks. Participants will develop a project knowledge agent and create a mock-up solution to address a specific project challenge.

This live, instructor-led training in the UK is designed for project managers, PMO staff, team assistants, and project members working within the Microsoft 365 ecosystem using Teams, Planner, Lists, and SharePoint.

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

• Categorize Microsoft 365 agents for project workflows
• Generate status reports from emails, meetings, and lists using Copilot
• Leverage agents in Teams and Planner for meeting management and task coordination
• Construct a project knowledge agent incorporating documents, lessons learned, and contacts
• Identify risks and delays at an earlier stage
• Develop and present a mock-up solution to a real-world project problem

Course Format

• Duration: 1 day (7 hours)
• Interactive training featuring a trainer, discussions, and hands-on exercises tailored to participants' specific use cases
• Day 1 Outcome: Each participant will have a completed status report, a tested project knowledge agent, and a presented mock-up for a real project issue.

Course Customisation Options

• For customised training requirements, please contact us to make arrangements.

This instructor-led, live session in the UK is designed for business and key users looking to create straightforward Copilot agents.

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

• Grasp the fundamentals of Copilot agents
• Develop an agent using custom knowledge sources
• Incorporate basic actions and verify agent performance
• Distribute the agent to team members

Artificial Intelligence & Digital Workplace Transformation / Modern Business Applications

This category explores the practical application of cutting-edge generative AI tools within enterprise office ecosystems (specifically Microsoft 365). Programmes in this domain translate technical AI capabilities into concrete, repeatable business workflows that directly enhance operational speed, reduce administrative overhead, and ensure corporate data compliance.

Microsoft 365 Copilot is integrated into Outlook, Teams, Word, Excel, and PowerPoint, leveraging the data users already have access to. This course demonstrates how to craft effective prompts, validate outputs, and utilise Notebooks, Pages, and agents. By the end, participants will have developed their first FAQ agent based on a SharePoint knowledge base.

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

Upon completing this training, participants will be able to:

• Differentiate between Copilot Chat and the Copilot features within Outlook, Teams, Word, Excel, and PowerPoint.
• Understand the data Copilot accesses and how permissions are enforced.
• Use Copilot to prepare emails, meetings, reports, and presentations.
• Analyze Excel data and verify the accuracy of the results.
• Construct effective prompts and refine them if the initial response is insufficient.
• Utilise Notebooks, Pages, and the Researcher and Analyst agents.
• Build a basic agent on a SharePoint knowledge base.

Course Format

• Duration: Two days (seven hours per day), also available as a learning journey of two-hour sessions.
• Interactive training with an instructor, including discussions and hands-on exercises focused on participants’ own use cases.
• Outcome, Day 1: Each participant will have implemented at least one use case within the apps and saved two prompts for their own work.
• Outcome, Day 2: Each participant will possess a notebook, a verified Researcher result, and a tested FAQ agent. Each group will have presented a solution idea with a mock-up.

Course Customisation Options

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

This one-day programme comprises two sections: Getting to know Microsoft 365 Copilot and Enabling your workforce through Microsoft 365 Copilot Use Cases.

Getting to know Microsoft 365 Copilot

The initial section introduces you to Copilot for Microsoft 365, looking at how you can leverage Copilot across the different Microsoft 365 applications. It also delves into best practices for utilising Copilot, crafting effective prompts, and methods for extending its capabilities.

Enabling your workforce through Microsoft 365 Copilot Use Cases

The latter part of this training represents the core of the course. Participants engage in a series of hands-on exercises covering seven distinct Use Cases: Executives, Sales, Marketing, Finance, IT, HR, and Operations. These practical tasks focus on applying Copilot within various Microsoft 365 applications (such as Word, PowerPoint, and Outlook) to accomplish common business activities relevant to each scenario.

Course Summary

Module 1: Getting started with Microsoft 365 Copilot

• Introduction to Microsoft 365 Copilot
• Exploring the possibilities with Microsoft 365 Copilot
• Optimising and extending Microsoft 365 Copilot

Module 2: Crafting effective prompts for Microsoft 365 Copilot

• Summarising and simplifying information with Microsoft 365 Copilot
• Creating and drafting with Microsoft 365 Copilot
• Editing and transforming content with Microsoft 365 Copilot
• Asking questions and analysing content with Microsoft 365 Copilot