SharePoint and Microsoft 365 Copilot Administration 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 is tailored for finance professionals who already utilise AI tools and wish to transition from sporadic use to confident, consistent 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, centred on live exercises utilizing realistic finance datasets. All activities are structured around 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.

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

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

Organizations can leverage agents to address knowledge inquiries and streamline document workflows with greater control. This intensive two-day program introduces Agent Builder on the first day, transitioning to Copilot Studio on the second day, where you will implement approval mechanisms and validate performance through test cases. Upon completion, participants will possess a fully tested knowledge agent and a comprehensive draft for a Studio-based agent.

Designed as an instructor-led, live experience in Nigeria, this training targets key users, AI champions, and departmental leaders aiming to develop custom Copilot agents tailored to knowledge retrieval and document processing tasks.

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

• Distinguish between scenarios where Copilot Chat suffices and those requiring the deployment of a dedicated agent
• Develop a knowledge agent within Agent Builder, defining specific audiences, integrating knowledge sources, and establishing operational boundaries
• Grasp the architectural components of a Copilot Studio agent and construct an initial version
• Decompose complex document processes into discrete, reviewable stages that incorporate human approval checkpoints
• Validate agent performance using defined test cases and specific acceptance criteria
• Categorize user roles, manage permissions, allocate licenses, and oversee operational workflows

Course Format

• Duration: Two days, with seven hours of instruction per day
• An interactive learning environment featuring trainer guidance, collaborative discussions, and practical exercises focused on participants' specific business use cases
• Day 1 Outcome: Every participant will have a verified knowledge agent and a strategic tool map aligned with their operational needs.
• Day 2 Outcome: Every participant will possess a draft Studio agent equipped with approval workflows, two validated process scenarios, and a roadmap for future use case implementation.

Course Customization Options

• For organizations seeking a tailored training experience, please reach out to us to discuss and arrange custom sessions.

Boost your productivity with Microsoft Copilot Pro in 2024 | Word, PowerPoint, Excel, Teams, Outlook | Microsoft Copilot for Microsoft 365.

Managing projects in Microsoft 365 often involves juggling tasks across Teams, Planner, Lists, and SharePoint, with a significant portion of effort dedicated to generating status reports and chasing follow-ups. This one-day course demonstrates how Copilot and intelligent agents can alleviate this burden by supporting status reporting, facilitating meetings, managing tasks, and identifying risks. Participants will create a project knowledge agent and develop a mock-up solution for a real-world project challenge.

This live, instructor-led training in Nigeria is designed for: Project managers, PMO staff, team assistants, and project members who utilize Microsoft 365 with Teams, Planner, Lists, and SharePoint.

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

• Categorize the various agents available in Microsoft 365 for project management tasks.
• Generate comprehensive status reports from emails, meetings, and lists using Copilot.
• Leverage agents within Teams and Planner to enhance meeting management and task tracking.
• Construct a project knowledge agent integrating documents, lessons learned, and key contacts.
• Improve early detection of risks and potential delays.
• Develop and present a mock-up solution addressing a genuine project issue.

Course Format

• Duration: 1 day (7 hours).
• Interactive sessions featuring a trainer, group discussions, and hands-on exercises tailored to participants' specific use cases.
• Day 1 Outcome: Each participant will have produced a status report, a tested project knowledge agent, and a presented mock-up for a real project problem.

Customization Options

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

This live, instructor-led session in Nigeria is designed for business professionals and key users looking to develop straightforward Copilot agents.

Upon completing this training, participants will be equipped to:

• Gain a clear understanding of what Copilot agents are
• Develop an agent utilizing custom knowledge sources
• Incorporate basic actions and conduct agent testing
• Distribute the agent to teammates

Microsoft 365 Copilot is integrated natively into Outlook, Teams, Word, Excel, and PowerPoint, leveraging the data that users already have access to. This course demonstrates how to craft effective prompts, validate outputs, and utilize Notebooks, Pages, and agents. Participants will conclude the training by developing their first FAQ agent based on a SharePoint knowledge base.

This instructor-led, live training session in Nigeria is designed for employees and departments using Microsoft 365 Copilot, ranging from beginners to advanced users.

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

• Differentiate between Copilot Chat and the specific Copilot features within Outlook, Teams, Word, Excel, and PowerPoint
• Understand the scope of data Copilot accesses and how permissions are enforced
• Draft emails, prepare for meetings, and generate reports and presentations with the aid of Copilot
• Analyze data in Excel and verify the accuracy of the results
• Formulate effective prompts and effectively refine them when initial responses are insufficient
• Utilize Notebooks, Pages, and the Researcher and Analyst agents
• Develop a basic FAQ agent using a SharePoint knowledge base

Course Format

• Duration: Two days (seven hours per day); also available as a learning journey through 2-hour sessions
• Interactive training led by an instructor, featuring discussions and hands-on exercises focused on participants' specific 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 workflow.
• Day 2 Outcome: Each participant will have created a notebook, verified a Researcher result, and tested a FAQ agent. Each group will have presented a solution idea accompanied by a mock-up.

Course Customization Options

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

Upon completing this training, participants will be equipped to: