Examine no-code agents in Microsoft 365 Copilot Chat and SharePoint and explore how Microsoft 365 business users can create, manage, and use them.
Business Users & Knowledge Workers
People who use Microsoft 365 daily and want to automate or streamline tasks with AI agents.
Department Leads & Process Owners
Individuals responsible for improving workflows in HR, Finance, Marketing, Operations, etc.
Power Users & Developers
Users comfortable with Microsoft 365 tools who want to build custom agents without coding.
IT Administrators & Governance Specialists
Those who need to understand agent governance, sharing, and compliance within Microsoft 365.
Change Managers & Adoption Specialists
Professionals driving AI adoption and productivity improvements across the organisation.
This course is not highly technical—it’s designed for functional roles rather than developers. No coding experience is required, but familiarity with Microsoft 365 apps is recommended.
By actively participating in this course, you will learn how to:
Understand AI-powered Agents in Microsoft 365
Define what agents are and their role in Microsoft Copilot Chat and SharePoint.
Identify who can create and use agents.
Explain benefits and governance considerations.
Explore Prebuilt Microsoft 365 Copilot Agents
Understand the functionality of prebuilt agents (e.g., Analyst, Researcher, Visual Creator, Prompt Coach).
Use prebuilt agents to streamline tasks and improve productivity.
Build and Manage Custom Agents
Create agents in Microsoft Copilot Chat and SharePoint without coding.
Develop effective instructions and starter prompts.
Test, edit, and manage agents for optimal performance.
Share and Use Agents
Share agents with other users and integrate them into Teams.
Interact with agents in SharePoint sites and Copilot Chat.
Apply IT governance controls for compliance and security.
Students should have basic functional experience with Microsoft 365 services.
Students must have a proficient understanding of general IT practices.
No coding experience required.
Module 1: Get Started with Agents
What are agents?
Who can create and use agents?
Explore the benefits of using agents
Enhance collaboration using agents
Examine IT governance controls for agents
Module 2:Explore Prebuilt Microsoft 365 Copilot Agents
Examine the Analyst agent
Exercise - Use the Analyst agent
Examine the Researcher agent
Exercise - Use the Researcher agent
Examine the Visual Creator agent
Examine the Prompt Coach agent
Examine the Idea Coach agent
Examine the Writing Coach agent
Exercise - Use an agent of your choice
Module 3: Build and Manage an Agent
Examine the tools used to create agents
Explore the components of an agent
Create an agent in Copilot Chat - Part 1
Create an agent in Copilot Chat - Part 2
Exercise - Create a Copilot Chat agent
Create an agent in SharePoint
Exercise - Create a SharePoint agent
Test and edit your agents
Manage your agents
Module 4: Share and Use Agents
Share an agent with other users
Share an agent in Microsoft Teams
Interact with agents
There is no exam relating to this course.