Transform your Everyday Business Processes with Agents
Course Code: MS4019
Duration: 1 day
Price: £625.00
Upcoming Events
- Virtual Classroom
- Wed 16 September 2026
- 1 day
- £625.00
Course Overview:
Examine no-code agents in Microsoft 365 Copilot Chat and SharePoint and explore how Microsoft 365 business users can create, manage and use them.
Target Audience:
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 and it’s designed for functional roles rather than developers. No coding experience is required but familiarity with Microsoft 365 apps is recommended.
Course Objectives:
By actively participating in this course, you will learn about the following:
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.
Course Content:
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
Prerequisites:
- Students should have basic functional experience with Microsoft 365 services.
- Students must have a proficient understanding of general IT practices.
- No coding experience required.
Certification / Exam:
There is no exam relating to this course.
Further Information:
For more information or to book this course, please contact our Course Enquiries Team on 0117 3701970 or email us at enquiries@skilltec.co.uk.
