Microsoft Copilot for Sales Professionals & Sales Leaders Training Course

This practical, interactive course acquaints participants with the concept of AI agents within Microsoft 365 Copilot and demonstrates how individuals can create their own simple agents without requiring any coding skills or extra tools.

Participants will investigate pre-built Microsoft agents, such as Researcher and Analyst, gain insight into how AI agents function within business environments, and acquire the skills to design and utilise their own agents through structured prompts and workflows in Copilot.

Focusing on real-world scenarios, the course empowers participants to automate repetitive tasks, boost productivity, and develop reusable AI assistants that can be effortlessly shared among team members.

Upon completion of the session, participants will have successfully constructed their own AI agent and will possess the ability to apply this methodology in their everyday professional activities.

Module 1: Grasping AI and Its Influence

• High-Level Overview of AI
• AI Ethics

Module 2: Overview of Leading AI Tools

• Overview of Popular LLMs
• Considerations when Choosing an LLM

Module 3: Exploring Leading AI Tools

• Introduction to Copilot:
• Introduction to Google AI Studio:
• Introduction to ChatGPT
• Improving 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.

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

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

Enable teams to answer knowledge questions and support document processes with controlled precision. This two-day curriculum covers Agent Builder on day 1 and Copilot Studio, including approval steps and test cases, on day 2. Participants will conclude the course with a tested knowledge agent and a draft for a Studio agent.

This live, instructor-led training in Greece is intended for key users, AI champions, and department leads who wish to construct their own Copilot agents for knowledge queries and document processing.

Upon completing this training, participants will be able to:

• Assess when Copilot Chat is sufficient and when an agent is the better solution
• Create knowledge agents in Agent Builder, specifying audiences, knowledge sources, and boundaries
• Understand the internal structure of Copilot Studio agents and build a foundational agent
• Break down document workflows into reviewable steps with human approval gates
• Test agents using specific test cases and acceptance criteria
• Classify roles, permissions, licensing, and operational aspects

Course Format

• Duration: Two days, seven hours per day
• Interactive training involving trainer-led discussions and hands-on exercises focused on participants' individual use cases
• Day 1 Outcome: Each participant will have a tested knowledge agent and a tool map tailored to their 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 own use cases.

Customization Options

• Reach out to us to discuss customizing the training for this course.

Project management in Microsoft 365 frequently spans across Teams, Planner, Lists, and SharePoint, with a substantial amount of time spent on status reporting and follow-up actions. This one-day course illustrates how Copilot and agents can facilitate status reporting, meeting coordination, task management, and risk detection. Participants will create a project knowledge agent and a prototype to solve a practical project problem.

This live, instructor-led training in Greece is tailored for project managers, PMO staff, team assistants, and project members who work with Microsoft 365, specifically using Teams, Planner, Lists, and SharePoint.

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

• Identify and classify Microsoft 365 agents applicable to project work
• Use Copilot to create status reports from emails, meetings, and lists
• Utilize agents in Teams and Planner for meeting and task management
• Construct a project knowledge agent leveraging documents, lessons learned, and contacts
• Improve early detection of risks and delays
• Develop and present a mock-up solution for a real project issue

Course Format

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

Customization Options

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

This live, instructor-led training session in Greece is tailored for: Business professionals and key stakeholders looking to create basic Copilot agents.

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

• Comprehending the definition and functionality of Copilot agents
• Constructing an agent that leverages custom knowledge sources
• Incorporating simple actions and verifying agent performance
• Enabling the sharing of the agent with professional peers

Integrated directly into Outlook, Teams, Word, Excel, and PowerPoint, Microsoft 365 Copilot leverages the data users already have access to. This course guides you through crafting effective prompts, validating outputs, and utilizing Notebooks, Pages, and AI agents. By the end of the session, participants will have deployed their first FAQ agent based on a SharePoint knowledge base.

This instructor-led, live training in Greece serves employees and teams with Microsoft 365 Copilot licenses, ranging from beginners to advanced users.

Upon completing this training, participants will be equipped to:

• Differentiate between Copilot Chat and the embedded Copilots within Outlook, Teams, Word, Excel, and PowerPoint
• Comprehend the data sources Copilot utilizes and how permissions govern access
• Draft emails, meeting summaries, reports, and presentations using Copilot
• Process Excel data and rigorously verify the outcomes
• Craft effective prompts and iteratively refine responses when initial results are suboptimal
• Utilize Notebooks, Pages, and the Researcher and Analyst agents
• Develop a foundational FAQ agent leveraging a SharePoint knowledge base

Course Format

• Duration: Two days (7 hours each), with an alternative option for a 2-hour session learning journey
• Interactive instruction featuring a dedicated trainer, group discussions, and hands-on exercises tailored to participants' specific use cases
• Day 1 Outcome: Each participant will have implemented at least one use case within the applications and saved two prompts for personal workflow use.
• Day 2 Outcome: Each participant will possess a notebook, a validated Researcher output, and a tested FAQ agent. Additionally, each group will present a solution concept accompanied by a mock-up.

Customization Options

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

This instructor-led course is tailored for commercial teams that handle extensive data exports, spreadsheets, reporting, and information analysis. The training centres on leveraging Microsoft Copilot to minimise repetitive tasks, enhance data analysis skills, and boost productivity when managing large volumes of commercial data.

The programme is specifically crafted for teams dealing with large datasets, customer details, sales reports, and spreadsheet-intensive workflows

Learning Outcomes

Participants will be able to:

• Reduce manual Excel workloads

• Analyse commercial data more rapidly

• Compare information with greater efficiency

• Generate reports more quickly

• Apply Copilot to everyday commercial activities

Microsoft Copilot is quickly becoming one of the most powerful productivity tools for organisations running Microsoft 365. Yet many businesses find that merely handing out Copilot licences doesn't automatically deliver clear business value. Without hands-on guidance, employees often tap into only a small slice of its potential, leaving significant opportunities to save time, strengthen collaboration, and improve decision-making on the table.

This two-day, instructor-led training helps employees move past initial experimentation and gain the confidence to weave Microsoft Copilot into their daily routines. Instead of focusing on isolated features, the course shows how Copilot can serve as a practical assistant across the entire business—from production planning and quality reporting to financial analysis, HR documentation, engineering collaboration, supply chain communication, and IT knowledge management.

Built around realistic manufacturing scenarios, the training lets participants work with workflows that closely mirror their day-to-day responsibilities. Over the two days, they learn to craft effective prompts, analyse data, produce professional documents, summarise meetings, automate repetitive communications, and collaborate more efficiently using Word, Excel, Outlook, Teams, PowerPoint, and Copilot Chat.

By the end of the programme, participants walk away with immediately applicable skills, reusable prompt libraries tailored to their roles, and proven workflows that help shift Microsoft Copilot from an emerging technology into a genuine productivity multiplier across the organisation.

Learning Outcomes

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

• Understand how Microsoft Copilot fits into the Microsoft 365 ecosystem.

• Write effective prompts that consistently produce useful business results.

• Use Copilot Chat as a daily productivity assistant.

• Summarise meetings, emails, and documents in seconds.

• Analyse Excel data using natural language.

• Create reports, presentations, and professional communications significantly faster.

• Apply department-specific Copilot workflows across manufacturing functions.

• Use Copilot responsibly while protecting company data and maintaining compliance.

• Build reusable prompt libraries for everyday work.

Training Format

• Interactive instructor-led sessions

• Live demonstrations

• Hands-on Microsoft 365 exercises

• Manufacturing-focused case studies

• Individual and collaborative practical labs

Course Customization Options

This course can be fully customised to reflect the organisation's Microsoft 365 environment, internal document templates, reporting formats, approval processes, and departmental workflows. Practical exercises can be built using anonymised production reports, quality records, engineering documentation, financial summaries, HR templates, and supply chain scenarios, ensuring participants practise with situations that closely resemble their everyday work.

Expected Organisational Outcomes

When delivered across multiple departments, this programme helps establish a common approach to AI adoption throughout the organisation. Instead of isolated experimentation, employees develop shared ways of working with Copilot, reducing repetitive administrative work, improving communication, accelerating reporting, and enabling managers to make faster, more informed decisions. The result is not simply greater familiarity with Microsoft Copilot, but a stronger foundation for organisation-wide productivity and collaboration.

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