AI for Finance with Microsoft Copilot Training Course

This hands-on course provides participants with an introduction to AI agents within Microsoft 365 Copilot, demonstrating how to develop simple custom agents without requiring any coding skills or extra tools.

Participants will investigate pre-built agents from Microsoft, such as the Researcher and Analyst agents, gain insight into the role of AI agents in business environments, and learn to design and operate their own agents using structured prompts and workflows in Copilot.

The curriculum emphasizes practical scenarios, allowing participants to automate routine tasks, boost productivity, and develop reusable AI assistants that can be effortlessly shared across teams.

Upon completing the session, participants will have constructed their own AI agent and will be equipped to apply these techniques in their daily professional activities.

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

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

Copilot for Microsoft 365 serves as an AI-driven assistant that seamlessly integrates with Microsoft Office applications, enabling finance and accounting professionals to boost productivity, simplify reporting processes, and enhance decision-making capabilities.

This instructor-led, live training (available online or onsite) is designed for finance and accounting professionals with limited AI experience who aim to leverage Microsoft Copilot to improve accuracy, efficiency, and insight in their financial tasks.

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

• Create financial reports quickly and accurately using Copilot.
• Automate repetitive accounting and data-entry tasks.
• Generate financial summaries and forecasts with AI assistance.
• Use natural language prompts to extract insights from large financial datasets.

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.

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.

Copilot Studio serves as a platform for developing and integrating AI-powered copilots and assistants into business applications, thereby enhancing workflows and automating user tasks.

This instructor-led, live training (available online or onsite) is designed for advanced-level technical professionals and automation leads who aim to integrate Copilot Studio into existing applications to execute SQL queries, automate recruitment workflows, and trigger Power Automate flows in real-world, production-like scenarios.

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

• Designing and configuring Copilot assistants that securely execute SQL queries against HR datasets.
• Implementing conversational flows that automate recruitment and hiring tasks.
• Integrating Copilot Studio with Power Automate to trigger and orchestrate automated flows.
• Applying security, data governance, and compliance best practices when exposing data to AI assistants.

Course Format

• Interactive lectures and discussions.
• 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 request customized training for this course, please contact us to arrange.

Upon completion of 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. It empowers professionals to work more efficiently, even without requiring advanced technical expertise.

This instructor-led, live training session—available either online or onsite—is designed for beginner-level administrative professionals looking 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:

• Grasp the fundamentals of Microsoft 365 Copilot and its functionality across various Office applications.
• Utilize Copilot within Word to draft, summarize, and format documents.
• Apply Copilot in Excel to analyze data, generate formulas, and produce reports.
• Manage email correspondence and create meeting summaries using Copilot in Outlook.
• Enhance collaboration via Copilot in Teams to streamline meetings and track task follow-ups.

Course Format

• Interactive lectures and group discussions
• Real-world exercises and illustrative examples
• Practical, hands-on experience with Microsoft 365 applications

Course Customization Options

• To request tailored training for this course, please reach out to us to make arrangements.

Microsoft 365 Copilot Chat is an advanced AI-driven assistant embedded within Microsoft 365 applications, designed to empower users to write, summarize, analyze, and automate tasks with greater efficiency.

This instructor-led live training, available both online and onsite, targets beginner to intermediate business professionals eager to leverage Copilot Chat across Word, Excel, PowerPoint, and Outlook to enhance their daily productivity and communication capabilities.

Upon completing this training, participants will be equipped to:

• Utilize Copilot Chat to generate content and actionable insights within Word, Excel, PowerPoint, and Outlook.
• Craft and refine prompts to elicit more precise and valuable AI responses.
• Automate routine processes using fundamental scripting and integration methods.
• Implement best practices for security, ethical standards, and accuracy when using generative AI.

Course Format

• Engaging interactive lectures and discussions.
• Extensive hands-on practice within the Microsoft 365 environment.
• Exploration of real-world use cases and guided laboratory exercises.

Customization Options

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

Microsoft 365 Copilot is an artificial intelligence-powered assistant embedded within Microsoft Office applications, designed to help users draft content, analyze information, summarize text, visualize data, and communicate more effectively.

This instructor-led live training, available either online or onsite, targets intermediate-level professionals looking to master Microsoft 365 Copilot features across key applications to enhance their productivity and streamline workflows.

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

• Utilize Copilot in Word to draft, summarize, and rewrite documents.
• Analyze, visualize, and automate data-related tasks using Copilot in Excel.
• Generate AI-assisted PowerPoint presentations from existing outlines or documents.
• Improve email management and communication efficiency with Copilot in Outlook.
• Simplify collaboration, follow up on meetings, and track tasks in Teams using Copilot.

Course Format

• Engaging lectures and interactive discussions.
• Extensive exercises and practical practice.
• Real-world implementation in a live laboratory environment.

Customization Options

• For information on requesting a customized version of this course, please contact us directly.

This instructor-led, live training in Slovakia (online or on-site) is designed for intermediate-level supervisors and programming officers looking to expand their skills in SharePoint administration and effective use of Microsoft 365 Copilot.

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

• Grasp the core principles of SharePoint architecture and administration.
• Set up and manage SharePoint sites along with user permissions.
• Deploy security and compliance controls within SharePoint.
• Integrate and oversee Microsoft 365 Copilot functionalities to drive organizational efficiency.
• Apply industry best practices for data governance and content management.