Microsoft 365 Copilot Training in Sud-Vest

Copilot for Microsoft 365 is an AI-powered assistant that integrates with Microsoft Office applications to help finance and accounting professionals enhance productivity, streamline reporting, and support decision-making.

This instructor-led, live training (online or onsite) is aimed at finance and accounting professionals with limited experience with AI who wish to leverage Microsoft Copilot to improve accuracy, efficiency, and insight in 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.

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

This instructor-led training, available online or on-site, targets advanced technical professionals and automation leads who aim to embed Copilot Studio within existing applications to execute SQL queries, automate recruitment workflows, and trigger Power Automate flows in realistic, production-like environments.

Upon completion 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 processes.
• 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.

Customization Options

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

Microsoft 365 Copilot Chat serves as an AI-driven assistant embedded within Microsoft 365 applications, enabling users to write, summarize, analyze, and automate tasks with greater efficiency.

This instructor-led live training, available online or onsite, is designed for beginner to intermediate business professionals seeking to leverage Copilot Chat across Word, Excel, PowerPoint, and Outlook to enhance daily productivity and communication.

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

• Utilize Copilot Chat to generate content and insights within Word, Excel, PowerPoint, and Outlook.
• Craft and refine prompts to elicit more precise and valuable AI responses.
• Automate routine tasks through basic scripting and integration techniques.
• Apply best practices regarding security, ethics, and accuracy when using generative AI.

Course Format

• Interactive lectures and group discussions.
• Extensive hands-on practice within the Microsoft 365 environment.
• Real-world use cases and guided lab exercises.

Course Customization Options

• To request a customized training version of this course, please contact us to arrange.

Microsoft 365 Copilot acts as an AI-driven assistant integrated into familiar Microsoft tools, designed to boost content creation, automate routine tasks, and deliver smart insights.

This instructor-led, live training (available online or onsite) targets public sector employees who have limited or no prior experience with AI tools but wish to leverage Microsoft 365 Copilot to enhance communication, streamline document workflows, and extract insights more efficiently from data and meetings.

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

• Utilize Copilot within Word, Excel, and Outlook to draft, analyze, and refine communications.
• Automate repetitive documentation and summarization tasks across Microsoft 365 applications.
• Generate actionable insights from meeting notes, spreadsheets, and written reports.
• Adhere to responsible use guidelines for Copilot within a public sector environment.

Format of the Course

• Interactive lectures and discussions.
• Hands-on practice using 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.

Microsoft 365 Copilot is an AI-driven assistant embedded within Microsoft Office applications, designed to help users draft, analyze, summarize, visualize, and communicate more effectively.

This instructor-led, live training (available online or onsite) targets intermediate-level professionals looking to harness Microsoft 365 Copilot features across core applications to enhance 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 tasks using Copilot in Excel.
• Generate AI-assisted PowerPoint presentations from outlines or documents.
• Improve email management and communication with Copilot in Outlook.
• Simplify collaboration, meeting follow-ups, and task tracking in Teams using Copilot.

Course Format

• Interactive lectures and discussions.
• Extensive exercises and practice sessions.
• Hands-on implementation in a live-lab environment.

Customization Options

• For customized training requests, please contact us to arrange.

Microsoft 365 Copilot brings artificial intelligence into everyday Office applications to enhance productivity via intelligent suggestions, automated content creation, task automation, and sophisticated data analysis. It empowers professionals to achieve greater efficiency without requiring advanced technical expertise.

This instructor-led live training, available online or on-site, is designed for beginner-level administrative professionals eager to learn how to leverage Microsoft 365 Copilot in their daily workflows.

Upon completing this training, participants will be able to:

• Grasp the fundamentals of Microsoft 365 Copilot and its functionality across various Office apps.
• Utilize Copilot in Word to draft, summarize, and format documents.
• Apply Copilot in Excel for data analysis, formula generation, and report creation.
• Manage email communications and create meeting summaries using Copilot in Outlook.
• Streamline meetings and follow-up tasks through collaboration features in Teams powered by Copilot.

Course Format

• Interactive lectures and discussions
• Real-world exercises and examples
• Hands-on practice with Microsoft 365 applications

Customization Options

• For customized training tailored to your needs, please contact us to arrange.

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

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

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

This instructor-led, live training in Sud-Vest (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.

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 one-day practical course helps participants use Microsoft 365 Copilot efficiently, responsibly, and in compliance with European legislation in their daily work.

The training combines AI Literacy, responsible use of AI, and practical prompting techniques, built around real-world business scenarios. Participants will understand not only what Copilot can do but also its limitations, risks, and the responsibilities associated with using it in a professional environment.

Through practical exercises and applied workshops, participants will learn how to use Copilot in Outlook, Word, Excel, PowerPoint, Teams, and other Microsoft 365 applications to automate tasks, create content, and boost productivity while avoiding common mistakes and compliance risks.

The course is aimed at business users, not technical teams, with an emphasis on immediate applicability.

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

• Understand the fundamentals of generative AI and Microsoft 365 Copilot
• Use Copilot effectively in Microsoft 365 applications
• Formulate structured prompts that generate better results
• Use AI responsibly and in compliance with the EU AI Act
• Recognize AI limitations, hallucinations, and risks
• Automate repetitive tasks and documentation
• Understand what information can and cannot be entered into Copilot
• Build a library of reusable prompts
• Boost team productivity by using AI safely and in a controlled manner

Participants will also take away:

• Prompting templates for Microsoft Copilot
• EU AI Act checklist for users
• Practical examples from the corporate environment
• A ready-to-use prompt library

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.

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