Transform your everyday business processes with agents (MS-4019)

Course 8759

  • Duration: 1 day
  • Language: English
  • Level: Intermediate

This training course explores how business users can leverage no-code agents in Microsoft 365 Copilot Chat and SharePoint to automate tasks, enhance collaboration, and improve productivity. You’ll learn how to get started with agents, explore prebuilt Copilot agents, build and manage your own, and share them across Microsoft 365 applications.

Transform Business with No-Code AI Delivery Methods

  • In-Person

  • Online

  • Upskill your whole team by bringing Private Team Training to your facility.

Transform Business with No-Code AI Course Information

Course Benefits

  • Hands-on experience: Learn to create, manage, and use agents in both Copilot Chat and SharePoint.
  • Boost productivity: Automate everyday tasks and streamline collaboration with AI-powered assistants.
  • Leverage prebuilt tools: Explore existing agents like Analyst, Researcher, and Writing Coach to maximize efficiency.
  • No coding required: Build and deploy functional AI-powered agents without programming skills.
  • Practical business use: Gain skills directly applicable to Microsoft 365 environments your teams already use.

Prerequisites

  • Students should have basic functional experience with Microsoft 365 services.
  • Students must have a proficient understanding of general IT practices.

Transform Business with No-Code AI Course Outline

Module 1: Get Started with Agents

  • Introduction
  • 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

  • Introduction
  • 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

  • Introduction
  • 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

  • Introduction
  • Share an agent with other users
  • Share an agent in Microsoft Teams
  • Interact with agents

Need Help Finding The Right Training Solution?

Our training advisors are here for you.

Transform Business with No-Code AI Course FAQs

  • Microsoft 365 Business Users & SharePoint Admins
    Looking to democratize AI within their teams and deploy no-code solutions.
  • Citizen Developers & Power Users
    Who want to build lightweight agents for employee self-service, document navigation, or FAQ automation.
  • IT Governance Teams
    Overseeing Copilot agent usage and ensuring compliance with data policies and access controls.
  • Business Managers & Team Leads
    Seeking to streamline collaboration, knowledge sharing, and onboarding processes via AI.

The training covers how IT can regulate agent creation, usage, and data access to align with organizational policies.

You’ll learn to publish agents across SharePoint, Teams, and Copilot Chat, allowing colleagues to access and use them seamlessly.

It’s aimed at Microsoft 365 business users, SharePoint admins, citizen developers, and anyone interested in no-code AI assistant creation.

Basic functional knowledge of Microsoft 365 is sufficient. No prior experience with Copilot or development is needed.

Chat With Us