Advanced Productivity with Copilot 365: AI Agents and Microsoft Apps Training Course
Copilot 365 is an AI-powered assistant integrated into Microsoft 365 applications, designed to enhance productivity, streamline workflows, and generate insights.
This instructor-led, live training (online or onsite) is aimed at intermediate-level to advanced-level professionals who wish to fully leverage Copilot 365 in Excel, PowerPoint, Outlook, and beyond, including SharePoint, Microsoft Fabric, and AI agent integrations in enterprise environments.
By the end of this training, participants will be able to:
- Understand Copilot 365's role in automating tasks and improving workflows.
- Formulate effective prompts for AI-driven assistance in Microsoft 365 applications.
- Utilize Copilot in Excel for data analysis, forecasting, and reporting.
- Enhance presentations with AI-generated content and design in PowerPoint.
- Streamline communication and email management with Copilot in Outlook.
- Optimize collaboration and task management in SharePoint and Microsoft Fabric with Copilot integration.
- Leverage AI agents for enhancing enterprise workflows and business processes.
Format of the Course
- Interactive lecture and discussion.
- Lots of exercises and practice.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Introduction to Copilot 365
- What is Copilot 365?
- How AI enhances Microsoft 365 applications
- Understanding AI-driven automation and its business impact
Mastering AI Prompt Formulation
- Common mistakes and best practices in AI-assisted workflows
Copilot AI Agents and Enterprise Applications
- Understanding Copilot AI agents and their role in automation
- Using AI agents to streamline business workflows
- Integrating AI-driven insights into decision-making processes
Copilot in SharePoint and Microsoft Fabric
- Enhancing document management with AI-driven SharePoint features
- Using Microsoft Fabric for AI-driven data integration
- Automating workflows and approvals with AI assistance
Copilot 365 in Excel: Data Analysis and Prediction
- AI-powered data cleaning and organization
- Generating insights and visualizations with Copilot
- Forecasting and predictive analytics with AI
- Advanced financial modeling with Copilot
- Automating repetitive tasks using Copilot scripting
Copilot 365 in PowerPoint: AI-Enhanced Presentations
- Generating slide content with AI prompts
- Improving slide design and layout automatically
- AI-driven storytelling and data visualization
- Creating dynamic, data-driven presentations
- Enhancing audience engagement with interactive AI-powered content
Copilot 365 in Outlook: Streamlining Communication
- AI-assisted email composition and summarization
- Inbox organization and scheduling automation
- Enhancing collaboration with Copilot in Teams
- AI-driven meeting preparation and follow-ups
- Managing email tone and sentiment with Copilot
Developing AI-Driven Initiatives
- Improving business productivity with AI
- Leveraging AI for data-driven decision-making
- Enhancing HR processes with AI-powered insights
Future of AI in Microsoft 365
- Upcoming AI advancements in Microsoft 365
- Expanding AI capabilities in enterprise workflows
- Integrating Copilot with emerging AI tools and platforms
Summary and Next Steps
Requirements
- Basic understanding of AI-driven tools and automation
- Basic knowledge of AI agents and their role in business process automation (optional but recommended)
- Familiarity with Microsoft SharePoint and Microsoft Fabric (helpful but not required)
- Intermediate to advanced proficiency in Excel, PowerPoint, and Outlook
Audience
- Business professionals optimizing productivity with AI
- Data analysts leveraging Copilot for predictive insights
- HR specialists enhancing workforce efficiency with AI
- Enterprise architects and digital transformation leaders implementing AI in business workflows
- Operations specialists looking to leverage AI for task automation and collaboration
Open Training Courses require 5+ participants.
Advanced Productivity with Copilot 365: AI Agents and Microsoft Apps Training Course - Booking
Advanced Productivity with Copilot 365: AI Agents and Microsoft Apps Training Course - Enquiry
Advanced Productivity with Copilot 365: AI Agents and Microsoft Apps - Consultancy Enquiry
Consultancy Enquiry
Testimonials (5)
I was recently struggling with some pivot table issues and the course gave me the knowledge to work with pivot tables quicker, smarter and more efficiently.
Arina Moayed-Dzenisa - Universal-Investment-Gesellschaft mbH Branch Poland Sp. z o. o.
Course - Microsoft Office Excel - poziom średnio zaawansowany
examples and looking for solutions
Monika Lesniewska - Takenaka Europe GmbH Sp. z o.o. Oddzial w Polsce
Course - Excel Data Analysis
Working on and using our own data/spreadsheets, where we could see how it would benefit us most.
Julie - Environment, Marine and Fisheries
Course - Excel VBA Introduction
I enjoyed the Excel sheets provided having the exercises with examples. This meant that if Tamil was held up helping other people, I could crack on with the next parts.
Luke Pontin
Course - Data and Analytics - from the ground up
I generally enjoyed the practical examples.
Marika Agius
Course - Visual Basic for Applications (VBA) for Analysts
Upcoming Courses
Related Courses
Visual Basic for Applications (VBA) for Analysts
21 HoursThe course is designed for users of Excel for creating analyzes and reports.
Excel and VBA Programming for Audit and Finance Professionals
28 HoursPlease answer the following questions:
- Is your daily work in Excel is a never-ending string of commands copy-paste?
- Are you wasting time on repetition of similar operations to prepare the data for analysis?
- Do you know all the keyboard shortcuts in Excel, but you are not satisfied with the results?
- Rather than deal with data analysis and preparation of wasting time?
- Do you have to manually verify the correctness of such data obtained from different systems?
- Do you have to stay at work after hours or Excel to take books home because not doing during the day?
- Is Your job is to prepare reports based on a large data set?
- Do you feel that working in Excel, you come to a roundabout way of results?
If you can answer YES to one of the questions then it's time stop this nightmare. This training is for you.
Find out how you can speed up your daily operations and get most out of MS Excel.
WARNING
After the training, your life will change dramatically. Activities, which occupied the whole day will take just a few moments. Are you ready for this?
Microsoft Office Excel - moduł Business Intelligence
14 HoursExcel is a versatile tool that has been widely used in various areas, from data analysis to project management. Its flexibility and ease of use make it a popular tool for working with data and analysis in many fields. Excel allows you to create spreadsheets in which you can enter data, calculate formulas, analyze data and present results in the form of tables, charts or reports. It has a rich set of built-in mathematical, statistical and financial functions that facilitate calculations and data analysis. It allows you to generate various types of charts (e.g. bar, line, pie) based on data from the spreadsheet, which helps you visualize and present data. Excel offers tools for sorting, filtering, grouping data, as well as creating pivot tables and preliminary data analysis. It is used in business for budgeting, planning, tracking expenses, analyzing sales, creating financial reports, etc. It can be used to create schedules, project plans, manage tasks, and track progress.
Microsoft Office Excel - intermediate level
14 HoursExcel is a popular spreadsheet program created by Microsoft. Jest used to store, organize and analyze data in tabular form. Here are some key features and functions of Excel: 1. Spreadsheets: It consists of sheets, where each sheet is an array consisting of cells arranged in rows and columns. It allows you to create multiple sheets in one file, which allows you to organize different data sets. 2. Calculations and Formulas: Allows you to perform a variety of mathematical, statistical and logical calculations using formulas. It has a wide set of built-in functions such as SUM, AVERAGE, MAX, MIN, IF, VLOOKUP, etc. 3. Data Formatting and Appearance: Provides tools for formatting data, including changing font, color, style, and creating charts, pivot tables and diagrams. 4. Sorting, Filtering and Grouping: Allows you to sort data according to specific criteria. Allows you to filter data to display only selected information. Possibility to group data depending on needs. 5. Data analysis: Tools for performing advanced analyzes such as scenario analysis, trends, forecasting, and creating macros. 6. Data Sharing: Enables real-time data sharing and collaboration, allowing multiple users to work on the same data simultaneously. 7. Task automation: Ability to create macros and automate tasks using the programming language VBA (Visual Basic for Applications). Excel is widely used in various fields, from business to science and education. Its comprehensive features enable data analysis, creation of reports, budgets, schedules, data management and many other applications.
Data and Analytics - from the ground up
42 HoursData analytics is a crucial tool in business today. We will focus throughout on developing skills for practical hands on data analysis. The aim is to help delegates to give evidence-based answers to questions:
What has happened?
- processing and analyzing data
- producing informative data visualizations
What will happen?
- forecasting future performance
- evaluating forecasts
What should happen?
- turning data into evidence-based business decisions
- optimizing processes
The course itself can be delivered either as a 6 day classroom course or remotely over a period of weeks if preferred. We can work with you to deliver the course to best suit your needs.
DeepSeek and PowerPoint: Enhancing Presentations
7 HoursThis instructor-led, live training in Costa Rica (online or onsite) is aimed at This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level business professionals, educators, and marketers who wish to integrate DeepSeek with PowerPoint to automate and optimize their presentations.
By the end of this training, participants will be able to:
- Automate the creation of text-based content in PowerPoint slides using DeepSeek.
- Generate data-driven visuals and infographics powered by DeepSeek models.
- Use AI to summarize long reports and turn them into presentation-ready slides.
- Integrate DeepSeek with PowerPoint for streamlined, dynamic presentations.
Data Mining with Excel
14 HoursThis instructor-led, live training in Costa Rica (online or onsite) is aimed at data scientists who wish to use Excel for data mining.
- By the end of this training, participants will be able to:
- Explore data with Excel to perform data mining and analysis.
- Use Microsoft algorithms for data mining.
- Understand concepts in Excel data mining.
Microsoft Excel (Basic, Intermediate, and Advanced)
28 HoursThis instructor-led, live training in Costa Rica (online or onsite) is aimed at beginner-level to advanced-level data analysts who wish to use Excel to perform a variety of tasks such as data entry, formula creation, data analysis, and advanced automation.
By the end of this training, participants will be able to:
- Navigate Excel’s interface and perform basic data entry, formatting, and calculations.
- Apply advanced formulas, functions, and conditional formatting for data analysis.
- Create and manage pivot tables and charts for data visualization.
- Use tools like Power Query, Power Pivot, and perform data analysis.
- Automate tasks using macros and VBA to streamline workflows.
Excel Data Analysis
14 HoursThis instructor-led, live training in Costa Rica (online or onsite) is aimed at beginner-level to intermediate-level business analysts and data analysts who wish to use Excel to perform data analysis and reporting for their projects and tasks.
By the end of this training, participants will be able to:
- Use Excel formulas and functions to perform calculations and data manipulation.
- Use Excel data analysis tools such as PivotTables, What-If Analysis, and Forecasting to summarize and visualize data.
- Use Excel charts and graphs to create and customize data visualizations.
- Use Excel data validation and conditional formatting to ensure data quality and highlight data insights.
- Use Excel data import and export features to connect to external data sources and share data with others.
Financial Analysis in Excel
14 HoursDuring the training, will present the issues of financial analysis using the advanced features of Excel.
This course is intended for financial analysts, accountants and all those who want to expand their skills spreadsheet with issues of financial analysis.
Excel VBA Introduction
14 HoursThis instructor-led, live training in Costa Rica (online or onsite) is aimed at data analysts who wish to use VBA in Excel for automating tasks.
By the end of this training, participants will be able to:
- Record and edit macros as required.
- Write procedures using data from the sheet.
- Create your own functions.
- Handle an event (opening worksheet cell update etc.) by means of the handler.
- Create a form.
Hyper-V Virtualization
21 HoursThis instructor-led, live training in Costa Rica (online or onsite) is aimed at intermediate-level system administrators who wish to effectively deploy, manage, and troubleshoot Hyper-V environments.
By the end of this training, participants will be able to:
- Understand virtualization concepts and configure Hyper-V.
- Create and manage virtual machines, VM storage, and networking.
- Utilize advanced Hyper-V features and secure Hyper-V environments.
- Monitor and optimize Hyper-V performance.
PowerPoint and Camtasia for Marketing
21 HoursThis instructor-led, live training in Costa Rica (online or onsite) is aimed at marketeers who wish to create video content and presentations with Camtasia and PowerPoint.
By the end of this training, participants will be able to:
- Create video content and share it on a video hosting platform.
- Employ assets within Camtasia such as music and icons for interactive content.
- Save on costs by producing HQ videos with Camtasia and PowerPoint.