Microsoft 365 Copilot: AI Productivity Across Word, Excel, PowerPoint, Outlook, and Teams 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 have the ability to:

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

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.