Advanced Productivity with Microsoft 365 Copilot: AI Agents and Microsoft Apps Training Course

This practical, hands-on course introduces participants to AI agents within Microsoft 365 Copilot, showing how to create simple agents without coding or extra tools.

Participants will explore Microsoft-built agents like Researcher and Analyst, understand their role in business, and learn to design and use custom agents with structured prompts and Copilot workflows.

Focusing on real-world scenarios, the course helps participants automate repetitive tasks, boost productivity, and create reusable AI assistants that can be easily shared across teams.

By the end, participants will have built their own AI agent and will be able to apply the same approach in their daily work.

This programme is tailored for finance professionals who are already familiar with AI tools and wish to transition from sporadic usage to a confident, consistent daily routine with Microsoft Copilot. Attendees will refine their prompting capabilities and apply Copilot directly to practical finance challenges, such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centred on live exercises using realistic financial datasets. All activities follow dual workflows: one for Copilot Chat (Basic, included with Microsoft 365) and one for Microsoft 365 Copilot (Premium, paid license), ensuring every participant works within the parameters of their existing licence.

By the conclusion of this training, participants will possess the ability to:

Empower your team to handle knowledge inquiries and streamline document workflows through controlled, intelligent automation. This intensive two-day program focuses on Agent Builder in the first session and transitions to Copilot Studio in the second, incorporating approval mechanisms and rigorous testing. By the conclusion of the course, participants will have a fully tested knowledge agent and a comprehensive draft for a Studio-based agent.

Designed as an instructor-led, live training experience in Latvia, this course is tailored for key users, AI champions, and department heads aiming to develop bespoke Copilot agents for knowledge retrieval and document management.

Upon completion, participants will be equipped to:

• Determine scenarios where Copilot Chat suffices versus those requiring a dedicated agent
• Develop knowledge agents within Agent Builder, defining audiences, knowledge sources, and operational boundaries
• Grasp the architectural components of Copilot Studio agents and construct initial prototypes
• Decompose document workflows into manageable steps that incorporate human oversight and approval
• Validate agent performance using structured test cases and defined acceptance criteria
• Manage roles, permissions, licensing, and operational parameters effectively

Course Structure

• Duration: Two days, with seven hours of instruction per day
• Engaging interactive sessions featuring trainer guidance, discussions, and practical exercises based on participants' specific use cases
• Day 1 Deliverable: A tested knowledge agent and a personalized tool map for individual workflows
• Day 2 Deliverable: A Studio agent draft with approval capabilities, two verified process scenarios, and a strategic roadmap for future applications

Customization Availability

• To discuss bespoke training options for this curriculum, please reach out to our team to coordinate arrangements.

Project activities in Microsoft 365 are frequently spread across Teams, Planner, Lists, and SharePoint, with substantial time spent on status reporting and follow-ups. This one-day course illustrates how Copilot and agents can facilitate status reporting, meeting coordination, task management, and risk detection. Participants will build a project knowledge agent and a mock-up addressing a real project problem.

This live, instructor-led training in Latvia is tailored for project managers, PMO staff, team assistants, and project members who work within the Microsoft 365 ecosystem using Teams, Planner, Lists, and SharePoint.

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

• Categorize Microsoft 365 agents for project-specific tasks
• Use Copilot to create status reports from emails, meetings, and lists
• Apply agents in Teams and Planner for meeting and task management
• Construct a project knowledge agent using documents, lessons learned, and contacts
• Surface risks and delays earlier in the project lifecycle
• Develop and present a mock-up solution for a practical project issue

Course Format

• Duration: 1 day (7 hours)
• Interactive training featuring trainer-led discussions and hands-on exercises based on participants’ own scenarios
• Day 1 Outcome: Each participant will possess a status report, a tested project knowledge agent, and a presented mock-up for a real project problem.

Customization Options

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

This instructor-led, live training in Latvia is tailored for business users and key stakeholders aiming to build simple Copilot agents.

By the conclusion of this session, attendees will be capable of:

• Understanding the nature and utility of Copilot agents
• Constructing an agent based on their own knowledge sources
• Implementing basic actions and verifying the agent's performance
• Sharing the created agent with colleagues

Microsoft 365 Copilot is embedded in Outlook, Teams, Word, Excel, and PowerPoint, operating with data that users already possess access rights to. This course illustrates how to prompt effectively, verify outputs, and apply Notebooks, Pages, and agents. Participants will complete the course by building a first FAQ agent on a SharePoint knowledge base.

This instructor-led, live training in Latvia is intended for: Employees and departments with Microsoft 365 Copilot, from beginners to advanced users.

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

• Distinguish between Copilot Chat and the Copilot functionalities in Outlook, Teams, Word, Excel, and PowerPoint
• Understand which data Copilot accesses and how permissions are enforced
• Prepare emails, meetings, reports, and presentations using Copilot
• Analyze Excel data and verify the resulting outputs
• Prompt effectively and refine requests when the initial answer requires adjustment
• Utilize Notebooks, Pages, and the Researcher and Analyst agents
• Build a basic FAQ agent on a SharePoint knowledge base

Course Structure

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

Customization Options

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

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

Available in Latvia (online or on-site), this live, instructor-led training is designed for intermediate-level supervisors and technical officers aiming to enhance their proficiency in SharePoint administration and the effective utilization of Microsoft 365 Copilot.

By the conclusion of this course, participants will have the capability to:

• Understand the essential aspects of SharePoint architecture and administrative duties.
• Configure and manage SharePoint sites, as well as user permissions.
• Apply security and compliance measures within SharePoint.
• Integrate and manage Microsoft 365 Copilot features to boost productivity.
• Implement best practices for data governance and content management.