Microsoft 365 Copilot for AI-Powered Coding Training Course

This practical, hands-on course introduces participants to AI agents in Microsoft 365 Copilot and demonstrates how they can build their own simple agents without any coding or additional tools.

Participants will explore Microsoft-built agents such as Researcher and Analyst, understand how AI agents work in a business context, and learn how to design and use their own agents using structured prompts and workflows in Copilot.

The course focuses on real-life scenarios, enabling participants to automate repetitive tasks, improve productivity, and create reusable AI assistants that can be easily shared across teams.

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

This course targets finance professionals who currently utilize AI tools and wish to transition from sporadic usage to confident, daily application of Microsoft Copilot. Participants will refine their prompting techniques and apply Copilot directly to practical finance duties such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centered on live exercises utilizing realistic finance datasets. Every exercise employs two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and another for Microsoft 365 Copilot (Premium, paid license), ensuring each participant engages with the license they already possess.

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

Upon completing this training, participants will be able to:

Enable teams to answer knowledge questions and manage document processes with controlled precision. This two-day program focuses on Agent Builder on Day 1 and Copilot Studio—highlighting approval steps and testing—on Day 2. Participants will leave with a tested knowledge agent and a draft for a Studio agent.

This live, instructor-led training in Norway is designed for key users, AI champions, and department leads who wish to build their own Copilot agents for knowledge retrieval and document processes.

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

• Determine when Copilot Chat is sufficient and when a specialized agent is more appropriate
• Construct a knowledge agent in Agent Builder, specifying audience, knowledge sources, and limitations
• Understand the agent structure in Copilot Studio and create a foundational agent
• Segment document processes into reviewable steps that include human approval
• Test agents using defined test cases and acceptance criteria
• Classify roles, permissions, licenses, and operational aspects

Course Format

• Duration: 2 days (7 hours each)
• Interactive learning with a trainer, including discussions and hands-on exercises based on your own use cases
• Day 1 Outcome: A tested knowledge agent and a tool map tailored to your work cases.
• Day 2 Outcome: A draft Studio agent with approval features, two tested process cases, and a roadmap for your applications.

Customization Options

• Interested in a customized version of this course? Please reach out to us to make arrangements.

Managing projects in Microsoft 365 often involves coordinating across Teams, Planner, Lists, and SharePoint, where a significant portion of effort is typically consumed by status reporting and follow-up activities. This one-day course demonstrates how Copilot and AI agents can streamline status reporting, facilitate meetings, manage tasks, and proactively identify risks. Participants will develop a project knowledge agent and create a mock-up solution for an actual project challenge.

This instructor-led, live training session in Norway is designed for: Project managers, PMO professionals, team assistants, and project members who operate within the Microsoft 365 ecosystem using Teams, Planner, Lists, and SharePoint.

Upon completing this training, participants will be equipped to:

• Identify and classify the various agents available in Microsoft 365 for project management workflows
• Generate comprehensive status reports by leveraging Copilot to synthesize data from emails, meetings, and lists
• Leverage agents within Teams and Planner to optimize meeting management and task tracking
• Develop a project knowledge agent integrated with documentation, lessons learned, and stakeholder contacts
• Enhance early detection of risks and schedule delays
• Develop and present a mock-up solution for a real-world project issue

Course Structure

• Duration: 1 day (7 hours)
• Interactive training featuring a facilitator, open discussions, and hands-on exercises tailored to participants' specific use cases
• Day 1 Deliverables: Each participant will possess a generated status report, a tested project knowledge agent, and a presented mock-up for a real project problem.

Customization Options

• To request a tailored training experience for this course, please reach out to us to discuss arrangements.

This live, instructor-led training session in Norway is tailored for business users and key users who wish to construct simple Copilot agents.

By the conclusion of this program, attendees will be equipped to:

• Comprehend the nature of Copilot agents
• Build an agent leveraging personal knowledge resources
• Implement basic actions and evaluate the agent
• Share the agent with peers

Microsoft 365 Copilot is embedded within Outlook, Teams, Word, Excel and PowerPoint, utilizing data that users are already authorized to access. This session demonstrates best practices for prompt engineering, result validation, and the application of Notebooks, Pages, and agents. The training concludes with the creation of an initial FAQ agent rooted in a SharePoint knowledge base.

This live, instructor-led training in Norway is designed for: Employees and departments using Microsoft 365 Copilot, whether they are new to the tool or highly experienced.

Following this training, participants will be capable of:

• Identifying the differences between Copilot Chat and the Copilot features in Outlook, Teams, Word, Excel and PowerPoint
• Understanding the data accessibility rules and how permissions are enforced
• Drafting communications, preparing for meetings, and generating reports and presentations with Copilot assistance
• Analyzing datasets in Excel and verifying the integrity of the analysis
• Refining prompts and troubleshooting responses that do not meet expectations
• Leveraging Notebooks, Pages, and the Researcher and Analyst agents for complex tasks
• Developing a simple agent using a SharePoint knowledge base

Training Structure

• Length: Two days (7 hours each), with an alternative format of 2-hour learning journey sessions
• Interactive learning environment with a trainer, open discussions, and hands-on tasks tailored to participants' own workflows
• Day 1 Deliverable: Every participant will have applied at least one use case within the apps and saved two prompts for their professional routine.
• Day 2 Deliverable: Every participant will have created a notebook, verified a Researcher response, and tested a FAQ agent. Each group will have showcased a solution concept with a mock-up.

Options for Tailored Training

• To explore customized training options for this course, please contact us to schedule a discussion.

This instructor-led, live training in Norway (online or onsite) is designed for intermediate-level supervisors and IT administrators who wish to deepen their expertise in managing SharePoint and effectively leveraging Microsoft 365 Copilot.

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

• Grasp the core principles of SharePoint architecture and administration.
• Configure and oversee SharePoint sites and user permissions.
• Deploy security and compliance protocols within SharePoint.
• Integrate and manage Microsoft 365 Copilot features to drive organizational productivity.
• Apply industry best practices for data governance and content management.