Microsoft 365 Copilot Chat for Word, Excel, PowerPoint, and Outlook 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

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.

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.