Everyday Productivity with Microsoft Copilot Agents
Duration: 1 Day
About: This one‑day course introduces participants to Microsoft Copilot and custom Agents, focusing on how they can be created and applied to enhance productivity across Microsoft 365 apps. Learners gain a foundational understanding of Copilot and Agents, explore real‑world workplace use cases, and walk through the end‑to‑end process of setting up, customizing, and integrating Agents into existing workflows. The class emphasizes best practices such as defining clear objectives, iterative testing, documentation, and maintaining data privacy and compliance within a Canadian regulatory context. Through practical scenarios in Excel, Word, PowerPoint, Outlook, and Teams, participants learn how Copilot Agents can automate analysis, improve content creation, streamline communication, and support more effective collaboration by the end of the day
Prerequisites
To get the most value from this class, participants should have:
- A Microsoft 365 tenant with Copilot access enabled
- Basic familiarity with Microsoft 365 apps, including Excel, Word, PowerPoint, Outlook, and Teams
- A general understanding of business processes or workflows they would like to optimize
- Awareness of organizational data privacy and compliance expectations, particularly within a Canadian regulatory context
- No prior experience creating Copilot Agents is required.
Introduction to Copilot & Agents
- Overview of Copilot and its capabilities
- Understanding Agents: Definition and use cases
- Real-world examples in Canadian workplaces
Creating Agents: Step-by-Step Process
- Setting up your environment (Microsoft 365 prerequisites)
- Agent creation workflow using Copilot
- Customizing Agents for specific tasks
- Integrating Agents with existing processes
Best Practices for Agent Creation
- Defining clear objectives for each Agent
- Ensuring data privacy and compliance (Canadian regulations)
- Iterative testing and refinement
- Documentation and knowledge sharing
Enhancing Productivity in Excel with Copilot Agents
- Automating data analysis and reporting
- Generating formulas and charts on demand
- Best practices for financial and operational data management
Enhancing Productivity in Word & PowerPoint
- Drafting documents and presentations using Agents
- Reviewing and editing content for clarity and accuracy
- Creating templates and reusable assets
Enhancing Productivity in Outlook & Teams
- Email management with Copilot Agents (sorting, replying, scheduling)
- Automating meeting scheduling and follow-ups
- Summarizing conversations and extracting action items in Teams
- Integrating Agents for seamless team collaboration