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Claude AI in Microsoft 365 and Excel for Impact Course
Course Overview
What Nanfor Courses Include
Nanfor courses offer a complete, results-oriented learning experience. They include access to interactive content on the Neuron platform, updated teaching materials, practical exercises based on real-world cases, and training support. Additionally, students have flexible access to the virtual campus, allowing them to learn at their own pace and from anywhere. The methodology combines applied theory with guided practice, facilitating the acquisition of skills directly usable in the professional environment.
Learn about all components
Advantages of Claude Training
Prerequisites
General Course Information
👨Who is this course for?
🎯 Training Objectives - What will you learn?
Design, develop, and integrate LLM-based solutions with Claude, from API to deployment in production environments.
📚Claude AI Engineer Course Content - Program
Unit 1 – AI Integrated into Microsoft 365: The Role of Claude AI
Objective: Understand the new embedded AI model in Microsoft 365 and the positioning of Claude AI as an advanced assistant for real work environments.
Contents
- Evolution of AI in the workplace: from copilots to specialized assistants
- What is Claude AI and Anthropic's approach
- Differences between Claude AI and "native" Copilot
- Advantages of integrated AI versus external tools
- Global vision of Claude integrations in Microsoft 365
- Adoption cases in companies and startups
Unit 2 – Claude AI Integration Architecture in Microsoft 365
Objective: Understand how Claude AI integrates into the Microsoft 365 ecosystem and its implications at the user, license, and IT governance levels.
Contents
- Available integration models:
- Office add-ins
- Microsoft 365 Copilot (Researcher)
- Microsoft 365 Connector (MCP)
- Microsoft Foundry
- Licensing and access requirements
- Role of the Microsoft 365 administrator
- Security, privacy, and data control
- Current limitations of the integration model
Unit 3 – Claude AI in Excel: AI-assisted analysis and work
Objective: Apply Claude AI directly in Excel to improve the analysis, understanding, and maintenance of complex spreadsheets.
Contents
- Claude for Excel: general operation
- Add-in installation and deployment
- Using the Claude sidebar
- Generating and explaining complex formulas
- Understanding the flow of calculations between sheets
- Detecting and debugging errors
- Secure data modification and assumptions
- Building and completing templates
- Using commands and reusable skills
Unit 4 – Excel as an engine for impact and decision with Claude AI
Objective: Use Excel and Claude AI as a key tool to support decision-making and business impact.
Contents
- Analysis of complete sheets in natural language
- Assisted interpretation of models and scenarios
- Identification of risks, inconsistencies, and critical assumptions
- "What-if" exploration with AI support
- Continuous conversation about data
- Best practices for working with sensitive information
Unit 5 – Researcher with Claude AI in Microsoft 365 Copilot
Objective: Conduct structured, multi-stage research combining internal and external information directly from Microsoft 365.
Contents
- What is the Researcher agent
- Activation and usage requirements
- Selecting Claude as the research model
- Research with internal documents
- Research with web sources
- Synthesis and structuring of results
- Generation of executive briefings
- Use cases in strategy, market, and competition
Unit 6 – Microsoft 365 Connector (MCP): analysis of corporate knowledge
Objective: Leverage existing knowledge in Microsoft 365 using Claude AI while respecting the corporate security model.
Contents
- What is MCP and how it works
- Read-only access model
- Analysis of information from:
- SharePoint
- OneDrive
- Outlook
- Microsoft Teams
- Automatic meeting summaries
- Extracting insights from emails
- Consolidation of scattered information
- Generation of reports and executive summaries
Unit 7 – Claude AI in Microsoft Foundry: vision for technical teams
Objective: Understand the potential of Claude AI in Microsoft Foundry for the development of agents and customized solutions.
Contents
- What is Microsoft Foundry
- Claude models available in Foundry
- Claude use cases for engineering and automation
- Custom agents and advanced flows
- Integration with Azure and the Microsoft stack
- Common scenarios in tech companies
Unit 8 – Governance, adoption, and best practices
Objective: Ensure efficient, secure, and sustainable use of Claude AI in the corporate environment.
Contents
- Best adoption practices by user profile
- Governance of AI use in Microsoft 365
- Change management and team adoption
- Troubleshooting common problems:
- Invalid Add‑in Host error
- Permissions and compatibilities
- Risks, limitations, and recommendations
- Trends and evolution of the Claude + Microsoft ecosystem
Unit 9 – Cross-cutting use cases and practical application
Objective: Apply what has been learned to real-world organizational situations.
Contents
- Complete case: Excel + Claude for analysis and decision
- Strategic research case with Researcher
- Executive reporting case from Teams and Outlook
- Design of a custom use case by participants
- Identification of immediate impact opportunities
🌐Language
The course is taught in Spanish, with adapted technical terminology and clear explanations, facilitating progressive learning and understanding of the concepts evaluated in the official certification.
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Why choose Nanfor as a specialized IT training center?
Nanfor is a leader in technological training with extensive experience in digital tools and business transformation. Its practical, results-oriented methodology guarantees rapid application of acquired knowledge. Furthermore, the content is designed by experts in artificial intelligence and productivity, ensuring up-to-date, relevant training aligned with market needs. Choosing Nanfor means opting for quality training that boosts professional growth and business competitiveness.
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