Transform your everyday business processes with agents

Overview

This course is designed to empower business users and IT professionals to create, manage, and utilize no-code AI agents within Microsoft 365 Copilot Chat and SharePoint. Participants will explore how these agents can automate tasks, provide real-time support, and enhance collaboration across organizational workflows. Through practical modules, learners will gain hands-on experience in building agents that streamline business processes without the need for coding expertise.

Note: This course is for both the Micorosoft Copilot Chat and 365 Copilot versions.

Prerequisites

Participants should have:

• Basic functional experience with Microsoft 365 services
• A proficient understanding of general IT practices

Target audience

This course is intended for:

• Administrators
• Business users
• Developers
• Students

Objectives

By the end of this course, learners will be able to:

• Understand the role and benefits of no-code AI agents in Microsoft 365
• Create and configure agents using Microsoft Copilot Chat and SharePoint
• Manage and test agents to ensure optimal performance
• Share and utilize agents to enhance collaboration within teams
• Apply IT governance controls to maintain compliance and security

Outline

Get started with agents

• Introduction to AI-powered assistants in SharePoint and Microsoft Copilot Chat
• Components and functionalities of no-code agents
• Identifying users who can create and use agents
• Benefits of implementing agents in business processes
• Enhancing collaboration through agent integration
• Understanding IT governance controls for agents

Build and manage an agent

• Tools and platforms for creating agents in SharePoint and Copilot Chat
• Step-by-step guide to building agents without coding
• Crafting effective instructions and starter prompts
• Testing and editing agents for optimal functionality
• Managing agent lifecycle and updates

Share and use agents

• Methods for sharing agents with other users
• Integrating agents into Microsoft Teams for broader accessibility
• Selecting and interacting with agents in SharePoint and Copilot Chat
• Managing chat history and agent interactions

Exams and assessments

This course includes module-based assessments and practical exercises to reinforce learning outcomes. Participants can validate their skills through the Microsoft Applied Skills credential: Transform your everyday business processes with agents.

Hands-on learning

This course offers:

• Interactive exercises within Microsoft 365 Copilot Chat and SharePoint environments
• Practical tasks simulating real-world scenarios
• Guided demonstrations of agent creation and management