AI Agents, Copilots and Automation: Mastering Microsoft 365 Copilot and Copilot Studio — 2 days

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AI & Copilots Agents: Copilot M365 & Studio Mastery — 2 days

In 2 days, learn how to use Microsoft 365 Copilot and Copilot Studio to automate your workflows and gain efficiency. With 75% practice, you immediately apply the tools to save up to 9 hours per month, speed up your tasks by 25% to 40%, and reduce the time of certain processes by up to 50% thanks to your custom AI agents.

Symbole validé pour décrire la formation
Fundable OPCO
Symbole validé pour décrire la formation
Duration: 14 hours in 2 days
Symbole validé pour décrire la formation
Tailor-made: adapted training
Symbole validé pour décrire la formation
Type of education:
At a distance. In the center. In business
3000€ - in individual coaching
2000 €/person in a group 3-5 participants
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Educational goals
  • Use Microsoft 365 co-pilots to accelerate content creation, data analysis and the management of daily tasks.
  • Design custom AI agents and copilots in Copilot Studio, adapted to business needs and processes.
  • Automate recurring workflows thanks to AI and Microsoft connectors (Teams, SharePoint, Power Automate...).
  • Assisting users on a daily basis via co-pilots able to search, analyze, synthesize or generate information.
  • Transforming professional uses by integrating AI agents in internal practices to gain reliability and productivity.
The training program

DAY 1 — Discover and master Microsoft Copilot in the 365 ecosystem

At the end of this day, you'll be able to use Copilot across Microsoft 365, automate recurring tasks, and integrate AI into your daily work.

Morning: foundations and advanced uses of Copilot

1. Introduction to the Copilot ecosystem
Understanding the role of co-pilots in Microsoft 365, Bing, and Copilot Studio, and their conversational AI logic

2. Get started with Copilot in Word, Excel, PowerPoint and Outlook
Write, rephrase, synthesize, and create content in Word. Analyze and automate dashboards in Excel. Structure presentations in PowerPoint. Manage your email with Copilot in Outlook.
Workshop 1: creation of a complete deliverable (report + table + presentation) with Copilot.

3. Use Copilot in Teams and Loop to collaborate
Automatic summaries of meetings, creation of Planner tasks and collaborative management.
Workshop 2: collaborative project management scenario with Copilot.

Afternoon: personalization and automation

4. Optimize your prompts in the Microsoft environment
“Prompt engineering” training specific to Copilot: instructions, tone, formats and business context.
Workshop 3: creating reusable prompts and testing performance.

5. Integrating Copilot with corporate data
Connect to Microsoft Graph, SharePoint, OneDrive, and Teams, with security best practices and GDPR.

6. Global case study day 1 Automating a complete business process with Copilot (e.g. weekly reporting and follow-up presentation).

DAY 2 — Designing and operating advanced copilots with Copilot Studio

At the end of this day, you will be able to design, configure and deploy your own copilots in Copilot Studio to meet specific business needs.

Morning: understanding Microsoft intelligent agents

1. Overview of agents in Copilot Studio
Distinction between Copilot Microsoft 365, Copilot Studio and specialized agents. Presentation of the copilot architecture: interface, topics, connectors, conversational flows.

2. Discover integrated agents: Researcher and Analyst
Researcher: exploration and synthesis of internal and external information. Analyst: interpreting data and generating structured analyses. Direct use in Microsoft 365: contextual research, documentary exploration, automated analyses.
Workshop 4: practical application — use of Researcher and Analyst agents for a concrete case of monitoring and analyzing Excel data.

3. Understanding the logic of intelligent agents
How these agents use the Microsoft Graph context. Current limitations: no customization possible, but seamless integration into the Microsoft 365 suite.
Workshop 5: guided observation — comparing an integrated agent and a personalized agent.

Afternoon: create your own copilots with Copilot Studio

4. Introduction to Copilot Studio (ex Power Virtual Agents)
Discovery of the interface, the concept of “topics” and the conversational blocks. Management of variables, conditions, and integration of connectors.

5. Creation of a tailor-made business co-pilot
Construction of a conversational flow from A to Z. Use of corporate data (SharePoint, Teams, Excel).
Workshop 6: creation of an HR co-pilot or complete internal support.

6. Connectors and Power Automate
Link with Outlook, Teams, SharePoint, and Forms. Automating tasks via Power Automate.
Workshop 7: co-pilot who sends an automatic email and creates a Planner task.

7. Publication and follow-up of co-pilots
Publishing on Teams, website or external channel. User testing and interaction monitoring.
Workshop 8: putting a complete co-pilot online and testing it.

8. Conclusion and evaluation (KISS method)
Collective feedback: Keep, Improve, Start, Stop. Action plan for the integration of business co-pilots into daily processes.

They trust us:
Nous avons fait une conférence pour Action Logement.
Logo de Conductix Wampfler, formé par AlmeraLogo de ITTA, pour qui nous avons développé des formations sur Microsoft Copilot et l'IA générative.Logo de Cap Métiers

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