AI for Microsoft 365

Overview

AI for Microsoft 365 focuses on the full AI surface of the platform, from daily productivity to automation, custom agents, and administration. You will work…

What you will learn

  • Map AI capabilities across Microsoft 365 and explain grounding and data boundaries (Module 1).
  • Use Copilot in Outlook, Teams, Loop, and Pages for communication and collaboration (Module 2).
  • Produce documents, decks, and data analysis with Copilot in Word, PowerPoint, and Excel (Module 3).
  • Structure content for AI grounding and create SharePoint agents (Module 4).

Prerequisites

  • Required: Daily use of Microsoft 365 apps. Access to a tenant with Microsoft 365 Copilot and Power Platform licenses [confirm provision]. Admin access for Module 7 [confirm or demonstration]. No coding required.
  • Helpful: Prior exposure to Power Automate or SharePoint administration. If you only need Copilot in the core apps, consider Microsoft Copilot for Enterprise instead.

Curriculum

  1. Module 1: AI in Microsoft 365: The Landscape

    • Topics: Copilot in apps and Copilot Chat; AI in SharePoint, OneDrive, and Teams; licensing and entitlement; Microsoft Graph grounding; semantic index; data boundary and compliance.
    • Deliverable: Capability map. Completion check: Module 1 assessment.

    Hands-on:

    • Practice: Capability Inventory. Audit AI features in a tenant and map to team needs.

  2. Module 2: Copilot for Communication and Collaboration

    • Topics: Email and thread summaries; meeting recaps and action items; chat and channel insights; Loop and Copilot Pages; Whiteboard and OneNote; Viva features.
    • Deliverable: Sprint log with gains. Completion check: Module 2 assessment.

    Hands-on:

    • Practice: Collaboration Sprint. A project week in Teams, Loop, and Outlook.

  3. Module 3: Copilot for Documents, Decks, and Data

    • Topics: Drafting and rewriting; deck generation and design; summaries and reviews; formulas and analysis; charts and insights; Python in Excel.
    • Deliverable: Report and deck. Completion check: Module 3 assessment.

    Hands-on:

    • Practice: Report to Board Deck. Excel analysis, Word report, PowerPoint deck.

  4. Module 4: AI in SharePoint, OneDrive, and Knowledge Management

    • Topics: SharePoint agents; document summaries and Q\&A; Syntex and content processing; site and library design; metadata and search; permissions hygiene.
    • Deliverable: SharePoint agent. Completion check: Module 4 assessment.

    Hands-on:

    • Practice: Knowledge Hub Agent. Structured library plus a SharePoint agent.

  5. Module 5: AI in Power Platform

    • Topics: Copilot for flow building; AI Builder actions; document and text processing; Copilot in Power Apps; AI insights in Power BI; natural language queries.
    • Deliverable: Automated flow. Completion check: Module 5 assessment.

    Hands-on:

    • Practice: Invoice Automation. AI Builder extraction with approval routing.

  6. Module 6: Building Agents with Copilot Studio

    • Topics: Topics, generative answers, and knowledge; actions and connectors; authentication; channels and Teams deployment; analytics; lifecycle and environments.
    • Deliverable: Published agent. Completion check: Module 6 assessment.

    Hands-on:

    • Practice: IT Help Desk Agent. Answers IT questions and creates tickets.

  7. Module 7: Administration, Security, and Governance

    • Topics: Copilot admin center and settings; usage and adoption reports; agent governance; Purview sensitivity labels and DLP; restricted SharePoint search; audit and eDiscovery for AI.
    • Deliverable: Readiness configuration record. Completion check: Module 7 assessment.

    Hands-on:

    • Practice: Tenant Readiness. Labels, restricted search, and audit in a test tenant.

  8. Module 8: Adoption Strategy and Change Management

    • Topics: Personas and scenarios; champions and training; success metrics; use case pipeline; ROI measurement; continuous improvement.
    • Deliverable: Adoption plan. Completion check: Module 8 assessment.
    • Capstone (independent work, [CAPSTONE_HOURS] hours): A Microsoft 365 AI solution for a department: role-based Copilot workflows, an AI-powered Power Automate process, a Copilot Studio agent, governance configuration, and an adoption plan.

    Hands-on:

    • Practice: Adoption Plan. Persona-based plan with metrics and training schedule.

Course fee

$699 $399

What's included

  • Live cohort + recordings: Attend every session live and revisit the recordings for one year.
  • Real lab environment: Practise on a hands-on environment that mirrors real projects.
  • Live doubt-clearing support: Ask questions and get answers in real time during every session.
  • Assessments and lab activities: Apply what you learn through graded assessments and guided labs.
  • Learning assets: Keep the slides, notes, and reference material for good.
  • Role-readiness guidance: Mentor guidance to get you ready for the role you are targeting.
  • Verifiable certificate: Earn a shareable certificate on completing the hands-on capstone.
  • Global peer community: Learn with a global cohort and stay connected after the program.

In short

AI for Microsoft 365 is a 24-hour instructor-led course covering Module 1: AI in Microsoft 365: The Landscape, Module 2: Copilot for Communication and Collaboration, Module 3: Copilot for Documents, Decks, and Data. It includes guided practical labs.

Key facts

  • Course: AI for Microsoft 365
  • Duration: 24 hours
  • Modules: 8
  • Format: instructor-led live training

Frequently asked questions

Do I need admin rights?

Module 7 is hands-on only with admin access to a test tenant [confirm whether ZaranTech provides one]; otherwise it is demonstrated. All other modules work with user licenses.

Which licenses are required?

Microsoft 365 Copilot, Power Platform with AI Builder, and Copilot Studio [confirm what is provided versus required].

How is this different from Microsoft Copilot for Enterprise?

That course goes deep on Copilot in the core apps for business users. This course adds SharePoint agents, Power Platform AI, Copilot Studio, administration, and governance.

Is coding required?

No. Power Automate, AI Builder, and Copilot Studio are low-code and all labs use their visual designers.

Will I build an agent?

Yes, two: a SharePoint agent in Module 4 and a published Copilot Studio agent in Module 6.

Does this cover Purview and data protection?

Yes. Module 7 covers sensitivity labels, DLP, restricted search, audit, and eDiscovery for AI.

What do I keep?

A capability map, workflows, a SharePoint agent, an automated flow, a Copilot Studio agent, a governance record, and an adoption plan.

Is a corporate version available?

Yes, including delivery in your own tenant where policy allows.

Topics covered

AI for Microsoft 365, Artificial intelligence, Corporate training