Copilot Studio: Advanced Integration and Automation Training Course

This hands-on training module provides an introduction to AI agents within Microsoft 365 Copilot, demonstrating how users can develop basic agents without requiring coding expertise or supplementary software for government applications.

Learners will investigate Microsoft-provided agents, including Researcher and Analyst, understand the functional role of AI agents in a business environment, and learn to design and utilize custom agents through structured prompting and workflow management in Copilot.

The course prioritizes practical, real-world scenarios, empowering users to automate repetitive tasks, boost productivity, and create scalable AI assistants that can be efficiently shared among teams.

By the conclusion of the session, participants will have successfully built a custom AI agent and will be prepared to apply these methodologies to their routine work responsibilities.

Module 1: Fundamentals of AI and Operational Implications

• Comprehensive Overview of AI
• AI Ethics and Compliance

Module 2: Overview of Prevalent AI Tools

• Overview of Major LLMs
• Criteria for Selecting an LLM

Module 3: Analysis of Popular AI Tools

• Introduction to Copilot:
• Introduction to Google AI Studio:
• Introduction to ChatGPT
• Optimizing Output from AI Tools

Module 4: Expanding the AI Toolkit

• AI Tools on Mobile Devices
• Additional free generative AI tools (if time permits)

This professional development course is tailored for finance professionals within the public sector who currently utilize AI tools and seek to transition from sporadic usage to a confident, standardized daily operational practice with Microsoft Copilot. Participants will enhance their prompt engineering skills and apply Copilot directly to critical financial functions, including data reconciliation, forecasting, budgeting, and regulatory reporting. The curriculum is highly interactive and grounded in live exercises utilizing realistic government finance datasets. All practical exercises are structured to follow two parallel workflows: one optimized for Copilot Chat (Basic tier, included with Microsoft 365 subscriptions) and one for Microsoft 365 Copilot (Premium tier, paid license), ensuring every participant can effectively leverage their existing institutional access.

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

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

Copilot for Microsoft 365 is an artificial intelligence-driven assistant designed to integrate with Microsoft Office applications, enabling finance and accounting professionals to enhance productivity, streamline reporting processes, and support evidence-based decision-making for government operations.

This instructor-led, live training module (available online or onsite) is tailored for finance and accounting professionals with limited experience in AI technologies who aim to leverage Microsoft Copilot to improve accuracy, operational efficiency, and analytical insight in financial tasks for government entities.

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

• Create financial reports quickly and accurately using Copilot.
• Automate repetitive accounting and data-entry tasks to improve resource allocation.
• Generate financial summaries and forecasts with AI assistance.
• Use natural language prompts to extract insights from large financial datasets.

Course Format

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

Course Customization Options

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

Improve productivity using Microsoft Copilot Pro in 2024 across Word, PowerPoint, Excel, Teams, and Outlook, incorporating Microsoft Copilot for Microsoft 365.

This one-day course consists of two components: Introduction to Microsoft 365 Copilot for Government and Workforce Enhancement Through Microsoft 365 Copilot Applications.

Introduction to Microsoft 365 Copilot for Government

The first component introduces participants to Copilot for Microsoft 365, examines its application across various Microsoft 365 platforms, explores best practices for utilization and prompt engineering, and investigates methods for extending its functionality.

Workforce Enhancement Through Microsoft 365 Copilot Applications

The second component represents the core of the training. Participants engage in hands-on exercises involving seven distinct application scenarios: Executive Leadership, Sales Operations, Marketing, Finance, Information Technology, Human Resources, and Operations. These exercises focus on utilizing Copilot within Microsoft 365 applications (such as Word, PowerPoint, Outlook, and others) to complete common professional tasks relevant to each scenario.

Course Summary

Module 1: Initiate Microsoft 365 Copilot Operations

• Overview of Microsoft 365 Copilot
• Leveraging Microsoft 365 Copilot Capabilities
• Optimization and Extension of Microsoft 365 Copilot

Module 2: Formulate Effective Prompts for Microsoft 365 Copilot

• Summarization and Simplification of Information via Microsoft 365 Copilot
• Creation and Drafting with Microsoft 365 Copilot
• Editing and Transformation of Content via Microsoft 365 Copilot
• Inquiry and Analysis of Content via Microsoft 365 Copilot

By the conclusion of this program, participants will be capable of:

Microsoft 365 Copilot incorporates artificial intelligence into core Office applications to enhance productivity through intelligent suggestions, content generation, process automation, and sophisticated data analysis. This tool is designed to enable personnel to perform tasks with greater efficiency, eliminating the requirement for advanced technical proficiency.

This instructor-led, live training session (available online or in-person) is designed for entry-level administrative professionals seeking to effectively integrate Microsoft 365 Copilot into their routine operations.

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

• Comprehend the architecture and functionality of Microsoft 365 Copilot across Office applications.
• Utilize Copilot in Word for document drafting, summarization, and formatting.
• Deploy Copilot in Excel for data analysis, formula creation, and report generation.
• Apply Copilot in Outlook to manage electronic correspondence and generate meeting summaries.
• Leverage Copilot in Teams to optimize meeting workflows and task tracking.

Instructional Methodology

• Interactive instructional lectures and facilitated discussions
• Application of real-world scenarios and case studies
• Practical exercises within Microsoft 365 environments

Customization Availability

• To request a tailored training program for this curriculum, please initiate contact with the training provider.

Microsoft 365 Copilot Chat is an AI-enabled assistant embedded within Microsoft 365 applications, designed to assist users in writing, summarizing, analyzing, and automating tasks for enhanced operational effectiveness.

This instructor-led, live training session (available online or on-site) targets beginner- to intermediate-level professionals for government and other sectors who intend to leverage Copilot Chat across Word, Excel, PowerPoint, and Outlook to augment 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.
• Construct and refine prompts to achieve more precise and actionable AI responses.
• Automate routine operational tasks using foundational scripting and integration methods.
• Implement best practices for security, ethical standards, and accuracy in the use of generative AI.

Course Delivery Format

• Interactive instruction and facilitated discussion.
• Extensive hands-on exercises in Microsoft 365.
• Application of real-world scenarios and guided practical labs.

Course Customization Availability

• To request a tailored training program for this course, please contact us to schedule arrangements.

Microsoft 365 Copilot is an artificial intelligence-enhanced assistant embedded within Microsoft Office applications to assist users in drafting, analyzing, summarizing, visualizing, and communicating with greater efficiency for government.

This instructor-led live training (available online or on-site) is designed for intermediate-level professionals seeking to utilize Microsoft 365 Copilot features across core applications to enhance productivity and optimize workflows.

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

• Utilize Copilot in Word to draft, summarize, and revise documents.
• Analyze, visualize, and automate data processing tasks using Copilot in Excel.
• Develop AI-assisted PowerPoint presentations from outlines or source documents.
• Enhance email management and communication efficiency using Copilot in Outlook.
• Optimize collaboration, meeting follow-ups, and task tracking in Teams using Copilot.

Course Delivery Methodology

• Interactive instruction and facilitated discussion.
• Extensive exercises and practical application activities.
• Hands-on implementation within a live laboratory environment.

Customization Options for the Course

• To request a tailored training program for this course, please contact us to make arrangements.

This instructor-led, live training in US (online or onsite) is designed for intermediate-level supervisors and programming officers seeking to advance their competencies in SharePoint administration and the effective deployment of Microsoft 365 Copilot.

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

• Comprehend the foundational architecture and administrative requirements of SharePoint.
• Configure and oversee SharePoint sites and user authorization frameworks.
• Implement robust security and regulatory compliance measures within the SharePoint environment.
• Integrate and manage Microsoft 365 Copilot functionalities to strengthen organizational operational efficiency.
• Apply established best practices for data governance and content lifecycle management.