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Course Outline
Introduction to Microsoft 365 Copilot
- Overview of Microsoft 365 Copilot
- Understanding generative AI and Copilot capabilities
- Copilot licensing and available features
- Best practices for working with AI in Microsoft 365
Understanding AI Agents
- What are AI agents?
- How agents differ from prompts and chat interactions
- Business use cases for AI agents
- When to use Microsoft-built versus custom agents
Exploring Microsoft-Built Agents
- Using the Researcher agent
- Using the Analyst agent
- Working with Word, Excel, PowerPoint, Outlook, and Teams agents
- Selecting the right agent for different business tasks
Designing Effective AI Agents
- Planning an agent for a specific business process
- Writing effective instructions and prompts
- Defining goals, knowledge sources, and expected outputs
- Testing and refining agent responses
Creating and Managing Custom Agents
- Building a custom agent with no coding
- Configuring instructions and behaviours
- Sharing agents with colleagues and teams
- Updating, managing, and removing agents
Hands-on Lab: Build Your Own AI Agent
- Create an AI agent for a real business scenario
- Test and improve the agent through iterative prompting
- Troubleshoot common issues
- Share and demonstrate your completed agent
Best Practices and Next Steps
- Governance, security, and responsible AI considerations
- Tips for creating reliable and reusable agents
- Identifying opportunities to automate everyday work
- Course review, questions, and further learning resources
Requirements
- Basic knowledge of Microsoft 365 applications (Word, Excel, Outlook, Teams)
- Access to Microsoft Copilot (free version or Microsoft 365 Copilot)
- No coding or technical background required
- No additional licences or tools are needed
7 Hours
Testimonials (1)
Trainer was very knowledgeable and easy to speak to
