Trained 50k+ People
Over 100+ Countries
By Specialist Trainers
With Over 20 Years' Experience
By the end of this workshop, learners will be able to understand the role of Power BI within the Microsoft ecosystem and create simple dashboards using connected data sources. They will be able to identify opportunities to automate manual business processes using Power Automate and understand how triggers and actions are used in workflow design.
Learners will also be able to use Microsoft Copilot within Microsoft 365 applications such as Outlook, Word, Excel, and Teams to improve productivity. They will understand prompt engineering basics for business use and gain an introduction to Copilot Agents and their role in workplace automation. Finally, learners will be able to identify opportunities where AI and automation can improve efficiency in their daily work.
Course Outline
Power BI – 1.5 Hours
• What Power BI is and where it fits in the Microsoft ecosystem
• Connecting to data sources• Building simple dashboards
• Identifying reporting automation opportunities
• Real-world business use cases Power Automate – 2 Hours
• Introduction to workflow automation• Understanding triggers and actions
• Automating common manual processes• Examples: approvals, notifications, document flows
• Identifying automation opportunities in your current processesMicrosoft Copilot & Copilot Agent – 2.5 Hours
• What Copilot is and how it works within Microsoft 365
• Prompting techniques for business users• Using Copilot in Outlook, Word, Excel, Teams• Introduction to Copilot Agents• Identifying AI-assisted productivity gains
This workshop is ideal for office professionals, business users, analysts, and managers who want to improve productivity using Microsoft AI and automation tools. It is also suitable for beginners who want to understand how Power BI, Power Automate, and Copilot can be used in everyday work.
This workshop includes hands-on training in Power BI, Power Automate, Microsoft Copilot, and Copilot Agents. Learners will take part in practical exercises, guided demonstrations, and real-world scenarios focused on data analysis, automation, and AI productivity.
No advanced technical skills are required. Learners should have basic computer literacy and familiarity with Microsoft Office applications. An interest in AI tools, automation, and data analysis is recommended.
Learners are encouraged to explore Microsoft Learn resources on Power BI, Power Automate, and Microsoft Copilot. Reading about workflow automation, data visualisation, and AI in productivity tools will support understanding of the workshop content.
This workshop does not include a formal exam. Assessment is based on participation in practical activities. A Certificate of Completion is awarded upon finishing the workshop.
After completing this workshop, learners can progress to advanced Power BI development, automation engineering with Power Automate, and deeper Microsoft Copilot training. Learners may also explore advanced AI and data analytics courses to further enhance their skills.
This is a practical, beginner-friendly workshop designed to introduce key Microsoft AI and automation tools. Learners will gain immediately applicable skills that improve productivity and efficiency in the workplace.
All of our trainers have achieved exceptionally high delegate pass rates for accredited examinations for all our courses. We also offer complimentary pre and post-course support for any questions you may have.
We try and be as flexible as we can and accommodate your needs. We can swap delegates at any time with no charge. We can also create bespoke content should this be required.
We specialise in IT Service and Project Management. All of our Trainers and Consultants have considerable years of hands-on experience in IT Service / Project Management, working across a wide number of industry sectors.
Our training, sales and admin staff are all professional, helpful, friendly and approachable. We believe in providing excellent customer service. You will always have a dedicated friendly Account Manager
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