Program Roadmap

1. Program at a Glance

2. The Roadmap: Four Learning Tracks

3. Foundational Track

Module 1: Foundations of LLM Models & Prompt Engineering

• Copilot Microsoft 365 interface walkthrough

• Basics of prompt engineering

• Getting started with Copilot prompts

• Prompting techniques for business practitioners

• Copilot Chat vs app skills

• Knowledge graphs vs vector stores

• LLM comparison – ChatGPT vs Claude vs Gemini vs Meta Llama

Module 2: Microsoft Office Productivity with Copilot

• Excel – formulas, functions, pivot tables, charts and dashboards with Excel Copilot and Excel Agent

• PowerPoint – infographics grounded in enterprise data, design and animation with Copilot; compare with Prezi and KIMI

• Notepad – draft casual write-ups and compare tone and formats

• Outlook – semantic search, drafting and replying to emails with custom instructions by business function

• Teams – collaboration, meeting notes and custom prompts on meeting transcripts

• Word – draft and refine official letters, extract insights and analyse risks in long documents; compare with Pitch, Power and Humata

• Whiteboard & OneNote with Copilot

• Bookings with Outlook and Sway for presentations

Module 3: Claude Cowork

• Claude LLM walkthrough

• Claude Cowork plugins for Word

• Claude Cowork plugins for Excel

• Claude Cowork plugins for PowerPoint

• Claude Projects

• Claude Design Studio

Module 4: Persona-Based Prompting, Projects & Notebooks

• Role-specific prompting for analysts, managers and strategists

• Create and organise business prompt libraries

• Build customised Copilot notebooks for specific tasks and functions

• Create projects with ChatGPT

• Create vector storage for projects and notebooks with custom personas and OneDrive

4. Applied Business AI Track

Module 5: Research, Analytics, KPIs & Strategy with AI Agents

• Prompting for research, qualitative analysis, strategy and KPI generation

• Feasibility studies, SWOT analysis, risk analysis and primary data collection at scale with AI agents

• Descriptive analytics with an AI analytics agent across Excel, PDFs, CRM feeds, Fabric, Azure and other enterprise sources

• Predictive analytics and forecasting – project plans, risk assessment, operational planning and financial modelling

• Formulate strategy and build presentations using multimodal personas and LLMs

Module 6: Workflow Automation, Enterprise AI Tools & Business Apps

• Build business apps with Copilot for Power Apps and the Copilot 365 app builder; compare Google AI Studio and Replit

• Automate business processes with Workflow Frontier and Power Automate with Copilot; compare Make.com and n8n

• Copilot for OneDrive – smart retrieval, file version comparison and document management

• Copilot for SharePoint – pages, posts, lists, libraries, surveys and forms

• Integrate SharePoint, Power Apps and Power Automate for end-to-end process mining and automation

• Copilot for Loop and Power Pages portal

Module 7: Machine Learning for Predictive & Prescriptive Modelling

• Analytics prompting using ML models – types and functions

• Predictive analytics and forecasting with different ML models – why, when, where and how

• Apply ML models to business case studies

• Build simple project timeline forecasting models

• Develop risk prediction tools to identify bottlenecks

• Create financial models for planning and budgeting

• Integrate forecasting into daily operations using ML model instructions

Models covered: ARIMA & SARIMA, linear regression, decision trees, KNN, regression models

Module 8: Graphics & Video Generation with AI

• Infographics with Copilot Create, KIMI and Nano Banana Pro

• Document-to-video with Copilot Create

• Avatar-based video production with HeyGen

• Cinematic graphics and video with Sora and Veo 3

• Prompts for infographics, video generation and brand kits

5. Agent Building Track

Module 9: Agent Creation with Copilot, Gemini Pro, Claude & Custom GPTs

• Instructional prompting, contextual grounding, chain-of-thought, linked and comparative prompts

• AI agent types – retrieval vs augmented vs automated agents vs agentic frameworks

• Copilot Studio deep dive – instructions, topics, tools, MCPs, knowledge, channels and evaluations

• Build, test and deploy a custom RAG agent with Copilot, SharePoint and OneDrive

• Build RAG custom GPTs with OpenAI, Claude and Gemini Pro – compare capabilities

• Evaluation and grounding for RAG agents

Module 10: AI Agentic Framework – MCPs, Tools, Triggers & Automation with Copilot Studio

• Create focused topics with variables, triggers and conversational flow

• Ground chain-of-thought prompts with tools

• Trigger agent workflows on conditions and launch external workflows via Power Automate

• Tag triggers, topics, tools and knowledge sources with contextual instructions

• Ground machine learning models with AI instructional prompts

• Create and integrate MCP servers and protocols for internal and external app actions and data retrieval

• Connect AI agents into a comprehensive agentic framework

6. Capstone: 10 Industry-Specific AI Agents

You will build agents in Copilot Studio using tools, topics, RAG and MCP capabilities.

Internship projects: Risk Management, Project Management, Document Management, Policy & Procedure, Compliance Management agents, and an Enterprise-Wide Agentic AI Framework.

7. Case Studies by Business Function

Targeted case studies show Claude and GPT models working with Microsoft Copilot in:

Financial Reporting · Human Resources · Marketing & Sales · Operations · Risk Management

8. Tools You Will Use

9. Certification Pathway

Recommended progression: Start with AB-900 or AB-730 → advance to AB-731 → optional technical: AI-900

Skills endorsed: AI concepts · prompt engineering · responsible and ethical AI · automation with AI tools · building AI workflows · decision-making with AI insights

10. Need Help?

• 📞 Phone (Qatar):+974 77758695

• 💬 WhatsApp: +974 70797089

• ✉️ Email: [email protected]

• 🌐 Website: www.teamacademy.co

Connect with us for requesting a free demo class