By the end of this course, you will have built a practical AI-enabled business system that supports faster quoting, better follow-up, more consistent job documentation, and more reliable use of business knowledge.

• Use Microsoft 365 Copilot to reduce repetitive administration across everyday business tasks

• Structure SharePoint so AI can draw on accurate services, pricing, customer, supplier, safety, and compliance information

• Use SharePoint Agents to answer practical business questions from organised business documents

• Build a practical business knowledge base

• Leave with one working workflow that can support quoting, onboarding, job completion, maintenance communication, or another priority business process

AI systems are only as useful as the information they access.

SharePoint provides:

• Organised document libraries and workflows

• Secure access and permissions

• Real-time updates to AI outputs

• A structured foundation for AI agents

Copilot Agents rely on this structured content to deliver accurate, context-aware responses, making SharePoint essential for scaling AI beyond simple tasks.

ItemEach week combines guided coursework with a live virtual classroom focused on implementation.

Week 1 – From basic AI to business integration

Focus: Understanding the value of licensed Microsoft 365 Copilot

You will learn to:

• Move from simple prompts to work-grounded AI

• Use Copilot within real business applications

• Identify high-value tasks for automation

Outcome: A prioritised list of AI use cases linked to time saved, reduced administration, and improved customer response.

Week 2 – Preparing SharePoint as your business backbone

Focus: Structuring your information so AI works effectively

You will learn to:

• Build clean document libraries

• Organise key business content

• Prepare documents for AI grounding

• Manage permissions and data safely

Practical activity: Create your Business Knowledge Library, including:

• Services and pricing

• Customer communications

• FAQs

• Supplier information

• Safety and compliance notes

Business value: A cleaner information base helps reduce searching, rework, and inconsistent customer or job information.

Week 3 – Using SharePoint agents in real business scenarios

Focus: Turning your knowledge into an AI assistant

You will learn to:

• Use SharePoint agents for real questions

• Understand how agents access and interpret data

• Test and refine outputs

Example use cases:

• “What do we include in this type of quote?”

• “Summarise our customer process”

• “What parts are typically used for this job?”

Outcome: A working AI assistant grounded in your own business documents, ready to support quoting, customer questions, job preparation, or internal knowledge checks.

Week 4 – Building your AI-enabled business system

Focus: Integrating tools into a repeatable operating workflow

You will learn to:

• Combine Copilot, SharePoint, and workflows

• Create reusable templates

• Manage risks and data

• Plan future expansion

Final activity: Build one working system, such as:

• Quote preparation workflow

• Customer onboarding system

• Job completion and handover process

• Maintenance communication system

Final outcome: Participants leave with one practical system they can keep improving after the course, rather than a collection of disconnected AI experiments. description

• Task-based and scenario-driven

• Designed for busy tradespeople

• Minimal jargon, maximum application

• Built around visible time savings

• Supported through live implementation session

EquityEd operates as a social enterprise. Your participation supports:

• Access to education in underserved communities

• Practical, income-generating skills globally

• Sustainable and scalable learning models

You will receive:

• A structured pathway

• Immediate practical value

• The opportunity to shape future course development through feedback