ChatGPT and Microsoft 365 Copilot for Advanced Productivity Training Course

This practical, hands-on course introduces participants to AI agents within Microsoft 365 Copilot and demonstrates how they can create 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 function 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 incorporate AI tools into their work and are looking to transition from occasional usage to confident, consistent daily application of Microsoft Copilot. Participants will refine their prompting techniques and directly apply Copilot to authentic finance tasks such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, centered on live exercises utilizing realistic finance datasets. All activities follow two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and another for Microsoft 365 Copilot (Premium, paid license), ensuring that every participant works with the license they currently possess.

Upon completing this training, participants will be capable of:

Upon completing this training, participants will be able to:

Empower your team to address knowledge questions and support document workflows through controlled AI agents. This two-day course explores Agent Builder on Day 1 and Copilot Studio with approval steps and testing protocols on Day 2. Participants will leave with a tested knowledge agent and a draft Studio agent ready for further development.

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

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

• Assess when Copilot Chat meets the needs versus when a specialized agent is more appropriate.
• Construct a knowledge agent in Agent Builder, specifying the target audience, knowledge sources, and boundaries.
• Understand the structural components of a Copilot Studio agent and create an initial version.
• Break down document processes into manageable steps that include human approval checkpoints.
• Test agent performance using defined test cases and acceptance criteria.
• Classify roles, permissions, license requirements, and operational aspects.

Course Format

• Duration: Two days (7 hours each).
• Interactive training with an instructor, including discussions and hands-on exercises based on participants' own use cases.
• Day 1 Outcome: A tested knowledge agent and a tool map for individual work cases.
• Day 2 Outcome: A draft Studio agent with approval features, two tested process cases, and a roadmap for personal use cases.

Customization Options

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

Explore how to utilize Copilot for Finance to simplify reporting and elevate productivity. This instructor-led training held in Czech Republic empowers professionals with practical AI skills to automate accounting tasks, draft financial reports, and extract actionable insights, thereby streamlining your daily workflow.

Project management in Microsoft 365 typically spans Teams, Planner, Lists, and SharePoint, where much of the workload is consumed by status reporting and follow-up tasks. This one-day course illustrates how Copilot and agents can assist with status reporting, meeting coordination, task management, and early risk detection. Participants will create a project knowledge agent and build a mock-up for a genuine project issue.

This live, instructor-led training in Czech Republic is intended for: Project managers, PMO staff, team assistants, and project members who work within Microsoft 365, utilizing Teams, Planner, Lists, and SharePoint.

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

• Identify and classify Microsoft 365 agents for project-related tasks
• Use Copilot to generate status reports from emails, meetings, and lists
• Apply agents in Teams and Planner to facilitate meetings and task management
• Develop a project knowledge agent using documents, lessons learned, and contact information
• Surface risks and potential delays earlier in the process
• Create and present a mock-up solution for a real project challenge

Course Format

• Duration: 1 day (7 hours)
• Interactive learning with a trainer, including discussions and hands-on exercises based on participants' own use cases
• 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

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

This live, instructor-led session in Czech Republic is tailored for: Business professionals and key users seeking to create basic Copilot agents.

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

• Comprehend the nature and function of Copilot agents
• Develop an agent using proprietary knowledge sources
• Integrate basic actions and conduct testing
• Enable sharing with colleagues

Artificial Intelligence & Digital Workspace Transformation / Modern Business Applications

This category focuses on the practical integration of advanced generative AI tools within enterprise office ecosystems, particularly Microsoft 365. These programs translate technical AI capabilities into specific, repeatable business workflows that boost operational speed, reduce administrative burden, and ensure corporate data compliance.

Integrated seamlessly into Outlook, Teams, Word, Excel, and PowerPoint, Microsoft 365 Copilot leverages data already accessible to users. This course guides participants through effective prompting strategies, result verification, and the utilization of Notebooks, Pages, and various agents. By the end of the session, participants will have successfully built a basic FAQ agent based on a SharePoint knowledge base.

Designed as an instructor-led live training experience in Czech Republic, this program is tailored for employees and departments with Microsoft 365 Copilot, catering to skill levels ranging from beginner to advanced.

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

• Differentiate between Copilot Chat and the dedicated Copilot features within Outlook, Teams, Word, Excel, and PowerPoint
• Comprehend the specific data Copilot accesses and understand the application of relevant permissions
• Efficiently draft emails, prepare for meetings, and create reports and presentations using Copilot
• Analyze data within Excel and critically verify the generated results
• Master effective prompting techniques and learn how to refine outputs when initial responses are insufficient
• Leverage Notebooks, Pages, as well as the Researcher and Analyst agents
• Develop a foundational FAQ agent utilizing a SharePoint knowledge base

Course Format

• Duration: Two days (seven hours per day), also offered as a structured learning journey through two-hour sessions
• An interactive training environment featuring live instructor guidance, open discussions, and hands-on exercises focused on participants' specific use cases
• Day 1 Outcome: Every participant will have implemented at least one practical use case within the applications and saved two custom prompts for their daily workflow
• Day 2 Outcome: Each participant will possess a personal notebook, a verified result from the Researcher agent, and a tested FAQ agent. Additionally, each group will present a solution concept accompanied by a mock-up

Customization Options

• For tailored training specific to this course, please contact us to discuss arrangements

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