Microsoft 365 Copilot + EU AI Act Awareness Training Course

This practical, hands-on course familiarizes participants with AI agents within Microsoft 365 Copilot, demonstrating how to construct their own simple agents without requiring any coding skills or extra tools.

Participants will investigate Microsoft-developed agents, such as the Researcher and Analyst, gain insight into the operational mechanics of AI agents in business environments, and master the design and deployment of custom agents using structured prompts and workflows in Copilot.

Emphasis is placed on real-world scenarios, empowering participants to automate routine tasks, boost productivity, and develop reusable AI assistants that can be seamlessly shared across teams.

Upon completing the session, attendees will have created their own AI agent and will possess the ability to apply this methodology in their daily professional activities.

Module 1: Understanding AI and Its Impact

• High-Level Overview of AI
• AI Ethics

Module 2: Overview of Popular AI Tools

• Overview of Popular LLMs
• Considerations when Choosing an LLM

Module 3: Exploring Popular AI Tools

• Introduction to Copilot:
• Introduction to Google AI Studio:
• Introduction to ChatGPT
• Getting Better Results from AI tools

Module 4: Expanding Your AI Toolkit

• Exploring AI Tools on Mobile Devices
• Exploring other free generative AI tools (time permitting)

This course is tailored for finance professionals who already utilize AI tools and wish 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 workflows, such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centered on live exercises using realistic finance datasets. All exercises utilize two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and one for Microsoft 365 Copilot (Premium, paid license), ensuring that every participant works with the license they currently possess.

Upon completion of this training, participants will be capable of:

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

Agents empower teams to handle knowledge queries and streamline document workflows in a governed manner. This two-day program focuses on Agent Builder on the first day and Copilot Studio, including approval workflows and testing, on the second day. Attendees will conclude the course with a verified knowledge agent and a draft Studio agent.

This live, instructor-led session in Romania is designed for key users, AI champions, and department leaders aiming to develop custom Copilot agents for informational queries and document management.

Upon completion, participants will be able to:

• Determine when Copilot Chat suffices and when deploying an agent adds value
• Create a knowledge agent in Agent Builder by defining the audience, knowledge sources, and boundaries
• Grasp the architecture of Copilot Studio agents and develop an initial agent
• Deconstruct document workflows into reviewable stages that incorporate human approval
• Evaluate agents using defined test cases and acceptance criteria
• Distinguish roles, permissions, licensing, and operational aspects

Course Format

• Duration: Two days, seven hours per day
• Interactive learning with a trainer, featuring discussions and hands-on exercises tailored to participants' specific use cases
• Day 1 Deliverable: A tested knowledge agent and a tool map for individual work scenarios
• Day 2 Deliverable: A draft Studio agent with approval features, two tested process scenarios, and a roadmap for personal use cases

Customization Options

• Please contact us to arrange a customized training experience for this course.

Discover how to leverage Copilot for Finance to streamline reporting and boost productivity. This instructor-led training in Romania equips professionals with practical AI skills to automate accounting tasks, create financial reports, and generate insights, enhancing efficiency in your daily workflow.

Project operations in Microsoft 365 are distributed across Teams, Planner, Lists, and SharePoint, where a considerable amount of effort is spent on status reporting and follow-up activities. This one-day course illustrates how Copilot and agents can assist with status reporting, meeting coordination, task management, and risk identification. Participants will build a project knowledge agent and create a mock-up to solve a real project problem.

This instructor-led, live training in Romania is tailored for: Project managers, PMO staff, team assistants, and project members who operate within Microsoft 365 using Teams, Planner, Lists, and SharePoint.

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

• Classify the agents available in Microsoft 365 for project work
• Create status reports from emails, meetings, and lists using Copilot
• Utilize agents in Teams and Planner for managing meetings and tasks
• Build a project knowledge agent using documents, lessons learned, and contacts
• Surface risks and delays earlier in the process
• Develop a mock-up solution for a real project problem and present it

Course Format

• Duration: 1 day (7 hours)
• Interactive training with a trainer, including discussions and hands-on exercises based on participants' own use cases
• Day 1 Outcome: Each participant will have a status report, a tested project knowledge agent, and a presented mock-up for a real project problem.

Course Customization Options

• To request a customized training for this course, please contact us to make arrangements.

This live, instructor-led training delivered in Romania is targeted at: Business users and key users seeking to build simple Copilot agents.

After finishing this training, participants will be able to:

• Comprehend the nature of Copilot agents
• Construct an agent using their own knowledge sources
• Implement simple actions and verify the agent's performance
• Share the agent with colleagues

Artificial Intelligence & Digital Workspace Transformation / Modern Business Applications

This category focuses on the practical integration of advanced generative AI tools within enterprise environments, particularly Microsoft 365. The programs translate technical AI capabilities into repeatable business workflows that boost operational efficiency, reduce administrative burdens, and ensure data compliance.

Microsoft 365 Copilot is seamlessly integrated into Outlook, Teams, Word, Excel, and PowerPoint, working with data that users already have access to. This course demonstrates how to craft effective prompts, validate results, and leverage Notebooks, Pages, and agents. Participants will conclude the course by building their first FAQ agent on a SharePoint knowledge base.

This instructor-led, live training in Romania is tailored for employees and departments using Microsoft 365 Copilot, suitable for both beginners and advanced users.

Upon completing this training, participants will be able to:

• Distinguish between Copilot Chat and the Copilot features embedded in Outlook, Teams, Word, Excel, and PowerPoint
• Understand which data sources Copilot accesses and how permissions are managed
• Use Copilot to assist in preparing emails, meetings, reports, and presentations
• Analyze data in Excel and verify the accuracy of the results
• Write effective prompts and adjust them when initial answers are unsatisfactory
• Work with Notebooks, Pages, and the Researcher and Analyst agents
• Create a basic agent based on a SharePoint knowledge base

Course Format

• Duration: Two days (7 hours each), also available as a series of 2-hour learning sessions
• Interactive training with a trainer, including discussions and hands-on exercises focused on participants' own scenarios
• Day 1 Outcome: Each participant will have implemented at least one use case in the apps and saved two prompts for their workflow.
• Day 2 Outcome: Each participant will have a notebook, a verified Researcher result, and a tested FAQ agent. Each group will present a solution idea with a mock-up.

Customization Options

• To request a customized version of this course, please contact us to make arrangements.

This instructor-led course is tailored for commercial teams that extensively handle data exports, spreadsheets, reporting, and information analysis. The program emphasizes leveraging Microsoft Copilot to minimize repetitive tasks, enhance data analysis capabilities, and boost productivity when managing large volumes of commercial data.

The training is specifically designed for teams dealing with large datasets, customer details, sales reports, and spreadsheet-intensive workflows

Learning Outcomes

Participants will be able to:

• Reduce manual Excel work

• Analyze commercial data faster

• Compare information more efficiently

• Create reports faster

• Use Copilot for everyday commercial activities

Microsoft Copilot is quickly emerging as one of the most powerful productivity tools for organisations that use Microsoft 365. Nevertheless, many companies find that merely issuing Copilot licenses to employees does not automatically lead to measurable business value. In the absence of practical guidance, staff often tap into only a small part of its potential, leaving opportunities for time savings, stronger collaboration, and better decision-making largely unrealized.

This two-day, instructor-led course is designed to help employees move past simple experimentation and build the confidence to integrate Microsoft Copilot into their daily routines. Instead of concentrating on individual features, the training shows how Copilot can serve as a hands-on assistant across the entire organisation—spanning production planning, quality reporting, financial analysis, HR documentation, engineering collaboration, supply chain communication, and IT knowledge management.

The curriculum is grounded in realistic manufacturing scenarios, enabling participants to work with workflows that closely mirror their day-to-day responsibilities. Throughout the programme, employees learn to craft effective prompts, interpret data, produce professional documents, summarize meetings, automate repetitive correspondence, and collaborate more effectively using Word, Excel, Outlook, Teams, PowerPoint, and Copilot Chat.

Upon completing the programme, participants leave with immediately applicable skills, reusable prompt libraries tailored to their roles, and proven workflows that help elevate Microsoft Copilot from a novel technology into a true productivity multiplier for the organisation.

Learning Outcomes

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

• Understand how Microsoft Copilot fits into the Microsoft 365 ecosystem.

• Write effective prompts that consistently produce useful business results.

• Use Copilot Chat as a daily productivity assistant.

• Summarise meetings, emails, and documents in seconds.

• Analyse Excel data using natural language.

• Create reports, presentations, and professional communications significantly faster.

• Apply department-specific Copilot workflows across manufacturing functions.

• Use Copilot responsibly while protecting company data and maintaining compliance.

• Build reusable prompt libraries for everyday work.

Training Format

• Interactive instructor-led sessions

• Live demonstrations

• Hands-on Microsoft 365 exercises

• Manufacturing-focused case studies

• Individual and collaborative practical labs

Course Customization Options

This course can be fully customized to reflect the organisation's Microsoft 365 environment, internal document templates, reporting formats, approval processes, and departmental workflows. Practical exercises can be built using anonymised production reports, quality records, engineering documentation, financial summaries, HR templates, and supply chain scenarios, ensuring participants practice with situations that closely resemble their everyday work.

Expected Organisational Outcomes

When delivered across multiple departments, this programme helps establish a common approach to AI adoption throughout the organisation. Instead of isolated experimentation, employees develop shared ways of working with Copilot, reducing repetitive administrative work, improving communication, accelerating reporting, and enabling managers to make faster, more informed decisions. The result is not simply greater familiarity with Microsoft Copilot, but a stronger foundation for organisation-wide productivity and collaboration.