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WorkSmart AI: Practical Productivity Training

AI in the Workplace Practical Productivity Training

$5,500.00

Description

AI in the Workplace is a practical, hands-on training that helps employees and teams use AI confidently, responsibly, and effectively in their everyday work.

From spell check and grammar suggestions to modern AI assistants like Microsoft Copilot, participants learn how to apply AI to real workplace tasks — including emails, reports, meetings, and decision-making — to work smarter and faster.

The focus is not on coding or theory, but on practical tips, workflows, and best practices that save time, improve output quality, and give participants a genuine edge at work.

You’ll gain real-world skills in:

  • Using AI to write clearer emails, documents, and reports

  • Summarising meetings, documents, and data faster

  • Improving productivity with AI-powered workflows

  • Writing effective prompts to get better AI results

  • Validating AI outputs and avoiding common mistakes

  • Using AI responsibly within organisational policies

Audience Profile

This course is ideal for:

  • Office and knowledge workers

  • Managers and team leaders

  • HR, finance, admin, operations, and support staff

  • Business professionals with no technical background

  • Organisations rolling out AI or Microsoft Copilot

No coding or IT experience required.

Prerequisites

To get the most from this course, participants should:

  • Be comfortable using a computer and common workplace software

  • Have basic experience with tools like email, documents, and spreadsheets

  • No prior AI knowledge required

⚠️ This course is specifically designed for non-technical users.

Course Highlights

1. AI Basics for the Workplace

  • What AI really is (and isn’t)

  • Everyday AI examples you already use (spell check, auto-suggestions, summaries)

  • Where AI adds the most value at work

2. Writing Better with AI

  • Drafting emails, reports, and documents faster

  • Improving clarity, tone, and structure

  • Editing and rewriting content using AI

3. Smarter Meetings & Information Handling

  • Summarising meetings and action items

  • Extracting key points from long documents

  • Turning notes into polished outputs

4. Prompting Made Simple

  • How to ask AI the right way

  • Prompt structures that get better results

  • Common mistakes and how to avoid them

5. Responsible & Safe AI Usage

  • What you should and shouldn’t share with AI

  • Data privacy, confidentiality, and validation

  • Using AI ethically and responsibly at work

6. AI Productivity Tips & Use Cases

  • Role-based AI examples (admin, managers, teams)

  • Daily workflows that save time

  • Building confidence using AI independently

Onsite & Corporate Training

Have a team of 3 or more? We offer customised onsite or virtual training:

  • Tailored examples for your organisation

  • Aligned with your tools and policies

  • Delivered in a familiar work environment

  • Ideal for company-wide AI adoption

Cancellation Policy

To cancel or reschedule, please contact us 10 days before the scheduled course date.

Contact Information

TechniSaur
Melbourne VIC, Australia
📞 0410 077 106
✉️fusman@technisaur.com.au

FAQs – AI in the Workplace Training

Q1: Do I need technical or coding skills?
No. This course is designed specifically for non-technical users.

Q2: Is this course about ChatGPT only?
No. We focus on practical workplace AI concepts and tools, including Microsoft Copilot and everyday AI use cases.

Q3: Will I receive a certificate?
Yes. Participants receive a TechniSaur Certificate of Completion.

Q4: Is this suitable for managers and teams?
Absolutely. The course is ideal for individuals, teams, and managers.

Q5: Can this training be customised for our organisation?
Yes. We offer fully customised corporate training aligned with your business needs.

Modules

Module 1: Get Started with Dataverse

  • Create and manage environments in Dataverse.

  • Build and manage tables and columns.

  • Import, export, and view data efficiently.

  • Connect to external data sources within a Power Apps canvas app.

Module 2: Create Relationships, Business Rules, Calculations, and Rollups in Dataverse

  • Establish relationships between tables in Dataverse.

  • Define and implement business rules to automate processes.

  • Create calculated and rollup columns for dynamic data insights.

Module 3: Customise the Command Bar in Power Apps

  • Tailor the command bar to fit business needs.

  • Explore common scenarios for command bar customisation.

  • Apply advanced concepts to enhance command bar functionality.

Module 4: Visualise, Import, and Export Microsoft Dataverse Data

  • Visualise data using Dataverse views.

  • Use Power Query to import data into Dataverse.

  • Apply Microsoft Word and Excel templates for reporting.

  • Export Dataverse data and update records through Excel.

  • Leverage Azure and external tools for advanced data management.

Module 5: Work with Dynamics 365 Sales

  • Get started with Dynamics 365 Sales.

  • Configure and customise Dynamics 365 Sales to suit organisational needs.

  • Manage leads, opportunities, and product catalogues.

  • Process sales orders and maintain customer relationships.

  • Analyse sales data for performance insights.

Module 6: Set Up and Use Sales Accelerator in Dynamics 365 Sales

  • Configure the Sales Accelerator feature.

  • Design sales sequences using Sales Insights.

  • Manage segments and assignment rules for lead prioritisation.

  • Communicate with customers via text messages within Dynamics 365 Sales.

Module 7: Implement Goal Management in Dynamics 365 Sales and Customer Service

  • Define and monitor individual goals across Sales and Customer Service.

  • Use goal metrics to track and measure performance outcomes.

Module 8: Enhance Dynamics 365 Sales with Tools and Apps

  • Integrate Microsoft 365 services with model-driven apps and Dataverse.

  • Explore and configure the Dynamics 365 Sales mobile app.

Module 9: Work with Real-Time Features in Dynamics 365 Customer Insights – Journeys

  • Create emails, text messages, and forms within Customer Insights – Journeys.

  • Manage consent and design personalised customer journeys.

  • Handle lead scoring and engagement tracking.

  • Extend and customise real-time marketing features.

Module 10: Unlock Customer Intent with Dynamics 365 Customer Insights – Data

  • Get started with Customer Insights – Data.

  • Ingest, cleanse, and enrich customer data.

  • Build unified customer profiles and manage external data connections.

  • Configure and administer Customer Insights – Data effectively.

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AI in the Workplace is a practical, hands-on training that helps employees and teams use AI confidently, responsibly, and effectively in their everyday work.

From spell check and grammar suggestions to modern AI assistants like Microsoft Copilot, participants learn how to apply AI to real workplace tasks — including emails, reports, meetings, and decision-making — to work smarter and faster.

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