Microsoft 365 Copilot for Office Users Training Course

This practical, hands-on course guides participants through the fundamentals of AI agents within Microsoft 365 Copilot, showing them how to construct simple, functional agents without requiring any coding skills or extra tools.

Learners will examine pre-built Microsoft agents like Researcher and Analyst, gain a clear understanding of how AI agents operate in professional environments, and master the design and application of custom agents by utilizing structured prompts and workflows directly in Copilot.

Emphasizing real-world applications, the course empowers participants to streamline repetitive tasks, boost productivity, and develop reusable AI assistants that are simple to distribute across teams.

Upon completing the session, participants will have successfully built their own AI agent and will possess the necessary skills to implement similar strategies in their everyday workflows.

This live, instructor-led training in Thailand empowers intermediate professionals to master the use of ChatGPT and Microsoft 365 Copilot for advanced productivity. Learners will gain the skills to automate document generation, analyze complex data, and optimize communication across Excel, PowerPoint, and Outlook.

This course is tailored for finance professionals who are already leveraging AI tools but aspire to transition from sporadic usage to a confident, consistent daily workflow with Microsoft Copilot. Participants will enhance their prompting capabilities and apply Copilot directly to core financial functions such as data reconciliation, forecasting, budgeting, and reporting. The day is highly interactive, centered on live exercises utilizing realistic finance datasets. All practical components follow two parallel tracks: one for Copilot Chat (Basic, included with Microsoft 365) and one for Microsoft 365 Copilot (Premium, paid license), ensuring every participant works with the license they already hold.

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

By the conclusion of this training, learners will be able to:

Business agents empower teams to address knowledge inquiries and streamline document workflows with precision and control. This intensive two-day program focuses on Agent Builder on the first day, followed by Copilot Studio on the second day, specifically covering approval workflows and test case management. By the conclusion of the course, participants will have developed a fully tested knowledge agent and a draft for a Studio-based agent.

This live, instructor-led training in Thailand is designed for key users, AI champions, and department leaders who are eager to construct custom Copilot agents for handling knowledge questions and managing document processes.

Upon completing this training, participants will be equipped to:

• Determine when Copilot Chat is sufficient versus when a dedicated agent is required
• Create a knowledge agent in Agent Builder, defining the target audience, knowledge sources, and operational limits
• Grasp the architecture of agents within Copilot Studio and initiate the creation of a first agent
• Decompose document processes into manageable steps that incorporate human approval
• Validate agents using specific test cases and defined acceptance criteria
• Categorize roles, permissions, licensing requirements, and operational considerations

Course Format

• Duration: Two days (seven hours per day)
• Interactive sessions featuring trainer guidance, discussions, and hands-on exercises tailored to participants' specific use cases
• Day 1 Outcome: Each participant will possess a tested knowledge agent and a tool map for their work scenarios
• Day 2 Outcome: Each participant will have a draft Studio agent with approval features, two tested process cases, and a roadmap for their own applications

Customization Options

• Please contact us to arrange customized training options for this course.

Explore how to utilize Copilot for Finance to optimize reporting and increase output. This guided course in Thailand provides professionals with hands-on AI skills to automate accounting routines, build financial reports, and derive insights, thereby improving overall workflow efficiency.

Project management in Microsoft 365 frequently spans multiple platforms, including Teams, Planner, Lists, and SharePoint, often leading to time-intensive status reporting and follow-up activities. This one-day workshop illustrates how Copilot and agents can assist in automating status reporting, optimizing meetings, managing tasks, and identifying risks early. Participants will build a project knowledge agent and develop a prototype solution for a practical business challenge.

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

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

• Classify and apply Microsoft 365 agents to specific project workstreams.
• Use Copilot to generate status reports from emails, meetings, and lists.
• Leverage agents in Teams and Planner to facilitate meetings and task management.
• Build a project knowledge agent utilizing documents, lessons learned, and contact information.
• Surface risks and delays at an earlier stage of the project lifecycle.
• Create and present a mock-up solution for a real project problem.

Course Format

• Duration: 1 day (7 hours)
• Interactive training including trainer-led sessions, group discussions, and practical exercises based on participants’ own scenarios.
• Day 1 Outcomes: Participants will have a status report, a tested project knowledge agent, and a presented mock-up for a real project issue.

Customization Options

• Interested in a customized version of this training? Please contact us to make arrangements.

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

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

• Understand the fundamentals of Copilot agents.
• Create agents utilizing custom knowledge sources.
• Implement basic actions and conduct testing.
• Share the finished agent with colleagues.

Artificial Intelligence & Digital Workspace Transformation / Modern Business Applications

This category focuses on the practical use of advanced generative AI tools within enterprise office ecosystems, particularly Microsoft 365. Programs in this area translate technical AI capabilities into concrete, repeatable business workflows that directly improve operational speed, reduce administrative burden, and ensure corporate data compliance.

Microsoft 365 Copilot is deeply embedded in Outlook, Teams, Word, Excel, and PowerPoint, operating with data users are already authorized to access. This course demonstrates how to prompt effectively, validate results, and utilize Notebooks, Pages, and agents. Participants will conclude by creating their first FAQ agent on a SharePoint knowledge base.

This instructor-led, live training in Thailand targets employees and departments using Microsoft 365 Copilot, accommodating skill levels from beginner to advanced.

Upon completion, participants will be able to:

• Distinguish between Copilot Chat and the Copilots integrated into Outlook, Teams, Word, Excel, and PowerPoint
• Comprehend which data Copilot accesses and the application of permissions
• Draft emails, prepare meetings, and generate reports and presentations using Copilot
• Analyze Excel data and verify the accuracy of results
• Formulate effective prompts and adjust responses when initial outputs are insufficient
• Utilize Notebooks, Pages, and the Researcher and Analyst agents
• Build a basic FAQ agent using a SharePoint knowledge base

Course Structure

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

Customization Options

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

By the end of this course, learners will be capable of: