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課程簡介

This executive-level programme stands out by combining practical Microsoft 365 Copilot applications with advanced AI agent and workflow design concepts in a concise, hands-on format. Unlike traditional courses focused only on features, it emphasizes real business scenarios, cross-functional use cases, and automation opportunities across departments such as sales, finance, and HR. Participants will not only learn how to enhance productivity, but also gain exposure to Copilot Studio, AI agents, and enterprise integration (Microsoft Graph & APIs)—equipping them with the insight to move beyond basic usage toward strategic AI adoption and workflow transformation..

課程重點

1. Copilot Overview & Business Value

• Microsoft 365 Copilot ecosystem and key capabilities
• Integration across Word, Excel, Outlook, Teams, Power BI
• Core use cases: drafting, reporting, communication support
• Identifying high-value business opportunities and limitations

2. Cross-Functional Applications

• Sales & Marketing: forecasting, campaign insights, reporting
• Finance: KPI tracking, analysis, and reporting automation
• HR & Admin: document generation, communication, workflow support
• Applying Copilot in daily operations and decision-making
• Data privacy, governance, and compliance considerations

3. Workflow Automation

• Identifying automation opportunities in business processes
• Using Power Automate with Microsoft 365
• Improving efficiency, reporting, and collaboration workflows
• Mapping business pain points to Copilot solutions

4. Copilot Studio & AI Agents

• Introduction to Copilot Studio and AI agent concepts
• Designing simple AI-driven workflows and interactions
• Role of Microsoft Graph, APIs, and enterprise data integration

5. Hands-on Lab & Business Scenarios

• Executive reporting and summary generation
• Cross-functional business use case exercises
• Workflow automation and AI agent design concepts
• Practical application through guided scenarios

6. Governance & Implementation Strategy

• Responsible AI: privacy, compliance, and risk considerations
• Human oversight and secure deployment practices
• Identifying quick wins and adoption challenges
• Best practices for enterprise implementation

7. Wrap-up & Action Planning

• Key use cases and business impact recap
• Developing a quick-win adoption roadmap
• Aligning AI initiatives with business strategy
• Q&A

日期

2026年7月30日

時間

9:30am – 1:00pm

課堂時數

共3.5小時

地點

九龍塘達之路78號生產力大樓

語言

廣東話

課程費用 –

港幣1,800元  ( 早鳥優惠 港幣1,680元 *需在7月24日前繳交課程費用 )

導師

Dr Patrick TSOI, he is a trainer with over 28 years hands-on data science, Big Data and programming experiences. He is a Doctor of Education graduate from the Hong Kong Baptist University, Master in IT Education graduate from the University of Hong Kong and B.Eng in System Engineering and Engineering Management from the Chinese University of Hong Kong.