Advanced Microsoft 365 Copilot, AI Agents, and Business Process Transformation - HKPC Academy
Advanced Microsoft 365 Copilot, AI Agents, and Business Process Transformation
P0000310
HKPC Building 78 Tat Chee Avenue Kowloon
2026-07-30
Ms. WAI 2788 5794

[Once the course reaches a sufficient number of registered participants, we will send the course and payment details to the email address provided by the registered participant.  ]

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Course Introduction

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..

Course Highlights

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
  • Date

    July 30, 2026

    Time

    9:30am – 1:00pm

    Class duration

    Total: 3.5hours

    Location

    Hong Kong Productivity Council, 78 Tat Chee Avenue, Kowloon Tong

    Language

    Cantonese

    Course Fee –

    HKD 1,800 (Early Bird Price: HK$ 1,680 for enrolment with full payment settled before 24/7/2026)

    Instructor

    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.