Microsoft Copilot for Sales Professionals & Sales Leaders 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.

Designed specifically for finance professionals who are already familiar with AI tools, this course helps participants transition from sporadic usage to confident, daily integration of Microsoft Copilot. Attendees will refine their prompting techniques and apply Copilot directly to core financial responsibilities such as data reconciliation, forecasting, budgeting, and reporting. The session is highly interactive, relying 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 another for Microsoft 365 Copilot (Premium, paid license). This ensures that every participant works within the scope of 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:

Enable teams to resolve knowledge-based questions and support document workflows with precision and control. This two-day curriculum introduces Agent Builder on the first day and delves into Copilot Studio, including approval workflows and testing protocols, on the second. Attendees will conclude the session with a tested knowledge agent and a foundational draft for a Studio agent.

Conducted as live, instructor-led training in France, this course is designed for key users, AI champions, and department leads aiming to build custom Copilot agents for knowledge queries and document processes.

Upon completion, participants will be equipped to:

• Determine when Copilot Chat is sufficient versus when a specialized agent is necessary
• Construct a knowledge agent in Agent Builder, specifying the audience, knowledge sources, and limitations
• Comprehend the architecture of agents in Copilot Studio and develop a first prototype
• Dissect document workflows into reviewable steps involving human approval
• Validate agents using test cases and acceptance criteria
• Organize roles, permissions, licenses, and operational aspects

Course Format

• Duration: 2 days (7 hours each)
• Interactive sessions with a trainer, including discussions and hands-on exercises focused on participants' own use cases
• Day 1 Outcome: Each participant will have a tested knowledge agent and a tool map for their specific work cases.
• Day 2 Outcome: Each participant will have a draft Studio agent with approval features, two tested process cases, and a roadmap for their use cases.

Customization Options

• To request a tailored training experience for this course, please contact us for arrangements.

Project management in Microsoft 365 is distributed across Teams, Planner, Lists, and SharePoint, often leading to substantial time investment in administrative duties like status reporting and follow-ups. This one-day workshop illustrates how Copilot and intelligent agents can assist with status reporting, meeting facilitation, task execution, and risk detection. Participants will create a project knowledge agent and design a mock-up solution for a concrete project challenge.

This live, instructor-led training in France is intended for: project managers, PMO staff, team assistants, and project members working within Microsoft 365 using Teams, Planner, Lists, and SharePoint.

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

• Identify and classify Copilot agents suitable for various project work scenarios in Microsoft 365.
• Use Copilot to synthesize status reports from emails, meeting notes, and list data.
• Deploy agents in Teams and Planner to streamline meeting outcomes and task management.
• Build a project knowledge agent leveraging documents, lessons learned, and contact directories.
• Enhance the visibility of risks and delays at an earlier stage.
• Develop and present a mock-up solution addressing a specific real-world project problem.

Course Format

• Duration: 1 day (7 hours)
• Interactive training including trainer-led discussions and hands-on exercises applied to participants' own scenarios.
• Day 1 Outcome: Each participant will possess a status report, a tested project knowledge agent, and a presented mock-up for a real project issue.

Course Customization

• To request a customized version of this course, please reach out to us to make arrangements.

This instructor-led live training in France is tailored for business and key users aiming to construct simple Copilot agents.

By the conclusion of this training, participants will be capable of:

• Comprehending the nature of Copilot agents
• Building agents with custom knowledge sources
• Incorporating basic actions and testing the agent
• Sharing the agent with colleagues

Embedded in Outlook, Teams, Word, Excel, and PowerPoint, Microsoft 365 Copilot operates on data that users are already authorized to access. This course guides you through effective prompting, result verification, and the utilization of Notebooks, Pages, and AI agents. Participants will conclude by building a first FAQ agent based on a SharePoint knowledge base.

This live, instructor-led training in France is intended for employees and departments with Microsoft 365 Copilot access, suitable for both beginners and advanced users.

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

• Distinguish between Copilot Chat and the Copilot integrations within Outlook, Teams, Word, Excel, and PowerPoint.
• Understand the data scope Copilot accesses and the application of permissions.
• Draft emails, prepare for meetings, and create reports and presentations using Copilot.
• Analyze Excel data and verify the accuracy of the results.
• Craft effective prompts and refine them when initial outputs are insufficient.
• Utilize Notebooks, Pages, and the Researcher and Analyst agents.
• Build a simple FAQ agent using a SharePoint knowledge base.

Course Format

• Duration: Two days (7 hours each), or available as a learning journey in 2-hour increments.
• Interactive learning with a trainer, including discussions and hands-on exercises focused on participants' own use cases.
• Day 1 Outcome: Each participant will have implemented at least one use case in the applications and saved two prompts for their personal work.
• Day 2 Outcome: Each participant will have a notebook, a verified Researcher result, and a tested FAQ agent. Each group will have presented a solution idea with a mock-up.

Customization Options

• To request a customized version of this training, please contact us to arrange the details.

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