Copilot Studio for Beginners: Your First Agent Without Code 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.

Module 1: Understanding AI and Its Impact

• High-Level Overview of AI
• AI Ethics

Module 2: Overview of Popular AI Tools

• Overview of Popular LLMs
• Considerations when Choosing an LLM

Module 3: Exploring Popular AI Tools

• Introduction to Copilot:
• Introduction to Google AI Studio:
• Introduction to ChatGPT
• Getting Better Results from AI tools

Module 4: Expanding Your AI Toolkit

• Exploring AI Tools on Mobile Devices
• Exploring other free generative AI tools (time permitting)

This course is designed for finance professionals who already use AI tools and want to move from occasional use to confident, consistent daily practice with Microsoft Copilot. Participants will sharpen their prompting skills and apply Copilot directly to real finance tasks, including data reconciliation, forecasting, budgeting, and reporting. The day is highly interactive, built around live exercises using realistic finance datasets. All exercises follow two parallel workflows: one for Copilot Chat (Basic, included with Microsoft 365) and one for Microsoft 365 Copilot (Premium, paid license), so every participant works with the license they already have.

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

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

This one-day course is composed of two parts -Getting started with Microsoft 365 Copilot and Empower your workforce with Microsoft 365 Copilot Use Cases.

Getting started with Microsoft 365 Copilot

The first part of the course, introduces you to Copilot for Microsoft 365, examines how you can use Copilot throughout the various Microsoft 365 apps, explores best practices for using Copilot and building effective prompts, and examines how you can extend Copilot.

Empower your workforce with Microsoft 365 Copilot Use Cases

The second part of this training content is really the heart of this course. Students perform a series of hands-on exercises involving seven Use Cases - Executives, Sales, Marketing, Finance, IT, HR, and Operations. These exercises focus on using Copilot in various Microsoft 365 apps (such as Word, PowerPoint, Outlook, and so on) to complete a series of common business-related tasks pertaining to each Use Case.

Course Summary

Module 1: Get started with Microsoft 365 Copilot

• Introduction to Microsoft 365 Copilot
• Explore the possibilities with Microsoft 365 Copilot
• Optimize and extend Microsoft 365 Copilot

Module 2: Module 2: Craft effective prompts for Microsoft 365 Copilot

• Summarize and simplify information with Microsoft 365 Copilot
• Create and draft with Microsoft 365 Copilot
• Edit and transform content with Microsoft 365 Copilot
• Ask questions and analyse content with Microsoft 365 Copilot

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

This instructor-led, live training in Ireland (online or onsite) is aimed at intermediate-level supervisors and programming officers who wish to expand their knowledge in administering SharePoint and effectively utilizing Microsoft 365 Copilot.

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

• Understand the fundamentals of SharePoint architecture and administration.
• Configure and manage SharePoint sites and user permissions.
• Implement security and compliance measures within SharePoint.
• Integrate and manage Microsoft 365 Copilot features to enhance organizational productivity.
• Apply best practices for data governance and content management.