Microsoft 365 Copilot Training in Poznan

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

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

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

This instructor-led, live training in Poznan (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.

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.

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.

Agents allow teams to answer knowledge questions and support document processes in a controlled way. This two-day course covers Agent Builder on day 1 and Copilot Studio with approval steps and test cases on day 2. Participants leave with a tested knowledge agent and a draft for a Studio agent.

This instructor-led, live training in Poznan is aimed at: Key users, AI champions and department leads who want to build their own Copilot agents for knowledge questions and document processes.

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

• Decide when Copilot Chat is enough and when an agent makes sense
• Build a knowledge agent in Agent Builder with audience, knowledge sources and limits
• Understand the structure of an agent in Copilot Studio and create a first agent
• Break down document processes into reviewable steps with human approval
• Test agents with test cases and acceptance criteria
• Classify roles, permissions, licenses and operation

Format of the Course

• Duration: 2 days (7 hours each)
• Interactive training with a trainer, discussion and hands-on exercises on the participants' own use cases
• Outcome, Day 1: Each participant has a tested knowledge agent and a tool map for their own work cases.
• Outcome, Day 2: Each participant has a draft for a Studio agent with approval, two tested process cases and a roadmap for their own use cases.

Course Customization Options

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

Project work in Microsoft 365 spreads across Teams, Planner, Lists and SharePoint, and much of the effort goes into status reports and follow-up. This one-day course shows how Copilot and agents can support status reporting, meetings, tasks and risk detection. Participants build a project knowledge agent and a mock-up for a real project problem.

This instructor-led, live training in Poznan is aimed at: Project managers, PMO staff, team assistants and project members who work in Microsoft 365 with Teams, Planner, Lists and SharePoint.

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

• Classify the agents in Microsoft 365 for project work
• Create status reports from emails, meetings and lists with Copilot
• Use agents in Teams and Planner for meetings and tasks
• Build a project knowledge agent with documents, lessons learned and contacts
• Make risks and delays visible earlier
• Build a solution for a real project problem as a mock-up and present it

Format of the Course

• Duration: 1 day (7 hours)
• Interactive training with a trainer, discussion and hands-on exercises on the participants' own use cases
• Outcome, Day 1: Each participant has a status report, a tested project knowledge agent and a presented mock-up for a real project problem.

Course Customization Options

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

This instructor-led, live training in Poznan is aimed at: Business users and key users who want to build simple Copilot agents.

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

• Understand what Copilot agents are
• Build an agent with your own knowledge sources
• Add simple actions and test the agent
• Share the agent with colleagues

Microsoft 365 Copilot is built into Outlook, Teams, Word, Excel and PowerPoint and works with the data that users already have access to. This course shows how to prompt effectively, verify results and use Notebooks, Pages and agents. Participants finish with a first FAQ agent on a SharePoint knowledge base.

This instructor-led, live training in Poznan is aimed at: Employees and departments with Microsoft 365 Copilot, from beginners to advanced users.

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

• Distinguish Copilot Chat and the Copilots in Outlook, Teams, Word, Excel and PowerPoint
• Understand which data Copilot accesses and how permissions apply
• Prepare emails, meetings, reports and presentations with Copilot
• Analyze Excel data and verify the results
• Prompt effectively and respond when the first answer does not hold up
• Use Notebooks, Pages and the Researcher and Analyst agents
• Build a first simple agent on a SharePoint knowledge base

Format of the Course

• Duration: 2 days (7 hours each), also available as a learning journey in 2-hour sessions
• Interactive training with a trainer, discussion and hands-on exercises on the participants' own use cases
• Outcome, Day 1: Each participant has implemented at least one use case in the apps and has two saved prompts for their own work.
• Outcome, Day 2: Each participant has a notebook, a verified Researcher result and a tested FAQ agent. Each group has presented a solution idea with a mock-up.

Course Customization Options

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