Microsoft 365 Copilot Advanced – Agents & Business Automation
Take your Copilot skills to the next level – build Agents and automate workflows.
This advanced half-day course is designed for power users, teams and process owners who want to move beyond basic Copilot usage and start building AI-supported workflows.
You will learn how to design and optimize Copilot Agents (without Copilot Studio), prepare documents and data so Copilot generates consistent outputs, and use Copilot to automate repetitive tasks like reporting, meeting preparation and follow-ups.
Perfect for teams who want to scale productivity, standardise processes and safely integrate AI into everyday work.
Course Content
In this training you’ll cover:
1. Introduction: What Copilot Agents Can Do
- Chat vs. Agent: key differences
- Where Agents add value in organisations
- Security, privacy and governance basics
2. Agents in Practice
- How to design a strong Agent (role, goal, instructions, boundaries)
- Example Agents:
- Meeting Preparation Agent
- Onboarding / FAQ Agent
- Weekly Reporting Agent
- Step-by-step: configure, test and improve an Agent
3. Workflow Automation without Copilot Studio
- Using Copilot as a lightweight automation engine
- Prompt templates for recurring tasks
- Examples:
- Automated follow-ups
- Meeting summaries & task extraction
- KPI / status reporting
- Project documentation
4. Ideation Sprint
- Identify automation opportunities in your organisation
- Select high-value processes for Agent usage
- Guidance on implementation & rollout
+ Access to Our Community with daily free learning assets
+ Materials from All Learning Modules and Additional Support Links
+ Certified Microsoft 365 Copilot Practitioner – Advanced Level
+ Prompt Frameworks and Canvas
Why Companies Choose This Course
Instant impact
Productivity Boost
Participants learn practical Copilot skills that immediately improve daily work — from faster emails to automated reports.
Process-Oriented
Workflow-Driven
Companies benefit from repeatable Copilot patterns that streamline processes across teams — compliant, scalable and aligned with business goals.
Future Skills
AI-Ready Workforce
Employees build the competencies needed to safely and effectively use AI tools, strengthening organisational readiness for AI transformation.
Some Customers
Target Audience
This course is ideal for:
- Power users & digital champions
- Team leads & project managers
- Process owners & automation strategists
- Departments with high workflow density (HR, Sales, PMO, Operations)
No technical background required.
Prerequisites
- Microsoft 365 Copilot Pro or Enterprise
- Basic experience with Copilot (Essentials course recommended)
Learning Goals
- Use and optimize Copilot Agents for recurring tasks and processes
- Design clear Agent structures (role, goal, rules, context)
- Automate everyday workflows using Copilot
- Prepare documents and data for consistent Copilot performance
- Apply essential
AI governance & safety principles (incl. EU AI Act requirements)
Benefits
Your organisation gains:
- Immediate productivity increases in complex workflows
- Less manual work thanks to automated reporting, follow-ups & summaries
- More consistent outputs through structured prompts & reusable templates
- Safe and compliant AI usage aligned with governance standards
- Future-ready digital skills for AI-enabled teamwork
Certificate
After completing the course, you will receive a Certificate: "Certified Microsoft 365 Copilot Practitioner – Advanced Level".
Trainer
Julia Herz
- COO & Head of AI Academy
- Leadership & Strategy Expert
- MSc in Business Intelligence
This course is suitable for companies that want to ensure they are getting the most out of Microsoft 365 Copilot.
This course, in combination with our
ChatGPT Basic Training, enables companies to fulfil the essential training requirements
for employees stipulated by the
EU AI Act
for the use of AI systems.
Do we need Copilot Studio?
No. This course focuses on Agents and workflow automation without Copilot Studio.
Does this help us comply with the EU AI Act?
Yes. Together with our ChatGPT Basic Training, it covers the core training obligations for employees using AI systems.
Do we use real company data?
Optional. We can work with demo data or adapt to your environment.
Is this course technical?
No. It focuses on business-oriented workflows and practical use cases.
