The following training program can be delivered remotely and/or on-site with your team.
The goal of the program is for your team to understand how to build and integrate Microsoft Copilot into your daily flows as well as how to extend your existing applications to leverage their capabilities. Our training is broken down into theory/presentation and hands-on implementation with labs that can be tailored to your environment.
Duration: 3 Days
Target Audience
- Business leaders adopting Microsoft Copilot
- Power Users and Citizen Developers
- Solution Architects and IT Admins
- Pro Devs exploring custom Copilot integration
Prerequisites
- Familiarity with Microsoft 365 apps
- Some knowledge of Power Platform or Dynamics is helpful for the advanced tracks
- Interest in enterprise data integration and governance
Day 1 – Copilot for Everyday Productivity
- What is Microsoft Copilot?
- Copilot ecosystem overview (Microsoft 365, Power Platform, GitHub, Dynamics, Security Copilot)
- Licensing, prerequisites, and enablement
- Privacy & compliance considerations
- Copilot in Microsoft 365
- Word: drafting, summarization, rewriting, generating proposals
- Excel: analyzing, forecasting, building formulas
- Outlook: summarizing email threads, drafting responses, scheduling
- PowerPoint: creating decks from prompts and documents
- Teams: meeting recap, action item extraction, live collaboration
Day 2 – Copilot in the Power Platform & Business Workflows
- Copilot in Power Apps & Power Automate
- Using Copilot to build apps and flows with natural language
- Prompt design for app-building scenarios
- Debugging and optimizing AI-generated formulas
- Copilot Studio (formerly Power Virtual Agents + custom GPTs)
- Low-code conversational bots with Copilot Studio
- Integration with business processes
- Multi-turn conversations, topics, and handoff to humans
- Copilot with Dynamics 365
- Sales, Customer Service, and Field Service copilots
- Scenario-driven demos (summaries, recommendations, action automation)
Day 3 – Advanced Copilot: Integration, Extensibility & Governance
- Integrating Copilot with Enterprise Data
- Microsoft Graph connectors for business systems (Salesforce, ServiceNow, Jira, Confluence, etc.)
- Using Dataverse and custom data sources
- Custom Copilot Extensions
- Copilot Studio + Azure OpenAI (RAG pattern, embeddings)
- Using APIs and plugins with Copilot
- Extending Copilot experiences inside Teams and Dynamics
- Governance & Enterprise Rollout
- DLP policies, data residency, and compliance
- Responsible AI practices and prompt management
- Change management and adoption strategy
📢 Ready to take your skills to the next level?
📩 Contact us at training@betarover.com to book a team session and/or to ask about our next individual cohort session.