Copilot Studio: Advanced Integration and Automation 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:

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

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

This instructor-led, live training in Romania (online or onsite) is designed for intermediate-level supervisors and programming officers who aim to expand their knowledge in administering SharePoint and effectively leveraging Microsoft 365 Copilot.

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

• Understand the fundamentals of SharePoint architecture and administration.
• Configure and manage SharePoint sites and user permissions.
• Implement security and compliance measures within SharePoint.
• Integrate and manage Microsoft 365 Copilot features to enhance organizational productivity.
• Apply best practices for data governance and content management.