Highlights
- Introduction to AI Agents in Microsoft 365 Copilot
- Getting Started with Agent Builder
- Learn to Design Effective Agents
- Working with Knowledge & Data
- Use Cases & Business Scenarios
- Testing, Sharing & Governance
- Learn to Build multiple working Copilot agents
Course Details
Module 1: Introduction to AI Agents in Microsoft 365 Copilot
- What are AI agents in Microsoft 365 Copilot
- How agents extend Copilot capabilities (automation, insights, assistance)
- Differences between Copilot agents vs Copilot Studio agents
- Overview of built-in agents (e.g. Researcher, Skills, Word/Excel agents)
- Key components: prompts, knowledge, actions, orchestration
Outcome:
Understand what agents are and when to use them
Module 2: Getting Started with Agent Builder
- Navigating the Microsoft 365 Copilot app
- Creating a new agent using natural language
- Understanding declarative agents (prompt-based setup)
- Using templates vs building from scratch
- Managing and editing agents
Hands-on lab:
- Create your first agent using a simple prompt
Outcome:
Build a basic working agent in Copilot
Module 3: Designing Effective Agents
- Writing effective instructions and prompts
- Structuring agent behaviour and tone
- Defining purpose and scope (use-case driven design)
- Connecting agents to Microsoft 365 data (Graph-based knowledge)
- Reusable agent patterns (FAQ bot, document assistant, meeting assistant)
Hands-on lab:
- Improve and refine your agent’s responses
- Add contextual instructions and constraints
Outcome:
Design agents that produce consistent, useful outputs
Module 4: Working with Knowledge & Data
- Using Microsoft 365 content (SharePoint, Teams, emails)
- Grounding agents in organisational knowledge
- Data security and permissions (respecting M365 boundaries)
- Best practices for accurate responses
Hands-on lab:
- Build an agent that answers questions from internal documents
Outcome:
Create knowledge-driven agents for real business scenarios
Module 5: Use Cases & Business Scenarios
- Common agent scenarios:
- Document assistant
- Meeting follow-up agent
- Research assistant
- Task and productivity assistant
- Embedding agents into daily workflows
- When to move to Copilot Studio (decision guidance)
Hands-on lab:
- Build a scenario-based agent (e.g. onboarding assistant or helpdesk FAQ)
Outcome:
Apply agents to real workplace use cases
Module 6: Testing, Sharing & Governance
- Testing and refining agent behaviour
- Sharing agents with teams
- Managing versions and updates
- Governance and responsible AI considerations
- Limitations of Microsoft 365 Copilot agents
Hands-on lab:
- Test and publish your agent
Module 7: Wrap-Up & Next Steps
- Recap of key concepts
- Agent design checklist
- Scaling beyond M365 (intro to Copilot Studio)
- Further learning resources
Practical Outcomes
By the end of the course, participants will:
- Build multiple working Copilot agents
- Use natural language to define agent behaviour
- Connect agents to Microsoft 365 knowledge
- Apply agents to real business scenarios
Who should attend
Target Audience
- Business users and power users
- Microsoft 365 Copilot users
- Team leads / knowledge workers
- No coding experience required
Feedback
4.8 out of 5 average
"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Mariella gave us some best practice ideas and tips to take away. Brian Leek, Data Analyst, May 2024
“JBI did a great job of customizing their syllabus to suit our business needs and also bringing our team up to speed on the current best practices. Mariella was excellent & contents were very impressive” Brian F, Team Lead, RBS, Data Analysis , 20 April 2024
