Microsoft Excel Incorporating Copilot
This half-day Microsoft Excel with Copilot course helps professionals use AI to analyse data, automate tasks, and boost productivity.
This practical one-day workshop introduces participants to building AI agents with Microsoft 365 Copilot Chat and Microsoft Copilot Studio. It begins by explaining what agents are, how they differ from individual Copilot prompts and where they can support everyday workplace processes.
Short presentations are followed by four guided labs in which participants build, test and improve their own agents. They will progress from creating a simple agent in Copilot Chat to grounding an agent in organisational knowledge, adding tools and actions, and configuring an agent to respond automatically to an event. No coding is required.
Prerequisites:Â No previous Copilot Studio or coding experience is required. Participants should be comfortable using Microsoft 365 applications such as Outlook, Teams and SharePoint.
Delegates will require access to Microsoft 365 Copilot Chat and a suitably configured Copilot Studio environment with the necessary licences and permissions. Each participant should also bring one straightforward workplace process they would like to explore or automate.
Course Outline
The workshop follows a practical progression from understanding AI agents to building agents that can access knowledge, take action and respond autonomously. Participants will:
This course is suitable for Microsoft 365 users who want to understand how AI agents can support workplace processes and improve productivity. It is particularly relevant to operational teams, process owners, project professionals, business analysts, Microsoft 365 champions and employees involved in digital transformation or automation.
No technical development experience is required, making the course accessible to professionals who understand their organisation’s processes but are new to building AI agents.
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We offer a wide range of bespoke corporate training solutions across key areas such as leadership, management development, digital skills, workplace communication, customer experience, sales performance, project delivery, team development and professional skills. Each programme can be tailored to your organisation’s objectives, your people and the practical challenges they face at work.
No. Elliott Training does not currently offer public scheduled courses for individual delegates. We specialise in private corporate training courses delivered exclusively for organisations, teams and groups who require tailored training aligned to their business needs.
Yes. Our courses can be tailored to your organisation, team and objectives. We can adapt the course content, examples, exercises, case studies and delivery style to reflect your sector, systems, processes and workplace priorities.
Yes. If you require a course that is not listed on our website, we can design a bespoke training programme around your specific requirements. This is ideal for internal projects, new systems, company initiatives, role-specific development or specialist skills training.
Course length depends on the subject, objectives and level of detail required. We can deliver bite-size sessions, half-day workshops, full-day courses, multi-day programmes or larger training projects across multiple cohorts.
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